Friends of Sanctuary Podcast
by Sanctuary Wealth
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.
Podcast episodes
Season 2
Breaking Down Direct Indexing with First Trust's Zach Ullrich and Sanctuary Wealth's Rich Williams
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.
Friends of Sanctuary Podcast | S2, EP2. A Dynamic Approach to Fixed Income and Finding Alpha in Markets
Friends of Sanctuary Podcast | S2, EP2. A Dynamic Approach to Fixed Income and Finding Alpha in Markets
In the latest episode of Sanctuary Wealth Wealth’s podcast “Friends of Sanctuary,” Jeffrey Rosenberg, CFA, Managing Director of Systematic Fixed Income at BlackRock shares his dynamic approach to systematic investing with host Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels.
Friends of Sanctuary Podcast | S2, EP1. Mary Ann Bartels with Franklin Templeton’s Sonal Desai: Looking to 2024
Friends of Sanctuary Podcast | S2, EP1. Mary Ann Bartels with Franklin Templeton’s Sonal Desai: Looking to 2024
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.
Season 1
Friends of Sanctuary Podcast | EP11. A Deep Dive into the Private Credit & Equity Markets
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.
Friends of Sanctuary Podcast | EP9. FS Investments’ Lara Rhame’s Take on the Economy
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.