ADAGIO INSTITUTE, INC.
A 501(c)(3) Public Charity
The Shadow Banker's Secrets
INVESTMENT BANKING FOR ALTERNATIVES
Benjamin D. Summers
Foreword by Oren Klaff
ADAGIO INSTITUTE, INC.
The Shadow Banker's Secrets
INVESTMENT BANKING FOR ALTERNATIVES
Benjamin D. Summers
Foreword by Oren Klaff
A 501(c)3 Public Charity
What if You Could Exceed Market Rates of Return, Eliminate Market Risk, and Quickly Raise Capital at Scale?
Protect Your Portfolio from Market Crises While Generating Above-
Market Returns, Create Capital and Become Your Own Bank
#1 INTERNATIONAL BESTSELLER IN 9 INVESTING & FINANCE CATEGORIES
Protect Your Portfolio from Market Crises While Generating Above-Market Returns, Create Capital and Become Your Own Bank
#1 INTERNATIONAL BESTSELLER IN 9 INVESTING & FINANCE CATEGORIES
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The Shadow Banker's Secrets (2nd Edition)
“[Most] investors may be quite willing to take the risk of being wrong in the company of others, while being much more reluctant to take the risk of being right alone.”
~John Maynard Keynes
~John Maynard Keynes
CUSTOM JAVASCRIPT / HTML
MEASURE RISK
Accurately quantify and clearly communicate the risk and illiquidity premium of any asset (including alternatives) or portfolio to identify the best investments in clear, objective and absolute terms.
GROW ASSETS
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.
BE COMPLIANT
Become your own bank and quickly create assets by providing the public superior risk-adjusted performance through compliant, innovative structures insulated from market crises.
Become Your Own Bank...
THE SHADOW BANK:
A shadow bank is a non-depository financial institution that operates under exemptions from normal banking regulations.

Investment banks, private equity and hedge funds are examples of a few types of shadow banks.

They create debt and equity capital and sell investments across the global financial system.

INVESTING VERSUS GAMBLING:
There is only one thing that differentiates investing from gambling…

In gambling, the probability of loss exceeds the probability of gain.

With investing, the expectation is that the probability of gain exceeds the probability of loss.

Probability is a number—a percentage. It’s something to be measured.

To meaningfully evaluate any investment, you have to know how the expected return percentage compares to the associated risk percentage, but almost no one does that.

Here's a simple example to drive the point home:

Think of a coin flip… if I told you that I’d give you $10 if you were to correctly guess which side comes up, what would be a fair bet? The answer—as you probably intuitively know—is $5.

Mathematically speaking, the chance of winning is 50%; so, if you divide $5 by 50%, you get $10, which is the fair return. If I paid out more than $10 on that $5 coin flip bet, that would be a good deal; if I paid out less than $10, it wouldn’t be.
Now, the math associated with measuring investment risk is quite a bit more complex than measuring the risk of a coin flip, but the fundamental principle remains:

It doesn’t matter how you feel about the coin or the person doing the flipping or what kind of story is used to predict the outcome. The probability is the probability.

That, in essence, is how the "smart money", which is comprised of the top shadow banks, makes investment decisions. 

Outside of the "smart money", people rely on stories, their feelings and relationships to make investment decisions. Those are great for choosing friends but do nothing to help you determine how to invest if you actually care about your money.

The biggest shadow banks hire physicists and mathematicians called quants to measure and engineer the risk-adjusted performance of the investments they sell.

They often use this expertise to bet against the public and push shoddy product through their armies of sales staff called financial advisors.

This period of time represents the greatest transfer of wealth in human history, and there’s only one way to position yourself on the right side of that transfer: by utilizing the insight of the top shadow banks to tip the tables in your favor.

As a quant myself with an academic background in physics, I’m taking this expertise from behind the closed doors of the big banks to the public in my book and masterclass The Shadow Banker’s Secrets: Investment Banking for Alternatives to level the playing field.
Benjamin D. Summers and The Shadow Banker's Secrets (2nd Edition)
THE BOOK & MASTERCLASS:
You'll learn how to not only identify and create superior risk-adjusted investment performance, but how to compliantly securitize it to raise unlimited capital as your own bank.

