In episode 16 of the Alternative Allocations podcast, Kate Huntington joins Tony to discuss her years of experience partnering with family offices, endowments and foundations and how she approaches incorporating alternative investments into her clients’ portfolios. They delve into the importance of due diligence and understanding the role of each asset class when working with clients to determine the best strategy for each situation. Whether it’s an individual investor or large family office,...

Nick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being available to institutions to now becoming more accessible to the wealth channel. They delve into the changes in product structures, the introduction of technology to simplify operations, and the emergence of educational opportunities to help advisors understand the role alts play in client portfolios. Nick is Co-Founder and one of the Managing...

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 real estate debt can play in client portfolios. Richard Byrne is President of Benefit Street...

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 investment strategies. Tony and Will discuss their respective market outlooks, along with things to...

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 alternative investments in the coming years. Daniil is a director of Cerulli’s Product Development...

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...

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 advisors.  Matt Brown is the Founder, CEO, and Chairman of CAIS. He has spent over 30 years at the...

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 at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative...

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 Chief Investment Officer of Clarion Partners. He is an equity owner in the Firm, chairman of the...

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 Alternative Investments at Rockefeller Capital Management. She is a member of the firm’s Management...

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 series. *********       Brooks Ritchey joined K2 Advisors (a hedged strategies division of Franklin...

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 Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and...

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 dedicated to educating the private wealth management industry on alternative investments. Aaron...

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 career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now...

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: BEN), and serves as Chairman and Chief Executive Officer of Franklin BSP Lending Corporation,...

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 universe. Davidow and Bowman discuss the “democratization” of alternatives and lessons learned from...

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 investments to meet their clients’ goals and objectives. To learn more, please...