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HomeWealth ManagementSpeak Your E-book: Non-public Investing for Fiduciaries

Speak Your E-book: Non-public Investing for Fiduciaries

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In the present day’s Speak Your E-book is delivered to you by Opto Investments:

See right here for extra data on Optos non-public market options for wealth managers

On at the moment’s present, we talk about:

  • How Opto Investments was began
  • Why non-public markets are usually not scalable for conventional RIAs
  • How Opto is optimizing for personal markets
  • The extraordinary development of personal credit score, and why that could be a problem
  • Variations in goal allocation between establishments and retail buyers
  • Opto’s screening course of for personal belongings
  • How Opto is ready to get round excessive minimal funding thresholds for personal funds

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