168 episodes

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.

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth Aspen Funds

    • Business
    • 4.9 • 120 Ratings

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.

    169. Avoiding Rookie Investing Mistakes feat. Steve Suh

    169. Avoiding Rookie Investing Mistakes feat. Steve Suh

    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/⁠⁠⁠

    • 35 min
    168. Inside Look: 2024 Family Office Investments feat. Angelo Robles

    168. Inside Look: 2024 Family Office Investments feat. Angelo Robles

    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/⁠⁠⁠

    • 53 min
    167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa

    167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa

    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/⁠⁠⁠

    • 46 min
    166. Opportunities in Venture Debt feat. Jeremy Hill

    166. Opportunities in Venture Debt feat. Jeremy Hill

    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/⁠



    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.instagram.com/aspenfunds/⁠⁠

    Instagram: https://www.linkedin.com/company/aspen-funds/

    • 40 min
    165. Buy Then Build: WSJ Bestselling Author on Buying Businesses

    165. Buy Then Build: WSJ Bestselling Author on Buying Businesses

    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/

    • 50 min
    164. Top 5 Episodes of the First Half of 2024

    164. Top 5 Episodes of the First Half of 2024

    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/

    • 30 min

Customer Reviews

4.9 out of 5
120 Ratings

120 Ratings

Eda_Silvester321 ,

Highly Recommend!

Thank you so much for your information on investing. I am learning more every time I listen. Highly recommend!

Patricia Barrow ,

Inspiring Investors to take it up a notch.

This podcast is incredible for the individual who is determined to put in the work to build generational wealth. Impactful insights for investors of all ages. A must-listen.

Steven J1 ,

Great Guests

I’ve been listening to this podcast for two years. Bob and Ben alway have on interesting guests with valuable perspective. Keep up the good work!

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