You might not have the lifestyle of the rich and famous, but you can certainly invest like them.
In this episode, Jeremy Keil speaks with Ben Fraser, Chief Investment Officer at Aspen Funds about how to invest like a billionaire. They discuss private alternative investments and how the ultra-wealthy invest differently. Ben explains his background in banking and his transition into the private equity world before touching on the concept of accredited investors and the requirements to qualify.
Jeremy and Ben talk about the different types of private real estate investments, the importance of understanding the risks associated with private investments, life insurance as an investment vehicle, and the strategies billionaires use to maximize their assets and leverage the tax code to their advantage.
Ben discusses:
- The benefits of investing in private markets
- The top 4 ways you can invest like a billionaire in the private alternative investment market
- How billionaires use the tax code to their advantage, and how you can too
- What an accredited investor is and who can become one
- What the billionaire mindset is
- And more