43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goals, includes both public and private investments.
“Advisors are set out to manage toward benchmarks, manage toward return profiles,” Ryan said. “That will come with some beta market exposure, but to outperform that, they're going to need to figure out where the alpha engine really resides in those portfolios. And we're strong believers that the private markets are a provider of that.”
Ryan joins us to share Opto’s story and how they’re making private markets more accessible to advisors, and the importance of including private investments in portfolios.
Episode 43 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.
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