Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
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.
Episodes
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/nivedit...
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://w...
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...
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.lin...
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 f...
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 stabilit...
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/livecoverage/fed-meeting-fomc-interest-rate-deci...
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 oppor...
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...
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:/...
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...
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 ...
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 inv...
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 investo...
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://...
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/...
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 ...
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/i...
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 busi...
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/benwfra...
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