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.

In this episode of Rosemont Roundtable, Chas sits down with Nikki Kraus, CEO of Strategic Investment Group, a leading $31B pure-play OCIO for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principles that drive Strategic’s success, the company’s client centricity, its culture and organizational approach, and its ownership architecture.

In this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute.

The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive challenges and growth opportunities, firm approaches, keys to sustainability, M&A trends, the wealth management segment's growing popularity, and more. All four participants bring long investment experience and varied backgrounds to this insightful conversation, offering valuable perspectives for anyone involved in or following the evolution of investment solutions.