# Breaking bread at Franklin Templeton's Private Markets RIA Advisory Council - Franklin Templeton's Dave Donahoo and Summit Wealth Group's Chelsea Ganey

Page: https://stenobird.com/podcast/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568/breaking-bread-at-franklin-templeton-s-private-markets-ria-advisory-council-franklin-templeton-s-dave-donahoo-and-summit-wealth-group-s-chelsea-ganey
Text version: https://stenobird.com/podcast/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568/breaking-bread-at-franklin-templeton-s-private-markets-ria-advisory-council-franklin-templeton-s-dave-donahoo-and-summit-wealth-group-s-chelsea-ganey.md
Podcast: [Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets](https://stenobird.com/podcast/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568)
Published: 2026-06-23T09:47:21+00:00
Episode link: https://share.transistor.fm/s/48caebbb
Audio file: https://media.transistor.fm/48caebbb/9fb61177.mp3
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JSON: https://stenobird.com/v1/public/podcasts/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568/episodes/breaking-bread-at-franklin-templeton-s-private-markets-ria-advisory-council-franklin-templeton-s-dave-donahoo-and-summit-wealth-group-s-chelsea-ganey
Duration seconds: 2600

## Resource

Welcome back to the Alt Goes Mainstream podcast. Building community is central to enabling an industry to grow. There are few better ways to build community and foster trusted relationships than to break bread. As the wealth channel continues to expand its adoption of private markets, peer-to-peer learning becomes ever more important. Sharing experiences and perspectives is what will help the wealth channel adopt private market solutions thoughtfully and responsibly. That’s what happened at Franklin Templeton’s Private Markets RIA Advisory Council event and dinner at BLACKBARN recently. Bread was broken. Relationships were built. We also found time to record a podcast at a dinner table with Franklin Templeton ’s Head of Private Markets - Americas Wealth Management Dave Donahoo and Summit Wealth Group ’s CIO Chelsea Ganey . The discussion granted access to a direct, honest, and raw window into perspectives on how asset managers and wealth managers can work together to educate one another and help move the industry forward. And yes, bread was broken before and after the podcast. Please enjoy this fantastic conversation with Dave and Chelsea on the state of private markets and private wealth and how both asset managers and wealth managers can balance customization and differentiation with scale. Thanks, Dave and Chelsea, for such a thoughtful and fascinating conversation. Show Notes 00:00 A message from Ultimus, our Sponsor 00:57 Meet The Guests 01:07 Private Markets Are Eating World 01:29 Why Create RIA Council 01:49 Franklin Client-First DNA 02:09 From Public To Private 02:43 Listening Beyond Product 03:07 Peer To Peer Insights 04:12 Chelsea On The Benefits of Advisory Council 04:36 Inbox Overload And Filtering 05:10 Serving Diverse RIA Needs 06:15 Many RIAs Within One…

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