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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