Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
By Aspen Funds
Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealthNov 24, 2022
158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
Legendary tennis coach Rick Macci and co-author Nivedita Uberoi Jerath discuss the mindset that separates regular individuals from world champions. From coaching Serena and Venus Williams, discover their winning strategies in this insightful episode.
Connect with Rick Macci on LinkedIn https://www.linkedin.com/company/rick-macci-tennis-academy/
Connect with Nivedita Uberoi Jerath on LinkedIn https://www.linkedin.com/in/nivedita-jerath-7097b044/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
157. Understanding Interval Funds feat. Kimberly Ann Flynn
We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA from Harvard, shares her expertise in this market. We talk about her journey, how private credit and real estate interact with interval funds generating yields north of 10%, and the growing access for non-accredited investors.
Connect with Kimberly Ann Flynn on LinkedIn https://www.linkedin.com/in/kimberlyannflynn/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
In this episode, we have a very insight conversation on wealth-building and preservation with financial expert Whitney Elkins-Hutten. She shares invaluable tips and strategies honed from over 20 years of private investing, consulting, and leading companies.
Connect with Whitney Elkins-Hutten on LinkedIn https://www.linkedin.com/in/whitneyelkinshutten/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
155. Moving from Passive to Active Investor feat. Seth Bradley
In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from someone who's seen both sides of the investment world - from passive strategies to active capital raising. We also discuss the red and yellow flags in legal documents, the skills required for syndications, and much more.
Connect with Seth Bradley on LinkedIn https://www.linkedin.com/in/sethpaulbradley/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
154. Helicopter Financing 101 feat. Matt Rothschild
Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future trends.
Connect with Matt Rothschild on LinkedIn https://www.linkedin.com/in/mattrothschild/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
153. Private Credit Masterclass - Part 2 feat. Anton Mattli
Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion with special guest Anton Mattli, CEO of PEAK Financing, exploring strategies like bridge financing and loan assumptions. Discover key underwriting factors for assessing risk, understanding sponsor strength, and ensuring financial stability.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
Connect with Anton Mattli on LinkedIn https://www.linkedin.com/in/antonmattli/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune in as we break down market reactions and investor strategies.
Wall Street Journal Articles
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
151. Private Credit Masterclass - Part 1 feat. Anton Mattli
How can you seize the unique opportunity in private credit investing? Dive into our latest episode, Part 1 of our Private Credit Masterclass! Join us as we demystify this opportunity with special guest Anton Mattli, CEO of PEAK Financing. In this Masterclass, you'll learn about what Private Credit is and why it exists, gain insights into understanding the capital stack to reduce the risk of capital loss, discover why this opportunity will persist for many years, and much more.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
Connect with Anton Mattli on LinkedIn https://www.linkedin.com/in/antonmattli/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corporate Transparency Act, a game-changer for over 30 million U.S. entities, including LLCs. Don't miss this essential episode for LLC owners and managers!
Connect with Garrett Sutton on LinkedIn https://www.linkedin.com/in/garrettsutton/
Connect with Ted Sutton on LinkedIn https://www.linkedin.com/in/ted-sutton-esq-703493116/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024.
Globe Street Article - https://www.globest.com/2024/02/20/about-multifamilys-tightening-performance-between-top-bottom-markets/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
148. Discounted Roth Conversions feat. Keith Blackborg
Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors.
Connect with Keith Blackborg on LinkedIn https://www.linkedin.com/in/keithblackborg/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
147. Replay: The Wide World Of Passive Real Estate Investing
Originally published September 30, 2021.
Curious about investing in real estate without the headaches? Discover how passive real estate investment opens doors to hassle-free opportunities. Let's explore the wide world of passive real estate investing together!
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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146. How to Review a Deal Proforma - Part 2 | Top of Mind
Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
145. How to Review a Deal Proforma - Part 1 | Top of Mind
Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
144. Life Settlements Demystified feat. Anne Buchanan
Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, including how to underwrite and identify key risks.
Connect with Anne Buchanan on LinkedIn https://www.linkedin.com/in/annebuchanan121/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
143. Investors Are Almost Always Wrong About Rates | Top of Mind
Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions.
Wall Street Journal article - https://www.wsj.com/finance/investing/investors-fed-interest-rates-a842073c
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
142. Unlocking Travel with Residence by Investment feat. Dominic Volek
Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, learn about the myriad options available in investment programs across the world, including insights on the EB-5 program for accessing the U.S.
Connect with Dominic Volek on LinkedIn https://www.linkedin.com/in/dominic-volek-50045824/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
141. The Banks Are Not Okay | Top of Mind
Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash.
Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
140. Maximizing The Value of Your Business Before Selling
If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in investment banking and business valuation. We discuss his journey, how entrepreneurs can identify the real value of their businesses and much more.
Connect with Channing Hamlet on LinkedIn https://www.linkedin.com/in/channinghamlet/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
139. Election Year: What Will the Fed Do? | Top of Mind
Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth.
Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are All Using https://www.cashprofitpower.com/optin
Connect with Laura Dohanes on LinkedIn https://www.linkedin.com/in/lauradohanes/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class.
Connect with Andy Lee on LinkedIn https://www.linkedin.com/in/lee-andy/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more.
Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
Email Josh Ziegelbaum investor.relations@circuitcity.com
Learn more about Circuit City https://invest.circuitcity.com/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
135. Invest Like a Billionaire, Best of 2023 | A Recap Special
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights.
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79
91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91
89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89
90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2 https://www.thebillionairepodcast.com/90
134. Advanced Tax Saving Strategies feat. Keystone CPA https://www.thebillionairepodcast.com/134
133. Overview of Real Estate & Economic Updates feat. John Chang https://www.thebillionairepodcast.com/133
65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver https://www.thebillionairepodcast.com/65
95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald https://www.thebillionairepodcast.com/95
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt https://www.thebillionairepodcast.com/131
106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons https://www.thebillionairepodcast.com/106
Suggest a guest, topic, or simply ask anything https://www.thebillionairepodcast.com/p/ask-anything/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
134. Advanced Tax Saving Strategies feat. Keystone CPA
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.
Download the Free eBook
“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax
Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/
Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
133. Overview of Real Estate & Economic Updates feat. John Chang
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real estate over the past 18 months.
Connect with John Chang on LinkedIn https://www.linkedin.com/in/johnchang/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt
Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a successful entrepreneur don’t translate to being a good investor, how to think about legacy planning, and the role alternative investments play in your portfolio.
Connect with Michael Sonnenfeldt on LinkedIn https://www.linkedin.com/in/michael-sonnenfeldt-84072225/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
130. Replay: How the Wealthy Invest & the Alternative Investment Continuum
Originally published September 23, 2021.
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
129. My Investment Has a Capital Call, What Should I Do?
Will the capital call you’re participating in safeguard your capital or be throwing good money after bad? Learn about the key things to look for before deciding if a capital call is a worthwhile pursuit.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
128. Top of Mind: Fed Cautions on Too Much Optimism
Discussing the Fed's impact on real estate. We explore rate decisions, market shifts, and future optimism.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen
Mat is a wealth lawyer who has advised thousands of entrepreneurs including professional athletes, actors, Grammy award winning artists, and investors. As a best-selling author and expert on the field, he shares his approach to IRA investing strategies and how to access untapped potential.
Connect with Mat Sorensen on LinkedIn https://www.linkedin.com/in/matsorensen/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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126. Top of Mind: Brewing Chinese Financial Crisis
Discussing the behind the scenes of China's economic landscape and what it represents for the global economy.
Sources | Wall Street Journal articles
https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4
Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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125. Oil Prices Dropped, What Does It Mean?
Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more substantial. Join us as we discuss this week's oil market swings.
ZeroHedge article - https://www.zerohedge.com/markets/whats-behind-sudden-plunge-oil-prices-goldmans-trading-desk-explains
Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer
Litan Yahav is a tech entrepreneur and co-founder of Vyzer, a secure and automated platform that tracks your entire investment portfolio, tailor-made for investors. Discover his insights on risk, passive vs. active investing, and the birth of his innovative company.
Connect with Litan Yahav on LinkedIn https://www.linkedin.com/in/litanyahav/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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123. Top of Mind: Labor Shortage Continues & Higher for Longer
All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing.
Sources | Wall Street Journal articles
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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122. Creating Liquidity in Private Markets: Understanding Secondary Market
Discover how to leverage secondary markets for alternative investment strategies. We sat down with Brian King of LODAS Markets as he walked us through how they’re creating liquidity in a historically illiquid market and why secondary offerings can be attractive for investors.
Connect with Brian King on LinkedIn https://www.linkedin.com/in/brian-king-lodas/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities
What's causing the Multifamily Funding Gap, and how can you navigate it? Join us to understand the impact of property value fluctuations and the steps needed to close the financial divide in the world of multifamily real estate.
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Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang
Curious about how alternative credit can reshape the financial landscape? Join us for a riveting conversation with Eva Shang, CEO of Legalist, as we explore this intriguing world.
Connect with Eva Shang on LinkedIn https://www.linkedin.com/in/eshang/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means
What does the 4.9% GDP growth mean to the US economy, and to you as an investor? -Here are our thoughts on the consumer spending trend as a driving force behind economic health and the potential of the retail sector.
