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

  • By: Aspen Funds
  • Podcast

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

By: Aspen Funds
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  • Summary

  • 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.
    Aspen Funds
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Economics Personal Finance
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Episodes
  • 184. The future of this podcast

    184. The future of this podcast
    Dec 6 2024

    An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/
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    5 mins
  • 183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?

    183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
    Nov 14 2024

    Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠⁠https://aspenfunds.us/⁠⁠⁠


    Check out our latest offering in industrial real estate: ⁠⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠⁠


    Explore our Private Credit fund: ⁠⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠⁠


    Get in touch: ⁠⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠⁠


    Download our FREE 2024 Economic Forecast: ⁠⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠⁠


    Follow Aspen Funds

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

    Instagram: ⁠⁠⁠https://www.instagram.com/aspenfunds/⁠⁠⁠

    Facebook: ⁠⁠⁠https://www.facebook.com/aspenfunds/⁠⁠⁠


    Connect with Ben Fraser ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠

    Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
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    38 mins
  • 182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?

    182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
    Nov 7 2024

    Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts.


    This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠


    Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠


    Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠


    Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠


    Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠


    Follow Aspen Funds

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

    Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠

    Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠⁠


    Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠

    Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/
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    37 mins

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