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THE SHADOW BANKER'S SECRETS
INVESTMENT BANKING FOR ALTERNATIVES
THE SHADOW BANKER'S SECRETS
INVESTMENT BANKING FOR ALTERNATIVES
Protect Your Portfolio from Market Crises
While Generating Above-Market Returns, Create Capital and
Become Your Own Bank
Protect Your Portfolio from Market Crises While Generating Above-Market Returns, Create Capital and Become Your Own Bank
AN INTUITIVE TOTAL RISK-ADJUSTED
PERFORMANCE MEASURE & MATRIX
AN INTUITIVE TOTAL RISK-ADJUSTED
PERFORMANCE MEASURE & MATRIX
Ben Summers transformed the Omega ratio into an intuitive percentage output scaled against the market and deconstructed the Kapsos form to create a 3x1 matrix that measures and intuitively communicates the three fundamental characteristics of an investment: risk, return, and liquidity.
THE SHADOW BANKER'S
CAPITAL CREATION GUIDE
THE SHADOW BANKER'S
CAPITAL CREATION GUIDE
How to Protect Engineer Superior Risk-Adjusted Performance, Create Unlimited Capital on Your Terms, and Scale Your Asset Management Business to Institutional Levels
How to Protect Engineer Superior Risk-Adjusted Performance, Create Unlimited Capital on Your Terms, and Scale Your Asset Management Business to Institutional Levels
CO-GP CASE STUDY
CO-GP CASE STUDY
Learn How to Earn 100%+ Annual Returns a Co-GP under an Institutional-Grade Fund via 1% Management Fee & 10% Performance Fee
MONEY AS DEBT
MONEY AS DEBT
“The process by which banks create money is so simple that the mind is repelled.”
~ John Kenneth Galbraith
THE FED'S TRANSFER OF WEALTH
THE FED'S TRANSFER OF WEALTH
Did you know that for every $50,000 in value you produce, the banking industry takes $40,000 of it? In other words, if you earned $50,000 last year, the banking system walked away with $200,000 of your productivity. You don't see this transfer of wealth, but it is very real...
AUSTRIAN ECONOMIST FINANCIAL ADVISORS
AUSTRIAN ECONOMIST FINANCIAL ADVISORS
Can You Protect Your Investment Portfolio from the Next Market Crisis While Generating Above-Market Returns Now?
TRADITIONAL FULL-SERVICE BROKERS
TRADITIONAL FULL-SERVICE BROKERS
What's Hidden Behind the Veneer of Friendly Professionalism and Accepted Limitations of Traditional Investments?
DISCOUNT BROKERS
DISCOUNT BROKERS
How Do You Find The Low-Risk Yield You Need to Retire Comfortably?
ANNUITIES
ALTERNATIVE INVESTMENT PROFESSIONALS
ALTERNATIVE INVESTMENT PROFESSIONALS
Can You Compliantly Offer Alternatives That Beat the Market While Avoiding Ponzi Schemes and Protecting Your Clients?
Can You Compliantly Offer Alternatives That Beat the Market While Avoiding Ponzi Schemes and Protecting Your Clients?
CROWDFUNDING
RAISE YOUR FIRST $100 MILLION
RAISE YOUR FIRST $100 MILLION
Quickly and Compliantly Raise Your First $100 Million—Even if You Don't Have a Track Record
MEASURE THE RISK OF ANY INVESTMENT
MEASURE THE RISK OF ANY INVESTMENT
Accurately Measure the Risk Associated with Any Investment
GUIDE & CASE STUDY—INVESTMENT CLUBS
GUIDE & CASE STUDY—INVESTMENT CLUBS
We’ve developed structures anyone can implement to democratize access to quality Reg D 506(b) issues and 3(c)7 funds. We work with financial advisors, insurance agents, IRA custodians, CPAs, marketers, and others to administer investment clubs with monolithic risk-adjusted return and liquidity appetites that compliantly afford their clients access to quality private alternatives they would not be able to access individually.
CONTINUING PROFESSIONAL EDUCATION
CONTINUING PROFESSIONAL EDUCATION
We provide continuing education programs for financial and real estate professionals. Click on your professional designation below to explore what continuing education programs we have available:
We provide continuing education programs for financial and real estate professionals. Click on your professional designation below to explore what continuing education programs we have available:
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5100 Westheimer Rd, Ste 115 • Houston, Texas 77056