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

“We're not product providers, we're partners. I'm not here to sell anyone anything. I'm here to say, where do we want to be in ten years. And how do we start laying bricks right now to get there?” On the latest episode of the Billion Dollar Backstory Podcast with Stacy Havener, our co-founder Jacob M. discusses our partnership model, how private markets increase portfolio diversification, the importance of a long-term strategy, and Opto's “opinionated technology”. Check out the full conversation: https://lnkd.in/ed73dD69, Apple: https://lnkd.in/eJdFUP62, Spotify: https://lnkd.in/eqHnGFAJ #alternativeinvestments #privatemarkets #wealthmanagement

“We could have always been better and nobody had a perfect race.” Equipment breaks. Weather changes. Nothing ever goes exactly as planned, and sometimes we make mistakes. Our CEO Ryan V. reflects on the tough lessons he learned on the adventure racing trails, including the value that comes from taking the time to reflect on and learn from mistakes in order to be 10X better the next time. For more adventurous lessons learned the “hard” way, here’s the long read: https://lnkd.in/eT2dxsnV #ownership #leadership #adventureracing

Why do some venture capital managers seem to attract the brightest founders and get the best deals? How can an investor gauge a manager’s ability to repeat strong performance? Our recent paper looks at the many factors that can influence performance in venture capital, including: discipline, strong networks, style drift, and AUM bloat: https://lnkd.in/dxFHTfiT #VentureCapital? #WealthManagement

“Our platform is really a partnership between us and our clients.” It takes more than just a list of funds to build a private markets fund. Our head of investment management, Matthew Malone, CFA, explains how we leverage our network and technology to source, research, and diligence managers, direct investments, and co-investments in order to help our clients create customized funds. For a deeper dive into custom funds, here’s the long read: https://lnkd.in/eCWs8ccr #PrivateMarkets #WealthManagement

“In adventure racing we spend a lot of time before the race starts strategizing on the route and decisions that we will make along the route.” First you weigh all the possibilities and carefully calculate the risks, and then plan for what you know about the course and your team, all the while knowing that everything could change if and when the unexpected happens. Our CEO Ryan V. talks about what more than two decades of navigating adventure race courses has taught him about strategic planning and balancing risks with reward - on the trail and in the office. #leadership #strategy

?? Don’t miss Joe Lonsdale’s session this morning at Future Proof Festival where he will discuss his experience navigating the private markets! Ryan V., CEO of Opto Investments, sits down with Elena Krasnow to chat about his second year at the festival. #FutureProofFestival #boardwalktalks

“We can all rub our rabbit's feet, but it’s probably not where we want to bet the farm.” While luck and being the smartest person in the room might help you find good venture capital managers, the better approach is to find the managers that have historical success in specific spaces, along with the data and connections to drive consistent outperformance. Our co-founder Jacob M. discusses what is most likely to drive performance in private markets: https://lnkd.in/eqPFwvP4 #privatemarkets #wealthmanagement

In this edition of #FutureProofAdvisor, we explore the inspirational journey that fueled Jacob M. to become one of the biggest industry visionaries with Opto Investments. We sat down with him at last year's Future Proof to discuss his incredible path from start-up to bold finance innovator. We can’t wait to talk with him again and check in on his continued success! Learn more about Opto Investments here: https://lnkd.in/gKw_quF7 Want to be considered for an interview at this year's Future Proof? Message us via LinkedIn and subscribe to The Wealth Advisor "Future Proof Advisors" Newsletter to stay current on the greatest festival for advisors, asset managers, and content experts. ??? #FutureProof #FutureProofFestival #Investor

“One of the things that AI is very good at is taking a lot of disparate data, sorting through it and making it more easily accessible.” What’s the highest and best use for artificial intelligence? That’s debatable, and the answer changes as fast as technology does. However there are some things that AI does extremely well. Our head of investment management, Matthew Malone, CFA, CFA, explains how Opto uses AI to manage and standardize large volumes of private markets data in order to help simplify the due diligence process. #artificialintelligence #assetmanagement