Invest Like a Billionaire
Aspen Funds
The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence.
Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Episodes
Mentioned books
Apr 11, 2024 • 38min
155. Moving from Passive to Active Investor feat. Seth Bradley
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 Bradley on LinkedIn https://www.linkedin.com/in/sethpaulbradley/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Apr 4, 2024 • 42min
154. Helicopter Financing 101 feat. Matt Rothschild
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 sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.Get started and download your free economic report today at https://aspenfunds.us/reportJoin the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 28, 2024 • 47min
153. Private Credit Masterclass - Part 2 feat. Anton Mattli
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 strength, and ensuring financial stability.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
Connect with Anton Mattli on LinkedIn https://www.linkedin.com/in/antonmattli/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 25, 2024 • 9min
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
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-fomc-interest-rate-decision-march-2024/card/why-the-fed-s-dots-are-the-center-of-attention-this-week-7crEXy9sPrMvklO7CZSD
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 21, 2024 • 38min
151. Private Credit Masterclass - Part 1 feat. Anton Mattli
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 capital loss, discover why this opportunity will persist for many years, and much more.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
Connect with Anton Mattli on LinkedIn https://www.linkedin.com/in/antonmattli/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 14, 2024 • 33min
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corporate Transparency Act, a game-changer for over 30 million U.S. entities, including LLCs. Don't miss this essential episode for LLC owners and managers!
Connect with Garrett Sutton on LinkedIn https://www.linkedin.com/in/garrettsutton/
Connect with Ted Sutton on LinkedIn https://www.linkedin.com/in/ted-sutton-esq-703493116/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 11, 2024 • 12min
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024.
Globe Street Article - https://www.globest.com/2024/02/20/about-multifamilys-tightening-performance-between-top-bottom-markets/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 7, 2024 • 40min
148. Discounted Roth Conversions feat. Keith Blackborg
Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors.
Connect with Keith Blackborg on LinkedIn https://www.linkedin.com/in/keithblackborg/
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Mar 4, 2024 • 43min
147. Replay: The Wide World Of Passive Real Estate Investing
Explore passive real estate investing opportunities without the hassles. Learn about residential vs. commercial real estate, trends, cap rates, and development projects. Discover value-add strategies and different investment structures like debt, preferred equity, and common equity. Gain insights into public REITs vs. private real estate deals and the importance of understanding capital stack positions.
7 snips
Feb 29, 2024 • 22min
146. How to Review a Deal Proforma - Part 2 | Top of Mind
Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently.
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 download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
