Opto Investments

Today, we announce our strategic partnership with Mercer Advisors. Mercer Advisors is a forward-thinking RIA that shares our focus on transparency, trust, and alignment in fulfilling our fiduciary responsibilities to investors. Read more about the partnership here: https://lnkd.in/eVyAC_i9 #privatemarkets #wealthmanagement #RIA

“Every seven or eight years it seems like something really bad happens. And the real talent in real estate is not outperformance during good times - it's preservation of capital during the bad times.” The LeFrak family has been investing in real estate for more than 120 years. Harrison LeFrak, vice chair and principal of LeFrak, talks about his family’s investment approach, including their preference for markets that have a high barrier to entry, and optimizing their investments for capital preservation. Listen to the full conversation here: https://hubs.la/Q03d8yzm0

One of the questions I get asked frequently is “how is Opto different from <you probably know who we’re talking about>?” I could point to our network, which is bolstered by our experienced leadership. I could highlight the pedigree of my colleagues - a combination of exceptional Silicon Valley engineering talent and experienced investors and industry specialists. I could talk about our dynamic, tech-led culture inspired by “The Geek Way,” and the elevated experience it delivers for our clients. I could make the point that we are truly an end-to-end private markets solution provider, plugging into your processes across the fund building, asset raising, and managing stages as you need. (And yes, I know I did say all those things…and there are many more…) The biggest difference, however, is that we forged a business free from the faulty legacy incentives on which this market is built. We don't offer static fund menus of asset gatherers, because we are not compensated by fund managers to offer funds. This enables an undiluted focus on quality, and frees us to give honest opinions on each and every opportunity we discuss with our clients. Our recently updated Due Diligence Suite is an expression of the opinionated technology we’re building, embedding the insights from our experienced investment management team, led by Matthew Malone, CFA, into AI-driven workflows to shortcut fund selection. Learn more: https://lnkd.in/guEsx3D2 Shoot me a message or email us at: partner@optoinvest.com .

“And then you have the systems that will provide you with that single pane of glass - which is your daily P&L at a glance, or your lookthroughs…” Julia Valentine, founder and Chief Technology Officer of AlphaMille , and founder of the Digital Evolution Institute discusses working with family offices to ensure that they have the right business processes in place and the right technology to support them. #familyoffices #fintech #wealthtech

When we recommend an investment, it's with purpose. When we pass, it's with conviction. Opto arms RIAs, family offices, and private banks with the tools and data to identify the right private markets opportunities (and avoid the wrong ones). Our updated Diligence Suite is opinionated and actionable, combining our due diligence with your criteria to rapidly turn a list into an investment decision. Learn more: https://hubs.la/Q03cCTPx0 #privatemarkets #wealthmanagement

Einstein famously said that if he had an hour to solve a problem, he would spend 55 minutes determining the proper questions to ask. For anyone involved in strategy and problem-solving, they know that asking the right questions is essential to reaching the right solution. During an internship, I was given a copy of Rob Fitzpatrick's "Mom Test" and it fundamentally changed how I thought about problem-solving. Read more about how I'm applying that to drive product development at Opto Investments: https://lnkd.in/dtEBgAbW

We’re honored to be named Best Wealth Management Platform in this year’s FinTech Breakthrough Awards! Believing in the transformative power of technology, we stay committed to reshaping how RIAs and family offices are investing in private markets. Over the past year, our platform has evolved significantly, not just in technology but in delivering more customized solutions for our fiduciary partners. https://hubs.la/Q03cs3JC0 #wealthmanagement #FinTech #FintechBreakthrough #privatemarkets FinTech Breakthrough Awards applicable to 2025. See criteria/process at https://lnkd.in/eTr2u7N9. No compensation paid. See also https://lnkd.in/eDhFF2_h. 

This weekend Emmanuel U. brought his passion for investing and AI out of the office and into the community - successfully launching the first Nigerians in New York monthly AI-focused demo day and hack-a-thon. https://lnkd.in/eP5N9jq4

Do credit interval funds deliver over more liquid benchmarks? This week's edition digs in! Big thanks to Jack Kearney, CAIA, CPA, FDP from Snyder Kearney, LLC and Jacob Mohs, CFA, CAIA from Interval Fund Tracker for help with the data

“If you have an SFO with $50 billion and a headcount of 50, you are probably using people to do what our technology does today, and they're probably doing a good job.” Our co-founder Jacob M. sat down with Michael Thrasher, editor of Modus News and talked about building technology and an investment team to help single- and multi-family offices and their advisors - who don’t have $50B in AUM and a headcount of 50 - build and manage custom private markets portfolios. Read the full story here: https://hubs.ly/Q03bKVwP0