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Episode 3: Democratizing Alternative Investments with Guest Jenny Johnson, Franklin Templeton

Episode 3: Democratizing Alternative Investments with Guest Jenny Johnson, Franklin Templeton

FromAlternative Allocations with Tony Davidow


Episode 3: Democratizing Alternative Investments with Guest Jenny Johnson, Franklin Templeton

FromAlternative Allocations with Tony Davidow

ratings:
Length:
23 minutes
Released:
Nov 7, 2023
Format:
Podcast episode

Description

In episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton’s alternatives business.  In a career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now one of the largest global investment managers with over U.S. $1.4 trillion in assets under management. During the course of her career, Jenny has held leadership roles in all major divisions of the asset management business, including investment management, distribution, technology, operations and wealth management. She has led the evolution of Franklin Templeton since becoming CEO in February 2020, and has further diversified the company's investment capabilities and client solutions through key strategic acquisitions and investments. Jenny has received many recognitions, including being named to Forbes' "World's 100 Most Powerful Women" and "50 Over 50" lists in 2022. She has been named to the 2023 Barron's list of the "100 Most Influential Women in US Finance," marking the fourth consecutive year she has been honored. She was also named to Pensions & Investments' inaugural class of "Influential Women in Institutional Investing" in 2023. Jenny serves on a variety of boards, including the International Advisory Panel of the Monetary Authority of Singapore, the New York Stock Exchange (NYSE) Board Advisory Council and, in 2023, was appointed to the US-Brazil CEO Forum. Additionally, Jenny is a board member of the Memorial Sloan Kettering Cancer Foundation, Thermo Fisher Scientific and Catalyst. Previously, she has served on several other boards, including Stanford's Lucille Packard Children's Hospital and the San Francisco Giants. Jenny earned her B.A. in economics from the University of California at Davis. Jenny Johnson | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn
Released:
Nov 7, 2023
Format:
Podcast episode

Titles in the series (11)

Alternative Allocations with Tony Davidow is a monthly podcast designed to help wealth advisors allocate effectively to alternative investments. We share practical, relatable advice and discuss new investment ideas with leaders in the field. We'll talk about the relative attractiveness of certain segments of the market, and share insights regarding how to allocate effectively to alternative investments. Tony is particularly qualified, bringing over 30 years' experience in working with advisors and high-net-worth investors, family offices, and institutional investors in allocating to alternative investments. Tony held senior leadership roles at Morgan Stanley, Guggenheim Investments, and Charles Schwab among other organizations. He is an award-winning author, and in 2020 he was the recipient of the Investments & Wealth Institute's Wealth Management Impact Award for his contribution to the industry. Tony is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill, 2021). To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.