Aspen Funds

We had the honor of hosting our Fund Manager event 2024 with a group of exceptional and brilliant fund managers. Our deepest gratitude goes out to everyone who attended, our featured speakers, and to the dedicated staff who made this event possible. We look forward to the next one and having so many more of you. Ben Fraser Ellis Hammond Walker Deibel Mike Sullivant Sarah Miskelly Bronson Hill Bob Fraser Tait Duryea Igor Shaltanov Branden Claisse Nick Stromwall Courtney Moeller Caleb Sherrill

Here’s my simple formula for low-risk, high-return investing. (You don’t need a finance degree or years of experience to start) I’ve analyzed countless investment options; the most overlooked one isn’t flashy. It doesn’t require: → Real estate expertise → Complex deal structures → Sacrificing double-digit returns for so-called “safety” Here’s the truth: getting low-risk, double-digit returns is NOT a myth. The real problem? ACCESS. (only 2% of investors tap into alternatives like this). It’s called private credit, and here’s why it works: 1️⃣ Private credit funds lend capital, not take ownership—this reduces risk. 2️⃣ Borrowers make regular payments, giving you consistent cash flow. 3️⃣ All investments are secured by real estate, providing a safety net. 4️⃣ You earn 8-14% annual returns, far outperforming traditional “safe” investments like bonds. 5️⃣ Liquidity options ensure your money isn’t tied up forever. I’ve seen portfolios transform by adding this single asset class. (It’s a game-changer for professionals seeking passive, risk-mitigated income). Let’s stop overcomplicating wealth-building in 2025. You don’t need to be a financial guru to win. But you do need the right tools, strategies—and access to better opportunities. Ready to learn how private credit strategies can work for you? This masterclass will walk you through every step: https://lnkd.in/desCMVfu [pictured: Ben Fraser CIO of Aspen Funds. Better sponsors = higher risk mitigation + superior deals. That’s why I only partner with the best]

Join Bob Fraser, Aspen Funds' CFO and Macro Strategist, for an exclusive deep dive into the key economic forces shaping 2025. Discover how these trends could unlock unique opportunities for discerning investors looking to position themselves ahead of the curve.

Belinda Román, Ph.D., was the Wall Street Journal most accurate of 71 business, academic and financial economists from around the country in their predictions of what would happen to the U.S. Economy in 2023. Join Ben Fraser CIO of Aspen Funds, and Belinda Román, Ph.D., for a live conversation addressing areas such as: *Employment *Consumer spend *GDP growth *Inflation *Energy, and so much more. Date: December 18th, 2024 Time: 1pm, CST See you there! Articles: https://lnkd.in/gXUfzZfF https://lnkd.in/gebMdtuK

With Trump taking office in January, what does that mean for multifamily investing? Will inflation stay high? What does that mean for lenders? What will happen to the housing market? Join me for Aspen Private Credit Fund’s next webinar on November 18th. I’ll be diving into these questions, and sharing strategies that can help you find stability and growth in multifamily in 2025.

Growing an industrial real estate portfolio isn’t as simple as buying more properties. Without a clear strategy, scaling can lead to operational chaos, thin margins, and a portfolio that’s harder to manage than a cat on a leash. Whether you’re an industry veteran or just getting started with industrial investments, the goal isn’t just more—it’s better. 

Over the last 10 years, industrial real estate has been skyrocketing, now surpassing retail in the last few years. So, what’s been causing this surge in valuations? Article by Ben Fraser

This week on "Billionaire Braintrust," Michael Houlihan of Barefoot Wine, joins Steve Woodruff, CFP®  to discuss how a negotiation for unpaid debts led to the creation of one of the most recognizable wine brands in the U.S. Michael shares the unconventional strategies that propelled Barefoot to success, such as partnering with Trader Joe's and using community fundraisers instead of traditional advertising. Catch the full series featuring exclusive interviews with billionaires and the key players in their organizations.

Mark J. Kohler, Founder and Board Member at Directed Trust Company and Senior Partner at KKOS Lawyers, LLP known for his expertise in tax and legal matters affecting small business owners. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - His journey from an aspiring big city lawyer to an advocate for small businesses - He discussed tax strategies, asset protection, and the political landscape's impact on small businesses - The efficient business structures like the S corporation

Steven Pesavento, host of 'The Investor Mindset Show' and Principal at VonFinch Capital. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - The importance of mindset, knowing your numbers, and investing in oneself. - Tax strategies, asset protection, and the political landscape's impact on small businesses - The current market opportunities, particularly in multifamily real estate and private credit, amid changing economic conditions