Trending News: US Army major in Virginia is charged with plotting to assist separatist fighters in CameroonHow the AI-driven data center boom is leading to skyrocketing energy billsWhat to know about the fight over whether New York should lose $74M for not revoking immigrant CDLsFrom 2013: Kacey Musgraves on her debut albumThe long history of America's conflict with CubaDOJ to allow firing squads for executions in move to ramp up capital punishmentLockheed Martin CEO sees Trump’s Pentagon as ‘golden opportunity’ for growthKing Charles' U.S. visit to start Monday amid strained U.S.-U.K. relationsJetBlue sued over claims it uses customers’ personal data to set ticket pricesJack Thornell, AP photographer who captured assassination attempt on James Meredith, dies at 86Appeals court says Trump’s asylum ban at the border is illegal, agreeing with lower courtMeta to cut 8,000 jobs as it charges into AICharles Forelle"Face the Nation with Margaret Brennan" guests for April 5, 2026Why Trump’s pick for Fed chair will not bring home the bank for the presidentMeet the baby koala hiding in its mom’s pouch at a Florida zoo’s new Outback habitatKacey Musgraves: More to country than trucks, tailgatesTrader Joe's customers sue over coffee's caffeine levelsLululemon’s sale section has deals up to 50% off — these 18 are too good to pass up right nowTop Iran diplomat set to travel to Pakistan as US takes new step to ease flows of oil and gasWhat to know if your flight is canceled amid rising jet fuel costsTrump administration vows crackdown on Chinese companies ‘exploiting’ AI models made in USUS special forces soldier who won $409K on Maduro bet is arrested‘Best drone’ innovation winner developing enemy drone recovery system with the Army Research Lab"Proof": Don Cheadle and Ayo Edebiri make their Broadway bowsSpace-based missile defense may cost too much for Golden Dome’s 12-figure spending plan$500M Pointes North Moves to Osaic’s W-2 ChannelOffshore wind farms take shape along Rhode Island’s coast, even as Trump wants to stop them6 Commonwealth Firms Link Up to Create $4B RIASchool buses should all have alcohol tests to avoid drunken driving, NTSB recommendsHegseth orders termination of DOD union contractsWealth Management Invest: APL at InvestCloud’s Cheryl NashCITs Gain Ground in 401(k) Plans Amid Fee ConcernsDermatologists are begging you to stop peeling your sunburn — here’s what to do insteadUS has turned back 13 ships in blockade of Iran, Joint Chiefs chairman saysAdvisors Must Build Family Bonds To Retain WealthFederal authorities arrest 2 dozen Mexican Mafia members and associates in CaliforniaTrump’s Fed chair pick says he’ll maintain independence – but won’t say president lost 2020 electionDeals & Moves: Mariner Adds Teams With $500MMysterious "golden orb" found in deep sea in 2023 is finally identifiedUSF police seek help after 2 doctoral students from Bangladesh vanish in TampaHow AI Is Changing How People Find Financial AdvisorsTrump says he'll resurface Lincoln Memorial Reflecting Pool, turning it blueLeads From $10B Bank Firm Break Out to Form RIA Prairie ViewTrump likes a naval blockade. But Iran presents big differences from Venezuela and CubaU.S. forces board Iran-linked vessel amid tit-for-tat ship interdictionsSNAP benefits don’t pay for rotisserie chicken. A bipartisan bill might change thatRussians will surrender to robots. Russian robots won’t.Trump administration, Spirit Airlines in advanced bailout talks, sources say2026 NFL Draft first round order shows when your team will get their next picksWatch highlights of Artemis II’s return to EarthWinning numbers drawn in Wednesday’s PowerballThe Diamond Podcast for Advisors: Cresset’s Wen NottebohmHow LA28 Olympics ticket prices could be driven by bots, brokers and a big bill for the Summer GamesCorient Acquires $10.7B European Wealth ManagerAir Force presses for space-based radar despite AWACS loss in IranWATCH: The Gen-Z Debate with Harry Sisson and Isabel BrownDemocrats win in Virginia but it won’t be the final say in a national redistricting competitionSpace Force’s 2040 vision: a larger force to contend with larger Chinese, Russian threatsHouston changes ordinance