ADAGIO / The Shadow Banker's Secrets Masterclass

Who is this masterclass for?

Alternative Investment Managers (Real Estate Sponsors, Hedge Fund Managers, etc.), Family Office Professionals, RIAs, Broker-Dealers, and Due Diligence Professionals, Independent Insurance Agents, Real Estate Brokers, IRA Custodians, CPAs, Attorneys, Marketing Professionals, and Retail Investors

Why do I need this masterclass when I’ve already got decades of experience?

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.

How does the payment process work?

You have the choice of either:

1) Free Virtual Seat Reservation

2) Prepaid Tuition (at a discounted rate of $79)

If you choose the Free Virtual Seat Reservation and the masterclass does not exceed your expectations, let us know via the email address provided at the end of the masterclass, and you will not be charged anything; otherwise, you will be charged the $97 tuition five days after reserving your virtual seat.

If you prepay the $79 discounted tuition, your payment is not refundable.

Why are you charging for the masterclass, even if it is a small, risk-free amount?

Those who don’t pay don’t pay attention… The tuition is high enough to make people to commit to completing the masterclass while still being small enough to make it accessible to just about everyone. The Free Seat Reservation option addresses any fear that the masterclass may not be worth it. If you don’t find it valuable, let us know, and you simply don’t pay.

When does the class start?

The masterclass is pre-recorded. You will have lifetime access to take it at any time and at your own pace.

What format does the class take?

This masterclass is an immersive online experience. The curriculum is designed by the instructor, Ben Summers. It includes extensive pre-recorded video content, the downloadable class presentation, and a private Facebook Group for community interaction. The videos are viewable at any time, and they can be paused, fast-forwarded, and re-watched as many times as you'd like. In addition, many students utilize the class discussions in the class Facebook Group to share their thoughts, upload their performances, and provide feedback on others' work.

Is the class live?

Yes, the masterclass is live and interactive. Attendees are encouraged to take notes, ask questions and provide feedback in realtime.

Can I download the masterclass?

No, the video presentation is not downloadable, but a replay will be made available to those who attend. You will be provided a downloadable workbook that includes all the slides, and you are encouraged to take notes.

How do I contact Adagio Group?

Send us an email at solutions@adagiollc.com, and we'll be happy to help.

STILL NEED HELP?

Email us at solutions@adagiollc.com

MASTERCLASS: THE SHADOW BANKER'S SECRETS

ADAGIO INSTITUTE, INC.

THE SHADOW BANKER'S SECRETS

Masterclass & Strategy Session with Ben Summers

A 501(c)(3) Public Charity

ADAGIO INSTITUTE, INC.

A 501(c)(3) Public Charity

THE SHADOW BANKER'S SECRETS

Masterclass & Strategy Session

with Ben Summers

00Hours00Minutes00Seconds

Learn how to beat inflation with 15%+ returns that are insulated from market crises like 2008 and create capital...

REGULAR DISCOUNT: ~~$497~~

Use Promo Code: SHADOWBANKER

for

$97 LIFETIME ACCESS

TAKE THE MASTERCLASS

FAQ

TAKE THE CLASS

FAQ

Learn how to beat inflation with 15%+ returns that are insulated from market crises like 2008 and create capital...

REGULAR DISCOUNT: ~~$497~~

Use Promo Code:

for

$97

SHADOWBANKER

LIFETIME

ACCESS

CREATE CAPITAL

Quickly create an investment portfolio of 9-figures and beyond by offering superior risk-adjusted performance through institutional-grade structures insulated from market crises.

MEASURE RISK

Accurately quantify and clearly communicate the risk and illiquidity premium of any alternative asset or portfolio to identify the best investments in clear, objective and absolute terms.

BE COMPLIANT

Confidently navigate regulatory exemptions and avoid legal pitfalls to compliantly create capital and raise unlimited money for your business without fear of the regualtors.

Our Clients Have Raised up to $50 Million per Month

Through the application of his extensive knowledge in quantitative finance, the application of risk engineering principles, and private securities transactions, Ben Summers has led Adagio from a single entity real estate investment company in 2005 to become an innovative financial institution. Adagio now engages in a full complement of financial services providing third-party (quantitative) risk analytics, institutional-grade fund management, and boutique investment banking services to the alternatives space. Ben shares his extensive knowledge in this masterclass.

