Episode 11: Opportunities and Allocating to Alternatives with Guest Ben Webb, CFA®, Balentine
Description
In episode 11 of the Alternative Allocations podcast series, Tony and Ben cover a great deal around allocating capital and the opportunities in private markets. Ben provides his perspective on handling conversations with clients and stresses the importance of providing transparency into the operational side of alternative investments, the features and benefits of these new structures, and the merits of the proposed underlying asset class.
Ben Webb, CFA® Ben Webb, CFA®, is a Director on Balentine's Investment Strategy Team. In this role, he conducts research, data aggregation, portfolio analysis, and performance attribution. Prior to joining Balentine, he spent more than two years at Towers Watson, working predominantly with institutional clients. Ben is a CFA® charterholder and sits on the programming committee of CFA Society Atlanta. Additionally, he is a member of the Southern Capital Forum. Ben is a veteran of the United States Navy, where he served as a nuclear reactor plant operator and as a nuclear mechanic onboard a submarine.
Benjamin Webb, CFA | LinkedIn
Alternatives by Franklin Templeton
Tony Davidow, CIMA® | LinkedIn
United States
