Claim OwnershipAlternative Allocations with Tony Davidow
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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 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.
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.
42 Episodes
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John Bowman, CEO of CAIA Association, returns to Alternative Allocations to discuss the ideas behind his groundbreaking report, "The World Rewired", and what they mean for the future of investing. Tony and John explore how AI is reshaping investment firms, how private markets are becoming increasingly accessible to individual investors, and what the rise of evergreen funds, tokenization, and the growing opportunity for private markets in retirement portfolios means for advisors and clients alike. They also examine the increasing convergence of public and private markets, the changing role of investor education, and why systems thinking—not just technical expertise—will define the next generation of investment professionals. John was appointed CEO for the CAIA Association in January 2025. He has devoted 30 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker, writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder. Resources: John L Bowman, CFA | LinkedInCAIA - Chartered Alternative Investment Analyst AssociationFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn
Using the recent Middle East conflict as a lens, Tony Davidow sits down with global investment strategist Kim Catechis to examine how geopolitical risk is reshaping global markets, supply chains, and energy security —and the potential investment implications. Together, they discuss the ripple effects on oil prices, inflation, reshoring, infrastructure, data centers, and portfolio diversification—and explore how these structural shifts may influence the role of private market strategies in long-term portfolio construction. As Global Investment Strategist for the Franklin Templeton Institute, Kim Catechis leverages the knowledge of the firm's autonomous investment teams to provide global capital market and long-term investment insights internally and to clients. His particular expertise is in the research of long term themes and the impacts of geo-economics on investment returns. 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. With over 30 years' experience as an investor in European, Emerging and Global equities, he has also developed a keen interest in the challenges of identifying appropriate risk metrics at a country level. This led him to build the Country Risk Framework, which considers the structural constraints of countries, to better understand policy direction, which greatly impacts investment returns. Kim has an MBA from the University of Stirling and a BA in French and German language and literature. Resources: Kim Catechis | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn
In this episode of Alternative Allocations, host Tony Davidow sits down with Anant Kumar from Benefit Street Partners to cut through the noise and misconceptions surrounding the private credit market. They explore the nuanced impact of artificial intelligence on the software sector, discussing how proprietary data and "systems of record" can protect companies from disruption while creating unique alpha opportunities for savvy investors. The conversation also tackles the evolution of fund structures, emphasizing the importance of educating investors on these vehicles and the true nature of underlying illiquid investments. Anant also highlights why a multi-asset approach and strong underwriting are essential for navigating today's market dispersion and avoiding losses. Anant Kumar Anant Kumar is a Managing Director, Global Investment Strategist, Head of US Credit Research, and Portfolio Manager with Benefit Street Partners and is based in their West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar was in the capital markets advisory group at Lazard Freres. Before that, he was in the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Resources: Public insights on private credit: Only one of private credit's "four horsemen" is realSoftware-as-a-Service selloff and the implications for private marketsCost of being too liquidAnant Kumar | LinkedInFranklin Templeton Private MarketsBenefit Street PartnersTony Davidow, CIMA® | LinkedIn
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 help shape how private markets are evolving in the RIA Channel. In this episode Tony and Dana tackle important structural considerations around liquidity, valuation, and the limitations of so-called "semi-liquid" investments, while emphasizing the untapped potential of private equity, private credit, and real assets in enhancing client outcomes. They discuss how technology platforms and model-based approaches can help advisors scale their practices while maintaining their core value proposition: providing clients access to sophisticated investment strategies that would otherwise be out of reach. This is an essential listen for advisors looking to navigate the operational complexities of private markets and deliver differentiated value to their clients. DANA D'AURIA, CFA CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships with exchanges and other wealth solutions providers. Dana is also a chair of Envestnet | PMC's Investment Committee. Prior to joining Envestnet, Dana was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm's multi-factor family of funds. Dana is a frequent contributor on CNBC Squawk Box, Bloomberg TV and Radio, Yahoo! Finance, and Nasdaq TradeTalks. She has been honored by Money Management Executive as one of the publication's "Top Women in Asset Management" in 2018 and "Women to Watch" in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing. Dana holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University. Resources: Dana M. D'Auria, CFA | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn
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 democratizing institutional investment strategies. Wendy shares invaluable lessons learned and explains why the illiquidity premium shouldn't be reserved for institutional investors alone and how evergreen fund structures are changing the game for individual access to private markets. The conversation explores current opportunities in GP-led secondaries and distressed credit, while providing practical guidance on how advisors can help clients overcome their conditioning around daily liquidity. This is a must-listen for anyone looking to understand how endowment-style portfolio construction can work for everyday investors. Wendy Li is the co-founder and Chief Investment Officer at Ivy Invest, a fintech investment platform bringing an endowment-style portfolio to everyday investors. Before Ivy Invest, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation, where she built the Investment Office from the ground up and managed a $4 billion portfolio, specializing in a diverse range of asset classes. Prior to Mother Cabrini Health Foundation, Wendy was Director of Investments at UJA-Federation, where she oversaw a $1 billion endowment and a $400 million pension plan. Wendy began her career in the Investment Office at the Metropolitan Museum of Art. She has a Bachelor of Arts degree from Columbia University and is a CFA charterholder. Resources: Wendy Li | LinkedInAsk a CIO, from Ivy Invest NewsletterFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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