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

Invest Like a Billionaire

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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51. Top Episodes from our First Year & Coming Soon
4d ago
51. Top Episodes from our First Year & Coming Soon
We are so excited to announce that the Invest Like A Billionaire podcast is celebrating its first anniversary! Thank you all for tuning in over the past 12 months. We couldn't have done this without each and every one of our generous listeners. In honor of this milestone, we're looking back at some of our favorite moments from the past year. We've had the pleasure of interviewing some of the biggest names in the world of investing, and along the way, we've learned a lot. We've gained a better understanding of the investing process and how to navigate the financial markets. On top of these, we have an exciting announcement about our podcast's new website! excited to continue this journey in the coming year and beyond. We have some big plans for the future of Invest Like a Billionaire, and we can't wait to share them with you. Thank you for being part of our journey – we can't wait to see what the next year has in store! Sign up for the Future Billionaires' Newsletter! 📨 the full transcription: are the top episodes mentioned: 01. How the Wealthy Invest & the Alternative Investment Continuum 03. Intro To Venture Capital & Private Equity Investing 05. Hedge Fund Investments & When They Make Sense 06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache 08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman 11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright 12. How Billionaires Pay Less In Taxes Than Average Americans 15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire 18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day 25. 2022 Housing Market Forecast w/ Nikolas Scoolis 28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy 30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott 35. Top of Mind [New Series] – What Happened to the Retail Apocalypse? 36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb 43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser 46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle 49. Investing in Sports Teams feat. Justin Papadakis Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Learn More about Aspen Funds. the Investor Club to get early access to exclusive deals. on your favorite podcast app, so you never miss an episode. us! We really appreciate your feedback and support. Anything! We'd love to hear what's Top of Mind.
51. Top Episodes from our First Year & Coming Soon
4d ago
51. Top Episodes from our First Year & Coming Soon
We are so excited to announce that the Invest Like A Billionaire podcast is celebrating its first anniversary! Thank you all for tuning in over the past 12 months. We couldn't have done this without each and every one of our generous listeners. In honor of this milestone, we're looking back at some of our favorite moments from the past year. We've had the pleasure of interviewing some of the biggest names in the world of investing, and along the way, we've learned a lot. We've gained a better understanding of the investing process and how to navigate the financial markets. On top of these, we have an exciting announcement about our podcast's new website! excited to continue this journey in the coming year and beyond. We have some big plans for the future of Invest Like a Billionaire, and we can't wait to share them with you. Thank you for being part of our journey – we can't wait to see what the next year has in store! Sign up for the Future Billionaires' Newsletter! 📨 the full transcription: are the top episodes mentioned: 01. How the Wealthy Invest & the Alternative Investment Continuum 03. Intro To Venture Capital & Private Equity Investing 05. Hedge Fund Investments & When They Make Sense 06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache 08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman 11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright 12. How Billionaires Pay Less In Taxes Than Average Americans 15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire 18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day 25. 2022 Housing Market Forecast w/ Nikolas Scoolis 28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy 30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott 35. Top of Mind [New Series] – What Happened to the Retail Apocalypse? 36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb 43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser 46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle 49. Investing in Sports Teams feat. Justin Papadakis Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Learn More about Aspen Funds. the Investor Club to get early access to exclusive deals. on your favorite podcast app, so you never miss an episode. us! We really appreciate your feedback and support. Anything! We'd love to hear what's Top of Mind.
50. How to Vet Venture Capital Funds feat. Joel Palathinkal
Sep 15 2022
50. How to Vet Venture Capital Funds feat. Joel Palathinkal
We dig even deeper into the world of venture capital, exploring how the landscape is changing, whether to invest directly in companies or through funds and even starting your own fund. This week co-hosts Ben Fraser and Bob Fraser talked with Joel Palathinkal, founder and director of Sutton Capital - an educational community connecting fund managers, with investors and portfolio companies. From his unique vantage point of running this community, Joel shares his knowledge about what it takes to run a successful fund, strategies for investing in venture capital, and how building a community is at the center of it all. Sign up for the Future Billionaires Newsletter! 📨 the full transcription. Joel Palathinkal is an active investor and entrepreneur affiliated with a global network of Single Family Offices, High Net Worth Investors, Endowments, and Venture Capitalists. He's the CEO of Sutton Capital and an LP / Mentor to both emerging and institutional investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech, & Climate Change. Early in Joel’s career, he ran technology product innovation in Fintech, Artificial Intelligence, & for the Dept. of Defense. He completed his Ph.D. in Modeling & Simulation while he was building flight simulators for the NAVY & DOD. Connect with Joel on LinkedIn – more about Sutton Capital – was referred by fellow venture capital investor Ron Shigeta! Check out his episode here: Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Learn More about Aspen Funds. the Investor Club to get early access to exclusive deals. on your favorite podcast app, so you never miss an episode. us! We really appreciate your feedback and support. Anything! We'd love to hear what's Top of Mind.
47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson
Aug 25 2022
47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson
In this episode, co-hosts Bob Fraser and Ben Fraser discuss with Ryan Gibson the opportunities his firm is finding in self-storage. They discuss the recent impact of rising interest rates, recession fears, and how they were recently able to increase lease rates across their portfolio by 25%.   They also spend time discussing the upcoming Spartan Investor Summit, an in-person event in Lake Tahoe. This no-pitch event will help you make new connections with other successful investors and hear from top experts in a variety of areas. The topics range from macro-economics with Bob Fraser, paying less taxes with Toby Mathis, asset protection with Clint Koons, positioning your business for a successful exit with Ron LaPointe, and many others. This event will also leave plenty of time for some epic adventures with a balanced educational & recreational agenda. Enjoy group activities and perks like mountain biking, boating, yoga, and hiking.   There has been a lot of interest in moving to 2023. Sign up to be the first to be notified about the Investor Summit - Gibson is the Chief Investment Officer and the Co-Founder of Spartan Investment Group. He has organized over $150M of private equity for Spartan’s projects. Ryan has experience managing the development of Spartan Investment Group’s projects in challenging markets.  For Spartan Investment Group, Ryan is responsible for investor relations and capital raises for projects. Ryan is also a highly experienced commercial airline pilot. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.  Learn more about Spartan Investment Group -   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.  Learn more about Aspen Funds - the Investor Club for Early Deal Access -   Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com Read transcription and show notes - on any podcast platform -