157 episodes
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth Aspen Funds
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- Business
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.
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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/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 -
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
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