Marla Oates
speaker
398 appearances
6 recordings
1 series
first heard Jun 2025
last heard 26 Aug
Marla Oates’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 1.
Appearances
Before we get started, just a quick reminder to our listeners that you can find all our episodes of Redefiners and Leadership Lounge on YouTube.
If you're watching on YouTube, don't forget to hit that subscribe button.
And for our audio listeners, don't forget to rate Redefiners wherever you get your podcasts.
We love to see your feedback.
Today, we're going to talk with someone who has helped lead two of the biggest family offices in the world.
For those listeners who may not be familiar with the term family office, it's a private company that manages the wealth, net assets, financial and personal needs for a single ultra high net worth family.
And looking beyond just family offices, we are in the middle of the largest intergenerational wealth transfer in history.
In just the U.S.
alone, baby boomers and the older generations are projected to transfer an estimated $85 to $125 trillion.
That's right, trillion dollars to Gen X, Millennials, Gen Z by around 2045.
It sounds like we have a lot to talk about today, so let's get to it.
Our guest today is Stephen Roach, who is a partner with Banyan Global Family Business Advisors.
Prior to joining Banyan Global, Stephen has held several leadership and investment advisory roles, including as CEO of Walton Enterprises, the philanthropic and private investment group for the Walton family.
He also served as the COO of Cascade Asset Management.
the private investment office for Bill Gates and the Gates Foundation.
He serves on the board of Silver Ventures and is an inaugural member of the Family Office Initiative Advisory for the University of Chicago Booth School of Business.
Before we get started, Stephen, we really want to hear all about your exciting and illustrious finance career.
But we heard that you have actually climbed Everest Base Camp with your daughter.
And as the mom of two girls, it's absolutely on my bucket list as well.
Tell me a little bit about what that experience was like.
Showing 141–160 of 398 · page 8 of 20
← Previous
Next →