Friends of Sanctuary Podcast

Sanctuary Wealth
  • 5.0 (2)
  • Investing
  • Updated Monthly

The Friends of Sanctuary podcast is a place to dive in, get to know business leaders and take an in-depth look at the financial services industry and the trends that are driving it.

  1. May 28

    Exploring the Digital Assets New Frontier 

    From tokenization, blockchain, cryptocurrencies and more, Franklin Templeton Vice President and Director of Digital Asset Research Christopher Jensen explores the myths and realities of digital assets with host Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, breaking down the opportunities, risks and evolving role of this new financial frontier.

    39 min

  2. Apr 16

    How to Enhance Returns with Tax Solutions

    The latest episode of the Friends of Sanctuary podcast focuses on tax solutions as JP Morgan's Chief Investment Officer of Customized Managed Account Solutions Chris Meredith joins host Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels to examine the benefits of JP Morgan’s Tax Smart Strategies, powered by 55ip, which have a dual mandate: to deliver comparable investment performance while also generating tax benefits for clients.

    16 min

  3. Feb 18

    The Tour of Global Markets with Invesco's Brian Levitt

    In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Invesco’s Chief Global Market Strategist and Head of Strategy & Insights Brian Levitt to discuss market volatility, the impact of global headlines on the economy, the 2026 macroeconomic outlook, and key investment strategies for the year ahead.

    40 min

  4. Feb 10

    BlackRock's Outlook in a Year of Volatility

    To kick off Season 4 of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels was joined by BlackRock’s Chief Investment and Portfolio Strategist for the Americas, Gargi Chaudhuri, to discuss how to navigate market volatility in 2026: the Year of the Fire Horse in the Chinese zodiac.

    36 min

  5. Jan 27

    Opening the Doors to Private Markets With Bob Long, CEO, StepStone Private Wealth

    To wrap Season 3 of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sat down with Bob Long, CEO of StepStone Private Wealth and an expert in private markets for more than three decades. From growth of private credit in wealth management, the appeal of evergreen funds, venture capital, and the state of the economy, Bob and Mary Ann close out 2025 and digest what to watch in 2026.

    34 min

  6. 12/07/2025

    Tackling Private Credit Concerns Head On

    What’s next for private credit? In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Fran Beyers, Managing Director and Head of Capital Markets at Cliffwater to break down growth, shifts, and potential new opportunities in private credit.

    38 min

  7. 10/29/2025

    From Lacrosse to Wall Street: How Lauren Norris Turned Life Lessons into Wealth Management Success

    In the latest episode of the Friends of Sanctuary podcast, Santuary Wealth Chief Investment Strategist Mary Ann Bartels joins Lauren Norris, CFP®, CPFA™, Founder and Managing Partner at Vincita Investment Partners, to discuss the challenges and triumphs of her journey from college lacrosse player and coach, to Chair of the Israeli National Team, and now to a successful career as an independent financial advisor.

    40 min

  8. 09/22/2025

    Geopolitics, Tariffs, and the Economy with First Trust's Bob Stein

    From tariffs to the economy, the global landscape and the impact of the Big Beautiful Bill, Sanctuary Wealth's Chief Investment Strategist Mary Ann Bartels sits down with Bob Stein, CFA, a Deputy Chief Economist at First Trust Advisors LP.A former Assistant Secretary for Economic Policy at the U.S. Treasury Department, Stein shares his unique macroeconomic perspective on where the economy stands, what policy implications could be at bay, and where we could be headed.

    47 min
See All (31)

Ratings & Reviews

5
out of 5
2 Ratings

About

The Friends of Sanctuary podcast is a place to dive in, get to know business leaders and take an in-depth look at the financial services industry and the trends that are driving it.

Information

  • Creator
    Sanctuary Wealth
  • Years Active
    2023 - 2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2024 Sanctuary Wealth
  • Show Website
    Friends of Sanctuary Podcast

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