The Shadow Banker's Secrets

Benjamin D. Summers
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We’re giving you a look into the secret strategies and tactics closely held by the biggest investment banks, private equity firms, and hedge funds. This podcast will take the power of capital creation from Wall Street to your Main Street one episode at a time…

Episodes

  1. 02/02/2023

    RIA Fundamentals: The Evolution of Data-Driven Investment Advice

    In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    1h 34m

  2. 13/01/2023

    RIA Fundamentals: The Nexus of Business Consulting and Financial Planning

    Most financial advisors take a direct career path. Others arrive in the industry circuitously. In this thirteenth episode, join Carlos Lowenberg and me as we discuss his intellectually-driven approach to business consulting and financial planning… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    1h 2m

  3. 30/12/2022

    RIA Fundamentals: The Limitations of Modern Portfolio Theory

    In the early 1950s, Harry Markowitz began to analyze the stock market with mathematics leading to his PhD in economics from the University of Chicago. He introduced Modern Portfolio Theory in his seminal 1952 essay Portfolio Selection. But Modern Portfolio Theory is grossly limited—not only by the erroneous assumptions upon which it’s built, but by the characteristics of efficient markets themselves. There’s not only a better way, but better markets… In this twelfth episode, join Eduard Hamamjian and me as we discuss his intellectually-driven approach to portfolio construction, the development of his ETF, and the opportunities beyond the efficient frontier… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives: www.adagioinstitute.org/shadow-bankers-secrets-book

    1h 21m

  4. 21/12/2022

    RIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUM

    There are many benefits to going independent and creating your own RIA, but it can also be challenging. Once you are independent, how do you balance the responsibilities you have to your clients with the multifaceted demands of growing a profitable business? In this eleventh episode, join Jeff Concepcion and me as we discuss the path to becoming an independent RIA, decommoditizing your firm, escaping the pressures of fee compression, maximizing enterprise value, and scaling AUM. Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    43 min

  5. 15/12/2022

    RIA Fundamentals: 40 Years of Experience and Quantitative Threshold Standards

    AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sale. We generate a lot of interest from high net worth (“HNW”) individuals. They reach out to us looking for investment opportunities—specifically, they want financial products that quantitatively beat what their current advisor offers. We’re not in the retail advisory business and don’t want to be, so HNW prospects just ended up sitting in our CRM. Once we had too many to ignore, we began working with a handful of RIA partners to take these referrals. In this tenth episode, join Bill Riley and me as we discuss his 40 plus years of experience as a financial advisor, how his approach fares against Adagio’s quantitative methods, and try to determine whether he qualifies as a recipient of our retail leads. Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    42 min

  6. 23/11/2022

    Asset Manager Case Study: The Largest Buyer of Seller Financed Income Properties

    What does it look like to become an institutional-grade alternative asset manager? You’ve heard me repeatedly say that the only place to objectively find good investment performance is the arbitrage opportunities unique to private markets. The challenge lies in the fact that most private market asset managers don’t operate with the level of financial expertise and sophistication required to optimally and consistently take advantage… Whether it's an issue with capital stack positioning, valuations, operations, strategy or otherwise, performance most often badly suffers, which has led to private funds incurring a bad reputation. The solution lies in applying the highest level of financial engineering skills and operational standards to alternative asset management… and that’s exactly what we do. In this seventh episode, join Stephan Piscano and me as we discuss his journey to become the largest buyer of seller financed income properties and his first steps into the larger world of institutional finance… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    45 min

  7. 17/11/2022

    GP Stakes: The Designer Investment Product of the Financial Class

    People often complain about asset managers’ fee structure. Especially when markets are down… investors take the hit while the financial professionals keep getting paid. There’s one group that gets paid no matter what; they don’t lose when the markets contract. If this position were an asset class, would you want to invest in it? In this sixth episode, join Stephan Piscano and me as we discuss how the investors who made 20%+ returns across the 2008 financial crisis are performing even better this time around. They have no need to predict the future because just like top asset managers, their returns are coming no matter what… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives:  https://www.adagioinstitute.org/shadow-bankers-secrets-book

    47 min

  8. 10/11/2022

    Scaling Financial Advisors' AUM: The Alternative Path

    AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sale. We generate a lot of interest from high net worth (“HNW”) individuals. They reach out to us looking for investment opportunities—specifically, they want financial products that quantitatively beat what their current advisor offers. We’re not in the retail advisory business and don’t want to be, so HNW prospects just ended up sitting in our CRM. Once we had too many to ignore, we began working with a handful of RIA partners to take these referrals. In this fifth episode, join Stephan Piscano and me as we discuss how financial advisors can quickly gain thousands of HNW clients and triple the revenue from their existing client base by simply doing what is best for their clients. Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    1h 9m

  9. 22/06/2022

    Breaking Capital Raising Tradition: The Incredible Power and Pitfalls of Modern Marketing

    Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules."  The truth is that whoever understands money makes the rules. In this fourth episode, join Stephan Piscano and me as we discuss how to utilize modern marketing methods to compliantly monetize financial assets at-scale. Breaking with the traditional approaches to raising capital in favor of innovative marketing techniques can create tremendous pipelines of money for your investment strategy. When you apply the same level of rigor and sophistication to your marketing efforts as you do to your investment strategy (as we discussed in previous episodes), you can begin to compete at the highest levels of the financial services industry. Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    27 min

  10. 15/06/2022

    The Best of Both Worlds: From Real Estate to Finance

    Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules."  The truth is that whoever understands money makes the rules. In this third episode, join Stephan Piscano and me as we discuss how to merge the best aspects of institutional finance with real estate to create unmatched investment opportunities. Real estate as a market holds extraordinary arbitrage opportunities, but it’s impeded by a general lack of sophistication amongst its market participants. Financial institutions bring unparalleled sophistication to the markets, but they are impeded by the limitations of the efficient, liquid markets they trade. What happens when you apply the sophistication of institutional financial practices such as risk engineering to inefficient markets like real estate? Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    35 min

  11. 08/06/2022

    Lessons from 2008: How to Protect Your Investment Portfolio from Market Crises

    Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules."  The truth is that whoever understands money makes the rules. In this second episode, join Stephan Piscano and me as we chronicle how we each navigated the 2008 financial crisis without loss and have substantially outpaced the markets every year since. We explain the strategies and tactics that generate double-digit returns across every phase of the market cycle… across the crash of 2008 through the Fed-induced boom thereafter and the volatility of today. Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    51 min
  12. The (Nontraditional) Path of an Investment Banker: From Athlete to Adagio

    01/06/2022

    The (Nontraditional) Path of an Investment Banker: From Athlete to Adagio

    Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules."  The truth is that whoever understands money makes the rules. In this first episode, join Ben Summers and Stephan Piscano as they chronicle Ben's nontraditional path from studying physics, through stops in professional baseball, global energy services, and real estate, to ultimately landing as a financial engineer and running his own investment bank. They show that it doesn't matter where you're starting from; what matters is where you finish... Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives: https://www.adagioinstitute.org/shadow-bankers-secrets-book

    32 min
  • 12 Episodes

About

We’re giving you a look into the secret strategies and tactics closely held by the biggest investment banks, private equity firms, and hedge funds. This podcast will take the power of capital creation from Wall Street to your Main Street one episode at a time…

Information

  • Creator
    Benjamin D. Summers
  • Years Active
    2022 - 2023
  • Episodes
    12
  • Rating
    Explicit
  • Copyright
    © 2023 Adagio Institute, Inc.
  • Show Website
    The Shadow Banker's Secrets