Private Capital Call · 2026-02-26 · 28 min
This month, we're pleased to welcome Jake Miller , Co-Founder and Chief Solutions Officer of Opto Investments , a private markets investment platform that helps wealth managers build, fundraise for, and manage private markets programs. A former Bridgewater investor, Jake co-founded Opto with the mission of making private investing more accessible. He's passionate about sensible long-term investing, creating systematic investment processes, and transforming complex market dynamics into clear insights that help investors better understand their portfolios. In this episode, Jake shares his perspective on the evolution of fintech in asset management, exploring how AI and generative technologies are breaking through operational bottlenecks that have long plagued the industry. He discusses why the traditional 60/40 portfolio strategy may no longer serve investors in today's evolving interest-rate environment and why financial advisors and wealth clients are increasingly turning to private markets for alpha and portfolio diversification.
EP 24: Behind the headlines: Private credit defaults, recoveries, and AI risk in 202690 / 100
EP 23: David Robinson on private credit redemption fears, liquidity traps, and what retail investors need to know
EP 22: Ryan Eisenman on AI meets private markets - Optimizing the investor experience and decision-making 
EP21: Ken Kencel on two decades of resilience, relationships, and the road ahead
EP20: Ellen Zentner on rates, risk and resilience - A 2026 macroeconomic outlook