In today’s episode, I sat down with one of the top minds in the world of alternative investments: Tony Davidow, author of Private Markets. We talked about the evolving role of alternatives, like private equity, credit, real estate, and infrastructure, and how they can be used more thoughtfully within a financial plan.
I challenged Tony on the disconnect between institutional frameworks and the needs of everyday investors, and we discussed where asset allocation falls short – and how to fix it. We also talked through how financial philosophy is changing and why having access to the right tools (and the right mindset!) can be a total game-changer for long-term investors.
Sure, this one’s a little nerdier than usual… but if you’re ready to think deeper about the future of planning, then tune in and find out more!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)