8th September 2024

This week, we converse with Natalie Wolfsen, chief government officer of Orion, which offers know-how and asset-management companies to wealth-management corporations, impartial monetary advisers, and the enterprises that serve them. Beforehand, she served as CEO of AssetMark. This yr, Barron’s named Wolfsen to its 100 Most Influential Ladies in U.S. Finance checklist.

A listing of her favourite books is right here; A transcript of our dialog is out there right here subsequent week.

You possibly can stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts might be discovered right here.

Be sure you try our Masters in Enterprise subsequent week with Lakshman Achuthan, ECRI.

Natalie Wolfson Favourite Books

Books Barry Talked about

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