ADAGIO / The Fed's Transfer of Wealth & Case Study

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Yes, the masterclass is live and interactive. Attendees are encouraged to take notes, ask questions and provide feedback in realtime.

CLAIM YOUR FREE MARKET CRASH SURVIVAL GUIDE &

VIDEO CASE STUDY: FROM INVESTOR TO INVESTMENT BANKER

LEARN HOW TO BEAT THE BANKING SYSTEM AT ITS OWN GAME...

(6 MINUTE READ)

Many people are aware of the banking system’s extraction of wealth from the economy–Ron Paul ran two presidential campaigns against it–yet it persists. Why haven’t we been more effective in eliminating it? Well, that’s because the banking system is practically omnipotent.

So, instead of trying to directly take on the behemoth in an unwinnable fight, I’ve taken a different tack. I’ve learned the esoteric skills of the banking industry and used them against it to level the playing field and establish financial independence. I’m providing you that same insight through The Shadow Banker’s Secrets Masterclass on Investment Banking for Alternatives. When you take the masterclass, you’re going to discover how to use the most esoteric skills of the banking industry to beat the system at its own game.

I’m Ben Summers, the founder of Adagio Group and executive director of Adagio Institute. Through the application of extensive knowledge in quantitative finance, risk engineering, and private securities transactions, I’ve 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.

This masterclass walks you through the process I went through, shares my extensive knowledge, and provides you all the information you'll need to create highly valuable capital out of thin air just like the banking system, and even protect yourself from market crises. We've tailored the information to meet the needs of every market participant: from the most sophisticated financial professionals to those who've never even thought about the subject. This is why we ask you to choose the profession, or role in the market, you identify with most before accessing the masterclass. It's structured so that no matter what your background is, all you need is a willingness to learn, and by the end, you'll be amazed by what you've just been exposed to. Here are a few examples of what the different facets of the market will learn:

Alternative asset managers, such as real estate syndicators and hedge fund managers, will learn how to quickly and compliantly raise hundreds of millions of dollars by measuring, improving and communicating the risk-adjusted performance of their investment model, packaging it under an institutional-grade fund, and distributing that fund through the appropriate capital market channels to meet demand.

Financial professionals will learn how to quickly and compliantly grow their client base and reduce regulatory risk by definitively, quantifiably measuring the risk characteristics of any asset–including alternatives–and providing all their clients–including non-accredited investors–access to transparent, institutional-grade private structured products that generate better risk-adjusted performance than what’s otherwise available through the capital markets. This is achieved by taking advantage of inefficiencies in private markets that provide unique arbitrage opportunities via best-in-class asset managers.

Retail investors will investors learn how to achieve peace of mind knowing they can retire comfortably by definitively measuring the risk associated with all of their investments–from the stocks, bonds and mutual funds recommended by their financial advisors to hedge funds and real estate–and providing exclusive access to better risk-adjusted investment performance than what’s otherwise only available to the top 0.1%.

Financial professionals without FINRA licenses such as accountants, attorneys, independent insurance agents, IRA custodians, real estate brokers, and marketers will learn how to quickly grow and monetize their client base by compliantly providing them exclusive access to the best risk-adjusted investment performance available via institutional-grade private structured products. I’m talking about 6%-8% fixed income with Treasury level risk and 25%-30% RAP.

I know many of you may not be familiar with some of the terms I just used, but that’s okay. Nonetheless, they are ideas that everyone who has any interest in money should know, and everyone who goes through the masterclass will know them.

As part of its public charity mission, Adagio Institute is bringing you my expertise risk-free and at an extraordinarily discounted rate. It’s my passion to not only educate people on how The Fed and banking system work, but to provide powerful solutions that allow smart and driven people the opportunity to escape their shackles.

My billable rate is $975 an hour, and this masterclass covers exactly what I’d tell you if you were sitting with me in person for three hours–a $3,000 proposition. After you’ve had a chance to complete the masterclass, if it exceeds your expectations, you’ll be charged just $97 five days after reserving your seat; if not, just let us know, and you won’t be billed at all. For those of you who already know you're in, you have the option to simply prepay the tuition at a further discounted rate of $79.

We can’t keep this presentation and masterclass available on such generous terms for very long, so take advantage of this opportunity while there’s still time.

Just imagine what life will be like when you have the power to create all the capital you can responsibly use just like the banking system.

