Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.
Listen to the podcast here or on your favorite podcast app:
Watch the Episode here:
Main Points:
- Volatility drag and its impact on long-term compounding
- Limitations of diversification in public markets
- Advantages of private alternatives for risk reduction
- How billionaires think differently about volatility and risk
- Operator due diligence and risk mitigation in private markets
- The democratization of private market investing post-2012
- Practical steps for high-income professionals to access private investments
Connect with Bob Fraser:
- bob@aspenfunds.us
- https://www.linkedin.com/in/bobfraser10/
- https://www.instagram.com/ritteronrealestate/
- https://www.youtube.com/@investlikeabillionairepodcast