Rosemont Roundtable: Exploring the Business of Investment Management

Author: Rosemont

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.
Be a guest on this podcast

Language: en

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Trailer:

Get all podcast data

Listen Now...

Lessons Learned from Boutique Asset Manager Collapses
Episode 43
Thursday, 6 November, 2025

In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiques.