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 FINANCIAL ADVISOR CLIENTS
What's Hidden Behind the Veneer of Friendly Professionalism
and Accepted Limitations of Traditional Investments?
THE SHADOW BANKER'S MARKET CRASH SURVIVAL GUIDE FOR FINANCIAL ADVISOR CLIENTS
What's Hidden Behind the Veneer of Friendly Professionalism
and Accepted Limitations of Traditional Investments?
Lloyd Blankfein, CEO of Goldman Sachs
You're probably aware that full-service brokerages like Wells Fargo, Edward Jones, Merrill Lynch and Raymond James aren’t motivated by the performance of your investment portfolio—they're paid on making trades and/or the amount of money they manage... their business model is almost entirely predicated on simply recruiting more wealthy clients.

This is perfectly legal and not considered to be unethical by industry standards. Do you remember the testimony of Goldman Sachs CEO Lloyd Blankfein in front of Congress after the 2008 financial crisis where he reluctantly admitted that Goldman bets against their clients... and that it was okay?

Even without any legal obligation to act in the best interests of their clients, that's apparently still not enough leeway for them... 

How many times has Wells Fargo been in the news for illegal, unethical conduct against its clients?

Do you think Goldman Sachs and Wells Fargo are the only two firms not serving the best interests of their clients?
No matter how nice, likable and friendly your individual financial advisor is, the fees you're paying almost certainly do not translate into superior investment portfolio performance, and they're definitely not protecting you from market crises. Remember your experience in 2008?

If you're retired, or close to retirement, your life's work is represented by your savings that is managed by your financial advisor, and by extension, the firm he works for.

How do you feel about the fact that it's just accepted that when the market takes its next inevitable hit, you will too?

Can you afford a 50% loss of your savings?

Can you live off the income generated by the so-called "safe" alternatives? And are they really safe? How do you even know?

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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