All insights
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
2 min watch
Rapid private market growth and what it means for investors
Looking ahead, investors must access private assets to get exposure to the US economy and disruptive tech.
3 min watch
What private markets can add to a portfolio
Dan Feder discusses the return and diversification benefits of private markets assets.