Afleveringen
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Financial services industry veterans and former Merrill Lynch colleagues Sanctuary Wealth President Vince Fertitta and Chief Investment Strategist Mary Ann Bartels sat down in the latest episode of “The Friends of Sanctuary” podcast to discuss the boundless opportunities for financial advisors ready to break free from the wirehouse and independent advisors seeking a bolder, cutting-edge platform. They also talked about the future of the independence space and the expanded offerings of Sanctuary Wealth after its recent exciting acquisition of tru Independence.
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Zijn er afleveringen die ontbreken?
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In the latest edition of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Cliffwater’s Managing Director and Head of Capital Markets Fran Beyers and Sanctuary Wealth’s Head of Manager Research and Alternative Investments Patrick McGowan to break down the conceptions, attraction and opportunities of private credit.
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In Episode 4 of Season 2 of Sanctuary Wealth’s podcast, “Friends of Sanctuary,” host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Ryan McCormack, Sr. Factor & Core Equity ETF Strategist at Invesco US as he lifts the veil on the world of ETFs.
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In Episode 3 of the new Season of Sanctuary Wealth’s podcast, “Friends of Sanctuary,” host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with financial services industry experts Zach Ullrich, Managing Director, Direct Indexing & SMAs, First Trust, and Rich Williams, Managing Director, Head of Advisor Solutions at Sanctuary Wealth, to discuss the benefits, evolution and opportunities of direct indexing.
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To kick off Season 2 of Sanctuary Wealth Wealth’s podcast “Friends of Sanctuary,” Chief Investment Strategist Mary Ann Bartels sits down with Sonal Desai, Ph.D, Executive Vice President and Chief Investment Officer at Franklin Templeton Fixed Income. Desai, who successfully called for no recession in 2023, shares with Bartels her forecasts for fixed income, the consumer and where the economy could be headed in 2024.
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In the latest edition of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels joins CEO of StepStone Private Wealth Bob Long and Cliffwater Managing Director and Head of Capital Markets Fran Beyers and for an in-depth discussion about private credit and equity and their growing significance in today’s marketplace.
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In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Lara Rhame, Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments, to discuss the economy, inflation, consumer confidence and how Lara achieved what some deem the impossible on Wall Street. https://www.sanctuarywealth.com/ Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. are wholly owned subsidiaries of Sanctuary Wealth Group, LLC.
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In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels joins Invesco’s Chief Global Marketing Strategist Kristina Hooper, CFP®, CAIA, CIMA®, ChFC® to discuss markets, trends and where the economy could be headed for the rest of the year from the studio at Invesco’s Global Headquarters in Manhattan.
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In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Wall Street veteran Jim Cullen, Chairman and CEO of Schafer Cullen Capital Management, to talk about his more than six decades in finance and his approach to investing.
This podcast is for general and informational purposes only and not intended to constitute investment advice, any stocks mentioned were to discuss market trends and are recommendations to buy or sell any security. The opinions and views constitute our judgments as of the date of production and subject to change at any time. All investing is subject to market risk, including loss of principal and not suitable for all investors. Past performance is not a guarantee of future results and there is no guarantee any investment strategy will achieve its objectives.
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In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels talks with her friend and former colleague, Richard Bernstein, CEO and Chief Investment Strategist of Richard Bernstein Advisors, a highly respected expert on equity, style and asset management.
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In the latest episode of the Friends of Sanctuary Podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Purva Patel, Head of Municipal Client Portfolio Managers at Nuveen to talk about the municipal market, what she’s seeing in the near-term and long-term and how she started her career in financial services.
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Featuring Joseph Zidle, Senior Managing Director and the Chief Investment Strategist, Private Wealth Solutions group of Blackstone Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with her friend and former colleague Joseph Zidle, Senior Managing Director and the Chief Investment Strategist of the Private Wealth Solutions group at Blackstone. Joe shares his insights about what goes into producing Blackstone’s annual Ten Surprises list, his experiences working alongside Wall Street legend Byron Wien and why it’s important to “never stop evolving.”
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Featuring Jenny Johnson, President & CEO, Franklin Templeton. Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels talks to Jenny Johnson, the 3rd generation leader of global investment manager Franklin Templeton. Their wide-ranging conversation touches on the importance of alternatives and private credit markets to the disruption of blockchain to the changing role of financial advisors and the new tools they need. Comparing notes on their own introductions to successful financial careers, Jenny and Mary Ann discuss strategies to help feed the pipeline of women into our industry. https://www.sanctuarywealth.com/ Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. are wholly owned subsidiaries of Sanctuary Wealth Group, LLC.
