
Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin
Dry Powder: The Private Equity Podcast
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How to Get an RIA of the Speed on Private Equity
90% of people want guidance from a financial advisor when they're investing in alternatives. We wanted to go after what we think is the much bigger addressable market. These RIAs are dramatically under exposed to private asset causes. They require some education as well, not having the experience level that some others may have who have worked in finance for a long period of time. The way that we bring the advisor along and the customer along is portfolio analytics.
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