To make this vision your reality, scroll down and choose the profession you identify with most so we can tailor the information to your specific needs, and you’ll be taken to a secure order form. After you input your card information, you’ll be forwarded directly to the masterclass where you can download all the presentation slides and access the private Facebook group. You can take the masterclass at any time and at your own pace.

While we all continue the long fight against the banking cartel, you can escape its golden handcuffs right now by using its skills, techniques, tools and esoteric expertise against it.

I’ve put my heart and soul into this because I know the impact it will have, but whether you make the decision to move forward or not won’t affect me. This is about you. The small, risk-free backend payment is there for only one reason: to have you make a commitment to yourself to complete the masterclass while keeping it accessible to just about everyone. In my many years of experience helping others, one thing I’ve learned along the way is that people that don’t pay don’t pay attention.

If you want to turn the tables on the banking industry, this is your time, and this is the opportunity...

Warm regards,

Benjamin D. Summers
ADAGIO INSTITUTE, INC.

The Shadow Banker's Market Crash Survival Guide

How to Protect Your Investment Portfolio from Market Crises While Generating Above-Market Returns Without Buying Mutual Funds, Annuities or Real Estate

CLAIM YOUR GUIDE & VIDEO CASE STUDY NOW

Your information will be forwarded to Adagio Institute, Inc, who might communicate with you regarding this case study or their services. Your information will not be shared with third parties.

LEARN HOW TO BEAT THE BANKING SYSTEM AT ITS OWN GAME...

(6 MINUTE READ)

We can’t keep this presentation and masterclass available on such generous terms for very long, so take advantage of this opportunity while there’s still time.

Just imagine what life will be like when you have the power to create all the capital you can responsibly use just like the banking system.

While we all continue the long fight against the banking cartel, you can escape its golden handcuffs right now by using its skills, techniques, tools and esoteric expertise against it.

If you want to turn the tables on the banking industry, this is your time, and this is the opportunity...

Warm regards,

Benjamin D. Summers
ADAGIO INSTITUTE, INC.

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 FED'S TRANSFER OF WEALTH AND CASE STUDY ON HOW TO BEAT THE BANKING SYSTEM

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)

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...

THE FED'S TRANSFER OF WEALTH AND CASE STUDY ON HOW TO BEAT THE BANKING SYSTEM

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)

Claim Your Market Crash Survival Guide and Watch the Video Case Study: From Investor to Investment Banker

Claim Your Market Crash Survival Guide and Watch the Video Case Study:

From Investor to Investment Banker

Learn Why Cryptocurrencies in Their Current Form Are Not the Answer
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 and Ultimately Create Your Own Shadow Bank

After you complete The Fed's Transfer of Wealth, claim The Shadow Banker's Market Crash Survival Guide and watch the Video Case Study: From Investor to Investment Banker to learn how to beat the banks...

You'll receive your free guide via email shortly after submitting your information.

“The modern banking system manufactures money out of nothing. The process is perhaps the most astounding piece of sleight of hand that was ever invented. Banking was conceived in iniquity and born in sin. Bankers own the Earth. Take it away from them, but leave them the power to create money, and with a flick of the pen, they will create enough money to buy it back again… Take this great power away from them and all great fortunes like mine will disappear, and they ought to disappear, for then this would be a better and happier world to live in. But if you want to continue to be slaves of the banks and pay the cost of your own slavery, then let bankers continue to create money and control credit.”

~ Sir Josiah Stamp, Director - Bank of England (1928 - 1940)

LEARN HOW TO BEAT THE BANKS ACCESS YOUR MARKET CRASH SURVIVAL GUIDE & VIDEO CASE STUDY: FROM INVESTOR TO INVESTMENT BANKER

CUSTOM JAVASCRIPT / HTML

MEASURE RISK

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.

GROW ASSETS

Quickly grow AUM to 9-figures and beyond by offering superior risk-adjusted performance through institutional-grade structures insulated from market crises.

BE COMPLIANT

Confidently vet alternative sponsors (identifying who is able to execute their strategy and liquidation schedule without cutting distributions) and determine their suitability.

Our Clients Have Raised up to $50 Million per Month

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 masterclass.

THE VALUE PROPOSITION

Ben's billable hourly rate is $975. This masterclass provides you over three hours of him sharing his most valuable insights (over a $2,925 Value)!

Ben's billable hourly rate is $975. This masterclass provides you over three hours of him sharing his most valuable insights (over a $2,925 Value)!

