Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management. 

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

Links:

Joan on LinkedIn - https://www.linkedin.com/in/joan-solotar/

Blackstone - https://www.blackstone.com/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/ 

Topics:

(00:00:00) - Intro

(00:04:31) - Inside Joan’s office

(00:05:52) - Joan’s background and career

(00:19:47) - What does Blackstone look like today?

(00:20:42) - How would you describe Private Wealth today?

(00:23:13) - What is important to advisors and their clients?

(00:25:46) - How do you think about scaling?

(00:27:32) - What makes a great member of the Sales or Advisory team at Blackstone?

(00:29:22) - Blackstone’s Private Wealth product suite

(00:35:49) - What challenges are you facing in this market?

(00:38:36) - Blackstone’s approach to social media

(00:41:15) - Leadership philosophies

(00:44:45) - Closing advice