About this episode

The episode features a discussion on private markets and wealth management with insights from industry professionals Dave Donahoo and Chelsea Ganey.

Welcome back to the Alt Goes Mainstream podcast. Building community is central to enabling an industry to grow. There are few better ways to build community and foster trusted relationships than to break bread. As the wealth channel continues to expand its adoption of private markets, peer-to-peer learning becomes ever more important. Sharing experiences and perspectives is what will help the wealth channel adopt private-market solutions thoughtfully and responsibly. That’s what happened at Franklin Templeton’s Private Markets RIA Advisory Council event and dinner at BLACKBARN recently. Bread was broken. Relationships were built. We also found time to record a podcast around a dinner table with Franklin Templeton ’s Head of Private Markets - Americas Wealth Management Dave Donahoo and Summit Wealth Group ’s CIO Chelsea Ganey . The discussion granted access to a direct, honest, and raw window into perspectives on how asset managers and wealth managers can work together to educate one another and help move the industry forward. And yes, bread was broken before and after the podcast. Please enjoy this fantastic conversation with Dave and Chelsea on the state of private markets and…

People in this episode

Host: Michael Sidgmore

Guests: Dave Donahoo, Chelsea Ganey

Topics covered

• private markets
• wealth management
• peer-to-peer learning
• community building
• asset management

Keywords

• private markets
• wealth management
• community building
• asset managers
• peer-to-peer learning

Mentioned in this episode

Organizations: Franklin Templeton, Summit Wealth Group

Places: BLACKBARN

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