Τα καλύτερα Rosemont podcast (2024)

In this episode of Rosemont Roundtable, Brad Mook engages with Austin Shapard, President & CEO of Fiduciary Trust, the Boston-based wealth management firm overseeing $29 billion in client assets. Their conversation examines the evolving landscape of wealth management through both strategic and human lenses. Drawing from his experience leading finan…

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What Is Your Next Step? (Philippians 3:12-16) 52:26

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24d ago52:26

52:26

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Counting It All Rubbish... (Philippians 3:7-11) 53:10

1M ago53:10

53:10

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The True People of God (Philippians 3:1-6) 55:08

1M ago55:08

55:08

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The Example of Epaphroditus (Philippians 2:25-30) 48:22

2M ago48:22

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The Power of Strategic Partnerships with Clearstead and WST 38:33

2M ago38:33

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In the latest episode of the Rosemont Roundtable podcast, we sit down with two special guests for a conversation about a transaction between two Rosemont Investments – Wilbanks Smith and Thomas (WST) and Clearstead – in which WST was acquired by Clearstead and rebranded as Clearstead Advisory Solutions. Today, Clearstead has $44 billion assets unde…

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The Example of Timothy (Philippians 2:19-24) 43:34

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Working Out Your Salvation (Philippians 2:12-18) 57:17

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1607 Capital Partners’ Chris Mackay on Investing in Closed-End Funds: Re-release 28:42

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This month on the Rosemont Roundtable podcast (formerly Global Investment Leaders), we are re-releasing an interview with Rosemont CEO Chas Burkhart and Chris Mackay, Managing Director, Client Service & Marketing at 1607 Capital Partners, a $4 billion* Richmond-based boutique asset management firm offering equity and fixed income closed-end fund po…

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Our Glorious Lord (Philippians 2:9-11) 48:58

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48:58

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Our Model of Humility (Philippians 2:5-11) 48:31

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48:31

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The Joy of Unity (Philippians 2:1-4) 56:00

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56:00

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A Manner Worthy of the Gospel (Philippians 1:27-30) 47:43

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47:43

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Living a Life Exalts Jesus (Philippians 1:21-26) 48:32

4M ago48:32

48:32

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Introducing our Director of Investments, Chris Banholzer 34:51

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In our newest installment of Rosemont Roundtable, Brad Mook sits down with Chris Banholzer, who joined Rosemont six months ago as our director of investments, to discuss his experience and perspectives on the investment and wealth management industries. Chris comes from a diverse background of work in family offices, investment banking and private …

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The Unstoppable Force of the Gospel (Philippians 1:12-20) 54:27

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Praying for Godly Growth (Philippians 1:9-11) 48:15

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Markel Ventures' Andrew Crowley on Capital with Commitment and Alignment 42:34

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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 in…

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Grace-Filled Thankfulness (Philippians 1:3-8) 56:57

5M ago56:57

56:57

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Getting To Know Our New Partner—Northside Capital Management 43:03

6M ago43:03

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In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partner…

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Understanding Philippians (Acts 16:6-11, Philippians 1:1-2) 57:27

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57:27

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"Behold, the Days are Coming..." (Amos 9:11-15) 53:34

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53:34

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"I Saw the LORD Standing by the Altar..." (Amos 9:1-10) 54:06

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Ripe for the Picking! (Amos 8:1-14) 50:52

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Why I Love the Church! (Ephesians 5:25-27) 44:33

7M ago44:33

44:33

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Are You an Amaziah or an Amos? (Amos 7:10-17) 53:20

7M ago53:20

53:20

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The Search for an OCIO: Strategies, Risks and Evaluations with Barclay Douglas 49:03

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In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Chas Burkhart sat down with Barclay Douglas, an investment industry veteran with over 15 years at the helm of Criterium Advisors, a firm offering traditional consulting services, but focused on Outsourced …

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The Good within the Bad News (Amos 7:1-9) 42:06

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The Danger of Complacency (Amos 6:1-14) 41:39

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The Hope of the Resurrection (1 Thessalonians 4:13-18) 41:53

8M ago41:53

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Managing Growth in Wealth Management with Cary Street Partners 42:58

8M ago42:58

42:58

In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Brad Mook sat down with Wes Gallup, managing director and chief operating officer of Cary Street Partners, an independent wealth management firm based in Richmond, Virginia, with more than $8 billion in as…

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The Death, Burial, and Resurrection of Jesus (1 Corinthians 15:1-4) 44:07

8M ago44:07

44:07

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Let Justice Roll Down Like Water... (Amos 5:18-27) 51:58

8M ago51:58

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Seek the Lord and Live! (Amos 5:1-17) 57:01

9M ago57:01

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The Power of Pivoting with Jan van Eck 38:26

9M ago38:26

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In this episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, sat down for a conversation with Jan van Eck, CEO of VanEck, a roughly $90 billion* multi-asset firm headquartered in New York. Founded in 1955 by Jan's father, John van Eck, VanEck has gradually diversified, with the ETF business becoming dominant since its i…

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Prepare to Meet Your God (Amos 4:1-13) 55:16

9M ago55:16

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The Holiness of God (2 Peter 1:13-17) 49:02

9M ago49:02

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...Much Will Be Required (Amos 3:1-15) 49:43

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49:43

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Wrong Ways to Respond to God's Grace (Amos 2:6-16) 47:50

10M ago47:50

47:50

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CenterSquare’s Todd Briddell on Building a Successful Specialist Firm 54:18

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In this episode of the Global Investment Leaders podcast, Rosemont’s Brad Mook sits down with Todd Briddell, chief executive officer and chief investment officer of CenterSquare Investment Management. CenterSquare is an employee-owned global real estate investment firm founded in 1987, managing over $14 billion in equity capital. The firm operates …

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The Roaring of the Lord's Judgement (Amos 1:3-2:5) 57:02

10M ago57:02

57:02

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The Lord Roars from Zion (Amos 1:1-2) 42:15

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42:15

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A Father to the Fatherless (Psalm 68:4-6) 40:12

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Today, Pastor Rolland shares the importance of a father in a child's life as we launch the ministry partnership with Father's in the Field. Support the showΑπό τον Rolland Kenneson

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Making Disciples in 2024 (Matthew 28:16-20) 46:27

11M ago46:27

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The Last Noel (Titus 2:11-15) 22:20

11M ago22:20

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An Old Testament Christmas (Micah 5:2) 43:14

11M ago43:14

43:14

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Year-End Reflections with Rosemont 37:21

11M ago37:21

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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…