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Talk Your Book: Private Investing for Fiduciaries

Animal Spirits Podcast

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Shifting Landscape and Alpha Generation in Platform Investing

Exploring the evolution from traditional wire house based firms to independent RIAs focused on fiduciary standards and fee-only models, this chapter delves into generating alpha through unique access in private investing at Opto. From aligning fiduciary risks with clients to strategic fundraising approaches, the chapter emphasizes operational due diligence and the importance of quality management teams.

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