• Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

  • Jun 17 2024
  • Length: 30 mins
  • Podcast

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

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  • Summary

  • WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership …

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