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Private Markets Platform maintains momentum with strategic leadership appointments and introduces product enhancements to further drive efficiency and drive advisor engagement
New York and San Francisco, March 11, 2024–(Business Wire)–opt investment Opto, a technology-driven solution that enables forward-looking investment advisors to access private markets with confidence, today announced appointments to key leadership positions and a series of product enhancements. did. These strategic actions underscore OPT’s commitment to providing wealth advisors with the best possible experience throughout their private markets investment journey through a state-of-the-art technology platform. Opto builds customized solutions based on the needs of registered investment advisor (RIA) practices, unlocking access to truly differentiated private market opportunities.
Co-Founder jake millerHe has been a key member of Opto’s management team since its founding in 2020 and is responsible for guiding the company’s growth strategy, and has been appointed Chief Solutions Officer. Mr. Miller is spearheading efforts aimed at strengthening OPT’s RIA partnerships and integrating institutional-quality investment methodologies and programs into the platform. Prior to co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates, where he continued to develop expertise in alternative investments.
Taking on the role of Chief Technology Officer, matt reedAs a co-founder and leader of Opto’s engineering efforts, he is committed to championing the company’s technology-first approach. His leadership is focused on ensuring the continued development and smooth operation of Opto’s unique technology stack. As a CFA holder and engineer, Reed is skilled in both investment management and software development. Financial Advisor Reed has over 14 years of experience building software, and his technology leadership positions at Addepar and Strategic Global Advisors make him well-positioned to drive innovation in this space. there is.
“Jake and Matt are instrumental in driving the strategic vision and product roadmap for Opto’s end-to-end private market solutions.” ryan vangorderCEO of OPT. “It is a privilege to work with selfless leaders who come to the table with strong opinions and are not afraid to do things differently. As we continue to partner with more advisors, Jake and Matt “We will be integral to the growth of our suite of innovative solutions that modernize workflows and simplify the private markets experience for advisors.”
In parallel with these announcements, OPT has rolled out significant enhancements to its platform aimed at providing advisors with a comprehensive private market solution. These advances include:
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CIO toolkit: This innovative toolkit enables investment managers to perform comprehensive data-driven analysis of client rosters and demographics. The toolkit is designed to identify optimal exposure levels for client segments across various private market asset classes and align portfolio structures to client investment objectives. Users can also subject these recommendations to hypothetical market stress tests, allowing them to better assess the potential impact of a proposed portfolio. This feature streamlines complex analytical workflows and enables more accurate and confident decision making.
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Create and manage custom funds: Opto gives advisors the flexibility to create a single, fully customized, white-labeled fund comprised of multiple underlying private funds, all managed within their own technology platform. In 2023, Opto introduced custom his fund capabilities, tailoring each collaboration to the needs of his RIA partners in terms of fund size, asset class allocation strategy, and fee structure. Partnering with Opto gives trustees full access to the firm’s team of investment experts and allocators, providing thoughtful guidance on private credit, private equity, real estate, venture capital and infrastructure opportunities tailored to client needs. We provide
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Pre-trade analysis: Opto’s solutions provide investment advisors with rich data sets, tools and workflows to analyze private market opportunities, enabling them to make smarter data-driven investment decisions on behalf of their clients. The platform features proprietary modeling to generate guidance based on capital market assumptions, pacing strategies, cash flow and liquidity forecasts, and end client-specific requirements. These pre-trade workflows are complemented by Opto’s practical guidance and manager selection tools.
lead Additionally, “As with our previous innovations, these enhancements are focused on automation and seamless integration with existing systems.Opto empowers investment decision makers with data, tools, and confidence. We see this as a huge opportunity to unlock the potential of private markets.”
OPT continues to gain market share in the RIA channel and remains focused on innovations that enrich the private markets experience for advisors and their high-net-worth and ultra-high-net-worth clients. For more information about Opto and its private market services, please visit: optinvest.com.
About Opto Investment
Opto Investments (“Opto”) is a technology company that is changing the way fiduciaries experience the private markets.
OPT partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private market solutions at scale. Intelligent workflows and elegant design simplify the private market investment process, minimizing red tape, saving time, and delivering a better customer experience.
We have built OPT as a fiduciary with a fee structure that matches our clients. We do not receive fees from fund managers and frequently invest our own capital in trades we select for our platform.
Founded by Joe Lonsdale and backed by 8VC, Fin Capital and Michael Dell’s DFO Management, Opto has access to truly differentiated opportunities across private credit, private equity, real estate, venture capital and more . We guide fiduciaries through every step of the investment process with comprehensive portfolio construction tools and practical guidance based on their needs.
Opto is your long-term partner in building a smarter private market portfolio. For more information, please visit our website and his LinkedIn.
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