77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows
In today's episode, we sit down with Tad Fallows, the founder of Long Angle, a community for high net worth and ultra-high net worth investors. Tad shares his inspiring journey from selling his business and coming into significant wealth to creating a supportive network for investors. We delve into the community's strategies across various asset classes, from real estate to private equity, venture, hedge funds, and more. Tune in to discover the current opportunities his community is exploring and learn how you too can navigate the complex world of investing. Don't miss this insightful conversation!
View the Long Angle Portfolio Allocation Benchmarking Study https://www.longangle.com/benchmarking22
Connect with Tad Fallows on LinkedIn https://www.linkedin.com/in/fallows/
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.
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Tad Fallows
Managing Director
Tad Fallows is the Managing Director of Long Angle, Inc. a global peer-led community for very high net worth individuals. Long Angle is focused on creating a solicitation-free, confidential space for members to discuss personal finance, planning, and investments. Long Angle also hosts live member events and syndicates a curated set of alternative asset investments.
Earlier in his career he co-founded iLab Solutions, a SaaS solution for universities and research hospitals. iLab was the leading provider of software to manage advanced research core facilities, serving 70 of the top 100 research universities worldwide, with employees and customers in 17 countries. He served as CEO since inception; they bootstrapped the company from founding through a successful exit to Agilent Technologies. He spent several years at Agilent post-acquisition.
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128. Top of Mind: Fed Cautions on Too Much Optimism
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126. Top of Mind: Brewing Chinese Financial Crisis
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125. Oil Prices Dropped, What Does It Mean?
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123. Top of Mind: Labor Shortage Continues & Higher for Longer
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121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunit…
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 esta...
119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & Wha…
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. …
117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
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113. Top of Mind: Forecasts from Economists Panel
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109. Top of Mind: Is the Job Boom Over?
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107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices
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105. Top of Mind: The Curious Case of Retail Real Estate
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-pro...
103. Top of Mind: Large Funds Waiting for Distressed CRE Deals
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 …
101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Wh…
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 …
99. Top of Mind: Why China May Face Deflation
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97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Tr…
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96. Top of Mind: When Crowdfunding Goes Awry
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35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?
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86. Top of Mind: Is Gold a Good Hedge Against Inflation?
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54. Top of Mind: Is Multifamily Still a Good Investment?
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74. Top of Mind: Breaking Down Silicon Valley Bank's Collapse and the…
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42. Top of Mind: What's Causing High Gas Prices?
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70. Top of Mind: Are We Heading Into Recession?
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56. Top of Mind: Interest Rates, Recession, and Finding Opportunities
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52. Top of Mind: Why are US companies bringing manufacturing back to …
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