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www.evergreencap.com

In this episode, Tony David from Franklin Templeton delves into the complexities and opportunities in private markets for wealth advisors. As Franklin Templeton's expert on private asset education, Tony discusses his journey from consulting to leading educational initiatives within the firm. The conversation covers essential topics like the importance of education in private markets, the evolving landscape of private credit, secondary markets, the growth of model portfolios, and the potential inclusion of private assets in 401(k) plans. Tony also emphasizes the significance of maintaining a balance between illiquidity and accessibility for investors. A must-listen for advisors looking to enhance their offerings and navigate the complexities of alternative investments.

00:00 Introduction to Tony David and His Role

00:16 The Importance of Education in Private Markets

01:43 Challenges and Opportunities in Private Markets

07:19 Franklin Templeton's Private Market Focus

09:25 Understanding Private Credit and Secondaries

16:39 The Future of Private Markets and Model Portfolios

25:01 The Role of Private Assets in 401(k)s

26:41 Overcoming Skepticism and Embracing Alternatives

36:45 Conclusion and Final Thoughts

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