Month: March 2024

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute.  With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He emphasizes the importance of education for advisors in alternative investments, the need for operational efficiency, and working with institutional quality managers to navigate this complex yet rewarding investment space.

Tony focuses on:

  • How interval and tender offer funds have revolutionized access to alternative investments for a broader range of investors
  • The significance of diversification in the 60/40 portfolio strategy and the need for alternative investments in today’s market environment
  • How private equity, private credit, and private real estate hedge against market risks and provide enhanced portfolio diversification
  • Why the institutional quality of asset managers is crucial in ensuring successful investments in alternative asset classes
  • And more

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About Our Guest:

As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the use of alternative investments through independent research, participating in industry conferences, and webinars, and engaging directly with key partners and clients. Prior to his current role, Mr. Davidow 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. 

Mr. 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.

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