limiting cooperation with ICE after pressure from governorEdelman Funds Rowan’s New School of Financial PlanningRents around the U.S. are growing more slowly than they have in yearsUnderstanding DOL’s Proposed Rule On Fiduciary DutiesHere’s everything you should have in your hiking emergency kit (yes, you should bring one)The Gates Foundation is reviewing its Epstein ties as released emails raise questions for fundersDeVoe: RIA Deals Become More Concentrated at the Top in Q1Meta failed to protect social media users from scam ads, lawsuit allegesKevin Warsh: Trump’s ideal choice to push Fed to cut interest ratesTIFIN Revamps AI Platform for Wealth Managers2 University of South Florida doctoral students missing, authorities sayMan who swiped Noem’s purse in a DC restaurant is sentenced to 3 years in prisonBeneath Trump’s ballroom legal case: A brief history of the White House bunkerRIA Edge Nashville: Why to Plan Succession 5-7 Years OutThe insider trading suspicions looming over Trump’s presidencyAsian shares are mixed and oil prices little changed as investors watch for US-Iran talksLeading candidates to square off in TV debate at critical point in California governor’s raceLeavitt says Trump wants "unified proposal" from Iranian negotiators amid "internal division"New report ranks the cleanest and most polluted U.S. citiesDOJ charges Southern Poverty Law Center with fraudArmy names its first tiltrotor aircraft: Cheyenne IIIt's not just gasoline. Iran war could drive prices higher for many products.Are Korean sunscreens better than American ones? Here’s what dermatologists say you should knowUS must adjust to Iran’s use of commercial satellite photos, Space Command saysDOJ watchdog releases report on origins of Russia investigationStop chafing in its track this summer with these editor-tested, anti-chafing favoritesGoldman Sachs Files for Bitcoin ETF With Income StrategyMexico investigating after CIA employees die in crash following drug lab raidGeorgia troopers fired over alleged practice of seeking insurance payouts after chasesMorgan Stanley CEO Highlights Private Credit Growth PotentialFlu vaccine no longer mandated for US troops, Hegseth saysMcKinsey: Wealth Management Is Victim of ‘SaaSpocalypse’Charitable Giving Strategies for Newly Wealthy ClientsiCapital, Envestnet Expand UMA Access for AlternativesAlmost half of U.S. exposed to unhealthy levels of air pollution: ReportJPMorgan, Wells Fargo, Citigroup See Wealth Revenue GrowthThe special bond shared by 3 of the Holocaust's youngest survivorsThe spin shoes you wear can completely change the feel of your ride — these are the top picks, according to instructors8 children killed in shooting in Louisiana as father targets his familyUS military pushes for boost in 2027 spending on drones and air defenses used in Iran warOil prices rise and markets fall after US seizure of ship hits Iran peace deal hopes
Sun. Apr 26th, 2026
Trending News: US Army major in Virginia is charged with plotting to assist separatist fighters in CameroonHow the AI-driven data center boom is leading to skyrocketing energy billsWhat to know about the fight over whether New York should lose $74M for not revoking immigrant CDLsFrom 2013: Kacey Musgraves on her debut albumThe long history of America's conflict with CubaDOJ to allow firing squads for executions in move to ramp up capital punishmentLockheed Martin CEO sees Trump’s Pentagon as ‘golden opportunity’ for growthKing Charles' U.S. visit to start Monday amid strained U.S.-U.K. relationsJetBlue sued over claims it uses customers’ personal data to set ticket pricesJack Thornell, AP photographer who captured assassination attempt on James Meredith, dies at 86Appeals court says Trump’s asylum ban at the border is illegal, agreeing with lower courtMeta to cut 8,000 jobs as it charges into AICharles Forelle"Face the Nation with Margaret Brennan" guests for April 5, 2026Why Trump’s pick for Fed chair will not bring home the bank for the presidentMeet the baby koala hiding in its mom’s pouch at a Florida zoo’s new Outback habitatKacey Musgraves: More to country than trucks, tailgatesTrader Joe's customers sue over coffee's caffeine levelsLululemon’s