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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