{"podcast":{"title":"Alternative Allocations with Tony Davidow","slug":"alternative-allocations-with-tony-davidow-6553863","podcast_index_feed_id":6553863,"rss_url":"https://feeds.libsyn.com/480831/rss","website_url":"https://alternativeallocationspodcast.com","image_url":"https://static.libsyn.com/p/assets/d/7/6/6/d7667a3d4c0dffc2d959afa2a1bf1c87/ART-Podcast_1400x1400_Tony_Davidow-2026-2.jpg","author":"Franklin Templeton","episode_count":40,"summary":"Alternative Allocations with Tony Davidow is a monthly podcast designed to help wealth advisors allocate effectively to alternative investments. We share practical, relatable advice and discuss new investment ideas with leaders in the field. We'll talk about the relative attractiveness of certain segments of the market, and share insights regarding how to allocate effectively to alternative investments. Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute's insights on the role and use of private markets through independent research, participating in industry conferences, webinars and engaging directly with key partners and clients. He also serves as the host of the Alternative Allocations podcast series. The Franklin Templeton Institute harnesses the depth and breadth of the firm's global investment expertise and extensive in-house research capabilities to deliver unique investment insights to our clients. Prior to his current role, Davidow was retained by Franklin Templeton to develop a comprehensive Alternative Investment educational program for financial advisors. He previously held senior leadership roles with Morgan Stanley, Guggenheim a…","last_synced_at":"2026-07-07T14:20:10.737255+00:00","page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863"},"episode":{"title":"Private Equity: Growth Equity Opportunities | EP.30","slug":"private-equity-growth-equity-opportunities-ep-30","published_at":"2025-11-04T05:05:00+00:00","page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/private-equity-growth-equity-opportunities-ep-30","show_page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863","url":"https://907abc9d-4c7b-47a1-8cfc-11723daea7de.libsyn.com/episode-30-private-equity-opportunities-in-growth-equity-with-guest-bobby-stevenson-franklin-venture-partners","audio_url":"https://traffic.libsyn.com/secure/907abc9d-4c7b-47a1-8cfc-11723daea7de/AA_-_EP.30_Bobby_Stevenson-_AUDIO_V1.mp3?dest-id=4090161","summary":"In this episode of Alternative Allocations , Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. Bobby shares his insights on the market's shift post-2021, the emergence of new opportunities in areas such as AI, FinTech, and sustainable energy, and the importance of investing at a discount to public market valuations. The conversation also touches on the expected increase in exits through IPOs and M&A activity, driven by a more favorable business environment. Robert \"Bobby\" Stevenson is a Co-Head of Private Investing for Franklin Equity Group and Managing Director of Franklin Venture Partners, the firm's specialized investment team that invests in private opportunities, focusing on mid- and late-stage companies it believes are poised for transformative impacts across multiple industries. Bobby joined Franklin Templeton Investments in 2004. Previously he was a research analyst and portfolio manager specializing in equity research analysis within the industrials and technology sectors. His primary research coverage included the automotive, and airline industries, as well as the consumer electronics industry. His previous research coverage also included the cable/satellite and transportation industries. Mr. Stevenson was a member of the management team for Franklin Flex Cap Growth VIP Fund. He holds a B.A. in economics from UCLA. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the Securities Analysts of San Francisco (SASF). Resources: Robert Stevenson | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn","meta_description":"In this episode of Alternative Allocations , Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. Bob…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1718,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/alternative-allocations-with-tony-davidow-6553863/episodes/private-equity-growth-equity-opportunities-ep-30/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/private-equity-growth-equity-opportunities-ep-30.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}