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
Opto Investments
Software Development
New York, NY 4,173 followers
The fiduciary's private markets investment partner
About us
Opto Investments (“Opto”) is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences. We built Opto as a fiduciary and with a fee structure that aligns us with our clients. We do not receive compensation from fund managers and frequently invest our own capital in the deals we choose for our platform. Founded by Joe Lonsdale, backed by 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto is able to access truly differentiated opportunities across private credit, private equity, real estate, venture capital, and more. We guide fiduciaries through every step of the investment process, with holistic portfolio construction tools and hands-on guidance based on their needs. Opto is your long-term partner for building smarter private markets portfolios Disclaimers for all content live here: https://www.optoinvest.com/disclaimers
- Website
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http://www.optoinvest.com
External link for Opto Investments
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Software Development , Private Markets, alternative investing, financial services, RIA, and Financial Advisors
Locations
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Primary
335 Madison Ave
New York, NY 10017, US
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Pier 5, Suite 101
San Francisco, CA 94111, US
Employees at Opto Investments
Updates
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Opto co-founder Jacob M. sat down with WealthManagement.com’s David Bodamer to discuss how unique access – and a commitment to asset management versus asset gathering – is critical in #privatemarkets. Listen to the full interview here: https://lnkd.in/evxBk8av Learn more about private markets investing here: https://lnkd.in/eyhK2sjA
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Private investments represent the lion’s share of the $21T US commercial real estate market. The third largest asset class (after stocks and bonds), commercial real estate has the potential to generate income, provide capital appreciation, and may offer a hedge against inflation. Our latest paper offers a deeper dive into the basics of investing in private real estate: https://lnkd.in/eesHD3cS Explore our Insights to learn more about how you can integrate private markets strategies into your practice and let’s start a conversation. #privatemarkets #realestate #wealthmanagement
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In our latest Ask Matt Anything, our CIO Matt Malone tells a tale of two investments. Listen to him compare and contrast the growth and performance of publicly traded Nvidia with Open AI, a private investment: https://lnkd.in/ejvxkbUW Interested in learning more about the potential benefits of integrating private markets into your clients’ portfolios? Let’s start a conversation: https://lnkd.in/g3BPwH8S #privatemarkets #wealthmanagement
AMA: Revisiting our Nvidia call
insights.optoinvest.com
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Our co-founder Jacob M. sat down for a really interesting conversation with Skyler Steinke and Mike Schroeder, CFA in which he explored his professional journey, the drivers behind the inception of Opto, and the trends and macroeconomic factors influencing private markets today.
New Episode Alert: Discover Jake Miller's Inspiring Journey in Private Market Innovation Introducing Jacob M., a passionate investor who co-founded Opto Investments with Joe Lonsdale (founder of Palantir and Addepar) after starting his career as an investor at Bridgewater Associates. His journey from navigating financial crises in the late '90s to managing a diversified portfolio of residential loans worth over $17 billion is as impactful as it is insightful. In this episode, you’ll learn: ► Jake's early career in finance. ► Experiences and insights from Bridgewater Associates. ► Founding Opto Investments and building a visionary team. ► Challenges and opportunities in private markets. ► The evolution of private market access. ► The role of alternatives in investment portfolios. ► Trends and concerns in private credit. ► Opportunities in AI and infrastructure. Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl Interested in being a guest? Apply here: https://bit.ly/46X7cSQ #PrivateMarkets #InvestmentStrategies #PrivateCredit #AIinFinance #InnovationInInvestment #FinancialGrowth #InvestmentLandscape Mike Schroeder, CFA Skyler Steinke
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Technology is moving into a new frontier - namely space - and family offices see attractive investment opportunities. Our co-founder Jacob Miller speaks with Marcus Baram from Crain Currency about why private investors are increasingly enthusiastic about the sector and shares his views on six core areas worth considering. For more of Jake’s insights on the future of investing in space: https://lnkd.in/en54DWEF #privatemarkets #wealthmanagement
Family offices set sights on space, as new investments propel industry
craincurrency.com
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Our CEO Ryan V. joined Jason M. Pereira on his Fintech Impact podcast to discuss Opto’s due diligence and investment processes, along with our approach to building private markets custom funds. Listen to the full conversation here: https://lnkd.in/e_rBnDmY Interested in learning more? Let’s start a conversation: https://lnkd.in/g3BPwH8S #wealthmanagement #privatemarkets
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“There���s no deficit of good ideas.” Our co-founder Jake Miller and WealthManagement.com’s David Bodamer discuss interesting early-stage venture opportunities, sensible valuations, and why VC manager selection is critical. Listen to the full conversation: https://lnkd.in/evxBk8av #VentureCapital #PrivateMarkets
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Philosophy, partnership and people. These are the core values that Donald Calcagni, chief investment officer at Mercer Advisors, identified as key to their decision to partner with Opto to support its private markets offering. Watch the full video [and relevant disclosures]: https://lnkd.in/gSTgwVr2 Learn more: https://lnkd.in/gawx3gtG
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“Some of the large-cap managers are actually partnering and allocating to smaller, more capacity-constrained boutique managers to supplement deal flow.” Our Chief Investment Officer, Matthew Malone, CFA, discusses the rapid growth of private credit strategies, and the niches where he sees potential opportunities. Interested in learning more about private credit strategies? Read our private credit white paper and then let’s have a conversation. https://lnkd.in/eiFDXzkX #privatecredit #wealthmanagement