In the latest episode of Rosemont Roundtable, Chas Burkhart sits down with Chip Roame, founder and managing partner of Tiburon Strategic Advisors and founder of the Tiburon CEO Summit.
Their wide-ranging conversation on the trends in wealth and investment management included:
• The continued surge in RIA M&A activity
• Private equity and permanent capital ownership models
• The “consolidation of the consolidators”
• Organic growth challenges across wealth and asset management
• AI, technology stacks, and competitive differentiation
• Alternatives, digital assets, and the next generation of investors
• What separates firms that will thrive from those that may struggle in the next decade
Tune in for an insightful discussion for leaders across wealth management, asset management, and wealth tech.
Transcript available for download here.
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