Tony Davidow
Senior Alternatives Investment Strategist
Franklin Templeton Institute
As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute's insights on the use of alternative investments through independent research, participating in industry conferences, webinars, and engaging directly with key partners and clients. 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, Mr. Davidow 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, asset allocation and portfolio construction, as well as goals-based investing. Mr. 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 also the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill 2020). Mr. 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. Davidow formerly served on the Board of Directors of the Investments & Wealth Institute, and currently serves as the Chair, Investment & Wealth Monitor, Editorial Advisory Board.
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Franklin Templeton
Speaker Schedule
Wednesday, October 4, 2023, 1:20 pm - 1:50 pm EDT
Building Better Portfolios with Alternative Investments: Rethinking Retirement
Tony Davidow |Franklin Templeton Institute
This presentation challenges conventional wisdom about allocating to alternative investments in retirement accounts. Alternatives represent an alternative source of growth and income, and can provide diversification benefits relative to traditional investments. We will examine how alternatives can be used during the  accumulation and distribution phases; and use case studies to illustrate the impact of including alternative investments. 
Thursday, October 5, 2023, 1:40 pm - 2:10 pm EDT
Private Equity: Assessing the Opportunity
Tony Davidow |Franklin Templeton Institute
Private equity has historically been the exclusive domain of institutions and family offices; but now, with product innovation, advisors can assess these once elusive investments. In this session, we will discuss how to evaluate the new products, underlying investments, and the experience of the teams. We will also discuss the difference between capital already committed and putting capital to work in todays environment.

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