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77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth


77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

ratings:
Length:
50 minutes
Released:
Mar 30, 2023
Format:
Podcast episode

Description

In today's episode, we sit down with Tad Fallows, the founder of Long Angle, a community for high net worth and ultra-high net worth investors. Tad shares his inspiring journey from selling his business and coming into significant wealth to creating a supportive network for investors. We delve into the community's strategies across various asset classes, from real estate to private equity, venture, hedge funds, and more. Tune in to discover the current opportunities his community is exploring and learn how you too can navigate the complex world of investing. Don't miss this insightful conversation!

View the Long Angle Portfolio Allocation Benchmarking Study https://www.longangle.com/benchmarking22
Connect with Tad Fallows on LinkedIn https://www.linkedin.com/in/fallows/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Released:
Mar 30, 2023
Format:
Podcast episode

Titles in the series (100)

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, discuss economics and interview successful investors and alternative investment experts.