From private equity and real estate to private equity businesses, discover the core pillars that form the bedrock of these ultra-wealthy portfolios. He breaks down private equity debt funds and the concept of the capital stack, emphasizing the opportunity in lower-risk investments and the importance of income-focused investments in a portfolio.
Let’s talk about the investment strategies that the rich don't want you to know.
In this episode of Tech Careers and Money Talk, guest Ben Fraser, Chief Investment Officer at Aspen Funds, unveils the tried-and-true strategies that propel the financial success of high-net-worth individuals.
Discover the essential strategies for evaluating investment opportunities and conducting risk assessments—an insider's guide to minimizing potential pitfalls. He talks about the unique challenges and risks associated with oil and gas investments, offering valuable advice for navigating this specialized sector.
In the grand tapestry of wealth building, Ben reminds us of the significance of playing the long game. Tune in to learn how patience and perseverance can pave the path to prosperity. Moreover, Ben highlights the immeasurable value of connections and partnerships in personal and professional growth, leaving you inspired to nurture and expand your network.
To learn more about the investment strategies of the ultra-wealthy and Ben Fraser's insights, tune in to this episode of Tech Careers and Money Talk!
Episode Timeline:
[00:00] Introduction
[02:14] Ben Fraser’s Origin Story
[10:22] Corporate Constraints
[13:29] Investment Patterns of the Wealthy
[20:45] Lower Capital STack
[25:59] Debt Funding Opportunities
[30:21] Credit Score
[37:30] Oil and Gas Investments
[44:42] Private Equity Investing Strategies
[51:32] Wealth Building: A Long Game
Connect with Ben Fraser
Aspen Funds - https://aspenfunds.us/
LinkedIn - https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire Podcast - https://aspenfunds.us/podcast/
