Bob Elliott previously worked with Ray Dalio for 14 years, was the head of his investment committee and was also involved in creating the largest hedge fund in the world with over 100 Billion Dollars! Bob recently co-founded the charity GiveWell and is now the co-founder and CEO of Unlimited, an investment start-up that uses propriety tech for alternative investments to give access to all. He joins Ryan to talk about what drove him to create such a company, the things he has learnt from his experience in the finance industry as well as what he sees for the future of tech and AI in how the economy operates and functions.
KEY TAKEAWAYS
- Unlimited democratizes unique alternative investments that otherwise wouldn’t be available to 99% of people.
- Unlimited isn’t just democratizing access to the returns but bringing institutional equality and information to every investor.
- Utilising content platforms is a way to show proof that you have the expertise in the industry to help engage advisors and investors where they already are. Content creation in these places builds the credibility needed to convert them into clients.
- The thing that got Bob excited was not to create his own investment fund but how he could in fact bring unique investment opportunities to everyone, how he could create a start-up to make this possible.
- The problem with hedge funds and managers is they charge very high fees, if you can bring the fees down then it radically transforms the result for the investor. Using the right technology allows Unlimited to offer its services at a much lower cost than traditional avenues.
- The things we have learnt about the world in the past 40 years around finance are no longer going to work in the future and we need to be prepared for that.
- Advances in technology, including AI will help with company productivity which in turn helps employees, it won’t be replacing everyone’s jobs like some of the fear rhetoric out there.
BEST MOMENTS
“[We’re] bringing that sort of institutional quality investment insight and making it freely available to everyone”
“It nagged at me whether there was a way to bring those sophisticated asset management strategies and bring them to the everyday investor”
“Weak growth and weak economic activity and falling stock prices isn’t that bad if you can protect yourself from that by holding bonds in your portfolio”
Do You Want The Closing Secrets That Helped Close Over $125 Million in New Business for Free?” Grab them HERE: https://www.whalesellingsystem.com/closingsecrets
Ryan Staley
Founder and CEO
Whale Boss
312-848-7443
EPISODE RESOURCES
https://www.linkedin.com/in/ttoillebob/
ABOUT THE SHOW
How do you grow like a VC-backed company without taking on investors? Do you want to create a lifestyle business, a performance business or an empire? How do you scale to an exit without losing your freedom?
Join the host Ryan Staley every Monday and Wednesday for conversations with the brightest and best Founders, CEO and Entrepreneurs to crack the code on repeatable revenue growth, leadership, lifestyle freedom and mindset.
This show has featured Startup and Billion Dollar Founders, Best Selling Authors, and the World’s Top Sales and Marketing Experts like Terry Jones (Founder of Travelocity and Chairman of Kayak), Andrew Gazdecki (Founder of Micro Acquire), Harpal Sambhi (Founder of Magical with a previous exit to Linkedin) and many more.
This is where Scaling and Sales are made simple in 25 minutes or less.
Saas, Saas growth, Scale, Business Growth, B2b Saas, Saas Sales, Enterprise Saas, Business growth strategy, founder, ceo: https://www.whalesellingsystem.com/closingsecrets
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