MASTERCLASS: THE SHADOW BANKER'S SECRETS
ADAGIO INSTITUTE, INC.
MONEY AS DEBT
A 501(c)(3) Public Charity
ADAGIO INSTITUTE, INC.
A 501(c)(3) Public Charity
FINANCIAL ADVISOR ASSOCIATE
FINANCIAL ADVISOR ASSOCIATE
Enter the Promo Code "ASSOCIATE" on the order form for the discounted price of $97. Once you complete the masterclass, you will be provided access to my calendar.
THE MASTERCLASS TUITION HAS BEEN WAIVED FOR APPLICANTS
Level:  Associate
Category:  Financial Services
Location:  Relocation Not Necessary
Compensation Structure:  Commission

Were you unable to grow an economically viable book of business from scratch? If so, you can still be successful in the financial services industry...

As an Associate, you’ll be part of our entrepreneurial system with the freedom to provide solutions for every type of market participant from a broad portfolio of innovative, merit-based products and services.

We've developed the marketing and sales infrastructure required to take the most difficult aspects of financial sales off your plate.
Enter the Promo Code "ASSOCIATE" on the order form for the discounted price of $97.
Once you complete the masterclass, you will be provided access to my calendar.
  • ​No existing book of business required
  • ​No cold calling required
  • ​Low-ticket front-end educational product (segments market participants and provides comprehensive education-based sales message)
  • ​Risk-adjusted performance measure tools and services
  • ​Superior risk-adjusted performance (as measured since January 2007) via institutional-grade private structured products
  • ​Low-minimum access to exclusive risk-adjusted performance for retail investors
  • ​No existing book of business required
  • ​No cold calling required
  • ​Low-ticket front-end educational product (segments market participants and provides comprehensive education-based sales message)
  • ​Risk-adjusted performance measure tools and services
  • ​Superior risk-adjusted performance (as measured since January 2007) via institutional-grade private structured products
  • ​Low-minimum access to exclusive risk-adjusted performance for retail investors
Qualifications:
  • ​Highly refined presentation and public speaking abilities
  • ​Thorough understanding of quantitative risk analysis, structured products and synthetic positions (education provided)
  • ​Results oriented and creative problem solving ability
  • ​FINRA Series 65 License (preferred but not required)
  • ​MBA, MiF or CFA (preferred but not required)
  • ​Highly refined presentation and public speaking abilities
  • ​Thorough understanding of quantitative risk analysis, structured products and synthetic positions (education provided)
  • ​Results oriented and creative problem solving ability
  • ​FINRA Series 65 License (preferred but not required)
  • ​MBA, MiF or CFA (preferred but not required)
We are seeking highly motivated Associates to generate precisly targeted traffic for our self-liquidating marketing and sales funnel and follow-up with individuals who fall out of the funnel to close the appropriate sales.
Commissions are paid at every step of the funnel, in addition to compensation for the sale of our financial products.

You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get immediate results. A career as a Financial Advisor with Adagio gives you the pride and satisfaction of helping others to understand and analyze their financial situation and needs better than any other firm in the market.
5 LESSONS
5 LESSONS
Ben teaches the proven techniques of Wall Street for raising unlimited, low-cost capital as an institutional-grade fund manager in over 2.5 hours of video lessons and downloadable slides.

This unprecedented masterclass reveals the secrets Ben discovered over his 10 plus years of experience... a period that saw him generate returns in excess of 30% in 2008, the year of the financial crisis.

You'll learn how to structure investments and portfolios that not only maximize your returns but also protect you against the risk of market cycles... allowing you to serve the trillions of dollars held by retail investors starved for low-risk yield.

As an investment manager or real estate entreprenuer, you'll learn how to compliantly raise unlimited, low-cost capital without having to ask fo it.
INVESTMENT QUALITY CALCULATOR
INVESTMENT QUALITY CALCULATOR
Only available through this masterclass, the investment quality (or risk-adjusted performance) calculator allows you to evaluate and price your investments like the big banks and to confidently pick the best investment every time without having to do the math yourself!

The calculator measures both the risk and expected return of investments to let you easily rank them... from stocks to hedge funds to real estate.

It also enables you to price your own investment offerings. With over 10 Wall Street investment performance metrics [including Alpha (α), Sharpe Ratio, Omega (Ω) Ratio, Illiquidity Premium and many more!] for financial professionals and a color-coded rating for non-professionals.

This calculator is a must-have for every investor!
 Risk-Adjusted Performance Calculator Output  (Demo)
$90
LIFETIME
ACCESS
ABOUT ADAGIO

Adagio Group is a de facto boutique investment bank that capitalizes best-in-class alternative asset managers (e.g. real estate syndicators, hedge fund managers, etc.). Those asset managers enable us to structure institutional-grade products with better risk-adjusted performance (as measured by Modigliani, MDD, Omega, and Illiquidity Premium with data encompassing Jan. 2007 or earlier) than what's otherwise available through the capital markets. www.theadagiogroup.com
Adagio Group refers to Adagio Institute, Inc., a 501(c)3 public charity, and its subsidiaries. Adagio Capital Management, LLC is an Exempt Reporting Adviser. Broker-dealer services are provided by third-parties.
ABOUT ADAGIO

