Alternative Allocations with Tony Davidow

Franklin Templeton
  • 5.0(18개의 평가)
  • 투자
  • 매월 업데이트

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 is particularly qualified, bringing over 30 years' experience in working with advisors and high-net-worth investors, family offices, and institutional investors in allocating to alternative investments. Tony held senior leadership roles at Morgan Stanley, Guggenheim Investments, and Charles Schwab among other organizations. He is an award-winning author, and in 2020 he was the recipient of the Investments & Wealth Institute's Wealth Management Impact Award for his contribution to the industry. Tony is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill, 2021). To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.

  1. The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments

    8월 5일

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

    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 highlights the industry's efforts to make alts more accessible through new product structures and the potential for including private markets in model portfolios and defined contribution plans. Bill Duffy is a Vice President of Alternative Investments for Fidelity Investments. He is responsible for Fidelity’s alternative investment platform solutions which enable Fidelity clients access to alternative investment strategies. Bill focuses on developing Fidelity’s alternative investment platform strategy, as well as overseeing Fidelity’s relationship with leading alternative investment platforms and asset managers. Additionally, Bill educates Fidelity clients and prospects about alternative investment programs available through Fidelity. He is often a featured speaker on alternative investment strategies and trends at industry conferences and events. Prior to Fidelity, Bill worked at Charles Schwab & Co., Inc. where he was Managing Director of Relationship Management, overseeing relationships with over 700 third-party asset managers. He also led product strategy for Schwab’s alternative investment platform team. In that role, he also collaborated with industry thought leaders to deliver alternative investment education to thousands of RIAs. Earlier in his career, Bill was an Executive Director at a boutique alternative investment advisory firm, where he was responsible for consulting with RIAs, family offices, and institutional investors on alternative investment strategies including private equity, private credit, real estate, and hedge fund opportunities. Bill is currently Chairman of the Board of Directors for the Institute for Portfolio Alternatives (“IPA”), an industry trade group focused on expanding access to alternative investments strategies and advocating on behalf of the alternative investment industry. Prior to being elected Chair of the Board, he was an active Board member since 2020. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Bill Duffy | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    23분
  2. Examining the 60/40 Portfolio with Guest Brian Ullsperger, Andersen

    7월 1일

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

    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 highlight the importance of these alternatives in diversifying portfolios, smoothing out market volatility, and generating higher returns, especially in more challenging investment environments. Brian also stresses the value of clear communication with clients to ensure they understand the purpose and benefits of these complex sstrategies, emphasizing the need to move beyond traditional 60/40 portfolios by incorporating alternative trategies. Brian Ullsperger is a Managing Director at Andersen, advising approximately $2B in assets and 200 households.  Brian has over 30 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high-net-worth individuals, families, foundations, and endowments. Before rejoining Andersen in early 2010, Brian was a founding partner of Capital Fiduciary Advisors. Prior to that, Brian was at Charles Schwab. During his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning.  Brian earned the Certified Investment Management Analyst (CIMA) advanced professional certification from the Investments & Wealth Institute (taught in conjunction with the Wharton School, University of Pennsylvania).  Brian is a frequent speaker on investment and wealth management topics. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Brian Ullsperger | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    25분
  3. Special Feature: Live from the NYSE with Guest Jeb Belford, Clarion Partners

    6월 17일

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

    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 as declining valuations made asset values more attractive. They highlighted favorable sectors such as industrial, multifamily, and life sciences, while the office sector faced challenges. Jeb explains how the industrial sector showed resilience due to shifting trade patterns and long-term fundamentals, including e-commerce growth, the persistent housing shortage, and the trend of near-shoring and on-shoring.  Jeb Belford, Managing Director, is the Chief Investment Officer of Clarion Partners. He is an equity owner in the Firm, chairman of the Firm’s Investment Committee, and a member of the Executive Board. From 2013-2021 Jeb was the lead Portfolio Manager of the Firm’s open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Lion Value Fund, the Firm’s value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm’s Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984 at Winthrop Financial Associates, Boston, MA. Jeb has a B.A. in Mathematics and Religion from Dartmouth College. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: About Clarion Partners | Alternatives by FT Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    28분
  4. 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

    6월 3일

    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

    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. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group’s signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry’s go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christine also serves on several professional and community boards including The Community Fund of Darien and the Investments & Wealth Institute, where she is currently Board Chair. She lives in Darien, CT with her husband and two college-age children, and is always up for an adventure — especially if it involves hiking, biking, or discovering great food. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Christine Gaze, CFP(R), CIMA(R) | LinkedIn Investments & Wealth Institute: Posts | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    22분
  5. One on One with Guest Tony Davidow, CIMA®

    5월 6일

    One on One with Guest Tony Davidow, CIMA®

    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 Markets, Building Better Portfolios with Private Equity, Private Credit and Private Real Estate,” which discusses the evolution of the wealth management industry and the growing importance of private markets. Tony shares insights from his career, why he wrote this book, and what else makes him tick.  Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Private Markets is educational material, leveraging independent research, authored by Tony Davidow in his personal capacity. Comments and views expressed are not necessarily those of Franklin Templeton. Resources: Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn Julia Giordano, RMA® | LinkedIn

    23분
  6. The Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association

    4월 1일

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

    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 strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed. Aaron sits on CAIA Association’s executive leadership team and leads its global content strategy. This includes the development of thought leadership, research, and content agendas, content marketing and brand, and industry events. He also oversees strategy for CAIA’s 20 chapters across the U.S., Canada, and Latin America.  Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and defined contribution plan sponsors and participants. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.   Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    30분
  7. Enhancing Retirement Options with Alternatives with Guest Jonathan Epstein, AIF®, DCALTA

    3월 4일

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

    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 investments. He highlights the organization's focus on educating stakeholders and developing industry principles to facilitate the integration of these investments. Tony and Jonathan discuss the importance of liquidity and accurate valuation of illiquid assets to empower participants with better investment choices.  DCALTA is led by Jonathan Epstein, who has served in the defined contribution community for almost 30 years. He is the founder and president of the Defined Contribution Alternatives Association (DCALTA) where he is charged with leading its mission to expand the use of different types of alternative investments and strategies within a defined contribution plan construct.  Jonathan’s experience includes working with plan sponsors of defined contribution plans on investments, education/communication strategy and plan cost/performance benchmarking. His industry experience includes positions at CEM Benchmarking, Associated Trust, Mission Square (formerly ICMA-RC) and ThirtyNorth Investments where he learned aspects of the many fiduciary functions and roles performed in the U.S. retirement space.  Jonathan has been privileged to present at the national conferences of PSCA, NAGDCA and the World Investment Forum. He has also contributed to numerous industry articles and research on alternatives in defined contribution plans (Research | DCALTA). He holds the AIF® accreditation and received his B.S. from Florida State University and MBA from Nova Southeastern University.  Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Jonathan Epstein, AIF® | LinkedIn Research | DCALTA Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    30분
  8. Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

    2월 4일

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

    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 positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Mark Steffen, CFA, CAIA | LinkedIn See what’s next for the economy in our 2025 Outlook | Wells Fargo Franklin Templeton Institute’s 2025 Private Market Outlook Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

    25분
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5
최고 5점
18개의 평가

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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 is particularly qualified, bringing over 30 years' experience in working with advisors and high-net-worth investors, family offices, and institutional investors in allocating to alternative investments. Tony held senior leadership roles at Morgan Stanley, Guggenheim Investments, and Charles Schwab among other organizations. He is an award-winning author, and in 2020 he was the recipient of the Investments & Wealth Institute's Wealth Management Impact Award for his contribution to the industry. Tony is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill, 2021). To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.

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