Invest Like a Billionaire

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alter...

We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements in the US. They discuss the long-term mega trends...

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key features of Invest Clearly, how it serves both LPs a...

Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how to find the best industrial real estate investments...

Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies. Explore our latest investment opportunity in Private Credit: ⁠⁠http...

Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠ ⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠...

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 ⁠⁠⁠⁠ ⁠⁠⁠h...

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 Wo...

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...

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:...

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.linke...

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:/...

Dr. Belinda Román, St. Mary's University associate professor, joins to discuss what led to her optimistic forecasts in 2023 and her outlook for 2024 & 2025. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Belinda Roman on LinkedIn https://www.linkedin.com/in/belinda-roman-1...

Can intuition make you a better investor? Hosted by Ben Fraser, guest Sunil Godse reveals how experiential, relational, situational, and creative intuition shape smart decisions and prevent costly mistakes. Tune in for practical insights on intuitive investing. Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠ Connect with Sunil Godse on LinkedIn https://www.linkedi...

In this episode we discuss strategies for buying and growing businesses, how to choose the best sell-side advisors, and actionable insights for all business owners and investors. Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠ Connect with Nick McLean on LinkedIn https://www.linkedin.com/in/nickmcleanfpi/ Invest Like a Billionaire podcast is sponsored by Aspen Funds...

Explore horse racing's new frontier with Jeff Seder of EQB. Discover his groundbreaking Moneyball-inspired tactics, challenging pedigree norms for investment success in this dynamic industry. Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠ Connect with Jeff Seder on LinkedIn https://www.linkedin.com/in/jseder/ Invest Like a Billionaire podcast is sponsored by Aspe...

We discuss the use of machine learning to create products that replicate the index returns of alternative investments. We talk about the impact on hedge funds, venture capital, and private equity. Bob Elliott is the Co-founder and CIO of Unlimited Funds, a company dedicated to creating an Indexing revolution in the Alternative Investments space. Connect with Ben Fraser on LinkedIn https://www.link...

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 http...

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 A...

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://...

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 Bradle...

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 spo...

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 streng...

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/economy/central-banking/the-feds-conundrum-interest-rates-are-both-too-highand-too-low-f05a9d3a https://www.wsj.com/livecoverage/fed-meeting...

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 ca...