Build Better Portfolios with Alternative Investments: A Goals-Based Approach – Franklin Templeton – 10.7.24

Build Better Portfolios with Alternative Investments: A Goals-Based Approach - Franklin Templeton - On Demand

Overview:
Title: Build Better Portfolios with Alternative Investments: A Goals-Based Approach
Date: Monday, October 7, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Join our webinar to learn actionable strategies for incorporating alternative investments to meet client goals. Discover how institutions and family offices use these versatile tools to potentially boost returns, increase income, diversify portfolios, and hedge against inflation. Through real-world case studies, see the tangible benefits of integrating alternatives into traditional portfolios.

Speakers:
Tony Davidow Tony Davidow Senior Alternatives Investment Strategist Franklin Templeton Institute

Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the role and use of alternative investments. He also serves as the host of the Alternative Allocations podcast series. 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 and Schwab among other firms. Davidow began his career working for a New York-based family office and has worked directly with many institutions and ultra-high-net-worth families over the years. He is a frequent writer and speaker with deep expertise in the use of alternative investments.

Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry; and was awarded the Stephen L. Kessler writing award in 2017 and honorable distinction in 2015. He is the author of  “Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate” (Wiley 2025). In 2023, Franklin Templeton’s Alternative Investment education program was recognized by WealthManagement.com with a “Wealthie” award for its contribution to financial advisor success.

Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. 
Suleman Din Suleman Din Advisor Intelligence Lead AdvisorEngine

Suleman is editor-in-chief of Action!, a magazine with actionable content for wealth management leaders.

Previously, Suleman oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, he launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Suleman was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.
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All investments involve risks, including possible loss of principal.

Investments in alternative investment strategies are complex and speculative investments, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative investments may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. An investment strategy focused primarily on privately held companies presents certain challenges and involves incremental risks as opposed to investments in public companies, such as dealing with the lack of available information about these companies as well as their general lack of liquidity. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as of the publication date and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. The views and opinions expressed are not necessarily those of the broker/dealer; or any affiliates. Nothing discussed or suggested should be construed as permission to supersede or circumvent any broker/dealer policies, procedures, rules, and guidelines. Before investing, your clients should carefully consider a fund’s investment objectives, risks, charges and expenses. They can find this and other information.

CE credit is only available for participants attending the live webinar for a minimum of 50 minutes. Attendance will be reported to the CFP and Investment & Wealth Boards for individuals who provide all required information. A certificate of completion will be sent to all attendees requesting CE so they can submit to boards as appropriate.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark in the US, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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