Jake's Journey: From Finance Beginnings to Innovating Private Markets

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Website: https://www.optoinvest.com/

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Timestamps: 

00:00 Introduction and Background

04:14 Jake's Early Interest in Finance

06:46 Bridgewater Experience and Private Markets

08:28 Founding Opto and Building a Team

23:08 Challenges and Opportunities in Private Markets

26:21 The Evolution of Private Market Access

31:40 The Role of Alternatives in Portfolios

42:50 Trends and Concerns in Private Credit

46:34 Opportunities in AI and Infrastructure

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.