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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