As you may know from experience, raising money 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 offering 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 utilize 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.

Here's how The Shadow Banker's Secrets help each role in the market:

ASSET MANAGERS:
Learn how to quickly and compliantly raise your first $100 million and scale your AUM past $1 billion even if you don't have a track record. Our risk engineering skills, proprietary distribution infrastructure, and relationships with firms like Morgan Stanley and UBS open pipelines of capital for your investment strategy...

RETAIL INVESTORS:
Learn how to access and aggregate capital around exclusive investments that generate above-market returns and are protected from market crises by utilizing innovative structures, accurately measuring risk, and sourcing best-in-class asset managers...

ACCOUNTANTS, LAWYERS, INSURANCE AGENTS, IRA CUSTODIANS, REAL ESTATE AGENTS, IRA CUSTODIANS & MARKETERS:
Learn how to quickly grow, better serve, and substantially increase the monetization of your client base by compliantly creating access for both accredited and non-accredited investors to superior risk-adjusted investment performance... even if you don't have a FINRA license...

FINANCIAL ADVISORS:
Learn how to quickly and compliantly scale your AUM and client base, protect your clients' portfolios from the next market crisis, and reduce regulatory risk by compliantly providing clients access to superior risk-adjusted performance (7%-8% fixed income with very low risk, 25%-30% RAP) via institutional-grade alternative investments...

FAMILY OFFICES:
Learn how to responsibly achieve above-market income and growth while protecting your clients' portfolios from market turbulence and crises...

REGULATORY & TRADE ASSOCIATION PROFESSIONALS:
Learn why it's important to accurately measure risk-adjusted investment performance, how to better protect the investing public, and how to improve support to financial professionals...
meet the master behind the book
Benjamin D. Summers
Benjamin D. Summers
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 book.
THE INSTITUTE:
It's the mission of Adagio Institute to promote financial education and level the playing field between the big banks and the public.

The Shadow Banker's Secrets book empowers both asset managers and retail investors alike to not only play on the same field as the banks, but to beat them at their own game.

My business is not teaching others; I run a boutique investment bank myself.

Because of that, it doesn't hurt me to share my best stuff with you. As a matter of fact, I want to share the secrets of the banking industry with as many people as possible.

My hope is that once you see how valuable this information is, you'll be excited to learn more and take advantage of Adagio Institute's educational programs and resources.

I want as many people as possible taking a merit-based approach to banking, investment and finance.

TIME IS OF THE ESSENCE:
Because the costs of printing, shipping, and marketing far exceeds the price of the book, we've only budgeted to offer a few thousand copies at this discount. So, when they're gone... well... they're gone...  

For as long as this page is up, the offer is still available, but I reserve the right to pull it down at any time.

This is truly a limited offer, so claim your copy now at this extraordinary discount while it's still available...

Thanks for taking the time to read this letter and enjoy the book!

Warm regards,
Benjamin D. Summers Signature
Benjamin D. Summers
ADAGIO INSTITUTE, INC.
SHARE THE SHADOW BANKER'S SECRETS
ADAGIO INSTITUTE, INC © 2023 All Rights Reserved
5100 Westheimer Rd, Ste 115 • Houston, Texas 77056

Now, the math associated with measuring investment risk is quite a bit more complex than measuring the risk of a coin flip, but the fundamental principle remains:

It doesn’t matter how you feel about the coin or the person doing the flipping or what kind of story is used to predict the outcome. The probability is the probability.

That, in essence, is how the "smart money", which is comprised of the top shadow banks, makes investment decisions. 

Outside of the "smart money", people rely on stories, their feelings and relationships to make investment decisions. Those are great for choosing friends but do nothing to help you determine how to invest if you actually care about your money.