Enter your credit card number to reserve your virtual seat for $1 and attend the over three hour masterclass where you'll learn how to quickly and compliantly scale your client base and reduce regulatory risk.

If your expectations were not exceeded, just notify us via the private email address provided at the end of the masterclass, and you won't have to pay anything else. Otherwise, do nothing and we'll bill you the $97 tuition.

PRESENTATION TRANSCRIPT

[DR. EDWIN VIEIRA, JR.]

I come in, and I give the bank–say–a hundred ounces of gold, and the bank offers me some interest payment on that. They're going to pay me 3% interest. And they're going to take that hundred ounces of gold, and they're going to lend it out at 5%. That's how they make their money: the 2% spread. Now, that's fine so far, because I know that gold is in there; it's being loaned out, and someday–now I'm getting 3% interest–and someday I can ask for that principal back. It might be six months; it might be a year, or whatever it is.

Where the trick comes into this is the bank says, "Not only are we going to lend that money out, but we're going to allow you, Mr. Depositor, to draw on that money right now." All right? Which means that they can't possibly be saying that I can draw 100% of that deposit when they've also loaned out 100% of that deposit. Now, maybe they don't loan out 100%. Maybe they only loan out 90%, or 80%, or whatever it is. And that's the fractional reserve concept. They don't have enough reserves to pay out all of these obligations that they've made, especially with respect to paper currency, because usually that's the way it worked.

Now, why do they do this? Well, they do this because they make money. If I can loan out essentially more than I have in my reserves, by that difference I'm increasing interest payments. So the bankers are beneficiaries of this, and obviously the early–the first lender–the person that receives that money is a beneficiary because he's getting money that he wouldn't have gotten otherwise, even though he has to pay interest on it.

But then what happens down the line? This is the fascinating part about it. The market has set prices and wages on the basis of what it believes is the total amount of money that's in circulation. Along come the banks, and they start generating new money that the market doesn't know about. It finds out about it because the money goes into circulation.

So, I'm the first user of this money. I've just received the loan from the bank; I'm going to go out and buy cement with it. And when I buy cement with it, cement is at the original market price. Now, as that money starts percolating into society, the market realizes there's more money than there was before. More money chasing the same amount of goods means the prices of goods go up. Right? So, eventually somewhere down the line that same cement that I just bought for $5 a pound is going to cost somebody else $6 a pound. Now, if he buys that cement at $6 a pound before his income has increased commensurately, what's happening to his real wealth? He's losing real wealth. His costs have gone up; his income stays the same; his real wealth is decreased. Who's real wealth has increased in this transaction? Mine and the bank's because we got the full value of the money right at the beginning.

So this system transfers wealth–somehow, you can't exactly follow it, but the principle is there–transfers wealth from society to the creators of money.

Well, it's always politically popular to impose financial burdens onto somebody else. It tends to be politically difficult to impose financial burdens on someone who's living alongside of you because they tend to have votes, and they tend to have representatives who'll take their position. It's fairly easy to impose a financial burden on the future because the future generation tends not to have any votes or representation at all in the present. As soon as you start talking about monetization of debt where the banks come in and now buy governmental debt with new money that the banks have created through this special privilege they have of creating money in the Federal Reserve System.

The redistribution of wealth that takes place through that process most people don't understand. It happens through depreciation of currency, and the depreciation of currency usually leads to increases in prices, which the average person calls inflation. Inflation's really increasing the money supply. The prices increase as a consequence of that, but the average person doesn't understand how this happens, and he's going to blame gold speculators in Switzerland; he's going to blame greedy unions; he's going to blame price gouging... He's going to blame everybody but Congress and the banking system. So it's easy politically through monetization of debt to expand borrowing beyond prudent levels.

Now, why is that tyrannous? Well, at a certain level it's tyrannous–the definition of tyranny is the exercise of a power that no one should be allowed to exercise–and it's tyrannous because no one should be allowed to exercise a power that puts burdens on people that are not allowed an opportunity to be heard, an opportunity to vote, an opportunity to have some kind of a say. Granted, to some extent you're going to have do that in the nature of government as long as you have borrowing, but beyond a certain point, it becomes tyrannous, and it's beyond that point that the present system allows our political structure to move too easily.

