Animal Spirits Podcast

Talk Your Book: Private Investing for Fiduciaries

12 snips
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.
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