Talk Your Book: Private Investing for Fiduciaries

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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