sale section has deals up to 50% off — these 18 are too good to pass up right nowTop Iran diplomat set to travel to Pakistan as US takes new step to ease flows of oil and gasWhat to know if your flight is canceled amid rising jet fuel costsTrump administration vows crackdown on Chinese companies ‘exploiting’ AI models made in USUS special forces soldier who won $409K on Maduro bet is arrested‘Best drone’ innovation winner developing enemy drone recovery system with the Army Research Lab"Proof": Don Cheadle and Ayo Edebiri make their Broadway bowsSpace-based missile defense may cost too much for Golden Dome’s 12-figure spending plan$500M Pointes North Moves to Osaic’s W-2 ChannelOffshore wind farms take shape along Rhode Island’s coast, even as Trump wants to stop them6 Commonwealth Firms Link Up to Create $4B RIASchool buses should all have alcohol tests to avoid drunken driving, NTSB recommendsHegseth orders termination of DOD union contractsWealth Management Invest: APL at InvestCloud’s Cheryl NashCITs Gain Ground in 401(k) Plans Amid Fee ConcernsDermatologists are begging you to stop peeling your sunburn — here’s what to do insteadUS has turned back 13 ships in blockade of Iran, Joint Chiefs chairman saysAdvisors Must Build Family Bonds To Retain WealthFederal authorities arrest 2 dozen Mexican Mafia members and associates in CaliforniaTrump’s Fed chair pick says he’ll maintain independence – but won’t say president lost 2020 electionDeals & Moves: Mariner Adds Teams With $500MMysterious "golden orb" found in deep sea in 2023 is finally identifiedUSF police seek help after 2 doctoral students from Bangladesh vanish in TampaHow AI Is Changing How People Find Financial AdvisorsTrump says he'll resurface Lincoln Memorial Reflecting Pool, turning it blueLeads From $10B Bank Firm Break Out to Form RIA Prairie ViewTrump likes a naval blockade. But Iran presents big differences from Venezuela and CubaU.S. forces board Iran-linked vessel amid tit-for-tat ship interdictionsSNAP benefits don’t pay for rotisserie chicken. A bipartisan bill might change thatRussians will surrender to robots. Russian robots won’t.Trump administration, Spirit Airlines in advanced bailout talks, sources say2026 NFL Draft first round order shows when your team will get their next picksWatch highlights of Artemis II’s return to EarthWinning numbers drawn in Wednesday’s PowerballThe Diamond Podcast for Advisors: Cresset’s Wen NottebohmHow LA28 Olympics ticket prices could be driven by bots, brokers and a big bill for the Summer GamesCorient Acquires $10.7B European Wealth ManagerAir Force presses for space-based radar despite AWACS loss in IranWATCH: The Gen-Z Debate with Harry Sisson and Isabel BrownDemocrats win in Virginia but it won’t be the final say in a national redistricting competitionSpace Force’s 2040 vision: a larger force to contend with larger Chinese, Russian threatsHouston changes ordinance limiting cooperation with ICE after pressure from governorEdelman Funds Rowan’s New School of Financial PlanningRents around the U.S. are growing more slowly than they have in yearsUnderstanding DOL’s Proposed Rule On Fiduciary DutiesHere’s everything you should have in your hiking emergency kit (yes, you should bring one)The Gates Foundation is reviewing its Epstein ties as released emails raise questions for fundersDeVoe: RIA Deals Become More Concentrated at the Top in Q1Meta failed to protect social media users from scam ads, lawsuit allegesKevin Warsh: Trump’s ideal choice to push Fed to cut interest ratesTIFIN Revamps AI Platform for Wealth Managers2 University of South Florida doctoral students missing, authorities sayMan who swiped Noem’s purse in a DC restaurant is sentenced to 3 years in prisonBeneath Trump’s ballroom legal case: A brief history of the White House bunkerRIA Edge Nashville: Why to Plan Succession 5-7 Years OutThe insider trading suspicions looming over Trump’s presidencyAsian shares are mixed and oil prices little changed as investors watch for US-Iran talksLeading candidates to square off in TV debate at critical point in California governor’s raceLeavitt says Trump wants "unified proposal" from Iranian negotiators