Dec 10 2024 59 mins
In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management.
We explore how private equity, private credit, and private real estate are transforming portfolio construction, offering uncorrelated returns, greater diversification, and resilience during market downturns. Tony demystifies the illiquidity premium, highlights the growing role of secondaries, and explains why advisors must embrace alternatives to meet client expectations in today’s financial ecosystem.
Key Topics
• Rethinking the 60/40 Portfolio: Why traditional strategies are no longer enough in today’s volatile markets.
• Private Markets for All: The innovations democratizing access to private investments.
• Illiquidity as a Feature: Why patience is key to unlocking higher returns.
• The Secondary Market Boom: Shorter J-curves and better diversification for private equity investors.
• Enhancing Advisor Value: How mastering alternatives strengthens client relationships and retention.
Chapters
0:00 - Welcome & Introduction
2:00 - The End of Easy Money: 2022’s Portfolio Wake-Up Call
6:30 - Tony’s Career & The Power of Private Assets
11:45 - Demystifying Private Market Accessibility
16:00 - Structuring Portfolios: Growth, Income, and Diversification
21:00 - Overcoming Client Hesitations Around Alternatives
26:00 - The Hidden Opportunities in Private Markets
34:00 - Illiquidity: A Feature, Not a Bug
42:00 - The Growing Role of Secondaries in Private Equity
47:00 - Trends Shaping Private Markets Over the Next Decade
55:00 - Closing Thoughts & Where to Find Tony
Links & Resources
• Tony Davidow on LinkedIn: Link
• Franklin Templeton Alternatives - Canada: Link
• Franklin Templeton Institute’s Alts Knowledge Hub: Link
• Tony’s Book: Private Markets: Building Better Portfolios with Private Equity (Coming February 2024).
#PrivateMarkets #AlternativeInvestments #PortfolioConstruction #WealthManagement #PrivateEquity #PrivateCredit #RealEstateInvesting #InvestmentStrategies #FinancialAdvisors #TonyDavidow
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