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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, ...
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some ...
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The Alternative Investments Club on Clubhouse has access to the world's leading investors, fund managers, finance experts and market wizards. With this podcast we make the Club sessions available to a wider audience as we dive into the exciting world of Alternative Investments - financial assets beyond the traditional equity/income/cash categories, e.g. hedge funds, private equity, venture capital, commodity trading advisors, private debt/alternative credit, CTAs, collectibles, digital asset ...
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Kroll's ALTLOOK podcast focuses on key valuation, regulatory, compliance and other nuances of alternative asset investing from various perspectives, including those of fund managers, general partners, investors, limited partners, regulators and other interested parties. The alternative asset industry, which has grown exponentially over the past two decades, includes private equity, buyout, venture capital, infrastructure, private credit, hedge funds, and other types of investment vehicles. E ...
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show series
 
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 Watc…
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Today’s show brings us inside the mind of a top allocator and CIO in the private wealth world. We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, s…
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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/what…
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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/ Connec…
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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…
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Welcome back to the Alt Goes Mainstream podcast. Today’s show dives into the collision of culture, sports, and finance. We talk with Chase Griffin, a student-athlete and QB at UCLA, who has become a pioneer in the college athletics Name Image Likeness (NIL) movement and is the 2x winner of the NIL Male Athlete of the Year awards from the NIL Summit…
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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-kin…
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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-…
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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/ Conn…
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Welcome back to the Alt Goes Mainstream podcast. On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode, a Principal at Verdis Investment Management. Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has sp…
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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…
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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 mill…
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Welcome back to the Alt Goes Mainstream podcast. Today we bring on one of the world’s largest pre-seed investors to cover what the state of early-stage investing looks like. We welcome Maelle Gavet, the CEO of Techstars, a leading accelerator and global investment business that works with early-stage startups. Maelle has taken a background where sh…
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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 …
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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 invest…
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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 HNW…
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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 b…
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Welcome back to the Alt Goes Mainstream podcast. Today, we travel to London to talk with someone who has seen the evolution of the European tech ecosystem up close. We discuss the rise of Europe with Isomer Capital’s Co-Founder and Managing Partner Joe Schorge. Isomer is a pan-European fund-of-funds, co-investment, and secondaries platform that is …
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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 a…
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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…
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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, addre…
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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 …
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Welcome to the 4th episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…
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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 perspe…
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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 …
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Welcome back to the Alt Goes Mainstream podcast. Startup stories are often stuff of dreams — and today’s podcast is a story about one of tech’s most unlikely venture capitalists. Journalist and professional soccer player turned immigrant turned self-proclaimed "best carwasher in San Jose" turned Persian rug salesman turned top Silicon Valley seed i…
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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. In this episode, Bob and Ben explore the recent surge in oil prices, with Brent and crude oil hitting $90 per barrel. They unpack the factors driving this surge, including recent OPEC cuts, Chinese demand, and new supp…
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In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Jay Parsons, the SVP, Chief Economist & Head of Industry Principals at Real Page, a leading data analytics firm specializing in rental housing. This conversation is a must-listen for anyone involved in multifamily or single-family rentals or those consider…
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a pioneer in the sustainable investing world. Bill Orum, who is a Partner at Capricorn Investment Group, has proven that investors can do well and do good at the same time. Bill and his Partners have led Capricorn, a $9B AUM sustainable investment platform serving families, f…
