About this podcast
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.
Episodes
The newest 20 of 44 episodes
- Solving the Operational Challenges of Private Markets | Ep. 43 · 30 min · Season 1 Episode 43In this episode of Alternative Allocations, host Tony Davidow sits down with Rafay Farooqui, Chairman, Founder & CEO of Subscribe, to explore how technology is transforming the…
- The Goldilocks Zone: Finding Value in Venture & Growth Secondaries | Ep. 42 · 22 min · Season 1 Episode 42In this episode of Alternative Allocations, host Tony Davidow sits down with Matt Hodan, Partner at Lexington Partners, to explore the evolving opportunity set in venture and…
- The World Rewired: AI, Private Markets & the Future of Investing | Ep. 41 · 37 min · Season 1 Episode 41John 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…
- How Geopolitical Risk Is Reshaping Markets & Private Investing | EP 40 · 33 min · Episode 40Using 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…
- Separating Noise from Reality in the Private Credit Market | EP.39 · 25 min · Season 1 Episode 39In 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…
- Scaling Private Markets Through Technology & Education | EP.38 · 26 min · Season 1 Episode 38Tony 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…
- The Illiquidity Premium: Lessons from Institutions | EP.37 · 28 min · Episode 37In 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…
- Infrastructure Investing: Growth, Income & Inflation Protection | EP.36 · 29 min · Season 1 Episode 36In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets…
- Evergreen Funds: Market Trends & Insights | EP.35 · 29 min · Episode 35In 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…
- Middle-Market Private Equity Opportunities | EP.34 · 22 min · Episode 34In this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling…
- Alternative Manager Research | EP.33 · 28 min · Episode 33In this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking…
- Private Markets Outlook 2026 | EP.32 · 32 min · Episode 32In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real…
- Top 10 Alternatives Investing Episodes | EP.31 · 27 min · Episode 31In this special episode, Tony and the show's producer, Julia, take a trip down memory lane, counting down their top 10 episodes from the first two years of the Alternative…
- Private Equity: Growth Equity Opportunities | EP.30 · 29 min · Episode 30In this episode of Alternative Allocations, Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. Bobby shares his insights on…
- Private Markets in Defined Contribution Plans | EP.29 · 26 min · Episode 29In this episode of Alternative Allocations, Tony and Pat discuss the evolving landscape of Defined Contribution (DC) plans and the integration of private markets. They explore…
- Alternatives in Wealth Management | EP.28 · 28 min · Episode 28In this episode of Alternative Allocations, Loren and Tony discuss the growing trend of advisors adopting alternative investments in wealth management. They talk about the…
- Role of Alternatives in Modern Portfolios | EP.27 · 23 min · Episode 27Bill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in the latest episode of…
- Reassessing the 60/40 Portfolio | EP.26 · 25 min · Episode 26In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, real assets, and managed…
- Live from the NYSE | EP.25 · 28 min · Episode 25In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a…
- Alternative Investments for High-Net-Worth Clients | EP.24 · 22 min · Episode 24In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in…







