Скачать или смотреть AI is the Iron Man Suite Enhancing Investment Teams | Jacob Miller

Jacob Miller, Co-Founder at Opto, discusses with Mark Wickersham on the ‪@TheWealthTechPodcast‬ how AI acts like an Iron Man suit for investment teams giving them 10x productivity in being able to sort through thousands of potential deals.

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🔗 Jacob Miller - Opto:   / jacob-m-08b32967  
🔗 Host Mark Wickersham:   / markwickersham  

About Jacob Miller
Co-founder, Jacob Miller, is Opto’s Chief Solutions Officer and Co-Founder, a key figure in its leadership team and central to its growth strategy. He spearheads initiatives for Opto's fiduciary partnerships and the systemization of institutional-quality private markets investment techniques and programs.

Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates.
Having managed money for family and friends since he was 16, Miller is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society.

About Opto
Opto Investments is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences. Opto was built as a fiduciary and with a fee structure that aligns with its clients. The firm does not receive compensation from fund managers and frequently invests its own capital in the deals it chooses for the platform.

Founded by Joe Lonsdale, and backed by respected investors such as 8VC and Michael Dell’s DFO Management, Opto is able to access truly differentiated opportunities across private credit, private equity, real estate, venture capital, and more.

To learn more: http://www.optoinvest.com

The WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes. The WealthTech podcast is brought to you by the generous support of Risclarity.

Listen and subscribe to The WealthTech Podcast on your podcast platform of choice:

Apple Podcast - https://podcasts.apple.com/us/podcast...

Spotify - https://open.spotify.com/show/0409Z59...

About Risclarity
This episode of The WealthTech Podcast is made possible with the generous support of Risclarity. Risclarity brings out the best in best in breed technology for complex family offices and advisors.

To learn more please visit: https://www.risclarity.com/

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and there is no obligation to update or provide notice of inaccuracy or change. Information is not intended as advice and Listeners are responsible for use of the information therein.

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