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Videos

May 19, 2022

Investing In Rare Coins With Dana Samuelson

The collectible coin market is on fire. As a professional numismatist, Dana has been studying rare coins for over 40 years. On this episode, he shares about his background in the rare coins market, the economics behind owning coins and precious metals, where the industry is headed, and how investors…

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May 12, 2022

Transitioning from Private Equity to Private Debt with Jeremy Goff

In this episode, we sit down with Jeremy Goff, CEO of Hiram Capital, to talk about both the energy sector and the private credit space. Jeremy shares from his background working for Blackstone, the largest alternative asset manager, talking through how energy has shifted over recent years and where it’s…

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May 5, 2022

Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview With John Chang

John Chang is the National Director of Research at Marcus & Millichap, one of the largest CRE brokerages in the country. John goes deep into the state of our economy, dissecting how the Fed’s response to circumstances will impact trends, how cap rates are or aren’t correlated to interest rates,…

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April 28, 2022

Where’s The Best Place To Invest $100K? Interview With Hunter Thompson

Hunter Thompson, the Managing Principal of Asym Capital, returns to join Bob and Ben in a discussion on the current state of the economy and where are the best places to invest. Listen in as they share why it’s important to view the world of investing through an economic lens…

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April 21, 2022

Scaling Real Estate And Finding The Opportunity - Interview With J Scott

J Scott is a former tech guy who accidentally fell into real estate. Starting with flipping 400+ houses, he focused his experience scaling businesses into scaling real estate. Now an operator of multifamily syndications, J shares where he sees the current opportunities in the market, how he’s navigating the unique…

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April 7, 2022

Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt.2

We welcome Shifra Ansonoff, Global Head of Research at Preqin, back for another discussion, this time focused on a deep dive into the real estate trends. Given her macro-perspective, Shifra provides high-level data on the major asset classes in real estate, their historical trends and projected growth. She covers the…

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March 31, 2022

Betting Big On Retail Real Estate With Philip Block And Robert Levy

Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. With the long-term impact of e-commerce changing consumers buying preferences, to the more recent impact COVID had on brick and mortar retailers, this area of real…

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March 24, 2022

The Future Of Alternatives From A Global Perspective W/ Shifra Ansonoff - Pt. 1

The world markets continue to shift and change. What is the future of alternatives for investors across the globe? Bob Fraser, Jim Maffuccio and Ben Fraser look at the shape of what's coming with Shifra Ansonoff. Shifra is head of Global Research at Preqin. In this episode, she shares her…

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March 16, 2022

Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

Greg Dowell, CFA is the Director of Investments of the Texas State Endowment System, and a 30-year veteran in alternative investments. In this episode, Greg talks about his experience taking an endowment he work for from 0% to 40% into alternatives during his tenure. He talks about his experience with…

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March 10, 2022

2022 Housing Market Forecast w/ Nikolas Scoolis

Nikolas Scoolis is the Manager of Housing Economics at Zonda Research, the #1 provider of housing economic data in the U.S. In this episode, they dive deep into the supply/demand imbalance, what caused the massive run up in prices over the last year, and discuss Nikolas’ forecast for housing in…

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March 3, 2022

Where You Should Invest in a High-Inflation Environment

Inflation is not neutral. It’s a transfer of wealth from savers to borrowers. It’s a time where you can lose purchasing power of your money, or a time where your investments can benefit. How you fare depends on how you invest. In this episode, Bob and Ben dive into different…

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Feb. 17, 2022

Passive Investor Spotlight #4 – High Tech Career to Mobile Home Parks w/ Todd Sulzinger

Todd Sulzinger started out with a high-powered career in Silicon Valley, but found he wanted more control over his life and what he did. When evaluating where to put some of his capital, he discovered mobile home parks, long before they became popular. In this passive investor spotlight, we dive…

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Feb. 10, 2022

State of Gold: Passive Investing in Gold Streaming with David Garofalo

David Garofalo, former CEO of Goldcorp Inc, has 30 years of experience in the creation and growth of over 15 multi-billion dollar sustainable mining businesses across multiple continents, and has led the largest merger in gold mining history valued at $32 billion dollars. In this episode, Bob and Ben ask…

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Feb. 3, 2022

Growing Your Wealth through Owning Franchises - Interview With Erik Van Horn

How do you grow and succeed? Always be eager to learn. Listen in as Erik Van Horn discusses franchising and choosing the right brand for your business.

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Jan. 27, 2022

Journey from Active to Passive Investor With Whitney Elkins-Hutten

How do you start generating income from your investments and how do you transition that into a flow of passive income? Ben Fraser and Jim Maffuccio are back with real estate maven and director of Investor Education at Passive Investing, Whitney Elkins-Hutten, to learn more about passive investing and growing…

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Dec. 30, 2021

The Definitive Breakdown Of REITs Vs. Private REITs

Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in investor cash. But ever since the JOBS Act passed in 2016, we have seen a flood of new real estate investment opportunities enter the mix – in particular, private REITs…

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Dec. 30, 2021

Why You Need To Think About Asset Protection To Safeguard Your Wealth W/ Kevin Day

One of the nation's top asset-protection attorneys, Kevin Day, shares the keys to asset protection and privacy planning that the ultra-wealthy use, but that all can access easily. Kevin dives into irrevocable and offshore trusts, and how entrepreneurs and business owners can benefit from the extra protection they provide. Curious…

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Dec. 23, 2021

Advisor To Ultra-Wealthy Families Shares About Alts & Legacy Planning With Ryan Parson

A financial advisor for HNWs, Ryan Parson looks at not just stocks and bonds but also private equity and other alternatives. Parson spent years in the financial education space and went deep into alternatives. While typical Ultra HNWs have upwards of 50% of their portfolios in alternatives, the average investor…

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Dec. 16, 2021

Passive Investor Spotlight #3 - An International Investor's Perspective w/ François Braine-Bonnaire

Full title: Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing With François Braine-Bonnaire On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. Learn how he…

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Dec. 9, 2021

Learn The Ins And Outs Of Venture Debt Investing - Interview With Tony Huang

You've heard about the venture capital firms that had success investing early in a company that has now made it big. What you don't always hear is the number of investments that didn't work out. It's inherent to the investing model. But, our guest today, Tony Huang, founder of KISO…

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Dec. 2, 2021

Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors

Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequence of "The Great Resignation." Learn about why this is happening, why this is mostly…

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Nov. 25, 2021

How Billionaires Pay Less In Taxes Than Average Americans

Recent data on the tax returns of America's wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, find out the strategies billionaires use to legally and routinely lower their tax liability to keep more of their wealth.

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Nov. 18, 2021

A Financial Advisor's Perspective On Including Alts In Your Portfolio With Josh Wright

Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them, despite many advantages of private alts, including greater diversification & potentially higher returns than…

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Nov. 11, 2021

Evaluating And Vetting Potential Sponsors With Lance Pederson

One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors…

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