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CONTRIBUTORS

Tony Davidow, CIMA®

Senior Alternatives Investment Strategist
Franklin Templeton Institute

We recently hosted nearly 100 advisors in our Boston office, providing them with access to and insights from our private markets Specialist Investment Managers: Lexington Partners, Clarion Partners and Benefit Street Partners. They heard from business leaders, CIOs and portfolio managers as we explored the growth and opportunities across private markets.

Dave Donahoo, Head of Wealth Management Alternatives, noted that, “It was so great having advisors in person so they could conduct further diligence on our various funds and managers. The advisors were engaged throughout our meetings and left with a better understanding of the depth and breadth of resources available to them from insights from the managers, white papers, blogs and podcasts designed to help them make better informed decisions about allocating capital.”

Personally, I enjoyed speaking to the advisors, sharing research and answering a myriad of questions from product evolution to portfolio construction and improving discussions with clients. As I often do at our due diligence meetings, I presented Building Better Portfolios with Private Markets, sharing historical data on these versatile tools, discussing lessons learned from institutions, and using case studies to illustrate the impact of adding private markets to client portfolios.

As a token of our appreciation, we also provided signed copies of my new book to the participants. I don’t know who was more excited—my sharing my book with them or the advisors who were seeking a more comprehensive overview on this rapidly evolving segment of the marketplace.

These types of meetings are valuable for both the advisors and Franklin Templeton. The advisors provide valuable feedback on the type of information they are looking for and the questions that they get from their clients. Their input informs the types of materials that we produce and how we deliver it to them. I look forward to future events where we can share insights and help advisors feel comfortable implementing private markets into more of their clients’ portfolios.

WHAT ARE THE RISKS?

All investments involve risks, including possible loss of principal.

Investments in many alternative investment strategies are complex and speculative, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative strategies may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. Diversification does not guarantee a profit or protect against a loss.

Private Markets is educational material, leveraging independent research, authored by Tony Davidow in his personal capacity. Comments and views expressed are not necessarily those of Franklin Templeton.

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