March 4

Talk Your Book: Private Investing for Fiduciaries

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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

Listen here:

Charts:

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The Compound Media Inc, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.


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