• 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
Listen for free

  • 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
  • 179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere

    179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
    Oct 3 2024

    Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency.


    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 Miller https://www.linkedin.com/in/ryancarriere/
    Show More Show Less
    44 mins
  • 178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller

    178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
    Sep 26 2024

    Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors.


    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 Miller ⁠https://www.linkedin.com/in/markmiller-hiltonfo/⁠
    Show More Show Less
    38 mins
  • 177. Why You Should Self-Insure Your Business feat. Van Carlson

    177. Why You Should Self-Insure Your Business feat. Van Carlson
    Sep 19 2024

    We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin.


    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 Van Carlson https://www.linkedin.com/in/vancarlson/
    Show More Show Less
    39 mins

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