with Bob Fraser, Jim Maffuccio
and Ben Fraser

Most investors don’t know that the ultra-wealthy (billionaires, institutions and 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.

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Latest Episodes

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Journey from Active to Passive Investor - Interview with Whitney Elkins-Hutten

Whitney Elkins-Hutten got started investing in real estate with a fix-and-flip, and was hooked after seeing what she earned from the sale. As her experience in real estate rentals continued to build, Whitney added more single-family rentals, then muti-family housing....


The Definitive Breakdown Of REITs Vs. Private REITs

Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in investor cash. But ever since the JOBS Act passed in 2016, we have seen a flood of new real estate...


Why You Need To Think About Asset Protection To Safeguard Your Wealth W/ Kevin Day

One of the nation's top asset-protection attorneys, Kevin Day, shares the keys to asset protection and privacy planning that the ultra-wealthy use, but that all can access easily. Kevin dives into irrevocable and offshore trusts, and how entrepreneurs and business...


Podcast Recap - Our Top Highlights So Far

As we close out the year, Bob and Ben take a few minutes to share some of their highlights from interviews on the podcast since launch. If you're new to the podcast, this episode will give you a quick peek...


Financial Advisor Shares About Alts & Legacy Planning - w/ Ryan Parson

A financial advisor for HNWs, 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. While typical Ultra HNWs have upwards of 50%...