Alternative Allocations with Tony Davidow

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 r

Alternative Allocations with Tony Davidow is a business podcast hosted by Franklin Templeton, with 42 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Franklin Templeton hosts Alternative Allocations with Tony Davidow, a business show with 42 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #41

  The World Rewired: AI, Private Markets & the Future of Investing

  Aug 31, 202637 minS1

  <p >John 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 future of investing. Tony and John explore how AI is reshaping investment firms, how private markets are becoming increasingly accessible to individual investors, and what the rise of evergreen funds, tokenization, and the growing opportunity for private markets in retirement portfolios means for advisors and clients alike. They also examine the increasing convergence of public and private markets, the changing role of investor education, and why systems thinking—not just technical expertise—will...

  ListenShow Notes
• 

  Episode #40

  How Geopolitical Risk Is Reshaping Markets & Private Investing | EP 40

  Aug 3, 202633 minS0

  <p>Using the recent Middle East conflict as a lens, Tony Davidow sits down with global investment<br /> strategist Kim Catechis to examine how geopolitical risk is reshaping global markets, supply<br /> chains, and energy security —and the potential investment implications. Together, they discuss<br /> the ripple effects on oil prices, inflation, reshoring, infrastructure, data centers, and portfolio<br /> diversification—and explore how these structural shifts may influence the role of private market<br /> strategies in long-term portfolio construction.<br /> As Global Investment Strategist for the Franklin Templeton Institute, Kim Catechis leverages the<br /> knowledge of the firm's autonomous investment team...

  ListenShow Notes
• 

  Episode #40

  How Geopolitical Risk Is Reshaping Markets & Private Investing | EP 40

  Aug 3, 202633 min

  Using 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 markets, supply chains, and energy security —and the potential investment implications. Together, they discuss the ripple effects on oil prices, inflation, reshoring, infrastructure, data centers, and portfolio diversification—and explore how these structural shifts may influence the role of private market strategies in long-term portfolio construction. As Global Investment Strategist for the Franklin Templeton Institute, Kim Catechis leverages the knowledge of the firm's autonomous investment teams to provide global capital market and long-term investment insights internally and to clients. His particular expertise is in the research of long term themes and the impacts of geo-economics on investment returns. 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. With over 30 years' experience as an investor in European, Emerging and Global equities, he has also developed a keen interest in the challenges of identifying appropriate risk metrics at a country level. This led him to build the Country Risk Framework, which considers the structural constraints of countries, to better understand policy direction, which greatly impacts investment returns. Kim has an MBA from the University of Stirling and a BA in French and German language and literature. Resources: Kim Catechis | LinkedIn Franklin Templeton Private Markets Tony Davidow, CIMA® | LinkedIn

  ListenShow Notes
• 

  Episode #39

  Separating Noise from Reality in the Private Credit Market

  Jul 6, 202625 minS1

  <p >In 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 private credit market. They explore the nuanced impact of artificial intelligence on the software sector, discussing how proprietary data and "systems of record" can protect companies from disruption while creating unique alpha opportunities for savvy investors. The conversation also tackles the evolution of fund structures, emphasizing the importance of educating investors on these vehicles and the true nature of underlying illiquid investments. Anant also highlights why a multi-asset approach and strong underwriting a...

  ListenShow Notes
• 

  Episode #39

  Separating Noise from Reality in the Private Credit Market | EP.39

  Jul 6, 202625 minS1

  In 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 private credit market. They explore the nuanced impact of artificial intelligence on the software sector, discussing how proprietary data and "systems of record" can protect companies from disruption while creating unique alpha opportunities for savvy investors. The conversation also tackles the evolution of fund structures, emphasizing the importance of educating investors on these vehicles and the true nature of underlying illiquid investments. Anant also highlights why a multi-asset approach and strong underwriting are essential for navigating today's market dispersion and avoiding losses. Anant Kumar Anant Kumar is a Managing Director, Global Investment Strategist, Head of US Credit Research, and Portfolio Manager with Benefit Street Partners and is based in their West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar was in the capital markets advisory group at Lazard Freres. Before that, he was in the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Resources: Public insights on private credit: Only one of private credit's "four horsemen" is real Software-as-a-Service selloff and the implications for private markets Cost of being too liquid Anant Kumar | LinkedIn Franklin Templeton Private Markets Benefit Street Partners Tony Davidow, CIMA® | LinkedIn

  ListenShow Notes

Recent guests on Alternative Allocations with Tony Davidow. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.