Blackstone, Vanguard, and Wellington are bringing private markets to everyday investors. Their new funds give non-accredited investors access to alternative investments like private equity, private credit, real estate, and infrastructure. But is easier access actually a good investment? Referenced in this episode:Leyla Kunimoto’s breakdown of the WVB All Markets Fund and its fee structure:Read Leyla’s analysis here: https://x.com/LeylaKuni/status/2081081577099174243 Bob Fraser, Ben Fraser, and Ellis Hammond break down the opportunity, the risks, the fees, and what this could mean for the future of alternative investing. Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about our community. Check out Ben &amp; Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Private Markets Are Going Mainstream. Is That a Good Thing?

Invest Like a Billionaire

Something pretty significant just happened in the investing world. Three of the biggest names in investing, Wellington, Vanguard, and Blackstone, just launched two new funds designed to bring private market investing to everyday investors. Now on the surface, it sounds like a win for investors, but is it? Today, Bob, Ben, and I break down what we like, what gives us pause, and what this could mean for the future of private investing. Let's dive in.

I think this is a game changer. From a just pure product standpoint, I am pretty impressed. If the markets take a dump, this thing is going to massively outperform. You don't know what's in the sausage here. Let's go get the Muppets to buy the junk we can't convince anyone else to buy. Would you recommend this to your brothers and sister? All right, Ben and Bob, welcome back. Good to see you guys. It's going to be a fun one today. Looking forward to it.

Yes, I'm really excited about this. I want to lay some context for our audience. There has been this, you know, I mean, we know this. We've seen this in our own business, Aspen Funds, and the growth that we've had, the rise of alternatives, the demand for alternatives has significantly grown. I mean, of course, since 2012 and the Jobs Act, but really, over the last five years, we've seen the demand of that significantly increase. And recently, there was an article,

or we saw this Blackstone came out with an announcement that they are launching an investment solution, and they are calling it Simplifying Access to Public and Private Markets. And so, we'll post this link down in the show notes.

Private Markets Are Going Mainstream. Is That a Good Thing?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Private Markets Are Going Mainstream. Is That a Good Thing?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.