Regular business aviation chat show featuring industry leaders from around the world. Hosted by Alasdair Whyte and brought to you by the team at Corporate Jet Investor. Winner of best digital offering in the 2020 Aerospace Media Awards. Connect with us at www.corporatejetinvestor.com Producers: Hannah Burton, Oscar Henderson, Louisa Whyte
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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Aspen Funds
Most investors don’t know that the ultra-wealthy (billionaires, institutions, 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, ...
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CJI Town Hall - 6 November - In-flight connectivity
53:29
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Results from CJI and Viasat’s latest survey have indicated that expectations around business aviation connectivity have evolved considerably. Traditional speed-based plans are now outdated, especially those that advertise a top-speed without details around when, where and how frequently it will be achieved. Instead, savvy business aviation customer…
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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
38:21
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Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…
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182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
36:35
36:35
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Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industri…
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181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
34:38
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This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil an…
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180. Making Homeownership Affordable feat. Frank Rohde
36:09
36:09
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We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…
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179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
43:40
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Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…
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178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
38:06
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Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Indust…
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177. Why You Should Self-Insure Your Business feat. Van Carlson
39:22
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We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…
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176. Democratizing Access to Flying Private Jets feat. Paul Svensen
28:33
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…
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175. 2024 Financial Freedom Hacks feat. Joey Mure
33:59
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s an…
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CJI Town Hall - Episode 63 - Unpacking LEO satellite connectivity
44:11
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This Town Hall, kindly sponsored by Gogo Business Aviation was looking at 'Unpacking LEO satellite connectivity'. Speakers included: Jim Zanino, VP Sales Gogo Business Aviation Jason Sperry, Head of Business Aviation, Eutelsat OneWeb
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174. Top Trends to Watch in Industrial Real Estate | Top of Mind
17:06
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We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements…
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173. Bringing Transparency to Private Investing feat. Pat Zingarella
37:17
37:17
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…
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172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
47:29
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Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how t…
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171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
37:21
37:21
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Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies. Explore our latest in…
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170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
34:17
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Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'. Connect with Ben Fraser on LinkedIn https:…
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169. Avoiding Rookie Investing Mistakes feat. Steve Suh
35:55
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With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding Rookie Errors as a Left Field Investor." He highlights the value of operator communication, thorough due diligence, and investing in reliable asset classes, providing essential tips for all investors. Conne…
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168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
53:49
53:49
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Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024. Connect with Ben Fraser on LinkedIn https://www.linkedin.c…
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167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa
46:24
46:24
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Neal Bawa, CEO & Founder of UGro and Grocapitus, explores the latest market trends, the repercussions of recent economic changes, and the future landscape and opportunities of multifamily investing. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Neal Bawa on LinkedIn https://www.linkedin.com/in/ne…
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166. Opportunities in Venture Debt feat. Jeremy Hill
40:04
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Jeremy Hill, Founder and Managing Partner of JB Capital, shares his journey in the alternative investment space, focusing on private credit and corporate credit. This conversation with Ben Fraser covers the broader landscape of private credit, the shift from banks to private funding, and the growing opportunities in real estate and corporate lendin…
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165. Buy Then Build: WSJ Bestselling Author on Buying Businesses
50:16
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Walker Deibel, Founder of Acquisition Lab and Wall Street Journal bestselling author of 'Buy Then Build', joins to discuss the world of entrepreneurship through acquisition, sharing insights on buying and growing small businesses. Discover his mastermind coaching program, Acquisition Lab, designed to help budding entrepreneurs succeed. Connect with…
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164. Top 5 Episodes of the First Half of 2024
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Welcome to this recap of our top 5 episodes of the first half of the year. Watch the full episodes below. 1. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott https://www.youtube.com/watch?v=U26-EZnV_7M 2. Private Credit Masterclass - Part 1 feat. Anton Mattli: https://www.youtube.com/watch?v=eRDGuxR76-Y 3. The Billion Dollar Mind fe…
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163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román
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35:51
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Dr. Belinda Román, St. Mary's University associate professor, joins to discuss what led to her optimistic forecasts in 2023 and her outlook for 2024 & 2025. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Belinda Roman on LinkedIn h…
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162. Trust Your Gut? The Science of Intuition feat. Sunil Godse
49:30
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Can intuition make you a better investor? Hosted by Ben Fraser, guest Sunil Godse reveals how experiential, relational, situational, and creative intuition shape smart decisions and prevent costly mistakes. Tune in for practical insights on intuitive investing. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connec…
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161. Building Wealth Through Business Acquisitions feat. Nick McLean
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In this episode we discuss strategies for buying and growing businesses, how to choose the best sell-side advisors, and actionable insights for all business owners and investors. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Nick McLean on LinkedIn https://www.linkedin.com/in/nickmcleanfpi/ Invest Like…
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CJI Masterclass Town Hall - Episode 62 - How to have the perfect ownership experience
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56:23
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After you have bought your jet, it is time to use it. Topics included: Should you use a management company and how to your choose one? What do you need to understand about maintenance? How to protect the value of your aircraft How to avoid regulatory issues and other expert tips on using your aircraft Speakers: Jay Mesinger, Mesinger Jet Sales Stew…
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160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder
