Why Private Markets Are Entering the Wealth Channel | Franklin Templeton | Tony Davidow | Ep 61

About this episode

Tony Davidow discusses the shift of private markets into the wealth channel and the implications for individual investors.

In this episode of Funds That Won , we sit down with Tony Davidow of Franklin Templeton to break down how private markets are moving beyond institutions and into the wealth channel. We unpack why the traditional 60/40 portfolio broke down, how evergreen and tender offer funds are changing access to private equity and private credit, and which asset classes have the strongest tailwinds today. Tony also shares insights from decades working with family offices, institutions, and advisors—and explains why private markets are still in the early innings for individual investors.

People in this episode

Guest: Tony Davidow

Topics covered

• private markets
• wealth channel
• investment strategies
• private equity
• private credit

Keywords

• private markets
• wealth channel
• 60/40 portfolio
• evergreen funds
• tender offer funds
• private equity
• private credit

Mentioned in this episode

Organizations: Franklin Templeton

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