CenterSquare’s Todd Briddell on Building a Successful Specialist Firm

Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)

In this episode of the Global Investment Leaders podcast, Rosemont’s Brad Mook sits down with Todd Briddell, chief executive officer and chief investment officer of CenterSquare Investment Management. CenterSquare is an employee-owned global real estate investment firm founded in 1987, managing over $14 billion in equity capital. The firm operates domestically and globally and offers a range of solutions for institutional investors.

During the conversation, Briddell sheds light on CenterSquare's evolution and how they navigated functional and ownership succession through a sale of the firm, a management buyout and rebranding.

Specifically, Briddell and Mook discuss:

• CenterSquare's commitment to thematic investing, bringing a macro view to the table, and the importance of a client-first mentality to meet client needs effectively.
• CenterSquare's ownership journey, starting as a founder-owned entity, being acquired by BNY Mellon in 2006, and executing a management buyout in 2018.
• Details on the ownership structure post-management buyout, emphasizing inclusivity and the participation of a larger group of individuals.
• CenterSquare's strategic position between large corporate-owned firms and smaller, founder-led entities.
• The significance of cross-fertilization within the organization and how teams are brought together to prevent silos.

Overall, the conversation offers valuable insights into CenterSquare's unique trajectory and broader lessons for small and mid-size firms seeking sustainable growth and strategic positioning in today's evolving landscape.

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