MOTHER'S DAY SPECIALS! SHOW ME MORE

Close Notification

Your cart does not contain any items

Private Markets

Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate

Tony Davidow

$74.95

Hardback

Not in-store but you can order this
How long will it take?

QTY:

English
John Wiley & Sons Inc
24 March 2025
Comprehensive guide to the private market, covering allocating capital, portfolio construction, product evolution, and more

Written in accessible language, Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate addresses the challenges and opportunities with investing in the private markets, including understanding the merits of the asset classes—private equity, private credit, and private real estate—product evolution, and the structural tradeoffs, and how to incorporate these versatile and valuable tools in client portfolios.

This book leverages Tony Davidow's 40 years of experience working directly with advisors and high-net-worth families/ ultra-high-net-worth families. Davidow is an award-winning author and has also been recognized for building Franklin Templeton's alternative education program (2023 recipient of the “Wealthie”). Topics discussed in this book include:

How private markets can be used to increase the likelihood of achieving client goals? Examining the historical risk and return characteristics of the private markets relative to their public market equivalents. Exploring the benefits of private markets including the potential for higher returns, an alternative source of income, diversification, and hedging against the impact of inflation.

Now that private markets are available to a broader group of investors outside of institutions and family offices, Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate is an essential resource for all financial advisors and individual investors who are considering allocating capital to these once elusive investments.
By:  
Imprint:   John Wiley & Sons Inc
Country of Publication:   United States
Dimensions:   Height: 229mm,  Width: 158mm,  Spine: 31mm
Weight:   499g
ISBN:   9781394313082
ISBN 10:   139431308X
Pages:   288
Publication Date:  
Audience:   Professional and scholarly ,  Undergraduate
Format:   Hardback
Publisher's Status:   Active
Foreword xiii Acknowledgments xix Introduction 1 Chapter 1 Defining the Private Markets – Why Now? 11 Chapter 2 Democratizing Private Markets 31 Chapter 3 Exploring the Merits of Private Equity 57 Chapter 4 Private Credit: The Emergence of a New Lender 77 Chapter 5 Private Real Estate – Not All Sectors Are Created Equal 95 Chapter 6 Secondaries: A Vital Part of the Private Market’s Ecosystem 113 Chapter 7 Real Assets – Infrastructure and Natural Resources 129 Chapter 8 Asset Allocation and Portfolio Construction 145 Chapter 9 Total Portfolio Approach 167 Chapter 10 The Future of Wealth Management 179 Chapter 11 Macro-Outlook for Private Markets 197 Chapter 12 Private Markets Come to Main Street 217 Appendix 235 Glossary of Key Terms 237 Third Party Content Providers and Disclosures 243 About the Author 249 Index 251

TONY DAVIDOW is a Senior Alternative Investment Strategist for the Franklin Templeton Institute, the research arm of Franklin Templeton. He’s the host of the Alternative Allocations podcast series and he has over 35 years’ experience in the financial services industry. Davidow is the author of Goals-Based Investing: A Visionary Framework for Wealth Management.

See Also