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Alternative Allocations with Tony Davidow

Franklin Templeton
Alternative Investments
Private Equity
Private Credit
Due Diligence
Real Estate
Secondary Market
Portfolio Allocation
Investment Strategies
Wealth Management
Commercial Real Estate Debt
Office Sector
Financial Advisors
Asset Allocation
Alternatives In Investing
Evergreen Products
Portfolio Construction
Capital Markets
Rockefeller Capital Management
Commercial Real Estate
Registered Funds

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 invest... more

PublishesMonthlyEpisodes37Founded3 years ago
Number of ListenersCategories
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Artwork for Alternative Allocations

Latest Episodes

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 explains how infrastructure investments offer a rare com... more

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 interval and tender offer fund marketplace, which has... more

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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 environment. Matt shares his journey into private marke... more

YouTube

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, differentiated yields, and enhanced diversification ... more

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Recent Guests

Kim Flynn
Pioneer in evergreen fund research and head of XA Investments
XA Investments
Episode: Episode 35: Navigating the Evergreen Fund Boom: Market Insights with Guest Kim Flynn, XA Investments
Matt Katz
Manager Director, leads private markets diligence and portfolio management
Fiduciary Trust International
Episode: Episode 34: Unlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust International
Paul Jodice
Executive from Morgan Stanley Wealth Management leading the Global Investment Manager Analysis Group
Morgan Stanley
Episode: Episode 33: Alternative Manager Research: Building a Robust Platform with Guest Paul Jodice, Morgan Stanley
Jeb Belford
CIO of Clarion Partners
Clarion Partners
Episode: Episode 32: Special Feature: 2026 Private Market Outlook
Anant Kumar
Director of Research at Benefit Street Partners
Benefit Street Partners
Episode: Episode 32: Special Feature: 2026 Private Market Outlook
Bobby Stevenson
Has worked at Franklin Templeton for 21 years and co-heads the growth equity investment platform.
Franklin Templeton
Episode: Episode 30: Private Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture Partners
Loren Fox
Research Analyst and Consultant at FUSE Research Network
FUSE Research Network
Episode: Episode 28: Navigating the Growth of Alternatives in Wealth Management with Guest Loren Fox, FUSE Research Network
Bill Duffy
Leader in alternative investments at Fidelity Investments
Fidelity Investments
Episode: Episode 27: The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments
Brian Ullsperger
Investment advisor with extensive experience in asset allocation
Andersen
Episode: Episode 26: Examining the 60/40 Portfolio with Guest Brian Ullsperger, Andersen

Host

Tony Davidow
Host discussing wealth management and investment strategies, particularly in alternative assets, with extensive experience in advising high-net-worth clients and institutional investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#246
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 33: Alternative Manager Research: Building a Robust Platform with Guest Paul Jodice, Morgan Stanley
Q: What are the three primary drivers of advisory adoption for alternatives?
Market environment, product evolution that democratizes access, and access to world-class managers—together driving advisor comfort, education, and willingness to allocate more to alternatives.
Episode 30: Private Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture Partners
Q: What's your view on exits?
Bobby reflects on the slight uptick in IPOs and M&A activity while suggesting that the public market conditions are improving and that 2025 could be a pivotal year.
Episode 30: Private Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture Partners
Q: As we sit here today, where are you seeing the best opportunities?
Bobby discusses the shift in private market valuations and notes the emergence of sectors like AI, fintech, and sustainable energy as promising areas for investment.
Episode 32: Special Feature: 2026 Private Market Outlook
Q: What are the risks that keep you up at night regarding the market?
Concerns about a potential recession and rising cost of credit affecting demand for commercial real estate.
Episode 27: The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments
Q: What educational approaches has Fidelity been taking regarding alternative investments?
Fidelity has focused on providing advisors with educational content, including target asset mixes and white papers, to help them understand how to incorporate alternative investments into client portfolios.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
Social Media Reach

Frequently Asked Questions About Alternative Allocations

What is Alternative Allocations about and what kind of topics does it cover?

Content focuses predominantly on alternative investments, with a particular emphasis on private equity, private real estate, and private credit markets. There are discussions about current market trends, investment strategies for wealth advisors, and ways to adapt portfolios in response to shifting economic conditions. Guest interviews often feature industry experts who share insights into emerging opportunities and best practices, making this an informative resource for financial professionals seeking to enhance their knowledge and approach to investment allocation. By providing actionable advice and fostering a deeper understanding of the alternative investment landscape, this content is positioned as a valuable tool for advisors looking ... more

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Which podcasts are similar to Alternative Allocations?

These podcasts share a similar audience with Alternative Allocations:

1. The View From Apollo
2. Capital Allocators – Inside the Institutional Investment Industry
3. Capital Ideas Podcast
4. The Memo by Howard Marks
5. The Meb Faber Show - Better Investing

How many episodes of Alternative Allocations are there?

Alternative Allocations launched 3 years ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Alternative Allocations?

Recent guests on Alternative Allocations include:

1. Kim Flynn
2. Matt Katz
3. Paul Jodice
4. Jeb Belford
5. Anant Kumar
6. Bobby Stevenson
7. Loren Fox
8. Bill Duffy

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