The Future of Retirement & Alternatives
Space is limited. Don't miss out!
Tuesday, November 18
Summit Rooms 8-9
6700 N Gaylord Rockies Blvd
About this session
For the first time, retirement plans are beginning to open the door to private markets—an inflection point as transformative as the adoption of target-date funds nearly two decades ago. This forward-looking session explores what comes next for asset managers, recordkeepers, consultants, and plan sponsors.
Key themes include:
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Market momentum: why alternatives are gaining traction in DC plans
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Participant demand and the drive for diversification and improved outcomes
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What plan sponsors are asking for—and where consultants see opportunities
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How regulation, technology, and new structures are accelerating adoption
You’ll leave with a clear sense of how retirement investing is evolving, what forces are driving change, and where your firm can position itself to lead in the next era of retirement innovation.
Space is limited. Don't miss out!
Meet Our Speaker
Tony Davidow, CIMA®
Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the role and use of alternative investments through independent research, participating in industry conferences, webinars and engaging directly with key partners and clients. He also serves as the host of the Alternative Allocations podcast series. The Franklin Templeton Institute harnesses the depth and breadth of the firm’s global investment expertise and extensive in-house research capabilities to deliver unique investment insights to our clients.
Prior to his current role, Davidow was retained by Franklin Templeton to develop a comprehensive Alternative Investment educational program for financial advisors. He previously held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. Davidow began his career working for a New York-based family office and has worked directly with many institutions and ultra-high-net-worth families over the years. He is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation and portfolio construction, as well as goals-based investing.
Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry; and was awarded the Stephen L. Kessler writing award in
2017, and honorable distinction in 2015. He is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill 2020), and “Private Markets: Building Better Portfolios with Private Equity, Private Credit, and Private Real Estate” (Wiley 2025). In 2024, Franklin Templeton’s Alternative Investment education program was recognized by WealthManagement.com with a “Wealthie” award for its contribution to financial advisor success.
Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. Davidow formerly served on the Board of Directors of the Investments & Wealth Institute, and served as the Chair, Investment & Wealth Monitor, Editorial Advisory Board.
Choose Your Summit Experience
EVENT Registration
Individual Passes
$1,799
Registration Includes:
- Opening Reception
Monday 5-7pm - All Event Sessions
Tuesday 8am-5pm - Breakfast & Lunch
Tuesday - Networking Dinner
Tuesday 6pm
ASCENT Sponsorship
Sponsorship + 2 Passes
$5,000
Sponsorship Includes:
- Brand Visibility
Logo featured on event signage, website, and program materials. - Network Recognition
Align your firm with a curated audience of decision-makers. - Two Full Access Passes
Connect with plan sponsors, asset managers, and innovators shaping the retirement landscape.
APEX Featured Sponsorship
Featured Sponsor + 2 Passes
$10,000
Sponsor the Opening Reception, Lunch, or Networking Dinner
(only 2 per event)
- Premium Brand Placement
Prominent logo visibility on signage, website, and event materials. - Stage Recognition
Opportunity to deliver Welcome Remarks at your sponsored event. - Exclusive Positioning
Stand out as a featured sponsor with only two per event. - Two Full Access Passes
Priority access to sessions and networking opportunities
Attendees are responsible for booking their own travel & lodging.
Gaylord Rockies Resort & Convention Center
Nestled at the edge of Colorado’s Front Range, the Gaylord Rockies Resort offers a scenic alpine retreat with breathtaking mountain views. Conveniently located just minutes from the airport and close to Denver’s top attractions, it’s the perfect setting for your Next Summit experience. Stay on-site with fellow attendees and enjoy unparalleled networking, exceptional dining, a relaxing spa, and a water park—all just steps away from the event’s meeting spaces.
Book Your Hotel Today for Best Rates
Attendees are responsible for their own travel & lodging for this event.
