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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.