Live Webinar
February 24, 2026 | 2 PM ET
1 hour long
This webinar is approved for CE credits by the Investments & Wealth Institute for CIMA®, CPWA®, and RMA® certifications, and by the Certified Financial Planner Board of Standards for the CFP® designation.
Sean Allocca
Matt Malone, CFA
Nick Gerace
For advisors competing for larger, more complex clients, private markets have become a proving ground, not an optional add-on. In this webinar, Opto’s leadership will explore how thoughtfully constructed private markets exposure can enhance portfolios, improve durability across market cycles, and align more closely with long-term client objectives.
Join Matt Malone, CFA, Head of Investment Management and Nick Gerace, Senior Director of Business Development, for a lively discussion with Sean Allocca, Daily Upside’s Executive Editor, about how advisors can grow alongside their clients — and go upmarket — by delivering bespoke private markets allocations. You’ll learn how customization, structure, and implementation can deepen client relationships, support larger and more complex portfolios, and help firms compete for multi-generational and institutional-quality capital.
*Founded by Joe Lonsdale and backed by investors including 8VC and Michael Dell’s DFO Management, Opto is built to align incentives with clients. Opto is not paid by fund managers for distribution, enabling an uncompromising focus on investment quality.
Opto Investments is engineering the future of private markets, providing wealth managers with an end-to-end platform to build, raise, and manage differentiated private investment programs more efficiently — without scaling their teams.
Opto’s platform automates key workflows across the private investment lifecycle — from proposals and subscriptions to capital calls and client communications — saving advisors significant time and effort.
Opto Investment Management, LLC (the “Firm”) is a wholly-owned subsidiary of Opto Investments, Inc. and an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser.
Unless otherwise indicated, content herein is for general informational purposes only and is not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. Such content is based on then-current market conditions and may be forward looking. Subsequent events and market conditions may impact the relevance or materiality of such content and the views reflected in the content are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be reliable, such information has not been verified by a third party or independently verified by the Firm or any other person. Neither the Firm, or any of its affiliates, employees or agents assume any responsibility or make any representation or warranty as to accuracy or completeness of such information. We assume no obligation to provide updates. Nothing herein or in the related commentary constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. The Firm or its affiliates provided compensation in connection with the production and distribution of this podcast episode.