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...