Episodes
16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson
A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent years in the financial education space, and went deep into alternatives. Tune ...
15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. L...
13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors
Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequen...
12. How Billionaires Pay Less In Taxes Than Average Americans
Recent data on the tax returns of America's wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, find out the strategies billionaires use to legally and routinely lower the...
11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them,...
10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson
One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Peder...
09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson
Hunter Thompson has been in the private equity world for over a decade, raising over $50M in investor capital. Having invested in many real estate asset classes, Hunter's economic perspective shapes much of his strategy for e...
08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
One of the primary tools the ultra-wealthy use to defer taxes and maximize their investments in real estate is 1031 exchanges. This tax-advantaged strategy is unique to real estate, and today's guest will be sharing how all r...
07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer
Tune in to hear Jim Pfeifer share his vast experience investing passively. Pfeifer is a full-time investor, who also built a large investor group to share ideas, connections, and resources to unlock access to more opportuniti...
06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
To learn what’s happening in different sectors of commercial real estate in a post-pandemic world, we spoke with Gary Stache, an EVP in investment sales for 40 years. This 38-time top ten producer, involved in transactions to...
05. Hedge Fund Investments & When They Make Sense
The final category of passive alternative investments that the ultra-wealthy leverage is hedge funds. The larger and more sophisticated the investors, the more they like hedge funds. Ben Fraser and Bob Fraser discuss how inst...
04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte
In this interview we hear from attorney and passive investor Dan Schulte. Schulte was the former general counsel for a multi billion-dollar money manager and has invested significantly in private venture capital and other alt...
03. Intro To Venture Capital & Private Equity Investing
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 h...
02. The Wide World Of Passive Real Estate Investing
While most investors get excited about the idea of investing in real estate, that excitement quickly dissipates when they imagine buying rental properties and then dealing with difficult tenants and property maintenance issue...
01. How the Wealthy Invest & the Alternative Investment Continuum
Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealthy (billionaires, institutions and family offices) have large portions of the...