Shows
The Wealth Marketing PodcastIs M&A Always the Answer? Rethinking Scale, Succession and Organic Growth with Brad MookIn this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well.Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer...
2025-11-1938 min
The Volume520 in the Morning - Jeff Teague REACTS to Steph Curry’s MONSTER game, Nikola Jokic GOES OFFOn the Thursday, November 13 episode of 520 in the Morning, Jeff Teague, DJ Wells, and B Hen react to Steph Curry going off for 46 points in the Golden State Warriors win over the San Antonio Spurs. The guys talk about how even at this stage of his career, Steph still has the ability of going off for 40 + in a game. The guys then react to Nikola Jokic’s 55 point night, and all agree that he is the best player in the NBA.All lines provided by Hard Rock BetTimeline:0:00 - Curry goes off vs. Spu...
2025-11-131h 16Club 520 Podcast520 in the Morning - Jeff Teague REACTS to Steph Curry’s MONSTER game, Nikola Jokic GOES OFFOn the Thursday, November 13 episode of 520 in the Morning, Jeff Teague, DJ Wells, and B Hen react to Steph Curry going off for 46 points in the Golden State Warriors win over the San Antonio Spurs. The guys talk about how even at this stage of his career, Steph still has the ability of going off for 40 + in a game. The guys then react to Nikola Jokic’s 55 point night, and all agree that he is the best player in the NBA.All lines provided by Hard Rock BetTimeline:0:00 - Curry goes off vs. Spu...
2025-11-131h 16
Rosemont Roundtable: Exploring the Business of Investment ManagementLessons Learned from Boutique Asset Manager CollapsesIn 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.
2025-11-0640 minRosemont Roundtable: Exploring the Business of Investment ManagementInside the OCIO World: Trends, Challenges, and OpportunitiesIn 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...
2025-04-1550 min
The Solutions ScoopBuilding Sustainable Solutions Businesses: A Conversation with RosemontThis 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 GroupBrad Mook, Managing Director, Investments & Finance, Rosemont Investment GroupRavi Venkataraman, Managing Partner, Chestnut Advisory GroupAmanda Tepper, Managing Partner, Chestnut Advisory GroupIn our roundtable we discuss:How i...
2025-04-1448 minRosemont Roundtable: Exploring the Business of Investment ManagementA Closer Look at Internal Equity TransitionIn this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a firm's long-term health. Key points in their discussion:Why building adaptable equity programs is essential for preparing future leaders and maintaining organizational stability.How firms have adjusted their approaches to ownership over time, balancing employee ownership with external capital opportunities.Specific metrics a...
2024-12-1944 minRosemont Roundtable: Exploring the Business of Investment ManagementThe Human Element of Wealth Management with Austin Shapard of Fiduciary TrustIn 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 financial institutions, Austin shares insights on building enduring client relationships and steering a legacy firm through changing times.Key themes include:The Art of Leadership: How Austin's educational and early professional experiences influence his approach to guiding Fiduciary Trust's strategic direction.Industry Consolidation: A nuanced look at...
2024-10-2439 minRosemont Roundtable: Exploring the Business of Investment ManagementIntroducing our Director of Investments, Chris BanholzerIn 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 equity, adding depth and a fresh viewpoint to Rosemont's intentionally small team. His addition was a carefully considered step to enhance Rosemont's operating capabilities and industry knowledge. During their conversation, Brad and Chris explore many topics, including:...
2024-07-1834 minRosemont Roundtable: Exploring the Business of Investment ManagementGetting To Know Our New Partner—Northside Capital ManagementIn 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 partnership with Rosemont. With Northside's expertise in managing over $5 billion in assets and its commitment to maintaining long-term independence and stability, Jim shares insights on Northside's foundation, its customized investment strategies and how the firm stands out in the wealth management landscape. The episode also looks at Northside’s inv...
2024-05-2943 minRosemont Roundtable: Exploring the Business of Investment ManagementManaging Growth in Wealth Management with Cary Street PartnersIn 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 assets under management.* Their conversation centers around the evolution of Cary Street and offers insights into industry trends, growth strategy and technology's role in modern wealth management firms. Specifically, Brad and Wes discuss:How Cary Street pivoted from a corporate advisory firm to a...