Adagio Group is a de facto boutique investment bank that capitalizes best-in-class alternative asset managers (e.g. real estate syndicators, hedge fund managers, etc.). Those asset managers enable us to structure institutional-grade products with better risk-adjusted performance (as measured by Modigliani, MDD, Omega, and Illiquidity Premium with data encompassing Jan. 2007 or earlier) than what's otherwise available through the capital markets. www.theadagiogroup.com

Adagio Group refers to Adagio Institute, Inc., a 501(c)3 public charity, and its subsidiaries. Adagio Capital Management, LLC is an Exempt Reporting Adviser. Broker-dealer services are provided by third-parties.
WE PROVIDE ESOTERIC EDUCATION, TURNKEY MARKETING RESOURCES, AND SUPPORT
  • Masterclass on Investment Banking for Alternatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    $2,925 Value
  • $5MM / Month Capital Raising Case Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   $150 Value
  • Comprehensive Marketing Infrastucture with Proven Copy and Step-By-Step Instructions (Continuously Updated) . . . . . . . . . . .  $750,000 Value
  • ​Complete Downloadable Presentation Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   $35 Value
  • ​Private Mastermind Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     $250 Value
  • ​One-Hour Consultation with Ben Summers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   $975 Value
Masterclass on Investment Banking for Alternatives
$2,925 Value

$5MM / Month Capital Raising Case Study
$150 Value

Comprehensive Marketing Infrastucture with Proven Copy and Step-By-Step Instructions (Continuously Updated)
$750,000 Value

Complete Downloadable Presentation Slides
$35 Value

Private Mastermind Group
$250 Value

One-Hour Consultation with Ben Summers
$975 Value
TOTAL VALUE
 $754,335
TOTAL VALUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      $754,335
MASTERCLASS: THE SHADOW BANKER'S SECRETS
5 LESSONS
5 LESSONS
Ben teaches the proven techniques of Wall Street for raising unlimited, low-cost capital as an institutional-grade fund manager in over 2.5 hours of video lessons and downloadable slides.

This unprecedented masterclass reveals the secrets Ben discovered over his 10 plus years of experience... a period that saw him generate returns in excess of 30% in 2008, the year of the financial crisis.

You'll learn how to structure investments and portfolios that not only maximize your returns but also protect you against the risk of market cycles... allowing you to serve the trillions of dollars held by retail investors starved for low-risk yield.

As an investment manager or real estate entreprenuer, you'll learn how to compliantly raise unlimited, low-cost capital without having to ask fo it.
INVESTMENT QUALITY CALCULATOR
INVESTMENT QUALITY CALCULATOR
Only available through this masterclass, the investment quality (or risk-adjusted performance) calculator allows you to evaluate and price your investments like the big banks and to confidently pick the best investment every time without having to do the math yourself!

The calculator measures both the risk and expected return of investments to let you easily rank them... from stocks to hedge funds to real estate.

It also enables you to price your own investment offerings. With over 10 Wall Street investment performance metrics [including Alpha (α), Sharpe Ratio, Omega (Ω) Ratio, Illiquidity Premium and many more!] for financial professionals and a color-coded rating for non-professionals.

This calculator is a must-have for every investor!
 Risk-Adjusted Performance Calculator Output  (Demo)
$90
LIFETIME
ACCESS
BEN SUMMERS TEACHES
INVESTMENT BANKING FOR ALTERNATIVES
To get started, let us know what type of firm you work for. Select the option you identify with most:
BEN SUMMERS TEACHES INVESTMENT BANKING FOR ALTERNATIVES
To get started, let us know what type of firm you work for. Select the option you identify with most:
Broker-Dealer / Investment Bank
Registered Investment Adviser (Multiple Retail Clients)
Family Office, Endowment or Pension Fund
Insurance Agency, Real Estate Brokerage, IRA Custodian, Fund Administration, Accounting, or Law
Alternative Asset Manager / Sponsor / Wholesaler (e.g. Real Estate Syndicator, Hedge Fund Manager)
Regulatory Body / Trade Association / Due Diligence Firm (e.g. SEC, FINRA, CFA Institute)
Other / Retail Investor
N/A: I Want to Become My Own Bank & Create Capital
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
“Every time I talk to Ben about money, finance, risk, and investment in real estate, I always learn something new. He's incredibly insightful.”
Ryan Kuhlman
is the owner and president of the Broward and Miami-Dade Real Estate Investors Associations. He has been involved in real estate since 1990.
“I found this masterclass on investment banking in real estate to be very informative and valuable. Ben provides a new way to look at real estate investing.”
Frank Gutta, CPA
is the managing partner of Gutta, Sharfi & Co. CPAs. He has been in practice as a tax and financial expert  for over 30 years.
THE VALUE PROPOSITION
EQUAL OPPORTUNITY EMPLOYER DISCLOSURE:  It is the policy of Adagio, LLC to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information or any other legally protected characteristic.
SHARE THE FINANCIAL ADVISOR ASSOCIATE POSITION
ADAGIO INSTITUTE, INC. © 2019 All Rights Reserved
5100 Westheimer Rd, Ste 115 • Houston, Texas 77056

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