Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
By Aspen Funds
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Category: Investing
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Subscribers: 19
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Episodes: 157
Description
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 hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds.
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.
| Episode | Date |
|---|---|
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158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
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May 02, 2024 |
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157. Understanding Interval Funds feat. Kimberly Ann Flynn
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Apr 25, 2024 |
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156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
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Apr 18, 2024 |
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155. Moving from Passive to Active Investor feat. Seth Bradley
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Apr 11, 2024 |
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154. Helicopter Financing 101 feat. Matt Rothschild
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Apr 04, 2024 |
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153. Private Credit Masterclass - Part 2 feat. Anton Mattli
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Mar 28, 2024 |
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152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
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Mar 25, 2024 |
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151. Private Credit Masterclass - Part 1 feat. Anton Mattli
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Mar 21, 2024 |
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150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
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Mar 14, 2024 |
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149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
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Mar 11, 2024 |
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148. Discounted Roth Conversions feat. Keith Blackborg
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Mar 07, 2024 |
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147. Replay: The Wide World Of Passive Real Estate Investing
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Mar 04, 2024 |
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146. How to Review a Deal Proforma - Part 2 | Top of Mind
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Feb 29, 2024 |
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145. How to Review a Deal Proforma - Part 1 | Top of Mind
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Feb 26, 2024 |
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144. Life Settlements Demystified feat. Anne Buchanan
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Feb 22, 2024 |
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143. Investors Are Almost Always Wrong About Rates | Top of Mind
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Feb 19, 2024 |
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142. Unlocking Travel with Residence by Investment feat. Dominic Volek
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Feb 15, 2024 |
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141. The Banks Are Not Okay | Top of Mind
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Feb 12, 2024 |
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140. Maximizing The Value of Your Business Before Selling
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Feb 08, 2024 |
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139. Election Year: What Will the Fed Do? | Top of Mind
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Feb 05, 2024 |
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138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
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Feb 01, 2024 |
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137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
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Jan 25, 2024 |
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136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
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Jan 19, 2024 |
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135. Invest Like a Billionaire, Best of 2023 | A Recap Special
|
Jan 15, 2024 |
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134. Advanced Tax Saving Strategies feat. Keystone CPA
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Dec 28, 2023 |
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133. Overview of Real Estate & Economic Updates feat. John Chang
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Dec 21, 2023 |
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132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
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Dec 18, 2023 |
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131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt
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Dec 14, 2023 |
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130. Replay: How the Wealthy Invest & the Alternative Investment Continuum
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Dec 11, 2023 |
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129. My Investment Has a Capital Call, What Should I Do?
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Dec 07, 2023 |
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128. Top of Mind: Fed Cautions on Too Much Optimism
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Dec 04, 2023 |
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127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen
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Nov 30, 2023 |
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126. Top of Mind: Brewing Chinese Financial Crisis
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Nov 27, 2023 |
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125. Oil Prices Dropped, What Does It Mean?
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Nov 20, 2023 |
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124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer
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Nov 16, 2023 |
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123. Top of Mind: Labor Shortage Continues & Higher for Longer
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Nov 13, 2023 |
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122. Creating Liquidity in Private Markets: Understanding Secondary Market
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Nov 09, 2023 |
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121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities
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Nov 06, 2023 |
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120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang
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Nov 02, 2023 |
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119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means
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Oct 30, 2023 |
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118. Investing Like the Ultra Rich feat. Paul Karger
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Oct 26, 2023 |
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117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
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Oct 23, 2023 |
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116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget
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Oct 19, 2023 |
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115. Replay: Intro To Venture Capital & Private Equity Investing
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Oct 16, 2023 |
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114. 7 Investable Megatrends for the Next Decade
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Oct 12, 2023 |
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113. Top of Mind: Forecasts from Economists Panel
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Oct 09, 2023 |
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112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk
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Oct 05, 2023 |
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111. Top of Mind: Will Oil Hit $100/Bbl by Year End?
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Oct 02, 2023 |
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110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo
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Sep 28, 2023 |
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109. Top of Mind: Is the Job Boom Over?
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Sep 25, 2023 |
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108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig
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Sep 21, 2023 |
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107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices
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Sep 18, 2023 |
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106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons
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Sep 14, 2023 |
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105. Top of Mind: The Curious Case of Retail Real Estate
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Sep 11, 2023 |
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104. Unlocking a Billionaire Mindset: Crushing Limits with Brain Science feat. Dr. Shannon Irvine
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Sep 07, 2023 |
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103. Top of Mind: Large Funds Waiting for Distressed CRE Deals
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Sep 04, 2023 |
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102. Navigating Investing through Economic Cycles feat. Ryan Smith
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Aug 31, 2023 |
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101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Why We're Not Concerned
|
Aug 28, 2023 |
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100. Origins of Crowdfunding & Accessing Distressed CRE Deals feat. Dr. Adam Gower
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Aug 24, 2023 |
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99. Top of Mind: Why China May Face Deflation
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Aug 21, 2023 |
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98. Mastering Alternative Investments with Your IRA feat. Kirk Chisholm
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Aug 17, 2023 |
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97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Trend?
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Aug 14, 2023 |
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96. Top of Mind: When Crowdfunding Goes Awry
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Aug 10, 2023 |
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95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald
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Aug 03, 2023 |
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94. How to Boost Your Financial IQ feat. Steve Coughran
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Jul 27, 2023 |
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93. Building Wealth through Franchising feat. Jon Ostenson
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Jul 20, 2023 |
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92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy Hagans
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Jul 13, 2023 |
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91. How to Build Your Own Virtual Family Office feat. Jim Dew
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Jul 06, 2023 |
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90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2
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Jun 29, 2023 |
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89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1
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Jun 22, 2023 |
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88. Exploring Office & Industrial Asset Classes feat. Brian Adams
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Jun 15, 2023 |
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87. Top of Mind: Is There a Real Estate Syndication Bubble?
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Jun 08, 2023 |
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86. Top of Mind: Is Gold a Good Hedge Against Inflation?
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Jun 01, 2023 |
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85. Investing in Private Credit in Today's Economy feat. Nelson Chu
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May 25, 2023 |
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84. Top of Mind: The Fate of the US Dollar
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May 18, 2023 |
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83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz
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May 11, 2023 |
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82. Building Wealth Without Wall Street feat. Joey Mure
|
May 04, 2023 |
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81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss
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Apr 27, 2023 |
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80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong
|
Apr 20, 2023 |
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79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear
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Apr 13, 2023 |
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78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff
|
Apr 06, 2023 |
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77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows
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Mar 30, 2023 |
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76. The Rise of Co-Living: Redefining Rental Real Estate feat. Johnny Wolff
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Mar 23, 2023 |
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75. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 2
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Mar 16, 2023 |
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74. Top of Mind: Breaking Down Silicon Valley Bank's Collapse and the Contagion Effect
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Mar 13, 2023 |
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73. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 1
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Mar 09, 2023 |
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72. Inflation, Recession, Jobs: Discussion with Economist Dr. Chris Kuehl
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Feb 23, 2023 |
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71. Wholesaling: Getting Started in Real Estate with Minimal Capital feat. Josiah Grimes
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Feb 16, 2023 |
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70. Top of Mind: Are We Heading Into Recession?
|
Feb 09, 2023 |
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69. A Unique Take on Venture Investing feat. Robert Cote
|
Feb 02, 2023 |
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68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley
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Jan 26, 2023 |
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67. Addressing the Housing Affordability Crisis feat. Mark Khuri
|
Jan 19, 2023 |
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66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett
|
Jan 12, 2023 |
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65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver
|
Jan 05, 2023 |
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64. Investing Like a Family Office feat. Josh McCallen
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Dec 22, 2022 |
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63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb
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Dec 15, 2022 |
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62. Investing in Art feat. Allen Sukholitsky
|
Dec 08, 2022 |
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61. Passive Investor Spotlight #6: Getting Started in Passive Real Estate Investing feat. Josh Haslem
|
Dec 01, 2022 |
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60. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 2
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Nov 24, 2022 |
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59. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 1
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Nov 17, 2022 |
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58. Finding Opportunities in Industrial Real Estate feat. Brent Peterson
|
Nov 10, 2022 |
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57. Investing in Turnkey Rentals feat. Ali Boone
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Nov 03, 2022 |
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56. Top of Mind: Interest Rates, Recession, and Finding Opportunities
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Oct 27, 2022 |
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55. Navigating the Debt Markets to Find Opportunities in Multifamily feat. Jorge Abreu
|
Oct 20, 2022 |
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54. Top of Mind: Is Multifamily Still a Good Investment?