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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 delve into a recent Marcus & Millichap article on retail real estate. This thought-provoking report raises vital questions about the hottest asset class in real estate: “why are there so few deals happening?” In…
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In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Dr. Shannon Irvine, a distinguished expert with a PhD in neuro psychology, Business and Mindset High Performance Coach of Epic Success, and host of Epic Success Podcast, to explore the captivating world of brain science and its impact on investing and busi…
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Join 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 talk about a recent article on “Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap.” In this episode, Bob and Ben discuss insights on why billions of dollars are being raised to be ready to purch…
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Welcome back to the Alt Goes Mainstream podcast. On today’s show, we dive into the world of wealth management with one of the industry’s leaders, Haig Ariyan. Haig has seen it all. He went from someone who grew up in the advisory world as a wealth manager at Dean Witter Reynolds to ultimately becoming President and CEO of Alex Brown, America’s firs…
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In this episode, co-hosts Bob Fraser and Ben Fraser are joined by guest Ryan Smith, the co-founder of Elevation Capital. Ryan share insights from his decades of investment expertise. Focusing on self storage and mobile home parks, he shares insights gained through navigating multiple economic cycles. Ryan offers valuable perspectives on strategic i…
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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 dissect the recent news that US consumer credit card debt has crossed a monumental $1 trillion milestone. In this thought-provoking episode, Bob and Ben offer their unique perspective on why the seemingly alarmi…
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Welcome to the 3rd episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, …
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In this episode, host Ben Fraser is joined by special guest Dr. Adam Gower, founder of GowerCrowd and author of the book "The Reality of Distressed Real Estate.” With wit and wisdom, Dr. Gower discusses the origins of crowdfunding, its transformative impact, and potential pitfalls. Join us as we explore his perspectives on navigating market downtur…
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Join co-hosts Bob Fraser and Ben Fraser as they dive deep into China's economy, addressing a phenomenon that has taken experts by surprise — deflation. This episode delves into the unexpected aftermath of China's strict COVID lockdowns, revealing a sluggish economy with deflationary concerns. Delving into the factors contributing to China's unantic…
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Join host Ben Fraser in this riveting episode as he sits down with Kirk Chisholm, Principal of Innovative Advisory Group and host of the Money Tree Investing podcast. Discover Kirk's journey from brokerage houses to pioneering self-directed IRAs and alternative strategies. Hear about his client success stories, the unique investments you can make w…
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Join 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 talk about a recent Wall Street Journal article on “The Hottest Real-Estate Play Is in Your Neighborhood.” In this episode, Bob and Ben unveil insights from the article and why investors need to pay attention to t…
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Welcome back to the Alt Goes Mainstream podcast. On today's show, we have a fascinating episode that combines the macro and the micro. Nimble Partners Founder John Burbank and Partner Ken Wallace come on the show to share their unique perspectives and discuss both the nuances and intricacies of investing in private markets and early-stage venture. …
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Join 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 talk about crowdfunding. Unpacking the recent Wall Street Journal article, "Missing Millions and a Rabbinical Arbitrator: Real-Estate Deal Gone Bad Hits Popular Crowd Funder," they walk through shocking events tha…
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In this episode of the Invest Like A Billionaire podcast, join co-hosts Jim Maffuccio and Ben Fraser as they sit down with returning guest Justin Donald, author of The Lifestyle Investor. Justin has been named the “Investment World’s New Warren Buffett”. Explore Justin's remarkable journey from business owner to lifestyle investor, gaining invaluab…
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Welcome back to the Alt Goes Mainstream podcast. Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit, where I interviewed Avy Stein and Jordan Stein from Cresset. Allocate’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging tw…
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In this episode of the Invest Like A Billionaire podcast, join your host, Ben Fraser, as interviews Steve Coughran, founder of Coltivar and Boosting Your Financial IQ. Steve was formerly a CFO of several venture backed businesses and mastered the art of scaling with a financial edge. He now takes the things he learned and applies them in his consul…
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In this episode, host Ben Fraser is joined by special guest Jon Ostenson, CEO of FranBridge Consulting and best-selling author of 'Non-Food Franchising.' Join us as Jon delves into the world of franchising and discusses the pros and cons of franchise ownership. He shares the types of businesses that perform best in a franchise model, the possibilit…
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the alts ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz, the CEO of Alto, a self-directed IRA custodian, with us today to discuss how he’s on a mission to provide everyday A…
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Welcome to the 2nd episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, …
  continue reading
 
In this episode, host Ben Fraser interviews Andy Hagans for our Passive Investor Spotlight series. Andy Hagans is founder of WealthChannel and host of "The Alternative Investment Podcast". Hear Andy’s fascinating story and his journey as a serial entrepreneur to successfully exiting multiple businesses, and to his quest to understand alternative in…
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Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their f…
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