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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
Wealth Management
Commercial Real Estate Debt
Multifamily Housing
Liquidity Needs
Office Sector
Financial Advisors
Asset Allocation
Alternatives In Investing
Evergreen Products
Capital Markets
Portfolio Construction
Rockefeller Capital Management
Commercial Real Estate

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

PublishesMonthlyEpisodes36Founded3 years ago
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Artwork for Alternative Allocations

Latest Episodes

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

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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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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 secondaries, and private credit. Discover the macr... more

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Recent Guests

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
Christine Gaze
Chair of the Investment & Wealth Institute, specializing in financial advising.
Investment & Wealth Institute; Purpose Consulting Group
Episode: 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
Aaron Filbeck
Expert in alternative investments and member of the executive leadership team at CAIA Association.
CAIA Association
Episode: Episode 22: The Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association
Jonathan Epstein
Founder of Dcalta, focused on enhancing access to alternative investments in defined contribution plans.
Dcalta
Episode: Episode 21: Enhancing Retirement Options with Alternatives with Guest Jonathan Epstein, AIF®, DCALTA
Mark Steffen
Global Alternative Strategist at Wells Fargo Investment Institute
Wells Fargo Investment Institute
Episode: Episode 20: Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

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.

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Talking Points

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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.
Episode 27: The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments
Q: What are the primary drivers of growth for alternative investments in wealth management?
The primary drivers include long-term capital market assumptions, the evolution of product structures, and the caliber of asset managers focusing on the private wealth channel.

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Listeners per Episode
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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. Eye On The Market

How many episodes of Alternative Allocations are there?

Alternative Allocations launched 3 years ago and published 36 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. Anant Kumar
2. Bobby Stevenson
3. Loren Fox
4. Bill Duffy
5. Brian Ullsperger
6. Christine Gaze
7. Aaron Filbeck
8. Jonathan Epstein

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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