Private Market Investing with Tony Davidow of Franklin Templeton

To learn more about private market investing, visit:


www.evergreencap.com


In this episode, Tony David from Franklin Templeton delves into
the complexities and opportunities in private markets for wealth
advisors. As Franklin Templeton's expert on private asset
education, Tony discusses his journey from consulting to leading
educational initiatives within the firm. The conversation covers
essential topics like the importance of education in private
markets, the evolving landscape of private credit, secondary
markets, the growth of model portfolios, and the potential
inclusion of private assets in 401(k) plans. Tony also emphasizes
the significance of maintaining a balance between illiquidity and
accessibility for investors. A must-listen for advisors looking
to enhance their offerings and navigate the complexities of
alternative investments.


00:00 Introduction to Tony David and His Role


00:16 The Importance of Education in Private Markets


01:43 Challenges and Opportunities in Private Markets


07:19 Franklin Templeton's Private Market Focus


09:25 Understanding Private Credit and Secondaries


16:39 The Future of Private Markets and Model Portfolios


25:01 The Role of Private Assets in 401(k)s


26:41 Overcoming Skepticism and Embracing Alternatives


36:45 Conclusion and Final Thoughts





Hosted on Acast. See acast.com/privacy for more information.