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
THE SHADOW BANKER'S
MARKET CRASH SURVIVAL GUIDE FOR
DISCOUNT BROKER CLIENTS
How Do You Find the Low-Risk Yield You Need to Retire Comfortably?
THE SHADOW BANKER'S MARKET CRASH SURVIVAL GUIDE FOR DISCOUNT BROKER CLIENTS
How Do You Find the Low-Risk Yield You Need to Retire Comfortably?
Discount Brokers
You’ve successfully minimized the fees associated with trading your investment portfolio by utilizing a discount brokerage account with the likes of Fidelity, TD Ameritrade, Interactive Brokers, Charles Schwab or E-Trade... 

But how do you generate the returns you need to retire comfortably without risking your life savings?

Indexing may be a better play than most actively managed funds, but—by definition—index funds bear the full brunt of every market correction… and the next inevitable crisis.
Fidelity and Vanguard funds are subject to the same risks.

How can you protect yourself from the market while still generating the growth or income you need for a comfortable, stress-free retirement?

The Shadow Banker's Market Crash Survival Guide reveals how to how to protect your investment portfolio from market crises while generating above-market returns without buying mutual funds, annuities or real estate:
  • Generate Strong Investment Cash Flow (7%-8% Fixed Income with Very Low Risk) and/or Growth (25%-30% RAP) That Won't Take a Hit from Market Crises (Like 2008)
  • Definitively Evaluate Investments by Accurately Measuring Their Risk
  • ​Access Exclusive Institutional-Grade Private Investments Without Having to Be Accredited
  • ​Quickly and Compliantly Raise Unlimited Capital for Your Investment Portfolio
Dr. Edwin Vieira, Jr., A.B. (Harvard College), A.M. and Ph.D. (Harvard Graduate School of Arts and Sciences), and J.D. (Harvard Law School)
5 MINUTE PRESENTATION (TRANSCRIPT AVAILABLE BELOW)
FREE Video Case Study: Benjamin D. Summers
on How to Beat the Banking System
FREE Video Case Study: Benjamin D. Summers
on How to Beat the Banking System
  • Generate Strong Investment Returns That Won't Take a Hit from Market Crises (Like 2008)
  • Definitively Evaluate Investments by Accurately Measuring Their Risk
  • ​Achieve 7%-8% Fixed Income Returns (That Beat Inflation) with Very Low (Treasury-Level) Risk
  • ​Access Exclusive Private Investments Without Having to Be Accredited
  • ​Quickly and Compliantly Raise Unlimited Capital for Your Investment Portfolio
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
TAKE THE SHADOW BANKER'S SECRETS MASTERCLASS
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
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