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Alternative Allocations with Tony Davidow

Alternative Allocations with Tony Davidow

Franklin Templeton
Veröffentlicht: 2025-02-04
© 2023
Alternative Allocations with Tony Davidow - QR Code
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21 Folgen
Audio
Anhören auf Apple Podcasts
Gratis0%
21 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2025-02-04
© 2023
Aktuelle Folge
Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

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....
Länge: 25:07
Abspielen
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!
Resources:
Mark Steffen, CFA, CAIA | LinkedIn
See what’s next for the economy in our 2025 Outlook | Wells Fargo
Franklin Templeton Institute’s 2025 Private Market Outlook
Alternatives by Franklin Templeton
Tony Davidow, CIMA® | LinkedIn
Folgen-ID: 1000688774177
GUID: 06349cc2-b956-40ed-92bf-ff4b6b8667bd
Erscheinungs­datum: 4.2.2025, 06:05:00

Beschreibung

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 an award-winning author, and in 2020 he was the recipient of the Investments & Wealth Institute's Wealth Management Impact Award for his contribution to the industry. Tony is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill, 2021).
To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.

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