2024-03-2842 minRosemont Roundtable: Exploring the Business of Investment ManagementCenterSquare’s Todd Briddell on Building a Successful Specialist FirmIn 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 domestically and globally and offers a range of solutions for institutional investors. During the conversation, Briddell sheds light on CenterSquare's evolution and how they navigated functional and ownership succession through a sale of the firm, a management buyout and rebranding. Specifically, Briddell and...
2024-01-2554 minRosemont Roundtable: Exploring the Business of Investment ManagementYear-End Reflections with RosemontIn 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 structure to a permanent capital approach. Brad and Chas discuss the benefits of long-term sustainability in contrast to the traditional exit-focused models. Specifically, they discuss:The unique relationship they've built with Markel since beginning their relationship five years ago a...
2023-12-2037 minRosemont Roundtable: Exploring the Business of Investment ManagementHow They Did It: Maintaining Authenticity & Alignment Through Times of TransitionIn the latest episode of the Global Investment Leaders podcast, Brad Mook, managing director of investments at Rosemont, sits down with Phillip Cook, managing partner and chief investment officer of SouthernSun Asset Management. SouthernSun is an employee-owned boutique equity manager based in Memphis, Tennessee, with just over $1 billion in concentrated U.S. small and mid-cap strategies. The firm was founded in 1989 by Phillip's father, Michael Cook, and has maintained the same philosophy and process since the very beginning. During the discussion, Phillip openly shares insights and anecdotes from his career at SouthernSun, recalling both the m...
2023-10-241h 00Rosemont Roundtable: Exploring the Business of Investment ManagementHow They Did It: Axiom Investors: Culture, Investment Performance and GrowthIn this episode of How They Did It, a sub series of Rosemont’s Global Investment Leaders podcast, host Brad Mook is joined by Lindsay Chamberlain, Managing Director at Axiom Investors. During their conversation, Chamberlain, who has been a part of Axiom for 10 out of the firm’s 25 years, discusses Axiom's business and investment philosophies, which have enabled the firm to expand its client partnerships and thoughtfully scale its business.Chamberlain and Mook discuss: How the firm's culture has been key to its success, aligning the interests of its employees with those of its clients.Axiom's commi...
2023-05-2534 min
Rosemont Roundtable: Exploring the Business of Investment ManagementHow They Did it: Betting on Yourself in the MBO ProcessIn this episode of How They Did It, a subseries of Rosemont’s Global Investment Leaders podcast, host Brad Mook is joined by Scott Priebe, Managing Principal and Portfolio Manager at Geneva Capital Management. Based in Milwaukee, Wisconsin, Geneva is a majority employee-owned investment boutique managing roughly $5 billion in long-only US equity strategies and specializing in small- and mid-cap quality growth. During their conversation, Priebe shared his unique perspective on investment firm ownership, which has been formed over a series of ownership transitions since Geneva’s founding in 1987. Seeking to grow and diversify the firm’s inves...
2023-03-1638 min
Rosemont Roundtable: Exploring the Business of Investment ManagementHow They Did It: Navigating a Successful MBOAs we shared at the end of the year, the Global Investment Leaders podcast is expanding to include a new sub-series called How They Did It, hosted by Rosemont Managing Director Brad Mook. How They Did It will feature bi-monthly interviews with industry leaders about how they solved certain strategic challenges. Our goal is to tap the insights of our network of industry insiders to help others that may be facing similar challenges. The first episode of the How They Did It sub-series discusses management buyouts, or MBOs, which are rarely successfully executed in the m...
2023-01-1934 min
Rosemont Roundtable: Exploring the Business of Investment ManagementYear-in-Review with Brad and ChasIn this special year-end episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Rosemont Managing Director Brad Mook for a conversation about the challenges and opportunities investment management firms are facing in today’s environment. From their unique vantage point of partnering with many firms over multiple market cycles, Burkhart and Mook discuss:Deal activity in the industry and how the market dynamics have changed for both wealth management and asset management deal-makingChallenges management teams of investment businesses face in today’s uncertain, rising-rate environment, including managing expenses, acquiring and retaining talent, and ensu...
