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Lessons Learned from Boutique Asset Manager Collapses

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Manage episode 517980132 series 3316355
Content provided by Chas Burkhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chas Burkhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 517980132 series 3316355
Content provided by Chas Burkhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chas Burkhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

44 episodes

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