Friends of Sanctuary Podcast

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.

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 wh...

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.

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.

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...

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.

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 fin...

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,...

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.

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...

Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels talks the economy, interest rates and how to position portfolios in the current economic climate in the latest episode of the “Friends of Sanctuary” podcast with special guest Phil Camporeale, Managing Director and Portfolio Manager on J.P. Morgan Asset Management's Multi-Asset Solutions group.

In the latest episode of The Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels dives into domestic and global markets with Chief Global Market Strategist at Invesco Kristina Hooper to talk U.S. and international investing and the importance of diversification during uncertain times.

Advisors Asset Management (AAM)’s President and CIO Cliff Corso President joins the “Friends of Sanctuary” podcast host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels for a relevant talk about the year ahead market outlook, the economy, opportunities in sports private markets and lessons learned after years on Wall Street.

To kick off Season 3 of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels welcomes back Sonal Desai, Ph. D., Executive Vice President and Chief Investment Officer at Franklin Templeton Fixed Income, for an in-depth and spirited conversation about many of today’s top economic headlines, including tariffs, the economic impact of President Donald Trump’s...

Financial services industry veterans and former Merrill Lynch colleagues Sanctuary Wealth President Vince Fertitta and Chief Investment Strategist Mary Ann Bartels sat down in the latest episode of “The Friends of Sanctuary” podcast to discuss the boundless opportunities for financial advisors ready to break free from the wirehouse and independent advisors seeking a bolder, cutting-edge platform....

In the latest edition of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Cliffwater’s Managing Director and Head of Capital Markets Fran Beyers and Sanctuary Wealth’s Head of Manager Research and Alternative Investments Patrick McGowan to break down the conceptions, attraction and opportunities of private credit.

In Episode 4 of Season 2 of Sanctuary Wealth’s podcast, “Friends of Sanctuary,” host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Ryan McCormack, Sr. Factor & Core Equity ETF Strategist at Invesco US as he lifts the veil on the world of ETFs.

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, evolutio...

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...

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 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/ Se...

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 inve...