{"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 Markets: Diversification & Growth Opportunities | EP.20","slug":"private-markets-diversification-growth-opportunities-ep-20","published_at":"2025-02-04T05:05:00+00:00","page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/private-markets-diversification-growth-opportunities-ep-20","show_page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863","url":"https://907abc9d-4c7b-47a1-8cfc-11723daea7de.libsyn.com/episode-20-outlook-on-private-markets-diversification-and-growth-opportunities-with-guest-mark-steffen-cfa-caia-wells-fargo-investment-institute-0","audio_url":"https://traffic.libsyn.com/secure/907abc9d-4c7b-47a1-8cfc-11723daea7de/AA_-_Mark_Steffen_-_FINAL_2.mp3?dest-id=4090161","summary":"In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments…","meta_description":"In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opp…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1507,"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-markets-diversification-growth-opportunities-ep-20/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-markets-diversification-growth-opportunities-ep-20.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}