Starting an investment management firm today is a daunting task. Thoughtful and aligned growth capital is hard to find.  Competition far and wide, the demand for investment excellence, the necessary business acumen, and having enough smart capital behind you are all key factors to success or failure. Rosemont Investment Group CEO Chas Burkhart recently shared his expertise on these issues virtually at the National Association of Securities Professionals 32nd Annual Financial Services Conference.

For this conference, more than 600 professionals from various sectors in the investment and financial services industry came together to learn about the latest trends and solutions to pressing issues facing their firms from leading experts, such as Burkhart.

Burkhart’s specific panel—“Access to Capital: Is your firm in Position?”—debated the criteria and challenges around start-up and growth capital.  He specifically offered insights on what it takes to start a firm in 2021, why combinations with other firms are often better than pure start-ups, and how to think about capital partners, business decisions, organizational structure, M&A and more.

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