Hi everyone, my name is Aspen Peterson and I am a current high school Junior, welcome to the Leading Ladies Podcast! On this show, I will be interviewing female executives across various industries about their career paths, their experiences, as well as advice they would give to others. Enjoy!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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, ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
175. 2024 Financial Freedom Hacks feat. Joey Mure
33:59
33:59
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
33:59
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
174. Top Trends to Watch in Industrial Real Estate | Top of Mind
17:06
17:06
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
17:06
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
173. Bringing Transparency to Private Investing feat. Pat Zingarella
37:17
37:17
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
37:17
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
47:29
47:29
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
47:29
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
37:21
37:21
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
37:21
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
34:17
34:17
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
34:17
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:…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
169. Avoiding Rookie Investing Mistakes feat. Steve Suh
35:55
35:55
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
35:55
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
53:49
53:49
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
53:49
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa
46:24
46:24
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
46:24
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
166. Opportunities in Venture Debt feat. Jeremy Hill
40:04
40:04
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:04
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
165. Buy Then Build: WSJ Bestselling Author on Buying Businesses
50:16
50:16
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
50:16
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
164. Top 5 Episodes of the First Half of 2024
30:19
30:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
30:19
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román
35:51
35:51
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
35:51
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
162. Trust Your Gut? The Science of Intuition feat. Sunil Godse
49:30
49:30
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
49:30
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
161. Building Wealth Through Business Acquisitions feat. Nick McLean
43:19
43:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
43:19
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder
34:59
34:59
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
34:59
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott
47:54
47:54
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
47:54
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
43:19
43:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
43:19
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
157. Understanding Interval Funds feat. Kimberly Ann Flynn
39:07
39:07
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
39:07
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
48:12
48:12
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
48:12
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
155. Moving from Passive to Active Investor feat. Seth Bradley
37:47
37:47
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
37:47
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#04 - Amber Hills - Southwest Market President at FirstBank
19:43
19:43
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
19:43
Welcome back to the Leading Ladies Podcast! In this episode, we had the opportunity to talk to Amber Hills. Amber is the Southwest Market President at FirstBank, and she gave us some great insight into what he career path has looked like as well as some of the best parts of her job!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
154. Helicopter Financing 101 feat. Matt Rothschild
41:37
41:37
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
41:37
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
153. Private Credit Masterclass - Part 2 feat. Anton Mattli
46:35
46:35
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
46:35
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
9:19
9:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
9:19
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
151. Private Credit Masterclass - Part 1 feat. Anton Mattli
37:59
37:59
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
37:59
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
33:29
33:29
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
33:29
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://…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
11:55
11:55
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
11:55
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
148. Discounted Roth Conversions feat. Keith Blackborg
40:28
40:28
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
40:28
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
147. Replay: The Wide World Of Passive Real Estate Investing
43:22
43:22
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
43:22
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-…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
146. How to Review a Deal Proforma - Part 2 | Top of Mind
21:37
21:37
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
21:37
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
145. How to Review a Deal Proforma - Part 1 | Top of Mind
17:10
17:10
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
17:10
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
144. Life Settlements Demystified feat. Anne Buchanan
43:09
43:09
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
43:09
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#03 - Katy Davis - Data Risk & Privacy Director at PwC
19:19
19:19
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
19:19
Welcome back to the Leading Ladies Podcast! In today's episode, we sat down with Katy Davis. Katy is a manager in the Data Risk and Privacy Department at Price Waterhouse Coopers (PwC). She shared her story on her journey to her current career and some great advice for girls looking into consulting and law!…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
143. Investors Are Almost Always Wrong About Rates | Top of Mind
12:24
12:24
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
12:24
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
142. Unlocking Travel with Residence by Investment feat. Dominic Volek
39:35
39:35
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
39:35
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…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
140. Maximizing The Value of Your Business Before Selling
48:37
48:37
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
48:37
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
139. Election Year: What Will the Fed Do? | Top of Mind
15:30
15:30
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
15:30
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
46:29
46:29
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
46:29
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
37:20
37:20
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
37:20
Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class. Connect with Andy Lee on LinkedIn https://www.linkedin.com/in/lee-andy/ Connect with Ben Fraser on…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
48:01
48:01
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
48:01
Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more. Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbau…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
135. Invest Like a Billionaire, Best of 2023 | A Recap Special
22:34
22:34
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
22:34
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79 91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91 89. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
134. Advanced Tax Saving Strategies feat. Keystone CPA
42:34
42:34
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
42:34
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook “How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax Connect with Amanda Han on Li…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
133. Overview of Real Estate & Economic Updates feat. John Chang
53:13
53:13
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
53:13
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real estate over the past 18 mont…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
15:18
15:18
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
15:18
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with B…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt
59:57
59:57
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
59:57
Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a successful entrepreneur don’t translate to being a good investor, how to think about legacy planning, and the role alternative …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#02 - Erin Murphy - General Counsel at Revenir Energy Inc.
27:47
27:47
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
27:47
Today we welcome Erin Murphy to the Leading Ladies Podcast! Erin is the Vice President, General Counsel & Corporate Secretary at Revenir Energy Inc. In this episode we talk about her high school and college experience as well as talk about some of the challenges of being a woman in corporate America.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
130. Replay: How the Wealthy Invest & the Alternative Investment Continuum
29:29
29:29
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
29:29
Originally published September 23, 2021. 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 to these asset classes, but for many ultra HNW…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#01 - Heather Schell - Non Profit General Counsel
12:48
12:48
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
12:48
Today we are welcoming Heather Schell to the Leading Ladies Podcast! Heather is the General Counsel for the Colorado Housing and Finance Authority. As a member of the executive team Heather talked about how being able to help people is one of the best parts of her job, and how she wasn't always planning to go into the legal field. She also shares w…
…
continue reading