As we close out the year, Bob and Ben take a few minutes to share some of their highlights from interviews on the podcast since launch. If you're new to the podcast, this episode will give you a quick peek into some of our best conversations and interviews. Plus, a little sneak preview of what's to come in 2022! Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-d...
Dec 23, 2021•17 min
A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent years in the financial education space, and went deep into alternatives. Tune in to hear Ryan share about how he approaches financial advising and legacy planning through the lens of alts. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire podcast is sponsored by Aspen Funds wh...
Dec 23, 2021•37 min•Ep. 16
On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. Learn how he built his investment portfolio through single family rentals in the Southeast U.S. François has also helped over 200 international clients invest in US real estate. Tune in to hear more of François' story, why U.S. real estate is so attractive, and what he consid...
Dec 16, 2021•38 min•Ep. 15
Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequence of "The Great Resignation." Learn about why this is happening, why this is mostly a US phenomenon, and what this means for investors. A must-listen! Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billi...
Dec 02, 2021•27 min•Ep. 13
Recent data on the tax returns of America's wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, find out the strategies billionaires use to legally and routinely lower their tax liability to keep more of their wealth. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredit...
Nov 24, 2021•17 min•Ep. 12
Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them, despite many advantages of private alts, including greater diversification & potentially higher returns than the public market. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire podcast is spons...
Nov 18, 2021•54 min•Ep. 11
One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors and sponsors, alleviating some of the headaches of finding trustworthy operators. You'll learn several tips and things to watch out for when looking at a new investment opportu...
Nov 11, 2021•37 min•Ep. 10
Hunter Thompson has been in the private equity world for over a decade, raising over $50M in investor capital. Having invested in many real estate asset classes, Hunter's economic perspective shapes much of his strategy for evaluating opportunities. His view of economic thought has changed over time, and many of his perspectives are contrarian to mainstream thought. Join us as we jump into a discussion on where interest rates and inflation are headed and how that informs our investment strategie...
Nov 04, 2021•33 min•Ep. 9
One of the primary tools the ultra-wealthy use to defer taxes and maximize their investments in real estate is 1031 exchanges. This tax-advantaged strategy is unique to real estate, and today's guest will be sharing how all real estate investors can leverage it. Brandon Bruckman's firm facilitates 1031 exchanges and DST investments for their clients. He has a diverse background in hedge funds, real estate, and consulting. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebilliona...
Oct 28, 2021•42 min•Ep. 8
Tune in to hear Jim Pfeifer share his vast experience investing passively. Pfeifer is a full-time investor, who also built a large investor group to share ideas, connections, and resources to unlock access to more opportunities. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive into what’s worked for them, what hasn’t, how they vet sponsors and manage risk. Sign up for the Fut...
Oct 21, 2021•41 min•Ep. 7
To learn what’s happening in different sectors of commercial real estate in a post-pandemic world, we spoke with Gary Stache, an EVP in investment sales for 40 years. This 38-time top ten producer, involved in transactions totaling $4B, shares his insight on the future of the office and retail sectors and where there is opportunity ahead. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire podcast is sponsored by Aspen Fun...
Oct 15, 2021•38 min•Ep. 6
The final category of passive alternative investments that the ultra-wealthy leverage is hedge funds. The larger and more sophisticated the investors, the more they like hedge funds. Ben Fraser and Bob Fraser discuss how institutional investors use this asset class to protect against volatility while also achieving diversification and high returns. Join in the conversation as Ben and Bob pull back the mystery of hedge funds. Tune in and learn the major strategies the ultra-wealthy use and how yo...
Oct 12, 2021•28 min•Ep. 5
In this interview we hear from attorney and passive investor Dan Schulte. Schulte was the former general counsel for a multi billion-dollar money manager and has invested significantly in private venture capital and other alternatives. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive into what’s worked for them, what hasn’t, how they vet sponsors and manage risk. Sign up for ...
Oct 08, 2021•38 min
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structur...
Sep 30, 2021•40 min•Ep. 3
While most investors get excited about the idea of investing in real estate, that excitement quickly dissipates when they imagine buying rental properties and then dealing with difficult tenants and property maintenance issues. Thankfully, in the last decade there’s been a massive shift in the democratization of investing in real estate. Investors can now invest passively in a variety of real estate assets, without the headaches of traditional property ownership. But with this shift towards open...
Sep 30, 2021•43 min•Ep. 2
Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealthy (billionaires, institutions and family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity & hedge funds. Meanwhile, the average high-net-worth investor is mostly invested in stocks and bonds. Listen in to learn why there is this gap ...
Sep 23, 2021•29 min•Ep. 1
