All insights
4 min watch
Setting realistic investor expectations about private markets
Bill Kelly discusses misconceptions and how to help investors think about allocating to private markets
11 min read
Simplifying private markets for RIAs via custom funds
Explaining the processes and benefits for your practice of Opto's private markets custom fund solution
3 min watch
Private markets’ advantage in accessing early-stage investment upside
Bill Kelly explains why venture capital’s access to early-stage companies generates greater upside potential
4 min watch
The power of diversification in reimagining the 60-40 portfolio
Bill Kelly discusses rethinking the 60/40 portfolio and the importance of diversification
7 min read
Is a fund of funds worth it?
While investors should try to minimize fees, data shows that funds of funds may justify their extra expense
5 min watch
Incorporating illiquidity into your portfolio
Four experts discuss the challenge and strategy of integrating illiquidity into your portfolio
6 min watch
Dave Friedberg on how to assess potential investments
The TPB founder explains the value of contrarian investing and risk, and three startup success predictors
2 min watch
AMA: How to interpret the Nvidia spike
Matt Malone, Head of Investment Management, is excited about AI, but sees Nvidia valuations as a bit rich
2 min watch
Why active managers struggle to outperform in public markets
Matt Morris explains the difficulties of active management in public markets
3 min watch
Opto's mission to elevate the private investing experience
Joe Lonsdale on how Opto aims to enhance private investing for RIAs and family offices