WHAT YOU GET

Masterclass on Investment Banking for Alternatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,925 Value
$5MM / Month Capital Raising Case Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $150 Value
Complete Downloadable Presentation Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $35 Value
Private Mastermind Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $250 Value
Private Consultation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $975 Value

Masterclass on Investment Banking for Alternatives

$2,925 Value

$5MM / Month Capital Raising Case Study

$150 Value

Complete Downloadable Presentation Slides

$35 Value

Private Mastermind Group

$250 Value

One-Hour Consultation with Ben Summers

$975 Value

TOTAL VALUE

$4,335

TOTAL VALUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,335

This masterclass provides you over three hours of Ben sharing his most valuable insights plus bonuses ($4,185 Value)! The Public Price is $997, but you pay only $97 AFTER you complete the masterclass or prepay for only $79!

Enter your credit card number to reserve your virtual seat and attend the over three hour masterclass where you'll learn how to protect and grow your portfolio with acces to exclusive investments.

If your expectations were not exceeded, just notify us via the private email address provided at the end of the masterclass, and you won't have to pay anything else. Otherwise, do nothing and we'll bill you the $97 tuition.

CUSTOM JAVASCRIPT / HTML

QUICKLY AND COMPLIANTLY RAISE YOUR FIRST $100 MILLION

Are you an investor or asset manager wanting to quickly and compliantly raise your first $100 million—even if you don't have a track record?

Would you like to understand how to accurately measure the risk associated with any asset or portfolio—from real estate to individual stocks to hedge funds?

Would you like to ultimately scale your investment business to institutional levels of $1 billion in assets under management and beyond?

For the next couple minutes, I’m going to show you the secrets behind the power of the world's largest financial institutions and how to use them to quickly establish absolute financial independence by becoming your own bank.

As you probably know from experience, raising money for your asset management business from friends and family can only get you so far… to raise capital at scale, you have to think and operate like a financial institution.

It all starts with realizing the only three variables that determine the quality of an investment: risk, return and liquidity.

If you can generate superior risk-adjusted investment performance, report it with the correct use of quantitative metrics, and validate it with third-party administrator corroborated valuations and annual audits, you can clearly and credibly communicate that your strategy is better than the traditional assets peddled by every financial advisor, and win the battle for distribution on merit.

The greatest opportunity to generate superior risk-adjusted performance—which means that not only does your strategy perform well during the good times, but it also performs well across market crises—exists in the arbitrage opportunities that are created by the inefficiencies of private markets like real estate and small business.

Once you’ve developed your strategy—even if you’re just starting out—that strategy can be backtested to accurately measure its risk-adjusted performance as if you’ve been actually running it for over a decade.

Then it’s time to raise capital…

You can spend hundreds of thousands of dollars hiring wholesalers and key accounts managers that work RIAs and family offices for up to two years, or pursue the much more expensive independent broker-dealer route and never raise a penny.

The reason for the high probability of failure through traditional distribution is that RIAs and IBDs don’t make decisions based upon merit. They make decisions based upon a mix of regulatory fear, personal profit motive, and ignorance. And with each passing day, these traditional distribution channels get one step closer to extinction…

If your risk-adjusted performance is strong enough, you can use innovative feeder structures like funds of funds and investment clubs organized around a shared risk-adjusted performance appetite to bypass the dysfunctional middle man and directly access the retail capital markets at-scale.

While this may sound complex, it all boils to one basic idea: plan for the worst and hope for the best—with a willingness to learn, the rest will take care of itself.

I’m Ben Summers, the founder and managing director of Adagio Group. Our firm provides a turnkey suite of advisory, securitization and distribution services to start-up and emerging asset managers to scale them to 9-figures and beyond, and I recently published the book and masterclass on this subject: The Shadow Banker’s Secrets: Investment Banking for Alternatives.

For a limited time, gain immediate access to The Shadow Banker's Secrets Masterclass at an extraordinary discount—then schedule your free strategy session with me to help you apply what you learned to your specific circumstances.

This unprecedented offer shares the proven Wall Street techniques I learned over my 15 plus years of experience as a quantitative alternative asset manager successfully navigating both the 2008 and 2020 financial crises, and developing innovative distribution infrastructure dedicated to providing deserving asset managers access to all the capital they can responsibly deploy.

This is what it looks like to become your own bank, and this is your one opportunity to do so.

Warm regards,

Benjamin D. Summers

ADAGIO INSTITUTE, INC.

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5100 Westheimer Rd, Ste 115 • Houston, Texas 77056

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