2022-12-2035 min
The Round Six PodcastTopless in Pomona: A Radio PlayA COMEDIC ADVENTURE PLAYED IN THE THEATER OF THE MIND
The Gearheads got together one day a threw down a radio play.
Why?
It just made sense in the “we like to do what no one else can” kinda way. And it was fun, really.
The whole thing began when Brian just wouldn’t shut up about his love for the old radio shows… the adventure stories, the comedies, even the dramas. That was the golden age of entertainment; the stuff right before the motion pictures and television shows to...
2021-12-2000 min
The Round Six PodcastTopless In Pomona: A Radio Comedy PlayA COMEDIC ADVENTURE PLAYED IN THE THEATER OF THE MINDThe Gearheads got together one day a threw down a radio play.Why?It just made sense in the "we like to do what no one else can" kinda way. And it was fun, really.The whole thing began when Brian just wouldn't shut up about his love for the old radio shows... the adventure stories, the comedies, even the dramas. That was the golden age of entertainment; the stuff right before the motion pictures and television shows...
2021-12-2023 min
MONDAZES2. Ep. 8. "Christmas at House Friends...LLC"The annual House Friends holiday party is taking place, as a wild year is finally coming to an end. Mook shows up late, per usual... From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Season 2, Episode 8 "Christmas at House Friends...LLC", features performances by Penny Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis, GUY, Brad, Jamal and Uncle Baba, Stephon Ngekou as Richard and Jadeondrick, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, Ben Martindale a...
2021-04-2944 minMONDAZES2 Ep. 6. "No Refuge Could Save"The aftermath of the Baltimore protests after Darren's stand-up show permeates through the House Friends office in various ways, as characters grapple with the stress of their existence. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Season 2, Episode 6 "No Refuge Could Save", features performances by Richie Kamtchoum as Darren, Davis, Guy, Brad and Trent, Stephon Ngekou as Richard and Jadeondrick, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook and Harry, Ben Martindale as Fantz, Daniel Frazier as Stewart, D...
2021-04-1333 minMONDAZES2 Ep. 4. "Disposition"Tyler, Emma and Josh make a pitch to an investor to fund their new app. Back at House Friends, Darren attempts to save his team from themselves, as tension rises throughout the company. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Season 2, Episode 4 "Disposition", features performances by Penny Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis GUY and Brad, Stephan Ngekou as Jadeondrick, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, Ben Martindale as T...
2021-04-0230 min
MONDAZES2 Ep. 1. "A Human Resource"After the final events from Season 1, House Friends will never be the same. New characters are introduced as the company looks for a new beginning. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Season 2, Episode 1 "A Human Resource", features performances by Richie Kamtchoum as Darren, Davis, Brad and GUY, Stephan Ngekou as Richard and Jadeondrick, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, MeeMaw and Ethan the Jeweler, Ben Martindale as Fantz and the overhead speaker, Bianca Vit-Ojiegbe as...
2021-03-0835 min
MONDAZEBONUS SPECIAL: "Ghost Town"As the deadly COVID-19 ravages the country, a few House Friends' employees return to the office to find things not like they were before. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. The bonus special, "Ghost Town" features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren and Brad, Nate Brook as Mook and Stephan Junior as Richard. Original songs featured in Ghost Town includes "Empath" by Chiqo Casidi. Subscribe to the show anywhere you...
2020-12-1428 minMONDAZES1 Ep. 8. "We've Learned So Much!"A long summer at House Friends is ending and the day of reckoning arrives. New journeys end abruptly and old faces resurface in the season finale, nothing will be the same. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 8 "We've Learned So Much!", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis, Trent and Brad, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, Harry and Preston, Ben Martindale as Tyler a...
2020-04-2736 minMONDAZES1 Ep. 7. "Necessary Actions"After the fallout of the attempted team oriented 'warm fuzzies' by Jones IT and House Friends respectively, Tyler, Josh, Bobby, Emma, Darren and Mook stake their forks in the grass and take necessary actions. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 7 "Necessary Actions", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren and Brad, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, Ben Martindale as Tyler and Fantz, Jimmy Keegan a...
