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5 Steps to Quickly and Compliantly Raise Your First $100 Million and Scale Past $1 Billion AUM
5 Steps to Quickly and Compliantly Raise Your First $100 Million and Scale Past $1 Billion AUM
Quickly & Compliantly Raise Your First $100 Million
Step #1:  Accurately measure and optimize the risk-adjusted performance of your investment strategy to make it competitive within the capital markets.

Step #2:  Engineer an institutional-grade fund to bridge your strategy’s capital needs and performance with retail and institutional demand.

Step #3:  Engage Tier 1 legal counsel to draft all the necessary documents while onboarding a reputable third-party administrator and auditor.
Step #4:  Quickly raise as much capital as you can responsibly deploy through innovative distribution infrastructure, a network of over 2 million active investors, relationships with Morgan Stanley and UBS, in addition to over 5,000 other institutional allocators (i.e., RIAs, family offices, pension funds, endowments, funds of funds, sovereign wealth funds, etc.)

Step #5:  Delegate responsibility for all regulatory compliance and reporting so that all you have to focus on is executing your strategy.

Congratulations, you now have a literal money printing machine.

Learn how by claiming your Capital Creation Guide and ordering The Shadow Banker's Secrets: Investment Banking for Alternatives Book & Masterclass...
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)
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
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.
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)
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.
Gain unique access to the secrets of Wall Street and quickly grow AUM to 9-figures and beyond by generating superior risk-adjusted performance through institutional-grade structures.
Become your own bank and quickly create assets by providing the public superior risk-adjusted performance through compliant, innovative structures insulated from market crises.
“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.
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, I’m making this book available in hardcover with free shipping at an extraordinary discount. You’ll also have a one-time opportunity to upgrade your order with immediate access to the book’s companion masterclass at an even bigger discount still, which includes a private 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 Signature
Benjamin D. Summers Signature
Benjamin D. Summers
ADAGIO INSTITUTE, INC. © 2019 All Rights Reserved
5100 Westheimer Rd, Ste 115 • Houston, Texas 77056

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