Talk Your Book: Private Investing for Fiduciaries

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Posted March 4, 2024 by sean

Today’s Talk Your Book is brought to you by Opto Investments:

See here for more information on Optos private market solutions for wealth managers

On today’s show, we discuss:

How Opto Investments was started
Why private markets are not scalable for traditional RIAs
How Opto is optimizing for private markets
The extraordinary growth of private credit, and why that may be an issue
Differences in target allocation between institutions and retail investors
Opto’s screening process for private assets
How Opto is able to get around high minimum investment thresholds for private funds

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Charts:

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