Retirement Planning with Alternatives

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2025-03-04

In Episode 21 of the Alternative Allocations podcast, Jonathan shares DCALTA's mission to enhance diversification and fairness in defined contribution plans through the promotion of alternative investments. He highlights the organization's focus on educating stakeholders and developing industry principles to facilitate the integration of these investments. Tony and Jonathan discuss the importance of liquidity and accurate valuation of illiquid assets to empower participants with better investment choices. DCALTA is led by Jonathan Epstein, who has served in the defined contribution community for almost 30 years. He is the founder and president of the Defined Contribution Alternatives Association (DCALTA) where h...