A Smarter Approach to Private Markets with Ryan VanGorder

About this episode

Ryan VanGorder discusses the evolving landscape of private markets for advisors and the importance of transparency and data.

Ryan VanGorder , CEO of Opto Investments , believes the private markets conversation is changing for advisors. Access may be broader than it once was, but his focus is on what comes next: helping fiduciaries determine where privates fit, evaluate them with more confidence, and bring greater transparency and alignment to the process. In his view, the real opportunity is not access alone, but making the space more workable and more understandable for the right clients. He also points to AI and better data as key parts of that shift. Used thoughtfully, they can help advisors organize unstructured information, strengthen diligence, and build more confidence around private market decisions without replacing human judgment. The broader takeaway is a practical one: ask good questions, understand incentives, and take a disciplined approach to a market that is becoming more relevant across the industry. Resources: Opto Source

People in this episode

Guest: Ryan VanGorder

Topics covered

• private markets
• fiduciaries
• transparency
• AI in finance
• investment strategies

Keywords

• private markets
• fiduciaries
• investment
• AI
• transparency
• data

Mentioned in this episode

Organizations: Opto Investments, Opto Source

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