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.