amid "internal division"New report ranks the cleanest and most polluted U.S. citiesDOJ charges Southern Poverty Law Center with fraudArmy names its first tiltrotor aircraft: Cheyenne IIIt's not just gasoline. Iran war could drive prices higher for many products.Are Korean sunscreens better than American ones? Here’s what dermatologists say you should knowUS must adjust to Iran’s use of commercial satellite photos, Space Command saysDOJ watchdog releases report on origins of Russia investigationStop chafing in its track this summer with these editor-tested, anti-chafing favoritesGoldman Sachs Files for Bitcoin ETF With Income StrategyMexico investigating after CIA employees die in crash following drug lab raidGeorgia troopers fired over alleged practice of seeking insurance payouts after chasesMorgan Stanley CEO Highlights Private Credit Growth PotentialFlu vaccine no longer mandated for US troops, Hegseth saysMcKinsey: Wealth Management Is Victim of ‘SaaSpocalypse’Charitable Giving Strategies for Newly Wealthy ClientsiCapital, Envestnet Expand UMA Access for AlternativesAlmost half of U.S. exposed to unhealthy levels of air pollution: ReportJPMorgan, Wells Fargo, Citigroup See Wealth Revenue GrowthThe special bond shared by 3 of the Holocaust's youngest survivorsThe spin shoes you wear can completely change the feel of your ride — these are the top picks, according to instructors8 children killed in shooting in Louisiana as father targets his familyUS military pushes for boost in 2027 spending on drones and air defenses used in Iran warOil prices rise and markets fall after US seizure of ship hits Iran peace deal hopes
Sun. Apr 26th, 2026

Private Markets Expert Shares Investment Strategies


Join host Ryan Nauman, Market Strategist at Zephyr, for an insightful episode of the Adjusted for Risk podcast featuring Matt Malone, Head of Investment Management at Opto Investments. In this episode, Matt and Ryan explore the growing popularity of private market investments, their benefits, and the complexities they introduce. They discuss essential topics such as co-investing, direct investing, interval funds, and tender offer funds, as well as provide tips for financial advisors conducting due diligence on private managers. Matt also shares his personal experiences from Lake Tahoe and highlights the importance of leveraging technology in private market investment strategies.

Zephyr can help financial advisors create modern diversified portfolios. Learn more here.

Learn more about Opto Investments here.
Connect with Ryan Nauman:
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00:00 Introduction to Zephyr’s Adjuster for Risk Podcast
01:13 Meet the Expert: Matt Malone from Opto Investments
01:45 Matt Malone’s Background and the Evolution of Private Markets
04:55 The Tahoe Experience: Personal Stories
06:39 The Role and Benefits of Alternative Investments
07:25 Challenges and Innovations in Private Markets
08:26 Understanding Private Equity and Structural Innovations
10:45 Navigating the Complexities of Private Markets
12:49 Increased Accessibility and Its Implications
16:04 Supply and Demand in Private Credit
18:01 Direct Investing vs. Co-Investing
23:17 Tender Offer Funds vs. Interval Funds
23:44 Understanding 40 ACT Funds
26:27 Liquidity Challenges for Asset Managers
29:50 Strategies for Managing Liquidity
31:21 Due Diligence in Private Markets
34:29 Qualitative vs. Quantitative Analysis
35:35 The Role of AI in Investment Screening
38:22 Risk Considerations in Private Investments
41:08 Final Thoughts and Resources 

Related:Zephyr’s Adjusted for Risk: Commodities to Know – Rare Earths in Your Portfolios





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    US Army major in Virginia is charged with plotting to assist separatist fighters in Cameroon
    How the AI-driven data center boom is leading to skyrocketing energy bills
    What to know about the fight over whether New York should lose $74M for not revoking immigrant CDLs
    From 2013: Kacey Musgraves on her debut album
    The long history of America's conflict with Cuba
    DOJ to allow firing squads for executions in move to ramp up capital punishment