Bob Fraser is the co-founder and CEO of Aspen Funds, an investment firm offering alternative investments ranging from private equity, mortgage notes, oil & gas, and industrial. Bob is responsible for financial management, portfolio modeling, as well as systems and processes. Additionally, Bob is the co-host of the Invest Like a Billionaire podcast where he dives into the world of alternative investments and speaks with successful investors. On his show, he also discusses economic trends, including mega trends such as inflation, energy prices and deglobalization. His goal is simple, it's to empower others looking to explore less volatile investment opportunities, improving their portfolio’s performance, and enabling them to become more financially secure.
Aspen Funds: aspenfunds.us – for information on Bob's investment firm.
Book link: thebillionairebook.org – to preorder Invest Like a Billionaire and access bonus materials.
02:55 – From dot-com success and loss to discovering the control and stability of private alternative investments.
05:00 – Buying distressed debt after the 2008 crash
09:15 – Why oil and gas is a contrarian play today
14:50 – Red flags in oil and gas investing and the importance of institutional-grade operators over speculative drilling.
17:00 – Aspen’s focus on private credit and industrial real estate
23:55 – The book Invest Like a Billionaire—how billionaires diversify into private alts, lower risk, and achieve higher returns than traditional portfolios.
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