Alternative Allocations Podcast Trailer

Jul 25, 2023 | 6 min

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 private market investments. I am your host, Tony Davidow, Senior Alternatives Strategist with the Franklin Templeton Institute. This monthly podcast series is designed specifically for sophisticated advisors who are seeking private market investments to meet their clients’ goals and objectives.

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Disclaimers

This material reflects the analysis and opinions of the speakers as of the date of this podcast and may differ from the opinion of portfolio managers, investment teams, or platforms at Franklin Templeton. It is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell, or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

The views expressed are those of the speakers, and the comments, opinions, and analyses are rendered as of the date of this podcast and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, security, or strategy. Statements of fact are from sources considered reliable, but no representation or warranty is made as to their completeness or accuracy.

All investments involve risks, including possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested.

Please see episode specific disclosures for important risk information regarding content covered in the specific episode.

Data from third party sources may have been used in the preparation of this material, and Franklin Templeton, FT, has not independently verified, validated, or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information, and reliance upon the comments, opinions, and analyses in the material is at the sole discretion of the user. Products, services, and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and or their distributors as local laws and regulation permits. Please consult your own financial professional for further information on availability of products and services in your jurisdiction.

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More episodes

Franklin management
Aug 4, 2026 | 33 min

Episode 40: How Geopolitical Risk Is Reshaping Markets & Private Investing

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.

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Franklin management
Jul 7, 2026 | 25 min

Episode 39: Separating Noise from Reality in the Private Credit Market with Anant Kumar, Benefit Street Partners

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.

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Franklin management
Jun 2, 2026 | 26 min

Episode 38: The Model Revolution: Scaling Private Markets Access Through Technology and Education with Guest Dana D’Auria, Envestnet Solutions

Tony 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 to work together to help shape how private markets are evolving in the RIA Channel. In this episode Tony and Dana tackle important structural considerations around liquidity, valuation, and the limitations of so-called "semi-liquid" investments, while emphasizing the untapped potential of private equity, private credit, and real assets in enhancing client outcomes. They discuss how technology platforms and model-based approaches can help advisors scale their practices while maintaining their core value proposition: providing clients access to sophisticated investment strategies that would otherwise be out of reach. This is an essential listen for advisors looking to navigate the operational complexities of private markets and deliver differentiated value to their clients.

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