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Вміст надано Chas Burkhart. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Chas Burkhart або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Mid-Year Touchpoint: Reflecting on Mid-Year Progress

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Manage episode 372375669 series 3316355
Вміст надано Chas Burkhart. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Chas Burkhart або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In a recent podcast by Rosemont Investment Group, the hosts discussed two key topics: succession planning and business sustainability in the investment industry.

The podcast began with the observation that it has been a busy half-year for Rosemont, particularly with the closing of its recent investment in Landmark. As a result, Chas and Brad took a moment to reflect on their progress midway through the year.

One of the prominent themes discussed in the podcast was the growing attention being paid to succession. While succession planning has always been a part of Rosemont's focus, they noted an increase in conversations about this topic over the past year.

During the podcast, Brad and Chas emphasize the following key points:

  • The challenges faced by investment businesses in terms of sustainability due to industry evolution and increased competition.
  • The complexity of investment decisions for allocators, intermediaries and clients who have numerous options to choose from.
  • The growing recognition among managers of the need for sustainability and the consideration of proactive or reactive measures.
  • The various risks involved with lack of succession planning, including unforeseen tragedies, incapacitation and chronic underperformance.
  • The expected elimination of excess capacity and mediocre performers in the industry within the next 5-10 years.
  • The impact of the next generation's lower risk appetite on their willingness to take on equity ownership, considering factors like tax burdens, feasibility, and debt levels.

In conclusion, the hosts expressed their belief that the investment industry will witness a surge in corporate activity and M&A (mergers and acquisitions) as businesses seek to address succession challenges and enhance sustainability in an increasingly competitive landscape.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify,

Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

  continue reading

40 епізодів

Artwork
iconПоширити
 
Manage episode 372375669 series 3316355
Вміст надано Chas Burkhart. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Chas Burkhart або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In a recent podcast by Rosemont Investment Group, the hosts discussed two key topics: succession planning and business sustainability in the investment industry.

The podcast began with the observation that it has been a busy half-year for Rosemont, particularly with the closing of its recent investment in Landmark. As a result, Chas and Brad took a moment to reflect on their progress midway through the year.

One of the prominent themes discussed in the podcast was the growing attention being paid to succession. While succession planning has always been a part of Rosemont's focus, they noted an increase in conversations about this topic over the past year.

During the podcast, Brad and Chas emphasize the following key points:

  • The challenges faced by investment businesses in terms of sustainability due to industry evolution and increased competition.
  • The complexity of investment decisions for allocators, intermediaries and clients who have numerous options to choose from.
  • The growing recognition among managers of the need for sustainability and the consideration of proactive or reactive measures.
  • The various risks involved with lack of succession planning, including unforeseen tragedies, incapacitation and chronic underperformance.
  • The expected elimination of excess capacity and mediocre performers in the industry within the next 5-10 years.
  • The impact of the next generation's lower risk appetite on their willingness to take on equity ownership, considering factors like tax burdens, feasibility, and debt levels.

In conclusion, the hosts expressed their belief that the investment industry will witness a surge in corporate activity and M&A (mergers and acquisitions) as businesses seek to address succession challenges and enhance sustainability in an increasingly competitive landscape.

All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify,

Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.

  continue reading

40 епізодів

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