WealthManagement.com’s David Bodamer speaks with Jake Miller, co-founder and chief options officer at Opto Investments, concerning the evolving panorama of personal markets and the way RIAs can leverage new methods to learn their purchasers. They contact on the alternatives and challenges inside personal fairness, personal credit score, infrastructure, and actual property, in addition to Opto’s current partnership with Mercer Advisors.
Jake discusses:
- The event and objectives of Opto Investments and their position within the burgeoning market of personal investments for the wealth channel
- Particulars concerning the current partnership with Mercer Advisors and the alternatives Mercer is bringing to its certified purchaser purchasers developed with Opto.
- Insights on the present state and future developments inside personal investments
- The significance of a fiduciary-first method in managing personal markets
- And extra
Join With David Bodamer:
Join With Jacob (Jake) Miller:
About Our Visitor:
Jacob (Jake) Miller is the Co-Founder and Chief Options Chief Options Officer at Opto Investments. Previous to serving to discovered Opto, Jacob was at Bridgewater Associates. He has a ardour for wise long-term investing, systematizing funding processes, and distilling complicated market dynamics into clear, logical linkages that assist folks higher perceive their investments.
Jacob has been managing cash for household and buddies since he was 16 and is an authorized market junkie. Whereas he has a background in macroeconomics and high-yield debt, he finds the challenges and alternatives within the personal markets house way more fascinating and necessary, each for traders and society.
