Opto Investments

Today, we announce our strategic partnership with Mercer Advisors. Mercer Advisors is a forward-thinking RIA that shares our focus on transparency, trust, and alignment in fulfilling our fiduciary responsibilities to investors. Read more about the partnership here: https://lnkd.in/eVyAC_i9 #privatemarkets #wealthmanagement #RIA

“I'm a big believer in not trying to be too smart in terms of timing. Spread your bets over multiple vintages and don't think that you have an edge on knowing when it's a good time.” Gideon Berger of LuminArx Capital, former co-chief investment officer at Blackstone Alternative Asset Management, discusses the benefits of vintage diversification and why trying to time private markets doesn’t really work. Watch the video: https://lnkd.in/esnab3_6 #privatemarkets #wealthmanagement #investment

At Opto, we understand that every firm and each one of their clients is unique. That’s why we work closely with our partners to deliver tailored, proprietary private markets investment solutions - from pre- to post-trade - that align with the distinct needs of their practice and clients. Read more on our recently announced partnership with EP Wealth Advisors: https://lnkd.in/g6v_8G93 #fiduciary #wealthmanagement #privatemarkets

“Are private equity and public equity fundamentally different? Well, no. They're different in terms of the liquidity you can get easily, but they're both claims on the upside of a company.” Jacob M., our co-founder, sat down with Stacy Havener, host of the Billion Dollar Backstory Podcast, to talk about how Opto is simplifying the private markets investment process. Listen to the full conversation: https://lnkd.in/ed73dD69 #privatemarkets #wealthmanagement

“You want people who care about their clients and people who care about money going towards things that it should be going toward ... And I think we’re very ideologically aligned with a lot of these people in the RIA world.” Joe Lonsdale, our chairman and co-founder, sat down with Citywire’s Ian Wenik to talk about Opto’s mission and how we are simplifying access to private markets for the rapidly growing RIA community. Read the full interview: https://lnkd.in/ewnmwWja #privatemarkets #wealthmanagement #RIAs

“The people who are doing things that are changing how the world works are mostly doing that within private companies. If you’re not accessing the private markets, you’re going to get left way behind.” - Joe Lonsdale Thirty years ago public companies outnumbered private companies. Today the opposite is true. Our co-founder Joe Lonsdale sat down with Barry Ritholtz, host of Masters in Business, to talk about founding Opto and the importance of making it as easy as possible for RIAs to access private markets. Listen to the conversation here: https://lnkd.in/eic-h78n #privatemarkets #wealthmanagement

“With the beginning of the falling rate cycle we're going to start to see transaction volumes unlock and we're going to start to see a lot of dry powder come off the sidelines.” Tailwinds may soon be in store for private equity and some real estate equity strategies. Our head of investment, Matthew Malone, CFA, explains how lower interest rates may affect private markets strategies, particularly those that use leverage. Watch the full video: https://lnkd.in/eRZv7Pri #privatemarkets #wealthmanagement #privateequity #realestate

We recently announced our partnership with EP Wealth Advisors. At Opto, we pride ourselves on offering proprietary funds that help firms like EP Wealth address the unique needs of their HNW and UHNW clients. Together, we are taking a technology-driven approach to streamline the investment process and deliver institutional-level investments at scale. Read more about our partnership here: https://lnkd.in/g6v_8G93

#wealthmanagement #alternativeinvestments

The unique structure and operations of private markets funds can often lead to more complicated tax filing requirements than traditional investments. Our most recent paper explains some private funds tax basics: https://lnkd.in/exMngphi #wealthmanagement #privatemarkets