Alternative Allocations with Tony Davidow

In episode 14 of the  Alternative Allocations podcast series, Richard shares reasons why the current disruptive market environment offers a great opportunity for commercial real estate debt, such as better risk adjusted return potential, low to negative correlation to traditional investments, and higher income. Understanding the opportunity, Tony and Richard review the many roles that commercial r...

Episode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will's experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative inves...

In episode 12 of the Alternative Allocations podcast series, Tony and Daniil discuss the greater focus on alternative investments by asset managers, the wealth management community, and individual investors. With the development of new structures and increasing access to these investment options, they consider the evolution of the industry and both foresee an ever-increasing adoption of alternativ...

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 meri...

In episode 10 of the Alternative Allocations podcast series, Tony and Matt Brown of CAIS share their enthusiasm for alternative asset classes and strategies and discuss the evolution of the alternative investment landscape. With product innovation and further demand for access, the need for world class managers becomes ever more important to continue to provide opportunities to more and more advis...

In episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educating advisors on alternative asset classes. Patrick shared his thoughts on structure versus strategy as well as the importance of conducting due diligence. Patrick McGowan is a Managing Director, Head of Manager Research and Alternative Investments a...

Check out episode 8 of the  Alternative Allocations podcast series, Tony had the opportunity to sit down with Jeb Belford, CIO of Clarion Partners, to discuss the challenges and opportunities with commercial real estate. They discuss the headwinds, rising interest rates and a challenging office sector, and where Jeb sees opportunities in the coming years. Jeb Belford, Managing Director, is the Chi...

Check out episode 7 of the Alternative Allocations podcast series, focusing on evaluating and allocating alternatives with my guest Jackie Klaber. Jackie and I discuss a range of topics including communicating to clients, the role and use of alternatives, product evolution, and allocating to alternatives in today's market environment.   Jackie C. Klaber is a Managing Director and Head of Alternati...

We recently hosted a group of global institutional clients from 23 different countries for an educational event in our San Mateo headquarters. This feature episode is a panel discussion that Tony moderated with Brooks Ritchey, chairman of K2 Advisors, and Peter Blue, head of Alternative Solutions at Franklin Templeton Investment Solutions. We hope you enjoy this special edition of our podcast seri...

In Episode # 5 of the Alternative Allocations podcast series, focusing on the opportunities in secondaries with my guest Taylor Robinson, we discuss the diversity and opportunities in the secondaries market. We discuss how the extraordinary growth in private equity, coupled with slowing exits, has created opportunities for secondaries managers to acquire assets at attractive valuations.     Taylor...

In this episode of the  Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of goals-based investing. We also dive into the current market environment, the versatility of alternatives, the need for education, and total portfolio allocation.    Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform d...

In episode 3 of the  Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton's alternatives business.   In a car...

Check out episode 2 of the  Alternative Allocations podcast series, focusing on the opportunities in alternative credit strategies with my guest Rich Byrne. Rich and I explore the current market environment, and the opportunities in direct lending, distressed, and real estate debt.   Rich Byrne is President of Benefit Street Partners, a wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BE...

In this inaugural episode of  Alternative Allocations , host Tony Davidow interviews John Bowman from the CAIA Association (CAIA), discussing "The State of the Alts Industry." According to research conducted by CAIA, over the last twenty years, total investable assets allocated to alternative investments have increased 150% with alternatives now representing about 15% of the total investable unive...

We're excited to introduce our new podcast series "Alternative Allocations" focused on helping advisors make better-informed decisions about the role and use of alternative investments. Join host, Tony Davidow, Senior Alternatives Strategist with the Franklin Templeton Institute, for this monthly podcast series designed specifically for sophisticated advisors who are seeking alternative investment...