Private Markets Expert Shares Investment Strategies
Join host Ryan Nauman, Market Strategist at Zephyr, for an insightful episode of the Adjusted for Risk podcast featuring Matt Malone, Head of Investment Management at Opto Investments. In this episode, Matt and Ryan explore the growing popularity of private market investments, their benefits, and the complexities they introduce. They discuss essential topics such as co-investing, direct investing, interval funds, and tender offer funds, as well as provide tips for financial advisors conducting due diligence on private managers. Matt also shares his personal experiences from Lake Tahoe and highlights the importance of leveraging technology in private market investment strategies.
Zephyr can help financial advisors create modern…
