All insights
7 min read
Launching a private markets program: part 3 - management
The challenges of managing and servicing a private markets program, and how Opto can help overcome them
7 min read
Launching a private markets program: part 2 - fundraise
The challenges of fundraising for a private markets program, and how Opto can help overcome them
8 min read
Launching a private markets program: part 1 - build
The challenges of building a private markets program, and how Opto can help overcome them
8 min read
The problem with large BDCs
Mega-cap BDCs have grown rapidly in recent years. But what are you really getting when you invest in them?
3 min watch
How private credit demand shapes opportunities across loan markets
Jacob Miller discusses private credit demand and competition for large loans, as the Fed cuts rates
18 min read
Deregulation, tariffs, boring AI & credit spreads: An outlook for 2025
Part two of our 2025 alternative outlook examines the most impactful idiosyncratic themes in private markets
2 min watch
AMA: Outlook for private markets amid tariffs and deregulation
Matt Malone examines how tariffs and deregulation under the new administration could shape private markets
2 min watch
Aligning macro fundamentals with thematic private market opportunities
Jacob Miller explores how macro trends and thematic opportunities shape long-term investment strategies
22 min read
Not all privates are created equal: Our alternative framework for 2025
Part one of our 2025 outlook examines the drivers of private asset class performance and the macro picture
3 min watch
AMA: Understanding drawdown funds versus semi-liquid funds
Matt Malone delves into the key differences between drawdown and semi-liquid funds.