Artwork

コンテンツは Chas Burkhart によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chas Burkhart またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう!

Getting To Know Our New Partner—Northside Capital Management

43:03
 
シェア
 

Manage episode 420957509 series 3316355
コンテンツは Chas Burkhart によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chas Burkhart またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In 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 investing methodology, including the significance of a personalized approach in portfolio management and being opportunistic based on market conditions.

Specifically, Brad and Jim talked about:

  • Jim's journey from Morgan Stanley to founding Northside Capital Management in 2005, aiming to bring institutional capital markets experience to ultra-high-net-worth families.
  • Northside's philosophy of building customized portfolios tailored to each client's needs, incorporating a mix of third-party managers and individual securities.
  • Rosemont's recent minority equity investment in Northside, supporting the firm's long-term independence, stability and succession planning.
  • Jim's vision for Northside's continued improvement, supported by Rosemont's strategic guidance.
  • Timely opportunities in today’s investment landscape, including specific areas within credit markets, the optimal hunting ground for security selection, and non-consensus positioning within private equity.

The conversation provides insight into Northside’s differentiated business and the new affiliation with Rosemont. If you have any questions or want to learn more, please don't hesitate to contact us.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify, and more. Receive the episodes as soon as they premiere by subscribing today.

  continue reading

40 つのエピソード

Artwork
iconシェア
 
Manage episode 420957509 series 3316355
コンテンツは Chas Burkhart によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chas Burkhart またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In 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 investing methodology, including the significance of a personalized approach in portfolio management and being opportunistic based on market conditions.

Specifically, Brad and Jim talked about:

  • Jim's journey from Morgan Stanley to founding Northside Capital Management in 2005, aiming to bring institutional capital markets experience to ultra-high-net-worth families.
  • Northside's philosophy of building customized portfolios tailored to each client's needs, incorporating a mix of third-party managers and individual securities.
  • Rosemont's recent minority equity investment in Northside, supporting the firm's long-term independence, stability and succession planning.
  • Jim's vision for Northside's continued improvement, supported by Rosemont's strategic guidance.
  • Timely opportunities in today’s investment landscape, including specific areas within credit markets, the optimal hunting ground for security selection, and non-consensus positioning within private equity.

The conversation provides insight into Northside’s differentiated business and the new affiliation with Rosemont. If you have any questions or want to learn more, please don't hesitate to contact us.

All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify, and more. Receive the episodes as soon as they premiere by subscribing today.

  continue reading

40 つのエピソード

Alle episoder

×
 
Loading …

プレーヤーFMへようこそ!

Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。

 

クイックリファレンスガイド