2020-04-2031 minMONDAZES1 Ep. 6. "Warm Fuzzies"Bobby and Emma attempt to lead their respective teams in a therapeutic, no-holds-barred talk session to ease tensions among staff. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 6 "Warm Fuzzies", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Trent and Brad, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook and Harry, Ben Martindale as Tyler and Fantz, Jimmy Keegan as Bobby, Eve Mendoza as Katelynn and Daniel Frazier as Stewart. O...
2020-04-1327 minMONDAZES1 Ep. 5. "Free Doom"Let Freedom Ring! House Friends hosts their annual Independence Day cookout, where someone always gets too drunk. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 5 "Free Doom", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis, Brad, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook, Ben Martindale as Tyler, Eve Mendoza as Katelynn, Daniel Frazier as Stewart and Christian Frazier as Kyle. Original songs featured in Episode 5 includes "Spare the R...
2020-04-0627 minMONDAZES1 Ep. 4. "The Purveyors of Gentrification Pt. 2"A special guest tours House Friends, as the company grapples with the ramifications of its success. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 4 "The Purveyors of Gentrification Pt. 2", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis, Brad, Trent and Estelle, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook and Harry, Ben Martindale as Tyler and David, Jimmy Keegan as Bobby, Daniel Frazier as Stewart. Original songs featured in E...
2020-03-1742 minMONDAZES1 Ep. 1. "Ethos"New interns arrive on the first day of a long summer at House Friends. Meanwhile, Jones IT Solutions struggles to maintain its footing. From Vol. 92, MONDAZE is the show for the Millennial Employee. Created, written, co-edited and directed by Richie Kamtchoum; sound design, audio engineering and editing by Marcus Smith. Episode 1 "Ethos", features performances by Penelope Tangamu as Emma, Frantz Saint-Val as Josh, Richie Kamtchoum as Darren, Davis and Brad, Stephan Ngekoua as Richard, Cindy Kamtchoum as Tammy and Faye, Nate Brook as Mook and Bryce, Beatrice Biri as Josh's Mom, Ben Martindale as Tyler and Fantz, Jimmy Keegan...
2020-02-2438 min
Sanctuary ChurchJune 16 - Andrew Mook - Patience, Repentance, And Fertilizer - 💩✝Andrew told me to just go with this as a title: 💩✝ - Just want to make sure everyone knows the emojis are approved and not just a Brad joke.
2019-06-1645 min
Celtics Stuff Live557: The Celtics Are AnnoyingThe expletives were flying for Celtics fans after a pair of dispiriting losses to Lebron's Lakers and Doc's Clippers and Celtics Stuff Live was no exception... expletives omitted of course. Jon and Justin laid into the Celtics' effort before looking at how much responsibility Brad Stevens bears and whether he is capable of coaching all star players. Speaking of Kyrie, his role as a leader has been discussed but perhaps more importantly is how well Kyrie and his teammates are meshing as he moves in and out of the lineup. In the show's second half, the show focused o...
2019-02-1151 min
Celtics Stuff Live523: Bucks Series Recap, Jaylen Brown Hamstring, and 76ers PreviewGiannis might think the Celtics were not the better team in their series with the Bucks but that won't matter when the Celtics start game 1 of the Eastern Conference Semis against the Sixers Monday night. Jon and Justin broke down the Celtics series with the Bucks. In particular, the value of the experience of key members of the Green (like Mook, Smarf, and Horford) helped carry them through game 7 and should be incredibly helpful against Philly (.... or is it Phila?) Wrapping up the show, the injury of Justin's guy, Jaylen Brown, loomed large as Justin and Jon jumped inside Brad St...
2018-04-3049 min
Be Bold, Be Brave, Be YOU!Be Bold 040: Better to Laugh Than CryIn this week's random riff, Colleen discusses the power of laughter and reminds us that it's better to laugh than to cry. Tune in as she shares a few random stories that crack her up, if no one else (though even Brad had to laugh about the mattress - after he was done crying).
2016-12-1514 min