Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class. Connect with Andy Lee on LinkedIn https://www.linkedin.com/in/lee-andy/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by...
Jan 25, 2024•37 min•Ep. 137
Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more. Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ Email Josh Ziegelbaum investor.relations@circuitcity.com Learn more about Circuit City https://invest.circuitcity.com/ Connect with Ben Fr...
Jan 19, 2024•48 min•Ep. 136
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79 91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91 89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89 90. Oil & Gas Masterclass: How to ...
Jan 15, 2024•23 min•Ep. 135
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook “How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/ Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/ Connect with Ben F...
Dec 28, 2023•43 min•Ep. 134
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real estate over the past 18 months. Connect with John Chang on LinkedIn https://www.linkedin.com/in/johnchang/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in...
Dec 21, 2023•53 min•Ep. 133
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored b...
Dec 18, 2023•15 min•Ep. 132
Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a successful entrepreneur don’t translate to being a good investor, how to think about legacy planning, and the role alternative investments play in your portfolio. Connect with Michael Sonnenfeldt on LinkedIn https://www.linkedin.com/in/michael-sonnenfeldt-84072225/ Connect wit...
Dec 14, 2023•1 hr•Ep. 131
Originally published September 23, 2021. 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 ve...
Dec 11, 2023•29 min•Ep. 130
Will the capital call you’re participating in safeguard your capital or be throwing good money after bad? Learn about the key things to look for before deciding if a capital call is a worthwhile pursuit. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen F...
Dec 07, 2023•30 min•Ep. 129
Discussing the Fed's impact on real estate. We explore rate decisions, market shifts, and future optimism. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ 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. Get started and ...
Dec 04, 2023•12 min•Ep. 128
Mat is a wealth lawyer who has advised thousands of entrepreneurs including professional athletes, actors, Grammy award winning artists, and investors. As a best-selling author and expert on the field, he shares his approach to IRA investing strategies and how to access untapped potential. Connect with Mat Sorensen on LinkedIn https://www.linkedin.com/in/matsorensen/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Bil...
Nov 30, 2023•45 min•Ep. 127
Discussing the behind the scenes of China's economic landscape and what it represents for the global economy. Sources | Wall Street Journal articles https://www.wsj.com/articles/the-chinese-financial-crisis-nobody-is-talking-about-1740974e?mod=hp_opin_pos_2#cxrecs_s https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4 Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar Connect with Bob Fraser on LinkedIn https://www...
Nov 27, 2023•17 min•Ep. 126
Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more substantial. Join us as we discuss this week's oil market swings. ZeroHedge article - https://www.zerohedge.com/markets/whats-behind-sudden-plunge-oil-prices-goldmans-trading-desk-explains Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-web...
Nov 20, 2023•8 min•Ep. 125
Litan Yahav is a tech entrepreneur and co-founder of Vyzer, a secure and automated platform that tracks your entire investment portfolio, tailor-made for investors. Discover his insights on risk, passive vs. active investing, and the birth of his innovative company. Connect with Litan Yahav on LinkedIn https://www.linkedin.com/in/litanyahav/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsore...
Nov 16, 2023•41 min•Ep. 124
All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing. Sources | Wall Street Journal articles https://www.wsj.com/economy/jobs/workers-keep-getting-big-raises-thats-a-problem-for-the-fed-94a20f56?mod=hp_lead_pos6 https://www.wsj.com/economy/the-economy-is-great-why-are-americans-in-such-a-rotten-mood-6e1044d8?mod=hp_lead_pos1 Connect with Bob Fraser on LinkedI...
Nov 13, 2023•16 min•Ep. 123
Discover how to leverage secondary markets for alternative investment strategies. We sat down with Brian King of LODAS Markets as he walked us through how they’re creating liquidity in a historically illiquid market and why secondary offerings can be attractive for investors. Connect with Brian King on LinkedIn https://www.linkedin.com/in/brian-king-lodas/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcas...
Nov 09, 2023•42 min•Ep. 122
What's causing the Multifamily Funding Gap, and how can you navigate it? Join us to understand the impact of property value fluctuations and the steps needed to close the financial divide in the world of multifamily real estate. Accredited Investors: Get early access to alternative investment deals https://www.thebillionairepodcast.com/p/investor-club/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on...
