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 betw…
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