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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This material reflects the analysis and opinions of the speakers as of the date of this podcast, and may differ from the opinions 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.

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More episodes

Franklin management
Apr 7, 2026 | 29 min

Episode 36: Infrastructure Investing: Growth, Income, and Inflation Protection in One Asset Class with Guest Michael Bell, Meketa Capital

In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets today. Michael explains how infrastructure investments offer a rare combination of growth potential, steady income, inflation hedging, and low correlation to traditional assets, making them particularly valuable in today's market environment. The discussion dives deep into the differences between public and private infrastructure, the importance of working with experienced managers who have decades of proven performance, and why the private markets allocation in wealth portfolios is expected to grow from 2-3% to 20-25% over the next decade.

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Franklin management
Mar 3, 2026 | 29 min

Episode 35: Navigating the Evergreen Fund Boom: Market Insights with Guest Kim Flynn, XA Investments

In this episode, Tony welcomes Kim Flynn, a pioneer in researching the growth of evergreen funds in private markets and founder of XA Investments. Kim shares insights from her latest report on the interval and tender offer fund marketplace, which has exploded to over 308 funds growing at 25% annually. They discuss how the market has evolved beyond its private credit origins to include private equity, infrastructure, hedge funds, and emerging sectors like tech and AI. Kim offers practical guidance on due diligence in an increasingly crowded field, the importance of track records as products mature, and why advisors must set proper expectations about liquidity and investment horizons. We also explore future trends including public-private partnerships, model portfolio implementation, and opportunities in underserved sectors.

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Franklin management
Feb 3, 2026 | 22 min

Episode 34: Unlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust International

In this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's environment. Matt shares his journey into private markets, explains why the middle market presents a structural advantage with less competition and more operational value-add potential, and provides practical guidance on evaluating private equity funds through the lens of people, process, performance, and references. The conversation also covers the current exit environment, the growing role of secondaries in portfolio construction, the importance of due diligence in evaluating funds, and actionable advice for financial advisors looking to navigate the expanding universe of private market investments.

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