Listen to Episode 114. 7 Investable Megatrends for the Next Decade https://www.thebillionairepodcast.com/114-7-investable-megatrends-for-the-next-decade/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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118. Investing Like the Ultra Rich feat. Paul Karger
An exclusive look into the world of wealth management for individuals with net worth ranging from 100 million to a billion dollars, offering insights on asset allocation, liquidity management, and achieving the delicate balance between risk and reward. Paul brings these complex strategies down to a level accessible for those not yet at the 100 million-dollar mark, demonstrating how anyone can invest like the ultra rich.
Connect with Paul Karger on LinkedIn https://www.linkedin.com/in/paulkarger/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast as they react to recent events regarding the Middle Eastern conflict. They discuss the current political dynamics in the Middle East and how that may impact both the supply and demand of oil. Tune in to hear their unique perspectives.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget
In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser for an insightful discussion with Kelly Ann Winget, Founder of Alternative Wealth Partners. With a career dedicated to alternative investing, Kelly, a fifth-generation member of an oil family, provides insights from her diverse expertise in private equity, venture investing, and Opportunity Zones. She shares her experiences working with family offices and offers a unique perspective on everyday millionaires.
Connect with Kelly Ann Winget on LinkedIn https://www.linkedin.com/in/kellyannwinget/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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115. Replay: Intro To Venture Capital & Private Equity Investing
Originally published September 30, 2021.
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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114. 7 Investable Megatrends for the Next Decade
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the Invest Like A Billionaire podcast as they share updated research on 7 Investable Megatrends for the Next Decade. These are emerging trends that will create the economic landscape over the next decade and beyond. Since the last time we presented this information, our research has been remarkably accurate, cutting through market noise. In this episode, they present fresh, updated data on these megatrends, designed to help investors make better, more calculated decisions about their investment strategy.
Download the Slides - https://www.investwithaspen.com/megatrends-webinar-slides
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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113. Top of Mind: Forecasts from Economists Panel
Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast, where they discuss takeaways from Bob’s recent participation in a panel with other economists. They explore the current state of the real estate market, where it’s headed, and where the opportunities are. They talk about where the panelists agree and where they differ. Tune in to here insights from multiple perspectives today's real estate landscape.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk
Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Matt Burk, Founder and CEO of Fairway America and Verivest. We're thrilled to have Matt on the show, a seasoned real estate executive, Chief Investment Officer, and fund manager with over 22 years of experience. Matt has managed 11 different real estate funds throughout his career. In this episode, we delve into Matt's background in the industry and explore the fascinating evolution of the real estate syndication space. Matt shares valuable insights gained over the past two decades, offering our listeners a unique perspective on real estate investing.
Connect with Matt Burk on LinkedIn https://www.linkedin.com/in/mwb/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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111. Top of Mind: Will Oil Hit $100/Bbl by Year End?
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere – surging oil prices. Bob share insights that he recently told a WSJ reporter. They discuss the current supply crisis, address long-term demand, and how the transition to alternative energy sources will impact it. Additionally, they address some of the political ramifications of fossil fuels. Tune in now to hear their thoughts.
Oilprice.com Article - https://oilprice.com/Energy/Crude-Oil/IEA-Faces-Backlash-Over-Bold-2030-Oil-Demand-Forecast.html
The Washington Free Beacon Article - https://freebeacon.com/energy/john-kerry-rebukes-oil-companies-for-increasing-production-the-president-has-been-pressing-them-for-months-to-do-just-that/
ZeroHedge Article - https://www.zerohedge.com/markets/goldman-ceo-solomon-embraces-support-fossil-fuel-companies
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo
In this episode, host Ben Fraser is joined by Dr. Christopher Loo, founder, CEO and host of Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD podcast. Dr. Loo shares his inspiring journey from being an MD to achieving financial freedom through real estate investing. We delve into his personal story, exploring how he transitioned from a medical career to early retirement and financial independence through strategic investments. Dr. Loo provides insights into his current investment portfolio, identifies potential opportunities, and sheds light on the mindsets that have propelled him to his current success. Tune in to be inspired by Dr. Christopher Loo's path to financial freedom.
Connect with Dr. Christopher Loo on LinkedIn https://www.linkedin.com/in/drchrisloomdphd/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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109. Top of Mind: Is the Job Boom Over?
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspectives, offering insights that challenge the notion of the end of a labor shortage. Don't miss this thought-provoking and informative discussion that connects current headlines to broader economic themes.
Wall Street Journal Article - https://www.wsj.com/economy/jobs/the-job-market-boom-is-over-heres-why-and-what-it-means-5f3e498f
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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