EPISODE · Aug 21, 2025 · 1H
#123 Tony Davidow, Franklin Templeton - How Private Markets Are Reshaping Investing
from Alt Funds Network · host Tony Davidow, Skyler Steinke, Mike Schroeder
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Tony Davidow:Company Website: www.alternativesbyft.com LinkedIn: linkedin.com/in/tony-davidow Timestamps: 00:00 Introduction and Guest Overview01:24 Tony Davidow's Career Journey03:14 Evolution of Alternative Investments07:35 Democratization and Accessibility of Alternatives14:07 Challenges and Misconceptions in Private Markets19:11 Public vs. Private Markets28:51 The Importance of Education and Simplifying Jargon32:50 Growth and Income Strategies33:21 Defensive Assets and Inflation Hedging33:42 Client Discussions and Investment Goals34:54 Challenges with Traditional Portfolios35:32 The Role of Alternatives in Portfolios39:07 Private Credit and Real Estate Debt41:13 Correlations and Alternative Strategies43:16 Trends and Opportunities in Private Markets45:20 The Future of Private Markets51:23 Crypto and Blockchain in Private Markets55:55 Tony's New Book and Final Thoughts Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Senior Alternative Investment Strategist at the Franklin Templeton Institute - an independent think tank - focusing on helping advisors have better informed decisions about allocating to alternatives. I write white papers & blogs, speak at industry conferences, and have an award-winning podcast Description: Join hosts Mike Schroeder and Skyler Steinke on the Alt Funds Network podcast as they sit down with Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton. In this episode, Tony shares his extensive experience in the financial industry and discusses the role of alternative investments in modern portfolios. Together, they delve into the evolution of alternative investments, the democratization of access to these assets, and the increasing importance of private markets. Learn about the challenges of educating advisors and clients, the misconceptions surrounding private markets, and the exciting future of investment strategies. Tune in for deep insights and practical guidance on navigating the complexities of alternative investments.
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#123 Tony Davidow, Franklin Templeton - How Private Markets Are Reshaping Investing
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