All insights

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.

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

19 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