Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

What’s the story behind “Invest Like a Billionaire”?

Name: What’s the story behind “Invest Like a Billionaire”?
Uploaded: 2023-03-17T21:16:02+00:00
Duration: 35 s
Channel: Bob Fraser
Description: In this brief segment of the YouTube interview, the host explains the origin of the "Invest Like a Billionaire" brand, noting that ultra‑wealthy…

17 Mar 2023 · 1 min

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0:35

In this brief segment of the YouTube interview, the host explains the origin of the "Invest Like a Billionaire" brand, noting that ultra‑wealthy investors such as family offices, pension funds, and endowments have, for three decades, allocated a substantial portion of their portfolios—often 50% or more—to alternative assets like private equity, real estate, and venture capital. By contrast, typical retail investors usually hold less than 5% in such alternatives. Bob Fraser then states the project's purpose: to train ordinary people to access and manage alternative and private investments, making these asset classes approachable for the broader public.

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Invest Like a Billionaire, the, the reason for the name, right, is we found through our research that the billionaires, right, the ultra-wealthy, the family offices, the pensions, endowments, they've been investing very differently from the average, you know, retail investor for at least 3 decades. And the biggest difference is alternative investments. These billionaires are generally putting up to 50% or more of their investable assets into private equity, real estate, real estate, private equity, these kind of things, venture capital. And in most of the average retail investor, they've less than 5%, right?
So we're training people how to do that. We're making alternatives and private investments approachable for normal people.