Year-End Reflections with Rosemont

Rosemont Roundtable: Exploring the Business of Investment Management

In this special year-end episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart and Rosemont Managing Director Brad Mook sit down to reflect on the industry trends and developments they observed this year. 2023 marks five years with Markel as the firm's permanent capital provider, and Rosemont has evolved from a legacy PE fund structure to a permanent capital approach. Brad and Chas discuss the benefits of long-term sustainability in contrast to the traditional exit-focused models.

Specifically, they discuss:

• The unique relationship they've built with Markel since beginning their relationship five years ago and the importance of alignment and shared values in a partnership.
• The evolving motives and agendas shaping investment decisions, emphasizing the importance of patience and understanding in fostering successful, long-term relationships.
• The industry focus on volume and valuation, and Rosemont's views on measuring success beyond traditional metrics.
• The state of the marketplace, opportunities in wealth management alternatives and the role of smaller players in the industry.
• How Rosemont has continued to refine the characteristics and values that make potential partners a good fit.

Burkhart and Mook also share exciting firm updates, including the addition of new team member Chris Banholzer, as well as a pending investment.

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