Jacob Miller

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.

Jacob Miller, Co-founder of Opto Investments and head of its Advisory Practice, discusses how the U.S. is heading into a long-term debt cycle, challenges that investors face, and the importance of finding differentiated investments to generate alpha. He explains how Opto is enabling wealth managers to access and invest in private markets with confidence. The podcast also touches on the culture at Bridgewater, the appeal of private credit, and the importance of optimism in productive discourse.