The biggest shadow banks hire physicists and mathematicians called quants to measure and engineer the risk-adjusted performance of the investments they sell.

They often use this expertise to bet against the public and push shoddy product through their armies of sales staff called financial advisors.

This period of time represents the greatest transfer of wealth in human history, and there’s only one way to position yourself on the right side of that transfer: by utilizing the insight of the top shadow banks to tip the tables in your favor.

As a quant myself with an academic background in physics, I’m taking this expertise from behind the closed doors of the big banks to the public in my book and masterclass The Shadow Banker’s Secrets: Investment Banking for Alternatives to level the playing field.
The Shadow Banker's Secrets (2nd Edition)
THE BOOK & MASTERCLASS:
You'll learn how to not only identify and create superior risk-adjusted investment performance, but how to compliantly securitize it to raise unlimited capital as your own bank.

As you may know from experience, raising money 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 offering 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 utilize 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.

Here's how The Shadow Banker's Secrets help each role in the market:

ASSET MANAGERS:
Learn how to quickly and compliantly raise your first $100 million and scale your AUM past $1 billion even if you don't have a track record. Our risk engineering skills, proprietary distribution infrastructure, and relationships with firms like Morgan Stanley and UBS open pipelines of capital for your investment strategy...

RETAIL INVESTORS:
Learn how to access and aggregate capital around exclusive investments that generate above-market returns and are protected from market crises by utilizing innovative structures, accurately measuring risk, and sourcing best-in-class asset managers...

ACCOUNTANTS, LAWYERS, INSURANCE AGENTS, IRA CUSTODIANS, REAL ESTATE AGENTS, IRA CUSTODIANS & MARKETERS:
Learn how to quickly grow, better serve, and substantially increase the monetization of your client base by compliantly creating access for both accredited and non-accredited investors to superior risk-adjusted investment performance... even if you don't have a FINRA license...

FINANCIAL ADVISORS:
Learn how to quickly and compliantly scale your AUM and client base, protect your clients' portfolios from the next market crisis, and reduce regulatory risk by compliantly providing clients access to superior risk-adjusted performance (7%-8% fixed income with very low risk, 25%-30% RAP) via institutional-grade alternative investments...

FAMILY OFFICES:
Learn how to responsibly achieve above-market income and growth while protecting your clients' portfolios from market turbulence and crises...

REGULATORY & TRADE ASSOCIATION PROFESSIONALS:
Learn why it's important to accurately measure risk-adjusted investment performance, how to better protect the investing public, and how to improve support to financial professionals...
THE INSTITUTE:
It's the mission of Adagio Institute to promote financial education and level the playing field between the big banks and the public.

The Shadow Banker's Secrets book empowers both asset managers and retail investors alike to not only play on the same field as the banks, but to beat them at their own game.

My business is not teaching others; I run a boutique investment bank myself.

Because of that, it doesn't hurt me to share my best stuff with you. As a matter of fact, I want to share the secrets of the banking industry with as many people as possible. 
Benjamin D. Summers
My hope is that once you see how valuable this information is, you'll be excited to learn more and take advantage of Adagio Institute's educational programs and resources.

I want as many people as possible taking a merit-based approach to banking, investment and finance.

TIME IS OF THE ESSENCE:
Because the costs of printing, shipping, and marketing far exceeds the price of the book, we've only budgeted to offer a few thousand copies at this discount. So, when they're gone... well... they're gone...  

For as long as this page is up, the offer is still available, but I reserve the right to pull it down at any time.

This is truly a limited offer, so claim your copy now at this extraordinary discount while it's still available...

Thanks for taking the time to read this letter and enjoy the book!

Warm regards,
Benjamin D. Summers Signature
Benjamin D. Summers
ADAGIO INSTITUTE, INC.
SHARE THE SHADOW BANKER'S SECRETS
ADAGIO INSTITUTE, INC © 2023 All Rights Reserved
5100 Westheimer Rd, Ste 115 • Houston, Texas 77056