Friends of Sanctuary Podcast

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.

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.

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.

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.

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.

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.

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.

In the latest episode of the Friends of Sanctuary Podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Ryan Issakainen, CFA, Senior Vice President and Exchange-Traded Fund Strategist at First Trust to talk about ETFs and his 24-year career at the company.