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Outlook 2026: The road less traveled
Jacob Miller outlines why 2026 will reward selective investing as markets diverge across assets and sectors.
AMA | The state of real estate in 2026
Matt Malone outlines selective opportunities and sector shifts shaping U.S. commercial real estate in 2026.
Joe Lonsdale on building the American century though innovation
Opto co-founders Joe Lonsdale and Jacob Miller, and Janeen France of Addepar discuss how innovation and AI could rewire the old economy
Understanding direct and co-investments in private markets
Understanding direct and co-investments in private markets, important tools for investors to create intentional, efficient, and participatory portfolios
The foundations of private funds: tender offer and interval funds
Semi-liquid funds can expand access to private markets, though there are important trade-offs
Navigating challenges in private markets investing
Jacob Miller and Matt Rubin discuss how investors can navigate illiquidity in private markets
How AI could drive productivity growth in traditional sectors
Jacob Miller breaks down three key drivers of past equity returns—and why they may not repeat
Long-term innovation in private markets
Jacob Miller and Matthew Rubin explore how long-term alignment fuels innovation in private markets.
The importance of manager selection in private markets
Jacob Miller and Matthew Rubin emphasize manager selection and incentive alignment in private markets.
Understanding illiquidity in private markets
Jacob Miller and Matt Rubin discuss how investors can navigate illiquidity in private markets