Alternative Allocations with Tony Davidow

Franklin Templeton

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 is particularly qualified, bringing over 30 years' experience in working with advisors and high-net-worth investors, family offices, and institutional investors in allocating to alternative investments. Tony held senior leadership roles at Morgan Stanley, Guggenheim Investments, and Charles Schwab among other organizations. He is...

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Alternative Allocations with Tony Davidow

Episodes (37)

Tue Apr 7th Infrastructure Investing: Growth, Income, and Inflation Protection in One Asset Class with Guest Michael Bell, Meketa Capital
Mar 3rd Navigating the Evergreen Fund Boom: Market Insights with Guest Kim Flynn, XA Investments
Feb 3rd Unlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust International

Alternative Allocations with Tony Davidow

Apr 7, 2026
29¼ minutes
27 MB

In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets today. Michael explains how infrastructure investments offer a rare combination of growth potential, steady income, inflation hedging, and low correlation to traditional assets, making them particularly valuable in today's market environment. The discussion dives deep into the differences between public and private infrastructure, the importance of working with experienced managers who have decades of proven performance, and why the private markets allocation in wealth portfolios is expected to grow from 2-3% to 20-25...

Alternative Allocations with Tony Davidow

Infrastructure Investing: Growth, Income, and Inflation Protection in One Asset Class with Guest Michael Bell, Meketa Capital

Franklin Templeton

00:00 -29:13