WealthManagement.com's David Bodamer talks with Jake Miller, co-founder and chief solutions officer at Opto Investments, about the evolving private markets landscape and how RIAs can use new strategies to benefit their clients. They touch on opportunities and challenges within private equity, private credit, infrastructure and real estate, as well as Opto's recent partnership with Mercer Advisors.

Jake discusses:

• The development and goals of Opto Investments and their role in the growing private investment market for the wealth channel
• Details about the recent partnership with Mercer Advisors and the opportunities Mercer is offering its qualified buyer clients developed with Opto.
• Insights into the current state and future trends within private investment
• The importance of a fiduciary-first approach to managing private markets
• And more

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About our guest:

Jacob (Jake) Miller is Co-Founder and Chief Solutions Officer at Opto Investments. Before helping to found Opto, Jacob was at Bridgewater Associates. He has a passion for sound long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical connections that help people better understand their investments.

Jacob has been managing money for family and friends since he was 16 and is a certified market user. While he has a background in macroeconomics and high-yield debt, he sees the challenges and opportunities in the private markets space as far more interesting and relevant, both for investors and society.