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.

 

Recommended Resources:

• Accredited Investors, you’re invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
• If you’re a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team. 
• Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com. 
• Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.