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Tony Davidow, CIMA®

President & Founder, T. Davidow Consulting, LLC

Women in Wealth Program & Reception: Planning for Investment Risk in Today’s Market

This educational Women in Wealth program series is a community event designed for women practitioners to learn from peers and subject matter experts. Join experts and your peers for an interactive program, which includes two panels featuring sponsoring firm thought leaders, led by IWI moderators.

Alternative & Private Market Investments 

    • Assess traditional and alternative investment strategies, techniques, and products
    • Adding private investments into a portfolio

In Today’s Market Environment... Advisors Need an Alternative Toolbox

In today’s market environment, advisors need access to a different set of tools to achieve their client goals. With expectations for lower equity returns, yields below historic levels, spikes in volatility, and record inflation – the naïve 60/40 portfolio won’t be sufficient for advisors in the next 10-years. In this session, we will examine the following:

  • The challenges facing advisors and investors
  • The role and use of alternative investments
  • The appeal of private markets
  • Product evolution for HNW investors


President and founder of T. Davidow Consulting, LLC, an independent advisory firm focused on the needs and challenges facing the financial services industry, Tony Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ. Prior to founding T. Davidow Consulting, Davidow was an alternative beta and asset allocation strategist at the Schwab Center for Financial Research, where he served as a subject matter expert on asset allocation and portfolio construction, smart beta strategies and alternative investments. He was responsible for developing and disseminating Schwab’s point of view to clients and the media. 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. He served on the Board of Directors of the Investments & Wealth Institute from 2009-15. Davidow currently serves as chair of the Editorial Advisory Board for the Investment & Wealth Monitor as well as a host for the Exceptional Advisor webinar series. He’s a member of the Investments & Wealth Institute Wealth Board 100 Advisory Board. In 2020, Davidow was awarded the Wealth Management Impact Award by the Investments & Wealth Institute. In 2017 he received the Stephen L. Kessler Writing Award and in 2015 he received the Stephen L. Kessler Writing Award (Honorable Distinction).

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