How much–take for instance–how much is the purchasing power of Federal Reserve Notes lost since World War II? About 90%. You think that hasn't had some consequence in terms of redistribution of wealth, in terms of the way the economy has developed? Of course it has. The average person doesn't see it. He can't follow the lines of cause and effect, but it's there, and his life is quite a bit different from what it would have been if that hadn't occurred.

[BENJAMIN D. SUMMERS]

I’m Ben Summers, the founder of Adagio Group and executive director of Adagio Institute.

I want to share with you my journey around the world...

It's a journey that took me from professional baseball on the West Coast to applying my physics degree to the anti-intellectual business of energy services in Texas, West Africa (where I too often found myself at the literal point of a gun), and Northern Europe (where sailing the Norwegian fjords is awesome)...

...then to the entrepreneurial focus of real estate investing, fund management and ultimately running my own quant-based boutique investment bank from South Florida.

I think you'll find this journey of interest, but more importantly, I think you'll find the lessons I learned very helpful as you strive to grow your business.

It was November of 2004…

Just a couple years previously I was getting well paid to throw a baseball in front of thousands of people.

At this particular moment, however, I was being held at gunpoint in an old flat-bottomed boat in the Niger Delta by group of Nigerian “armed youth”….

How did I get here? The thoughts flooded in, but one stood out above the rest: I wasn’t getting paid enough for this shit.

At that point I decided that no matter how prestigious my position in the global energy services industry, I needed to control my own destiny. So I committed to starting my own business.

I knew that start-up capital was the biggest hurdle for new businesses. Over the years, I’d also learned that creative real estate finance minimized the need for start-up capital.

So, the decision was made.

When I returned to the U.S. after my sixth three month rotation in Nigeria was complete, I registered my new business, Adagio LLC, as a real estate investment company on May 11, 2005.

The name Adagio—which refers to the slower, expressive second movement of works in classical musical—represented my attempt to bring the beautiful incorruptibility of music that I experienced during my formal education to the culture of business.

It wasn’t long before my idealistic enthusiasm took a hit by reality: there were a whole lot of people chasing very few good deals. But the effort that lead to this disappointing realization also exposed me to another eye opening discovery: the “hard money” lender…

There were these hard-to-find individuals who would lend to real estate investors at exorbitant interest rates, for short periods of time. To protect their loans, not only did they demand the borrower to qualify, but they also limited their LTV to around 65%.

They couldn’t lose!

If the borrower paid as promised, the lender was making close to 20%; if the borrower defaulted, he made even more… a perfect win-win!

This was the side of real estate I knew I needed to be in. I also knew that being a lender meant that I would need a lot of money… much more money than I had.

When I looked at the returns and almost nonexistent potential downside of the hard money lending business, I intuitively knew that it was a much better deal than the stocks and bonds being peddled by local financial advisers. I just needed to convince others of this so they’d allow me to put their money to work.

You’d think this would be an easy task… it was not. Securities regulations make it almost impossible for a beginner to raise capital. And even if you can navigate the regulatory gauntlet, belief is a difficult thing to change… especially belief about investing.

It took time and work, but eventually I was able to convert my idea to start a hard money lending business into an institutional-grade fund that thrived… even during the 2008 financial crisis.

My goal is to help you do the same…

- - - - - -

I was ecstatic to have discovered a great investment model that few people knew about… returns were much higher than the stock market without the constant downside risk.

 As I told people about it, I expected everyone should be lining up to have me put their money to work… but they didn’t… no one… not even my dad was willing to invest a penny with me.

I was missing one huge idea…

The business of raising money is the business of finance. It seems like a fairly obvious idea now, but when I was buried in the real estate business… inundated with guru courses, Realtor propaganda, and the pseudo-sophistication of commercial real estate… that fact got lost.

Fortunately for me, my sister happened to be dating the guy I needed to meet. He was not only a securities attorney with a law degree from Vanderbilt, but he had also worked as both a portfolio manager at one of the big investment banks and an analyst at a hedge fund up in New York.

When I met him, I expressed my frustration with my inability to convince anyone to invest with me. His initial response was disbelief… not that people wouldn’t invest… but that this investment model called hard money lending actually worked.

It just so happened that not too much later he wound up leaving his job on Wall Street. He got shorted on a bonus, and that was the last straw for him. I persuaded him to come down to Florida with me to see what real estate investing and hard money lending looked like first hand.

What he witnessed shocked him… I’ll never forget what he said once he finally realized what I had introduced him to: “This is the f****ing wild west of investing!”

