Trends with Benefits #96: Accessing Private Markets with Matt Malone

Private markets have experienced significant growth in recent years and AUM is expected to reach $18 trillion in 2027 (Preqin). I dive into the driving factors on this episode with guest Matt Malone, President and Head of Investment Management of Opto Investments, a platform that provides RIAs with access to private investments. Matt explains how more non-institutional investors are allocating to the space. This trend has likely contributed to the SEC’s recent proposal to increase the regulation of private funds, of which we examine the potential impacts. Lastly, we discuss the suitability of private investments.

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Accessing Private Markets with Matt Malone

Show Notes:

02:28 The Driving Forces Behind the Private Investment Market

07:49 Types of Private Markets

10:54 Evolution of Access

15:42 Regulation

22:40 Suitability

32:00 Long-Term Trend

33:43 Trend or Fad

Trend or Fad

Listen for Matt’s take on Hydrogen, venture rounds greater than $100M, the creator economy, and the television series Yellowstone.

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