Episode Details

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.