Now I was shocked: He made me realize that not only do real estate people know nothing about finance, but finance people know nothing about real estate.

With my knowledge of real estate and his knowledge of both securities law and hedge fund operations, we partnered to take advantage of this industry divide… we built out Adagio from a single entity private investment company into an institutional grade fund manager.

I took this opportunity to dive into finance, pick my partner’s brain, and learn everything I possibly could.

I read everything from the full set of federal securities laws, Chartered Financial Analyst (“CFA”) exam manuals, and Nassim Taleb’s texts on risk engineering to G. Edward Griffin’s The Creature from Jekyll Island and the works of Mises and Hayek.

Not only did I learn the business of finance and pick up a FINRA Series 65 (Uniform Investment Adviser Law) License, but I also became an advocate for Austrian economics along the way.

While there is an endless amount of information to digest, I came into this effort with the hardest part already down: math.

My degree is in physics (with a minor in music), which requires fluency in mathematics. So when it came to quantitative finance, all I needed to know was what ideas needed translation into numbers… the application of formulas came easy.

One formula not even my well-credentialed partner thought to bring to our efforts was the Capital Asset Pricing Model, or CAPM. While that’s a mouthful that might sound like a turn-off at first, it communicates one of the most important measures of an investment: the return it should generate given its market risk. (It's worth noting that I discovered even more informative third and fourth order risk-adjusted performance metrics later on thanks to Nassim Taleb.)

Armed with these mathematical tools, I could now convert my intuitive feelings about the merits of real estate investing into meaningful financial terms. Even better, I was now able to utilize financial instruments such as derivatives to even further improve the risk-adjusted returns of common real estate investing strategies… from the basic hard money lending model to taking advantage of differences between price and value.

Unlike financial professionals, no one in real estate knows how to price financial instruments… or even cares to for that matter… and this creates tremendous opportunity for those who can.

For example, I was able to buy a simple call option on an undervalued $2MM property for only $5k. The result: I was able to capture $500k of forced appreciation in under 12 months with nothing more than a meager $5k investment… and none of the risk associated with holding legal title.

For those who are counting, that’s a 10,000% annualized return… it’s like betting only $1 on a coin flip and winning $100 if you guess right!

I had all the pieces in place… well… all but one…

There is one set of numbers that hold the key to protecting real estate investors from down markets… they hold the key to raising unlimited capital…

I discovered these number just in time to make sure my investment business thrived during the 2008 financial crisis. These numbers should be highly valued by everyone who participates in the real estate investment market… especially commercial operators and brokers… but they’re not.

So in 2008, while everyone else who was invested in real estate… including the hard money lending crowd… suffered terrible losses, our lending fund generated returns in excess of 30%.

2009 was even better…

- - - - - -

When I started investing in real estate as a career in 2005, I immediately noticed that it seemed very difficult to find properties that generated substantial positive cash flow.

At that time, I knew nothing about monetary policy or risk engineering… but I did know that residential properties were generating much less income per purchase price (NOI) than what was described in the books I read on the subject.

Those books were written about a decade previously, and something had changed… something big… but what?

I started researching real estate data… Right around the time I was about to launch my lending fund in 2007, I came across a chart that illustrated two sets of very important data published by the U.S. Bureau of Labor Statistics (“BLS”) and Federal Housing Finance Agency (“FHFA”) [at the time it was the OFHEO]: Owner Equivalent Rent (“OER”) and the Housing Price Index (“HPI”).

[SHOW CHART]

This is what I found (the data stopped in 2007 at the time):

This chart showed something amazing… until 1999 rental rates and housing prices grew in tandem (this had been true going back over 80 years), but starting around the year 2000, housing prices began to run away from rents.

What was happening!?! I didn’t know for sure… but for me, it validated the whispered talk I heard from some financial professionals about real estate being in a bubble.

From that day onward, everything changed… this one chart would eventually take me from being just another real estate investor to running my own investment bank… arguably the most coveted position in business.

The first thing I did was to stop listening to all the Realtors… and the lenders… and the other real estate investors… and I started watching the numbers.

I’d already seen that hard money lenders had a really good business model, but I recognized that even they were making a mistake. Their 65% LTV seemed like a conservative bet… and it would be at any other time in history… but now… if the rental data was to be believed as the fundamental measure of value… even they were over exposed.

My next question was, “how do I take advantage of this fairly big gap between housing prices and rent?”

