The Shadow Banker's Secrets Benjamin D. Summers

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 S...

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 dis...

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 Hamamjia...

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 ...

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 ret...

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, valuation...