INVEST LIKE A

BILLIONAIRETM

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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Passive Investor Spotlight #2: Using Your Network To Find And Vet Sponsors With 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 opportunities. In our passive...

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Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview With 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 at CBRE for 40 years. This 38-time top ten producer, involved in transactions totaling $4B,...

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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 investor, the more they like hedge funds. This asset class is often used by institutional investors to protect against...

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Passive Investor Spotlight #1: Hitting it Big Through Venture Investing with 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 alternatives. In our passive investor spotlight...

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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 have historically been under-allocated...

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