Nov 06, 2023•14 min•Ep. 121
Curious about how alternative credit can reshape the financial landscape? Join us for a riveting conversation with Eva Shang, CEO of Legalist, as we explore this intriguing world. Connect with Eva Shang on LinkedIn https://www.linkedin.com/in/eshang/ Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored ...
Nov 02, 2023•33 min•Ep. 120
What does the 4.9% GDP growth mean to the US economy, and to you as an investor? -Here are our thoughts on the consumer spending trend as a driving force behind economic health and the potential of the retail sector. Listen to Episode 114. 7 Investable Megatrends for the Next Decade https://www.thebillionairepodcast.com/114-7-investable-megatrends-for-the-next-decade/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with...
Oct 30, 2023•20 min•Ep. 119
An exclusive look into the world of wealth management for individuals with net worth ranging from 100 million to a billion dollars, offering insights on asset allocation, liquidity management, and achieving the delicate balance between risk and reward. Paul brings these complex strategies down to a level accessible for those not yet at the 100 million-dollar mark, demonstrating how anyone can invest like the ultra rich. Connect with Paul Karger on LinkedIn https://www.linkedin.com/in/paulkarger/...
Oct 26, 2023•40 min•Ep. 118
Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast as they react to recent events regarding the Middle Eastern conflict. They discuss the current political dynamics in the Middle East and how that may impact both the supply and demand of oil. Tune in to hear their unique perspectives. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn ...
Oct 23, 2023•17 min•Ep. 117
In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser for an insightful discussion with Kelly Ann Winget, Founder of Alternative Wealth Partners. With a career dedicated to alternative investing, Kelly, a fifth-generation member of an oil family, provides insights from her diverse expertise in private equity, venture investing, and Opportunity Zones. She shares her experiences working with family offices and offers a unique perspective on everyday millionaires. Connect w...
Oct 19, 2023•34 min•Ep. 116
Originally published September 30, 2021. 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 ve...
Oct 16, 2023•44 min•Ep. 115
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the Invest Like A Billionaire podcast as they share updated research on 7 Investable Megatrends for the Next Decade. These are emerging trends that will create the economic landscape over the next decade and beyond. Since the last time we presented this information, our research has been remarkably accurate, cutting through market noise. In this episode, they present fresh, updated data on these megatrends, designed to help investo...
Oct 12, 2023•56 min•Ep. 114
Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast, where they discuss takeaways from Bob’s recent participation in a panel with other economists. They explore the current state of the real estate market, where it’s headed, and where the opportunities are. They talk about where the panelists agree and where they differ. Tune in to here insights from multiple perspectives today's real estate landscape. Connect with Bob Fraser on LinkedIn ...
Oct 09, 2023•15 min•Ep. 113
Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Matt Burk, Founder and CEO of Fairway America and Verivest. We're thrilled to have Matt on the show, a seasoned real estate executive, Chief Investment Officer, and fund manager with over 22 years of experience. Matt has managed 11 different real estate funds throughout his career. In this episode, we delve into Matt's background in the industry and explore the fascinating evolution of the real estate syndication space. Matt sh...
Oct 05, 2023•40 min•Ep. 112
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere – surging oil prices. Bob share insights that he recently told a WSJ reporter. They discuss the current supply crisis, address long-term demand, and how the transition to alternative energy sources will impact it. Additionally, they address some of the political ramificatio...
Oct 02, 2023•20 min•Ep. 111
In this episode, host Ben Fraser is joined by Dr. Christopher Loo, founder, CEO and host of Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD podcast. Dr. Loo shares his inspiring journey from being an MD to achieving financial freedom through real estate investing. We delve into his personal story, exploring how he transitioned from a medical career to early retirement and financial independence through strategic investments. Dr. Loo provides insights into his current investm...
Sep 28, 2023•40 min•Ep. 110
Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspectives, offering insights that challenge the notion of the end of a labor shortage. Don't miss this thought-provoking and informative discussion that ...
Sep 25, 2023•13 min•Ep. 109
In this episode, host Ben Fraser is joined by Leif Hartwig, founder of Wealth VP. Leif created a platform catering to larger family offices, facilitating their investments in venture capital and early-stage seed opportunities. He shares his top three criteria for investment success, backed by an AI with an impressive 80% predictability score. Leif also discusses the hidden power of SaaS companies, comparing their value to other business models, including real estate. Whether you're an angel inve...
Sep 21, 2023•36 min•Ep. 108
