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Lessons Learned from Boutique Asset Manager Collapses

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 leade

Time: 40:12

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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.

Episode ID: 1000735542919

GUID: df1fd9b7-55de-4712-b526-50adcfa2ef62

Release Date: 06/11/2025, 16:30:00

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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.

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