Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hed
The Invest Like a Billionaire podcast is an incredible resource for anyone looking to explore alternative investments and strategies used by billionaires to grow their wealth. Hosted by Bob and Ben, this podcast consistently delivers high-quality content and features top-notch guests who provide valuable insights into macroeconomic trends and unique investment opportunities. The information shared on this podcast is highly valuable and can help listeners make informed decisions about their investments, especially if they are interested in diversifying beyond the stock market.
One of the best aspects of this podcast is the quality of content provided by both the hosts and the guests. Bob and Ben bring their own experiences and expertise to the table, providing real-world examples and practical advice that can be applied in various investment endeavors. The guests featured on the show are also exceptional, offering different perspectives and insights into alternative investments. The hosts do an excellent job of breaking down complex concepts into understandable terms, making it accessible even for beginner investors. This podcast truly provides high-value information that can benefit listeners at all stages of their investment journey.
As for potential downsides, there are very few negative aspects to this podcast. However, one possible improvement could be a more structured approach to episodes or series dedicated to specific types of alternative investments. While the show covers a wide range of topics, it would be helpful for listeners to have a more organized format that focuses on one area or strategy at a time.
In conclusion, The Invest Like a Billionaire podcast is a must-listen for anyone interested in exploring alternative investments or learning from billionaire strategies. Bob and Ben deliver informative and engaging content that is easy to understand yet incredibly valuable. Whether you're new to alternative investments or have years of experience, this podcast offers something for everyone. With its insightful guests, clear explanations, and real-world application, this podcast stands out as one of the best resources available in the world of investing.
Overall rating: 5/5 stars
Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about strategy and plan their legacies, and what those families are thinking about in 2025. Check out Kendall's family office work at https://arkfinancial.com/ and his coaching services at https://leadersatthehelm.substack.com/welcome Find out more about the podcast at https://www.thebillionairepodcast.com/And check out Ben & Bob's company and invest along at https://aspenfunds.us/
In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession? With tariff news and trade war threats dominating the news cycle, it's easy to get worried, so Bob and Ben are taking a look at what the data says and its impact for investors. Find out more at www.thebillionairepodcast.com/ and preorder the Invest Like a Billionaire book www.thebillionairebook.org/Check out Ben & Bob's company and invest along at aspenfunds.us/
Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt's ready to settle into an early retirement, so he shares with Ben how he's building a portfolio that will offer him stable, reliable income for decades to come. Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob's company and invest along at https://aspenfunds.us/
Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – over the past 18 years into something amazing. So much so, that Jordan has taken his own path as a real estate professional to manage their assets. Check out Jordan's business https://www.somethingnewboutique.com/ and his podcast https://podcasts.apple.com/us/podcast/the-something-new-show/id1673140441 Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob's company and invest along at https://aspenfunds.us/
Wes Hill has been in the real estate game since he was young. And he didn't start with a trust fund or a legacy – he built his 7-figure passive income portfolio through small steps, sacrifices and smart moves over many decades. Learn how Wes is thinking about real estate investing today after a career in the industry, and how you can build out your portfolio starting today.Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob's company and invest along at https://aspenfunds.us/
Francois Braine-Bonnaire knows how to jump on an opportunity. He moved across the world for the perfect investing moment, and it's paid off. In this conversation, he shares his advice on when to go all in, when to walk away, and when to know you've peaked. Check out Francois' life coaching business at www.tobeoptimized.comFind out more at https://www.thebillionairepodcast.com/And check out Ben & Bob's company and invest along at https://aspenfunds.us/
A very special episode – Bob Fraser, co-founder of Aspen Funds (and father of Ben Fraser) is in the hot seat. Bob tells the story of how he has won it all, lost it all, and built it back up again. We go inside Bob's portfolio to hear what asset classes he's most excited about today, and what lessons he has learned from his decades of investing that are preparing him to weather the storms of the future.Find out more at https://www.thebillionairepodcast.com/Check out Ben & Bob's company and invest along at https://aspenfunds.us/
Your favorite podcast about winning the alternative investing game is back, with a new focus. Every episode we'll be taking you inside the portfolios of everyday millionaires to learn how they have built their successful portfolios. We'll keep you up-to-date on the economics that matter to you, investable megatrends opportunities we're watching closely. Make sure you're subscribed so you don't miss an opportunity to hear how you can be growing your wealth outside of the stock market today. Find out more at https://www.thebillionairepodcast.com/Check out Ben & Bob's company and invest along at https://aspenfunds.us/
An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/
This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/
We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/
Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/
Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Mark Miller https://www.linkedin.com/in/markmiller-hiltonfo/
We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Van Carlson https://www.linkedin.com/in/vancarlson/
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets more accessible to a wider audience. Paul discusses the business model, the benefits for aircraft owners, and how the platform is challenging traditional fractional ownership models. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Paul Svensen on LinkedIn https://www.linkedin.com/in/paul-a-s-55b5008/
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements in the US. They discuss the long-term mega trends affecting industrial assets, the shift towards secondary and tertiary markets, and the upcoming opportunities for investors. Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Interested in our upcoming industrial real estate offering? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key features of Invest Clearly, how it serves both LPs and GPs, and its mission to foster transparency and trust in the investment world. Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Interested in our upcoming industrial real estate offering? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Pat Zingarella on LinkedIn https://www.linkedin.com/in/pasqualezingarella/
Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, VP - Director of Industrial Brokerage at AREA. We discuss how to find the best industrial real estate investments in 2024, and much more. Interested in our upcoming industrial real estate deal? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Brent Peterson on LinkedIn https://www.linkedin.com/in/brent-peterson-6944a510/
Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies. Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Kathy Fettke on LinkedIn https://www.linkedin.com/in/kathyfettke/
Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Travis Watts on LinkedIn https://www.linkedin.com/in/traviswatts1234/ Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/
With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding Rookie Errors as a Left Field Investor." He highlights the value of operator communication, thorough due diligence, and investing in reliable asset classes, providing essential tips for all investors. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Steve Suh on LinkedIn https://www.linkedin.com/in/steven-suh-m-d-77668347/ Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/
Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Steve Woodruff on LinkedIn https://www.linkedin.com/in/steve-woodruff-cfp%C2%AE-9871288/ Connect with Angelo Robles on LinkedIn https://www.linkedin.com/in/angelorobles/ Access our FREE training on How to Invest in Private Credit: https://www.privatecreditmasterclass.com/sign-up Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/
Neal Bawa, CEO & Founder of UGro and Grocapitus, explores the latest market trends, the repercussions of recent economic changes, and the future landscape and opportunities of multifamily investing. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Neal Bawa on LinkedIn https://www.linkedin.com/in/neal-bawa/ Access our FREE training on How to Invest in Private Credit: https://www.privatecreditmasterclass.com/sign-up Access our FREE Economic Report: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/
Jeremy Hill, Founder and Managing Partner of JB Capital, shares his journey in the alternative investment space, focusing on private credit and corporate credit. This conversation with Ben Fraser covers the broader landscape of private credit, the shift from banks to private funding, and the growing opportunities in real estate and corporate lending. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Jeremy Hill on LinkedIn https://www.linkedin.com/in/jeremy-b-hill-a0350a3/ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: www.aspenfunds.us Explore our newest offering in Private Credit: https://www.privatecreditmasterclass.com/fund Follow Aspen Funds Instagram: https://www.instagram.com/aspenfunds/ LinkedIn: https://www.linkedin.com/company/aspen-funds/
Walker Deibel, Founder of Acquisition Lab and Wall Street Journal bestselling author of 'Buy Then Build', joins to discuss the world of entrepreneurship through acquisition, sharing insights on buying and growing small businesses. Discover his mastermind coaching program, Acquisition Lab, designed to help budding entrepreneurs succeed. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Walker Deibel on LinkedIn https://www.linkedin.com/in/walkerdeibel/ Explore macro-driven alternative investments for accredited investors www.aspenfunds.us Follow Aspen Funds Instagram: https://www.instagram.com/aspenfunds/ LinkedIn: https://www.linkedin.com/company/aspen-funds/
Welcome to this recap of our top 5 episodes of the first half of the year. Watch the full episodes below. 1. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott https://www.youtube.com/watch?v=U26-EZnV_7M 2. Private Credit Masterclass - Part 1 feat. Anton Mattli: https://www.youtube.com/watch?v=eRDGuxR76-Y 3. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath: https://www.youtube.com/watch?v=pydzGwfy6Lk 4. Niche Assets: Tax Receivable Agreements feat. Andy Lee https://www.youtube.com/watch?v=PCRDJNnPv6E 5. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten https://www.youtube.com/watch?v=7cJ2AZNfkvE 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. https://aspenfunds.us/
Dr. Belinda Román, St. Mary's University associate professor, joins to discuss what led to her optimistic forecasts in 2023 and her outlook for 2024 & 2025. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Belinda Roman on LinkedIn https://www.linkedin.com/in/belinda-roman-19726150/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. https://aspenfunds.us/
Can intuition make you a better investor? Hosted by Ben Fraser, guest Sunil Godse reveals how experiential, relational, situational, and creative intuition shape smart decisions and prevent costly mistakes. Tune in for practical insights on intuitive investing. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Sunil Godse on LinkedIn https://www.linkedin.com/in/sunilgodse/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. https://aspenfunds.us/
In this episode we discuss strategies for buying and growing businesses, how to choose the best sell-side advisors, and actionable insights for all business owners and investors. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Nick McLean on LinkedIn https://www.linkedin.com/in/nickmcleanfpi/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. https://aspenfunds.us/
Explore horse racing's new frontier with Jeff Seder of EQB. Discover his groundbreaking Moneyball-inspired tactics, challenging pedigree norms for investment success in this dynamic industry. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Jeff Seder on LinkedIn https://www.linkedin.com/in/jseder/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. https://aspenfunds.us/
We discuss the use of machine learning to create products that replicate the index returns of alternative investments. We talk about the impact on hedge funds, venture capital, and private equity. Bob Elliott is the Co-founder and CIO of Unlimited Funds, a company dedicated to creating an Indexing revolution in the Alternative Investments space. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Bob Elliott on LinkedIn https://www.linkedin.com/in/ttoillebob/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. https://aspenfunds.us/
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
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
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
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
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/reportJoin the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
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
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 https://www.wsj.com/economy/central-banking/the-feds-conundrum-interest-rates-are-both-too-highand-too-low-f05a9d3a https://www.wsj.com/livecoverage/fed-meeting-fomc-interest-rate-decision-march-2024/card/why-the-fed-s-dots-are-the-center-of-attention-this-week-7crEXy9sPrMvklO7CZSD 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
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
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
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
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
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 Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
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
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
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
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
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
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