71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024

Billion Dollar Backstory

After working for the world’s largest hedge fund, Bridgewater, for over five years, today’s guest, Jacob Miller, found his passion — making investing accessible.

This passion led him to co-found Opto Investments, a tech-driven private markets platform.

In this episode, Jacob and Stacy dive into:

• Jacob’s backstory: how he went from aspiring doctor to advisor at the world’s leading hedge fund, Bridgewater
• Opto’s mission to decode complex market dynamics so average people can better understand their investments
• Why making people feel dumb, so they think they need you in order to invest, is a dead (and unethical) strategy
• Opto’s foolproof strategy for standing out in the crowded tech industry
• How Opto’s platform helps financial advisors differentiate and tackle alternative investments

More About Jacob Miller

Co-founder, Jacob Miller, is Opto’s Chief Solutions Officer, 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. Miller has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments. 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.

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership