{"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":"Reassessing the 60/40 Portfolio | EP.26","slug":"reassessing-the-60-40-portfolio-ep-26","published_at":"2025-07-01T04:05:00+00:00","page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/reassessing-the-60-40-portfolio-ep-26","show_page_url":"https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863","url":"https://907abc9d-4c7b-47a1-8cfc-11723daea7de.libsyn.com/episode-26-examining-the-6040-portfolio-with-guest-brian-ullsperger-andersen","audio_url":"https://traffic.libsyn.com/secure/907abc9d-4c7b-47a1-8cfc-11723daea7de/AA_-_EP.26_-_AUDIO_V3.mp3?dest-id=4090161","summary":"In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, real assets, and managed futures. They highlight the importance of these alternatives in diversifying portfolios, smoothing out market volatility, and generating higher returns, especially in more challenging investment environments. Brian also stresses the value of clear communication with clients to ensure they understand the purpose and benefits of these complex sstrategies, emphasizing the need to move beyond traditional 60/40 portfolios by incorporating alternative trategies. Brian Ullsperger is a Managing Director at Andersen, advising approximately $2B in assets and 200 households. Brian has over 30 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high-net-worth individuals, families, foundations, and endowments. Before rejoining Andersen in early 2010, Brian was a founding partner of Capital Fiduciary Advisors. Prior to that, Brian was at Charles Schwab. During his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning. Brian earned the Certified Investment Management Analyst (CIMA) advanced professional certification from the Investments & Wealth Institute (taught in conjunction with the Wharton School, University of Pennsylvania). Brian is a frequent speaker on investment and wealth management topics. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Brian Ullsperger | Linke…","meta_description":"In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, re…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1526,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/alternative-allocations-with-tony-davidow-6553863/episodes/reassessing-the-60-40-portfolio-ep-26/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/reassessing-the-60-40-portfolio-ep-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}