Alternative Allocations with Tony Davidow
Episodes
Episode 31: Two Years In: Counting Down Our Top 10 Episodes with Julia Giordano
02 Dec 2025
Contributed by Lukas
In this special episode, Tony and the show's producer, Julia, take a trip down memory lane, counting down their top 10 episodes from the first two yea...
Episode 30: Private Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture Partners
04 Nov 2025
Contributed by Lukas
In this episode of Alternative Allocations, Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. ...
Episode 29: Expanding DC Plans: The Role of Private Markets with Guest Pat Arey, Empower
07 Oct 2025
Contributed by Lukas
In this episode of Alternative Allocations, Tony and Pat discuss the evolving landscape of Defined Contribution (DC) plans and the integration of priv...
Episode 28: Navigating the Growth of Alternatives in Wealth Management with Guest Loren Fox, FUSE Research Network
02 Sep 2025
Contributed by Lukas
In this episode of Alternative Allocations, Loren and Tony discuss the growing trend of advisors adopting alternative investments in wealth management...
Episode 27: The Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity Investments
05 Aug 2025
Contributed by Lukas
Bill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in th...
Episode 26: Examining the 60/40 Portfolio with Guest Brian Ullsperger, Andersen
01 Jul 2025
Contributed by Lukas
In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit...
Episode 25: Special Feature: Live from the NYSE with Guest Jeb Belford, Clarion Partners
17 Jun 2025
Contributed by Lukas
In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private rea...
Episode 24: Alternatives as a Differentiator: How Advisors Are Meeting the Demands of High-Net-Worth Clients with Guest Christine Gaze, CFP®, CIMA®, Investments & Wealth Institute and Purpose Consulting Group
03 Jun 2025
Contributed by Lukas
In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly thei...
Episode 23: One on One with Guest Tony Davidow, CIMA®
06 May 2025
Contributed by Lukas
In Episode 23 of the Alternative Allocations podcast, the tables are turned, and Tony is interviewed by the producer of the show, Julia Giordano. The ...
Episode 22: The Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association
01 Apr 2025
Contributed by Lukas
In this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset a...
Episode 21: Enhancing Retirement Options with Alternatives with Guest Jonathan Epstein, AIF®, DCALTA
04 Mar 2025
Contributed by Lukas
In Episode 21 of the Alternative Allocations podcast, Jonathan shares DCALTA's mission to enhance diversification and fairness in defined contribution...
Episode 20: Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute
04 Feb 2025
Contributed by Lukas
In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and...
Episode 19: Special feature: Private markets outlook
15 Jan 2025
Contributed by Lukas
This special episode of Alternative Allocations features host Tony Davidow and guests Richard Byrne of Benefit Street Partners, Taylor Robinson of Lex...
Episode 18: The rise of secondary markets in private equity with Guest Taylor Robinson, Lexington Partners
07 Jan 2025
Contributed by Lukas
In Episode 18 of the Alternative Allocations Podcast, Taylor and Tony discuss the importance and growth of the secondary market in private equity. The...
Episode 17: A CIO's Perspective on Allocating to Alts with Guest Scott Welch, Certuity
03 Dec 2024
Contributed by Lukas
Scott Welch of Certuity joins Tony in episode 17 of the Alternative Allocations podcast to provide his perspective on allocating to alternative invest...
Episode 16: Lessons Learned from Family Offices with Guest Kate Huntington, Fiduciary Trust International
05 Nov 2024
Contributed by Lukas
In episode 16 of the Alternative Allocations podcast, Kate Huntington joins Tony to discuss her years of experience partnering with family offices, en...
Episode 15: The Evolution of Alts: From Institutions to Main Street with Guest Nick Veronis, iCapital Network
01 Oct 2024
Contributed by Lukas
Nick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being a...
Episode 14: Opportunities in Commercial Real Estate Debt with Guest Richard Byrne, Benefit Street Partners
03 Sep 2024
Contributed by Lukas
In episode 14 of the Alternative Allocations podcast series, Richard shares reasons why the current disruptive market environment offers a great oppo...
Episode 13: Lessons Learned from Institutional Allocators of Capital with Guest Will Dillard, CFA, CAIA, Mercer
06 Aug 2024
Contributed by Lukas
Episode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel wit...
Episode 12: Advisor Adoption of Alternative Investments with Guest Daniil Shapiro, Cerulli Associates
02 Jul 2024
Contributed by Lukas
In episode 12 of the Alternative Allocations podcast series, Tony and Daniil discuss the greater focus on alternative investments by asset managers, t...
Episode 11: Opportunities and Allocating to Alternatives with Guest Ben Webb, CFA®, Balentine
04 Jun 2024
Contributed by Lukas
In episode 11 of the Alternative Allocations podcast series, Tony and Ben cover a great deal around allocating capital and the opportunities in privat...
Episode 10: Democratizing Alternative Investments with Guest Matt Brown, CAIS
07 May 2024
Contributed by Lukas
In episode 10 of the Alternative Allocations podcast series, Tony and Matt Brown of CAIS share their enthusiasm for alternative asset classes and stra...
Episode 9: Evaluating Alternatives with Guest Patrick McGowan, Sanctuary Wealth
02 Apr 2024
Contributed by Lukas
In episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educa...
Episode 8: Challenges and Opportunities in Real Estate with Guest Jeb Belford, Clarion Partners
05 Mar 2024
Contributed by Lukas
Check out episode 8 of the Alternative Allocations podcast series, Tony had the opportunity to sit down with Jeb Belford, CIO of Clarion Partners, to...
Episode 7: Evaluating and Allocating to Alternatives with Guest Jackie Klaber, Rockefeller Capital Management
06 Feb 2024
Contributed by Lukas
Check out episode 7 of the Alternative Allocations podcast series, focusing on evaluating and allocating alternatives with my guest Jackie Klaber. Jac...
Episode 6: Asset Allocation, Portfolio Construction & Due Diligence with Guests Peter Blue, Franklin Templeton Investment Solutions, and Brooks Ritchey, K2 Advisors
16 Jan 2024
Contributed by Lukas
We recently hosted a group of global institutional clients from 23 different countries for an educational event in our San Mateo headquarters. This fe...
Episode 5: Opportunities in Secondaries with Guest Taylor Robinson, Lexington Partners
02 Jan 2024
Contributed by Lukas
In Episode # 5 of the Alternative Allocations podcast series, focusing on the opportunities in secondaries with my guest Taylor Robinson, we discuss t...
Episode 4: Asset Allocation & Portfolio Construction: Goals-Based Investing with Guest Aaron Filbeck, the CAIA Association
05 Dec 2023
Contributed by Lukas
In this episode of the Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of go...
Episode 3: Democratizing Alternative Investments with Guest Jenny Johnson, Franklin Templeton
07 Nov 2023
Contributed by Lukas
In episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, Pres...
Episode 2: Opportunities in Alternative Credit with Guest Rich Byrne, President, Benefit Street Partners
03 Oct 2023
Contributed by Lukas
Check out episode 2 of the Alternative Allocations podcast series, focusing on the opportunities in alternative credit strategies with my guest Rich...
Episode 1: The State of the Alts Industry with Guest John Bowman, CAIA Association
05 Sep 2023
Contributed by Lukas
In this inaugural episode of Alternative Allocations, host Tony Davidow interviews John Bowman from the CAIA Association (CAIA), discussing "The Stat...
Alternative Allocations with Tony Davidow (TRAILER)
26 Jul 2023
Contributed by Lukas
We're excited to introduce our new podcast series "Alternative Allocations" focused on helping advisors make better-informed decisions about the role ...