Alternative Allocations with Tony Davidow

Franklin Templeton

English Business Education Investing

Apple Podcasts Website RSS

Episodes 39

Avg. Duration 25m

Activity Highly Active

Apple Rating ★ 5.0 (21)

Since Jul 2023

Latest Episode Jun 2026

Publishing Details

Schedule

Monthly

Format

Episodic

Consistency

74%

Hosting

rss.libsyn.com

Contact & Outreach

About This Podcast

Alternative Allocations with Tony Davidow is a monthly podcast designed to help wealth advisors allocate effectively to alternative investments. We share practical, relatable advice and discuss new investment ideas with leaders in the field. We'll talk about the relative attractiveness of certain segments of the market, and share insights regarding how to allocate effectively to alternative investments. Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute's insights on the role and use of private markets through independent research, participating in industry conferences, webinars and engaging directly with key partners and clients. He also serves as the host of the Alternative Allocations podcast series. The Franklin Templeton Institute harnesses the depth and breadth of the firm's global investment expertise and extensive in-house research capabilities to deliver unique investment insights to our clients. Prior to his current role, Davidow was retained by Franklin Templeton to develop a comprehensive Alternative Investment educational program for financial advisors. He previously held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. Davidow began his career working for a New York-based family office and has worked directly with many institutions and ultra-high-net-worth families over the years. He is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation and portfolio construction, as well as goals-based investing. Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry; and was awarded the Stephen L. Kessler writing award in 2017, and honorable distinction in 2015. He is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill 2020), and "Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate" (Wiley 2025). In 2024, Franklin Templeton's Alternative Investment education program was recognized by WealthManagement.com with a "Wealthie" award for its contribution to financial advisor success. Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. Davidow formerly served on the Board of Directors of the Investments & Wealth Institute, and served as the Chair, Investment & Wealth Monitor, Editorial Advisory Board. To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.

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Recent Episodes

S1E38 Episode 38: The Model Revolution: Scaling Private Markets Access Through Technology and Education with Guest Dana D'Auria, Envestnet Solutions

Jun 02, 2026 25m

Tony was excited to sit down with Dana D'Auria, who recently joined Franklin Templeton's RIA Advisory Council as an Industry Leader. This newly formed group has enabled the firm to work together to…

Episode 37: The Illiquidity Premium: Lessons Learned from Institutions with Guest Wendy Li, Ivy Invest

May 05, 2026 28m

In this episode, Tony Davidow sits down with Wendy Li, founder of Ivy Invest, who brings nearly two decades of experience investing for major endowments and foundations to her mission of…

S1E36 Episode 36: Infrastructure Investing: Growth, Income, and Inflation Protection in One Asset Class with Guest Michael Bell, Meketa Capital

Apr 07, 2026 29m

In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets today. Michael…

Episode 35: Navigating the Evergreen Fund Boom: Market Insights with Guest Kim Flynn, XA Investments

Mar 03, 2026 29m

In this episode, Tony welcomes Kim Flynn, a pioneer in researching the growth of evergreen funds in private markets and founder of XA Investments. Kim shares insights from her latest report on the…

Episode 34: Unlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust International

Feb 03, 2026 21m

In this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's…

Episode 33: Alternative Manager Research: Building a Robust Platform with Guest Paul Jodice, Morgan Stanley

Jan 20, 2026 28m

In this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking incremental alpha,…

Episode 32: Special Feature: 2026 Private Market Outlook

Jan 06, 2026 31m

In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity…

Episode 31: Two Years In: Counting Down Our Top 10 Episodes with Julia Giordano

Dec 02, 2025 27m

In this special episode, Tony and the show's producer, Julia, take a trip down memory lane, counting down their top 10 episodes from the first two years of the Alternative Allocations podcast. They…

Episode 30: Private Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture Partners

Nov 04, 2025 28m

In this episode of Alternative Allocations, Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. Bobby shares his insights on the market's shift…

Episode 29: Expanding DC Plans: The Role of Private Markets with Guest Pat Arey, Empower

Oct 07, 2025 26m

In this episode of Alternative Allocations, Tony and Pat discuss the evolving landscape of Defined Contribution (DC) plans and the integration of private markets. They explore the historical context…

Episode 28: Navigating the Growth of Alternatives in Wealth Management with Guest Loren Fox, FUSE Research Network

Sep 02, 2025 28m

In this episode of Alternative Allocations, Loren and Tony discuss the growing trend of advisors adopting alternative investments in wealth management. They talk about the primary drivers for this…

Episode 27: The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments

Aug 05, 2025 23m

Bill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in the latest episode of Alternative Allocations. Bill…

Episode 26: Examining the 60/40 Portfolio with Guest Brian Ullsperger, Andersen

Jul 01, 2025 25m

In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, real assets, and managed futures. They…

Episode 25: Special Feature: Live from the NYSE with Guest Jeb Belford, Clarion Partners

Jun 17, 2025 27m

In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a positive overall outlook…

Episode 24: Alternatives as a Differentiator: How Advisors Are Meeting the Demands of High-Net-Worth Clients with Guest Christine Gaze, CFP®, CIMA®, Investments & Wealth Institute and Purpose Consulting Group

Jun 03, 2025 21m

In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments.…

Episode 23: One on One with Guest Tony Davidow, CIMA®

May 06, 2025 22m

In Episode 23 of the Alternative Allocations podcast, the tables are turned, and Tony is interviewed by the producer of the show, Julia Giordano. The episode focuses on Tony's new book, "Private…

Episode 22: The Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association

Apr 01, 2025 29m

In this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment…

Episode 21: Enhancing Retirement Options with Alternatives with Guest Jonathan Epstein, AIF®, DCALTA

Mar 04, 2025 29m

In Episode 21 of the Alternative Allocations podcast, Jonathan shares DCALTA's mission to enhance diversification and fairness in defined contribution plans through the promotion of alternative…

Episode 20: Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

Feb 04, 2025 25m

In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a…

Episode 19: Special feature: Private markets outlook

Jan 15, 2025 22m

This special episode of Alternative Allocations features host Tony Davidow and guests Richard Byrne of Benefit Street Partners, Taylor Robinson of Lexington Partners, and Rick Schaupp of Clarion…

Frequently Asked Questions

How many episodes does Alternative Allocations with Tony Davidow have?

Alternative Allocations with Tony Davidow has published 39 episodes since July 2023, covering topics in Business, Education.

Is Alternative Allocations with Tony Davidow still active?

Alternative Allocations with Tony Davidow is currently highly active with new episodes monthly. Average episode length is 25m.

How do I contact Alternative Allocations with Tony Davidow for sponsorship or guest appearances?

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