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Index/Finance/Alt Goes Mainstream
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Breaking bread at Franklin Templeton's Private Markets RIA Advisory Council - Franklin Templeton's Dave Donahoo and Summit Wealth Group's Chelsea Ganey

Alt Goes Mainstream · 2026-06-23 · 43 min

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Episode notes

Welcome back to the Alt Goes Mainstream podcast. Building community is central to enabling an industry to grow. There are few better ways to build community and foster trusted relationships than to break bread. As the wealth channel continues to expand its adoption of private markets, peer-to-peer learning becomes ever more important. Sharing experiences and perspectives is what will help the wealth channel adopt private market solutions thoughtfully and responsibly. That’s what happened at Franklin Templeton’s Private Markets RIA Advisory Council event and dinner at BLACKBARN recently. Bread was broken. Relationships were built. We also found time to record a podcast at a dinner table with Franklin Templeton ’s Head of Private Markets - Americas Wealth Management Dave Donahoo and Summit Wealth Group ’s CIO Chelsea Ganey . The discussion granted access to a direct, honest, and raw window into perspectives on how asset managers and wealth managers can work together to educate one another and help move the industry forward. And yes, bread was broken before and after the podcast.

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