Rosemont Roundtable: Exploring the Business of Investment Management

In the latest episode of Rosemont Roundtable, Chas Burkhart sat down with Andrew Crowley, president of Markel Ventures at Markel Group, to discuss both firms' unique commitment to making permanent capital investments in the investment and wealth management industries.

Although it started as an insurance company in 1930, Markel Group has grown to include a broader array of business interests, transforming it into a Fortune 500 company. This growth is anchored in shared values and long-term investment philosophies, which form the bedrock of the partnership.

Chas and Andrew discuss a variety of topics, including:
  • Why Rosemont and Markel were drawn to each other, and how each views opportunity in the asset and wealth management space.
  • The significance of a true permanent partnership model and how it is optimal for sustained success.
  • A brief overview of Rosemont and Markel’s history and their compatible approaches to finding distinctive investment partners.
  • Why true permanence is uncommon in the industry and the challenges in determining the markers for success.
Overall, the conversation underscores both firms' foundational commitment to being "built-to-last, not built-to-sell." It's a thought-provoking conversation you won't want to miss.

If you have any questions or want to learn more, please don't hesitate to contact us.

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What is Rosemont Roundtable: Exploring the Business of Investment Management?

Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.