The answer was still lending… but with a twist.

Instead of lending at a fixed loan-to-value (“LTV”) percentage, I decided to lend as a multiple of the property’s market rent.

By making this one change, what I had inadvertently done was almost completely eliminate market risk from my portfolio.

At the time of this transition, real estate was already on its way down, but all the market participants were blind… they remained in full-blown denial about how bad things could… and would get.

Meanwhile… despite all the pressure to do otherwise… I maintained my ground and stuck to financing only the transactions that allowed me to apply my strict rule of valuing property as a fixed multiple of its market income.

Realtors, property sellers, other investors… they all thought I was ridiculous. No one else was being so conservative… even the Fed chairman was pronouncing the market to be fundamentally strong…. but I would not back down…. and thank god I didn’t.

Soon afterward, not only the real estate market, but the entire financial system was collapsing…

It was September 2008… Iceland was already headlong into their financial crisis when I was sitting on a friend’s couch in Aberdeen, Scotland… we were watching CNN declare that across the pond Lehman Brothers had filed bankruptcy. It seemed like everyone was losing everything… everyone but me:

My portfolio’s 2008 returns: 32.07%

My commitment to faith in numbers had paid off.

While the “market value” of the properties I invested against fell, there was still ample income and equity above my position that allowed me to exit almost exactly according to plan.

The best part was that with the collapse of the financial system, no one had money they were willing to lend… no one but me…

My portfolio’s 2009 returns: 41.56%

During this process I mastered quantitative risk analysis and developed my own risk rating matrix that captures all aspects of risk: from second order market and total risk expressed as the Modigliani Measure to the tail risk impacts of market crises via the Omega Ratio. I immodestly named it the Summers Alternative Risk Rating.

[SHOW SARR MATRIX]

Without diving into the technicalities, all these calculations tell you the same thing: the less the price of something changes, the less risky it is as an investment. And as you can see in the chart, residential rental income doesn’t change very much… at least not when compared to other assets.

I also continued to develop my skills of managing risk with fundamental valuations, capital structure and derivatives: options, swaps, etc.

I soon realized that what I had done with my real estate fund in terms of protecting it from market risk was the holy grail of Wall Street.

I thoroughly understood private securities law and the mechanics of raising capital…

I thoroughly understood risk engineering…

And I had a very stable asset to build everything on: rental income.

I was now equipped to compete directly with Wall Street!

Instead of being relegated to competing for the few investors who were willing to passively invest in real estate, I could now issue securities that were verifiably better than just about anything else available… from Apple stock to U.S. Treasury bonds.

I could go head-to-head with any asset manager regardless of asset class!

In 2016, I wound down my primary fund and restructured my business into a boutique investment bank so that I could apply all that I had learned to help other real estate assets managers take advantage of our unique opportunity...

Shortly thereafter, we began working with brilliant asset managers in just about every asset class imaginable–from the most sophisticated synthetic risk transfer to well-engineered quantitative equity strategies–that were able to generate better risk-adjusted performance than what could be found anywhere else!

- - - - - -

As most people know, securities laws are extremely complex and vague. This dynamic creates a trap that unsuspecting business owners often fall into unwittingly. Once ensnared, it can be nearly impossible to escape unscathed…

It is illegal for certain types of private funds to advertise for investors. For the type of funds I manage, securities law requires us to have a pre-existing relationship with an individual before we can introduce our offering.

As a means to establish these pre-existing relationships with the right investors for our funds, I developed a comprehensive course: the Accredited Investment Professional (“AIP”). It was designed to accomplish a few different things:

first, to educate real estate investors and agents on the financial concepts used by Wall Street to raise unlimited capital and effectively manage risk, which helped improve the quality of our borrowers,

second, to educate high net worth individuals on how to evaluate investments in terms of the only three variables that matter: risk, return & liquidity, and

third, to create brand awareness for our firm by communicating our unique expertise.

One thing I quickly found was that people really don’t like making the effort to learn.

The second thing I found was that once people read the AIP course syllabus, they recognized our expertise could help them tremendously…

One day, I received an inquiry that seemed a little different from the others. Our course whiteboard advertisement had landed in the hands of a multi-family, deep value-add operator who was in desperate need of help. They were being investigated by several states in addition to the SEC for illegal fundraising activities, and to make matters worse, their portfolio was insolvent, meaning they owed their debt investors more than their assets were worth. We worked with them for over a year to restructure their capital stack and methods of raising money.

