Rosemont Roundtable: Exploring the Business of Investment Management

In this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a firm's long-term health.
 
Key points in their discussion:
  • Why building adaptable equity programs is essential for preparing future leaders and maintaining organizational stability.
  • How firms have adjusted their approaches to ownership over time, balancing employee ownership with external capital opportunities.
  • Specific metrics and examples of firms that have successfully transitioned employee ownership over decades.
  • Practical methods for aligning leadership, addressing disparate market valuations, and creating equity programs which align with strategy goals. 
Internal equity transition isn’t just about operational logistics—it represents a firm's commitment to continuity, leadership and its culture. This episode shows how firms can handle these transitions to create multi-generational legacy through smart planning and clear direction.
 
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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.