All insights
44 min watch
Joe Lonsdale on building the American century though innovation
Opto co-founders Joe Lonsdale and Jacob Miller, and Janeen France of Addepar discuss how innovation and AI could rewire the old economy
5 min read
Understanding direct and co-investments in private markets
Understanding direct and co-investments in private markets, important tools for investors to create intentional, efficient, and participatory portfolios
4 min read
The foundations of private funds: tender offer and interval funds
Semi-liquid funds can expand access to private markets, though there are important trade-offs
2 min watch
Navigating challenges in private markets investing
Jacob Miller and Matt Rubin discuss how investors can navigate illiquidity in private markets
2 min watch
How AI could drive productivity growth in traditional sectors
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
2 min watch
Long-term innovation in private markets
Jacob Miller and Matthew Rubin explore how long-term alignment fuels innovation in private markets.
2 min watch
The importance of manager selection in private markets
Jacob Miller and Matthew Rubin emphasize manager selection and incentive alignment in private markets.
2 min watch
Understanding illiquidity in private markets
Jacob Miller and Matt Rubin discuss how investors can navigate illiquidity in private markets
3 min watch
Revisiting the macro forces behind market performance
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
7 min read
Hitting and maintaining a target private markets allocation
Reaching and maintaining a target allocation to private markets can be a challenge. See how Opto can help.