# Franklin Templeton’s Dave Donahoo - “start with the end client” - live from AGM’s RIA Field Trip

Page: https://stenobird.com/podcast/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568/franklin-templeton-s-dave-donahoo-start-with-the-end-client-live-from-agm-s-ria-field-trip
Text version: https://stenobird.com/podcast/alt-goes-mainstream-the-latest-on-alternative-investments-wealthtech-private-markets-1384568/franklin-templeton-s-dave-donahoo-start-with-the-end-client-live-from-agm-s-ria-field-trip.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: 2026-08-19T11:08:15+00:00
Episode link: https://share.transistor.fm/s/4c3ae2bb
Audio file: https://media.transistor.fm/4c3ae2bb/6cb65850.mp3
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Duration seconds: 1931

## Resource

Welcome back to the Alt Goes Mainstream podcast. We were live from AGM’s RIA Field Trip at Franklin Templeton ’s New York office in Madison Square Park with Franklin Templeton’s Head of Private Markets - Americas Wealth Management Dave Donahoo to discuss the nuances of serving the wealth channel. Dave brings the perspective of someone who has seen the wealth channel handle multiple market cycles and an understanding of both traditional and alternative asset management, while always keeping the outcome for the end investor in mind. Dave started his career in the depths of the 2008 financial crisis at T. Rowe Price, where he worked with individual investors. He rose up the ranks of T. Rowe Price and then joined Blackstone as a Principal in the firm’s Private Wealth Solutions business before moving to Franklin Templeton as Head of Private Markets - Americas Wealth Management. Unpacking nuances in private markets, Dave discussed why he believes a “family of specialists” with a “narrow scope” is critical for a private markets investment platform and how a traditional asset manager can approach building brand in private markets. We had a fascinating discussion, covering: How Dave’s background starting his career working with individual investors has informed how he approaches creating solutions for the wealth channel. Why LPs want to do more with fewer partners and what this means for GPs. Specialists vs. generalists. Why RIAs have “cold call fatigue.” What RIAs want from a product perspective and why differentiation, trust, and proactive client service are top of the list. How asset managers can approach brand-building. The product innovation roadmap and what the path to 401(k) and DC products might look like. Thanks, Dave, for sharing a fascinating window into the wealth c…

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