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Friends of Sanctuary Podcast

Friends of Sanctuary Podcast

by Sanctuary Wealth

Management Investing

Season 4

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.

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.

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.

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.

Season 3

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.

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.

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.

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.

From ETFs to Market Insights, A Fireside Chat with JPMorgan

In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels joins J.P. Morgan Asset Management’s Jon Maier, Chief ETF Strategist, and Gabriela Santos, Chief Market Strategist for the Americas on the Global Market Insights Strategy Team, to discuss economic trends, investment strategies and the importance of diversification.

Igniting Independence: Alluvial Wealth’s Lars Olson’s Journey from Wirehouse to Entrepreneur

Sanctuary Wealth’s Chief Investment Strategist, Mary Ann Bartels sits down with Lars Olson of Alluvial Private Wealth to discuss his transition from the wirehouse to building his own independent firm through a partnership with Sanctuary. They dive into key topics such as Opportunity Zones and Special Needs Financial Planning and how these strategies can create meaningful community impact and drive growth. Lars also shares how Sanctuary’s Executive Partner Program (EPP) and Strategic Capital Partnership have helped him scale inorganically, access capital and build a thriving independent practice, reflecting Sanctuary’s mission to empower independent advisors with meaningful support and enterprise-level resources.

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