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Explore horse racing's new frontier with Jeff Seder of EQB. Discover his groundbreaking Moneyball-inspired tactics, challenging pedigree norms for investment success in this dynamic industry. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Jeff Seder on LinkedIn https://www.linkedin.com/in/jseder/ Invest L…
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159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott
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We discuss the use of machine learning to create products that replicate the index returns of alternative investments. We talk about the impact on hedge funds, venture capital, and private equity. Bob Elliott is the Co-founder and CIO of Unlimited Funds, a company dedicated to creating an Indexing revolution in the Alternative Investments space. Co…
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158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
43:19
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Legendary tennis coach Rick Macci and co-author Nivedita Uberoi Jerath discuss the mindset that separates regular individuals from world champions. From coaching Serena and Venus Williams, discover their winning strategies in this insightful episode. Connect with Rick Macci on LinkedIn https://www.linkedin.com/company/rick-macci-tennis-academy/ Con…
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157. Understanding Interval Funds feat. Kimberly Ann Flynn
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We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA from Harvard, shares her expertise in this market. We talk about her journey, how private credit and real estate interact with interval funds generating yields north of 10%, and the growing access for non…
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156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
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In this episode, we have a very insight conversation on wealth-building and preservation with financial expert Whitney Elkins-Hutten. She shares invaluable tips and strategies honed from over 20 years of private investing, consulting, and leading companies. Connect with Whitney Elkins-Hutten on LinkedIn https://www.linkedin.com/in/whitneyelkinshutt…
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155. Moving from Passive to Active Investor feat. Seth Bradley
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In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from someone who's seen both sides of the investment world - from passive strategies to active capital raising. We also discuss the red and yellow flags in legal documents, the skills required for syndica…
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154. Helicopter Financing 101 feat. Matt Rothschild
41:37
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Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future trends. Connect with Matt Rothschild on LinkedIn https://www.linkedin.com/in/mattrothschild/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benw…
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153. Private Credit Masterclass - Part 2 feat. Anton Mattli
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Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion with special guest Anton Mattli, CEO of PEAK Financing, exploring strategies like bridge financing and loan assumptions. Discover key underwriting factor…
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152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
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We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune in as we break down market reactions and investor strategies. Wall Street Journal Articles https://www.wsj.com/economy/central-banking/the-feds-conundrum-interest-rates-are-both-too-highand-too-low-f05a9d3…
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151. Private Credit Masterclass - Part 1 feat. Anton Mattli
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How can you seize the unique opportunity in private credit investing? Dive into our latest episode, Part 1 of our Private Credit Masterclass! Join us as we demystify this opportunity with special guest Anton Mattli, CEO of PEAK Financing. In this Masterclass, you'll learn about what Private Credit is and why it exists, gain insights into understand…
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150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
33:29
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Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corporate Transparency Act, a game-changer for over 30 million U.S. entities, including LLCs. Don't miss this essential episode for LLC owners and managers! Connect with Garrett Sutton on LinkedIn https://…
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CJI Masterclass Town Hall - Episode 61 - Building a successful selling transaction
1:00:46
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In the first of a series of Masterclasses for 2024, join us to hear the insights on how to build a successful selling transaction. Aircraft deals are complex, in this session we will hear from five experts about how to close the perfect one. Speakers included: Jay Mesinger, Mesinger Jet Sales Sue Carriere, Carriere, Little & Leach Todd Duncan, Dunc…
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149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
11:55
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Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024. Globe Street Article - https://www.globest.com/2024/02/20/about-multifamilys-tightening-performance-between-top-bottom-markets/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfra…
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148. Discounted Roth Conversions feat. Keith Blackborg
40:28
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Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors. Connect with Keith Blackborg on LinkedIn https://www.linkedin.com/in/keithblac…
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147. Replay: The Wide World Of Passive Real Estate Investing
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Originally published September 30, 2021. Curious about investing in real estate without the headaches? Discover how passive real estate investment opens doors to hassle-free opportunities. Let's explore the wide world of passive real estate investing together! Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-…
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146. How to Review a Deal Proforma - Part 2 | Top of Mind
21:37
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Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen …
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145. How to Review a Deal Proforma - Part 1 | Top of Mind
17:10
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Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Fund…
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144. Life Settlements Demystified feat. Anne Buchanan
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Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, including how to underwrite and identify key risks. Connect with Anne Buchanan on LinkedIn https://www.linkedin.com/in/annebu…
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143. Investors Are Almost Always Wrong About Rates | Top of Mind
12:24
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Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions. Wall Street Journal article - https://www.wsj.com/finance/investing/investors-fed-interest-rates-a842073c Connect with Bob Fraser on Linke…
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142. Unlocking Travel with Residence by Investment feat. Dominic Volek
39:35
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Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, learn about the myriad options available in investment programs across the world, including insights on the EB-5 program for accessing the U.S. Connect with Dominic Volek on LinkedIn https://www.linked…
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141. The Banks Are Not Okay | Top of Mind
13:21
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Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash. Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with…
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140. Maximizing The Value of Your Business Before Selling
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If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in investment banking and business valuation…
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139. Election Year: What Will the Fed Do? | Top of Mind
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Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect wit…
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138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
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Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth. Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are All Using https://www.cashprofitpower.com/optin Connect with Laura Dohanes on LinkedIn https://www.linkedin.com/in/lauradohan…
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