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7 min read

Understanding and navigating capital calls

Capital calls are an important process to understand before you start to invest in private market funds

8 min read

Dispersion in private markets funds and why it matters

Dispersion of returns from private funds is wider than for public ones, making fund selection critical.

7 min read

Cash flows in private markets funds

It is important to understand the likely cash flows to and from private funds prior to investing.

7 min read

Private funds' edge in differentiated AI exposure

Private funds offer more direct exposure to disruptive AI, and can actively select promising companies.

18 min read

Four things we’re watching in 2023

We identify two big questions and two investable themes we think are most relevant to advisors in 2023.

3 min read

Signs of a pricing power shift favoring private funds

An uptick in "take-privates" likely foreshadows a bounce back in private equity deal activity.

6 min watch

Introducing a private markets allocation

David Barnard and Dan Feder discuss the whys and hows for advisors introducing a private markets allocation

3 min read

Markets may be too optimistic about 60/40 prospects

Markets appear to be pricing in the most optimistic scenarios for inflation and growth

26 min watch

Exclusive interview with Mark Machin & Joe Lonsdale

Opto CEO Mark Machin and Chairman Joe Lonsdale discuss the state of the market.

5 min watch

How we think about selecting top fund managers

Our Vice Chairman and Head of Investment Management give a high level overview of our due diligence process