HOME

|

HOW OPTO IS MAKING PRIVATE MARKETS INVESTING EASIER

3 MIN WATCH

February 14, 2024

How Opto is making private markets investing easier

Jake Miller - Cofounder, Opto Investments & Joe Lonsdale, Cofounder Palantir, Addepar, Opto; Founder 8VC
Private Assets

Key takeaways

  • Compared to some black-box trading strategies, private markets are relatively easy to explain. At the most fundamental level, private markets managers either buy good companies at good prices, or they lend to solid borrowers at attractive rates.
  • Understanding how private markets work and their role in a portfolio is an important part of what Opto does for RIAs. Educational videos and articles are useful, but so is empowering RIAs with the tools and data to build customized portfolios.
  • Documentation and performance reporting for private markets has historically been difficult. Opto’s technology integrates reporting systems and consolidates documentation, which makes the process efficient for clients.

Investment ideas

Related to this video

Important disclosures

Opto Investment Management, LLC (the “Firm”) is a wholly-owned subsidiary of Opto Investments, Inc. and is an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser. This website is operated and maintained by Opto Investments, Inc. Certain products described herein and institutional relationships may involve investment advisory services provided by the Firm. This website is presented for financial institutions and investment professionals only and is not intended for individual consumers or retail investors, unless specifically noted. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by the Firm or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from external, linked or independent sources, is believed to be reliable, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. We disclaim any responsibility for information, services or products found on linked websites. Images and photographs are included for the sole purpose of visually enhancing the website. None of them show current or former clients and should not be construed as an endorsement or testimonial. All investing is subject to risk, including loss of principal. Historical performance is not a guarantee of future performance and clients may experience different results. This information contains certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of the depicted investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting operations that could cause actual results to differ materially from projected results. See related disclosures at https://www.optoinvest.com/disclaimers.

You may also like

If you found this content valuable, you might also enjoy these:

RVG Biking Mtns No text

Opto CEO Ryan VanGorder shares some of the business lessons he learned from his career as an adventure racer

6 MIN READ

Don Calcagni - CIO, Mercer Advisors

Don Calcagni, Mercer Advisors CIO, explains why they chose to partner with Opto Investments

3 MIN WATCH

Michael Durso - Co-founder & CEO, ShoreHaven Wealth Partner

Michael Durso and Jake Miller discuss ShoreHaven's strategic decision to partner with Opto

6 MIN WATCH