Yes, you have decades of experience in what you do, but what you have done is not
what we do...
We apply the most sophisticated quantitative methods to alternative assets and structure financial products that don’t fit within the familiar boxes. We engineer unique institutional-grade structures for optimal risk-adjusted performance and liquidity--not to appease traditional distribution.
Everyone, without exception, who’s ever completed the masterclass is awestruck by the depth of valuable information that they’ve never seen before.
You’ll walk away from this masterclass with a thorough understanding of 1) how to confidently structure or access and select the best investments and advisors, which as a corollary means your portfolio will be insulated from market crises to the absolutely greatest extent possible while achieving above-market returns, 2) how to access and grow a retail client base to quickly scale AUM, even as a 3(c)7 fund manager, and 3) how to stay compliant at the same time.
I’ve spent years on introductory phone calls with everyone from billion dollar plus asset managers to wholesalers to other quants at the big box firms… invariably, their assumptions about what we do are incorrect, and I end up spending a lot of time on the phone having to teach them… and of course the less intelligent people, which represent the majority, don’t have any interest in learning and typically protest the most, which means I’ve wasted many, many frustrating hours rehashing the same information largely for naught.
This masterclass solves that problem. First, it introduces me and my firm just like decorum would dictate on a call; secondly it covers all the necessary technical background on the application of quantitative finance to private markets; and third it explains the various types of solutions we’re able to provide everyone from asset managers to regulatory bodies to financial advisors and retail investors.