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Oct 13, 2022 |
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53. Warren Buffett’s Giving Strategies feat. Evan Lange
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Oct 06, 2022 |
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52. Top of Mind: Why are US companies bringing manufacturing back to America? Part 1
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Sep 29, 2022 |
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51. Top Episodes from our First Year & Coming Soon
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Sep 22, 2022 |
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50. How to Vet Venture Capital Funds feat. Joel Palathinkal
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Sep 15, 2022 |
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49. Investing in Sports Teams feat. Justin Papadakis
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Sep 08, 2022 |
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48. Investing in Biotech: From Scientist to Venture Capital Investor feat. Ron Shigeta
|
Sep 01, 2022 |
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47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson
|
Aug 25, 2022 |
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46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle
|
Aug 18, 2022 |
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45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke
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Aug 11, 2022 |
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44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood
|
Jul 28, 2022 |
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43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser
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Jul 21, 2022 |
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42. Top of Mind: What's Causing High Gas Prices?
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Jul 14, 2022 |
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41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest
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Jul 07, 2022 |
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40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year
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Jun 30, 2022 |
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39. [International Mini-Series] Investing In Emerging Markets W/ Ladislas Maurice
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Jun 16, 2022 |
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38. Collectibles, Comic Books & Music Royalties - How to Evaluate Modern Alternatives With Stefan von Imhof
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Jun 09, 2022 |
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37. Passive Investor Spotlight #5: Buying Your Time Back w/ Justin Donald
|
Jun 02, 2022 |
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36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb
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May 26, 2022 |
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35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?
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May 23, 2022 |
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34. Investing In Rare Coins With Dana Samuelson
|
May 19, 2022 |
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33. Transitioning from Private Equity to Private Debt W/ Jeremy Goff
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May 12, 2022 |
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32. Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview w/ John Chang
|
May 05, 2022 |
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31. Where’s The Best Place To Invest $100K? Interview w/ Hunter Thompson
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Apr 28, 2022 |
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30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott
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Apr 21, 2022 |
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29. Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt. 2
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Apr 07, 2022 |
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28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy
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Mar 31, 2022 |
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27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1
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Mar 24, 2022 |
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26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA
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Mar 17, 2022 |
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25. 2022 Housing Market Forecast w/ Nikolas Scoolis
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Mar 10, 2022 |
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24. Where You Should Invest in a High-Inflation Environment
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Mar 03, 2022 |
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23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger
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Feb 17, 2022 |
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22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo
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Feb 10, 2022 |
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21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn
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Feb 03, 2022 |
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20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten
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Jan 27, 2022 |
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19. The Definitive Breakdown Of REITs vs. Private REITs
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Jan 20, 2022 |
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18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day
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Jan 13, 2022 |
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17. Podcast Recap - Our Top Highlights So Far
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Dec 23, 2021 |
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16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson
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Dec 23, 2021 |
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15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
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Dec 16, 2021 |
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13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors
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Dec 02, 2021 |
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12. How Billionaires Pay Less In Taxes Than Average Americans
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Nov 24, 2021 |
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11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
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Nov 18, 2021 |
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10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson
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Nov 11, 2021 |
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09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson
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Nov 04, 2021 |
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08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
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Oct 28, 2021 |
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07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer
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Oct 21, 2021 |
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06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
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Oct 15, 2021 |
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05. Hedge Fund Investments & When They Make Sense
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Oct 12, 2021 |
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04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte
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Oct 08, 2021 |
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03. Intro To Venture Capital & Private Equity Investing
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Sep 30, 2021 |
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02. The Wide World Of Passive Real Estate Investing
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Sep 30, 2021 |
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01. How the Wealthy Invest & the Alternative Investment Continuum
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Sep 23, 2021 |