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Animal Spirits Podcast

Talk Your Book: Private Investing for Fiduciaries

Mar 4, 2024
The podcast covers the challenges of RIAs getting private market exposure, the growth of private credit, Opto's screening process for private investments, efficiency gains through software integration, generating alpha in platform investing, navigating institutional vs. high net worth private investing, personalized approach to private investing, and Opto's emphasis on lower fees and relationship dynamics.
44:04

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Opto Investments simplifies private market access for RIAs and clients through streamlined processes.
  • Diversification and customization are crucial in building tailored private market portfolios for clients.

Deep dives

Opto Investments' Focus on Improving Access to Private Markets for Advisors and Clients

Opto Investments, co-founded by Jake Miller, is dedicated to bridging the gap in private market investments to make access easier for advisors and clients alike. The podcast delves into how Opto seeks to simplify operational inefficiencies and hefty lifting involved in private market investments, especially for advisors with numerous clients. By providing a streamlined process, Opto bets on the idea that advisors and clients will be more inclined to invest in private markets if the barriers are lowered.

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