Rosemont CEO Chas Burkhart to Host AIMSE Panel Discussion

April 10, 2023

Rosemont CEO Chas Burkhart will be leading a panel discussion as part of an event hosted by the Association of Investment Management Sales Executives (AIMSE) on April 12 in New York City. Burkhart will lead the panelists through a discussion titled, “Key Issues Impacting Asset Management Businesses and Their Sales & Marketing Professionals.” During the conversation, Burkhart and the panelists will discuss:

  • Challenges facing and observations on the future of “traditional” ( long only equity and fixed income) and “alternative” (private equity, private credit, hedge funds and real assets) investment management businesses
  • The impact of M&A on our industry and a SWOT discussion of longer-term M&A effects amid the record-breaking deal activity of the last few years
  • Factors driving successful or failing sales and marketing efforts

Included on the panel are:

  • Yvonne Woo, Managing Director of Alternative Investments & Manager Selection at Goldman Sachs Asset Management
  • David Scopelliti, Global Head of Private Debt at Mercer
  • Ben Blaisdell, Managing Director, Solutions Oversight & Data Analytics at Bank of America
  • Chris O’Grady, Chief Investment Officer at Dakota

To learn more about AIMSE and other upcoming events, visit the AIMSE website here.