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 allocat...

source: https://awealthofcommonsense.com/2024/03/talk-your-book-private-investing-for-fiduciaries/