March 4, 2024

Talk Your Book: Private Investing for Fiduciaries

Talk Your Book: Private Investing for Fiduciaries

On today's show, Ben Carlson and Michael Batnick are joined by Jacob Miller, Co-Founder of Opto Investments to discuss: how difficult it is for RIAs to get private market exposure, the growth of private credit, and why that may be an issue, Opto's screening process for private investments, and much more!


Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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