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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.”
Featuring Kate Moore, Head of Thematic Strategy at BlackRock. A conversation with Kate Moore, Head of Thematic Strategy, from BlackRock. Focuses on the evolving world of macro investing.
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.
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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…