Building Sustainable Solutions Businesses: A Conversation with Rosemont

04/14/25 • 48 min

This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each playing a very different and unique role in the solutions ecosystem.

The conversation features:

Chas Burkhart, CEO, Rosemont Investment Group
Brad Mook, Managing Director, Investments & Finance, Rosemont Investment Group
Ravi Venkataraman, Managing Partner, Chestnut Advisory Group
Amanda Tepper, Managing Partner, Chestnut Advisory Group

In our roundtable we discuss:

How investment solutions are penetrating the wealth management business
Operating and ownership best practices for a successful solutions business
A new provider evaluation framework to help providers and clients ensure that any investment solution product or service is actually creating value for the end client

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This podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.
The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.
This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.

The conversation features:

In our roundtable we discuss:

How investment solutions are penetrating the wealth management business
Operating and ownership best practices for a successful solutions business
A new provider evaluation framework to help providers and clients ensure that any investment solution product or service is actually creating value for the end client

Send us feedback

Previous Episode

A Solutions Primer: Conversation with PMAC

Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals. The Canadian Institutional Client Network of PMAC (The Portfolio Management Association of Canada) invited Chestnut Managing Partner Amanda Tepper to speak with them about trends in the solutions & OCIO marketplace today.
Amanda’s presentation is an up-to-date primer on the global investment solutions and OCIO industry today, including:

The definition of an investment solutions and an OCIO engagement
The factors driving investors to adopt custom solutions
The business of solutions, from the size of the marketplace to types of providers and investor market segments
A peek into Chestnut’s soon-to-be released tool for holistically evaluating OCIOs and other solutions providers
Several PMAC members engage with Amanda over the course of this session. We thank PMAC for their continued partnership with Chestnut.

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Next Episode

Playing a Bigger Game - Carol Geremia of MFS Investment Management

Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Enterprise Leadership Team, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets.
This special episode was recorded when Carol presented at the Chestnut Solutions Institute in-person 2025 Spring Forum in Boston. Rather than talking about markets and the issues that are out of our control like interest rates, signs of recession and geopolitical risks, this talk explores how we rise above the “noise”, build resilience and Playing a Bigger Game. It is a mindset or a philosophy that looks beyond the immediate to consider transformational change, which starts with:
■ Assessing where we are and how we got here
■ Reexamining the purpose of the industry relative to the real world
■ Facing our fear of getting it wrong. Our “GULPS”
■ Investing our energy differently
■ Embracing new allies/organizations who can drive change
■ Moving to Bold Action to ensure we can build better outcomes in a world of intense uncertainty
Please check out the accompanying paper at https://www.mfs.com/content/dam/mfs-enterprise/mfscom/insights/2025/March/pdfs/mfse_wp_3135734.pdf to fully appreciate Carol’s fascinating remarks and references.

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