A little later, we’ll provide you an opportunity to access this case study that anonymously details the circumstances and the mechanics of how we rescued this firm from the brink of bankruptcy and prison to compliantly and profitably raising over $5 million a month.

All of my expertise and resources worked in concert to eliminate their regulatory burden, greatly improve their profitability, protect them from market risk, and raise unlimited capital.

I wondered how many other alternative asset managers were unwittingly heading down a similar path... I could save them a lot of money, a lot of stress, and help them grow exponentially faster... a lot sooner... if they would work with me from the time they were first starting out instead of after they found themselves stuck in a position where they couldn't raise the capital they need... or worse, facing legal and financial crisis.

From that point on, I decided to make this effort my primary business… to apply my unique skillset to help every serious alternative asset manager I could maximize their potential to pose a serious challenge to the dysfunction and corruption of Wall Street.

I liquidated my primary fund to remove conflicts of interest and restructured Adagio into a de facto boutique investment bank… so now I can.

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.

Whether you’re a saver with a nest egg that you need to safely generate income, a relationship builder, or you’re already in the investment business, we’ve got uniquely powerful solutions for you to achieve financial independence.

For those who want these solutions for themselves, I developed The Shadow Banker’s Secrets Masterclass on Investment Banking for Alternatives. When you take the masterclass, you’re going to discover how to use the most esoteric skills of the banking industry to beat the system at its own game.

This masterclass shares my extensive knowledge and provides you all the information you'll need to protect yourself from market crises, and even create highly valuable capital out of thin air as your own shadow bank.

We've tailored the information to meet the needs of every market participant: from the most sophisticated financial professionals to those who've never even thought about the subject. This is why we ask you to choose the profession, or role in the market, you identify with most before accessing the masterclass. It's structured so that no matter what your background is, all you need is a willingness to learn, and by the end, you'll be amazed by what you've just been exposed to. Here are a few examples of what the different facets of the market will learn:

Alternative asset managers, such as real estate syndicators and hedge fund managers, you’ll learn how to quickly and compliantly raise hundreds of millions of dollars by measuring, improving and communicating the risk-adjusted performance of your investment model, packaging it under an institutional-grade fund, and distributing that fund through the appropriate capital market channels to meet demand.

Financial professionals, you’ll learn how to quickly and compliantly grow your client base and reduce regulatory risk by definitively, quantifiably measuring the risk characteristics of any asset–including alternatives–and providing all your client–including non-accredited investors–access to transparent, institutional-grade private structured products that generate better risk-adjusted performance than what’s otherwise available through the capital markets. This is achieved by taking advantage of inefficiencies in private markets that provide unique arbitrage opportunities via best-in-class asset managers.

Retail investors, you’ll learn how to achieve peace of mind knowing you can retire comfortably with confidence that your investment portfolio is generating the highest returns possible with the least amount of risk. You’ll be able to definitively measure the risk associated with all of your investments–from the stocks, bonds and mutual funds recommended by your financial advisors to hedge funds and real estate–and gain exclusive access to the best risk-adjusted investment performance available… assets that are otherwise only available to the top 0.1%.

Financial professionals without FINRA licenses such as accountants, attorneys, independent insurance agents, IRA custodians, real estate brokers, and marketers, you’ll learn how to quickly grow and monetize your client base by compliantly providing it exclusive access to the best risk-adjusted investment performance available via institutional-grade private structured products. I’m talking about 6%-8% fixed income with Treasury level risk and 25%-30% RAP.

My billable rate is $975 an hour, and this masterclass covers exactly what I’d tell you if you were sitting with me in person for three hours–a $3,000 proposition.

I know that everyone's circumstances are unique and you may need some assistance in applying what you learned to achieve your specific goals.

I want to make sure that no stone was left unturned, so I'm also providing you both the case study on our first investment banking client that I mentioned earlier and a one-hour consultation with me at no additional expense to help you apply everything you learned to your specific circumstances and reach your goals.

The masterclass and my one-hour consultation with all the additional resources brings the total value of this offer to well over $4,000!

We're providing all this to you for only $497!

Just imagine what life will be like when you’re free of the boom-bust cycle and have the power to create all the capital you can responsibly use just like the banking system.

To make this vision your reality, take The Shadow Banker’s Secrets Masterclass where you can download all the presentation slides and access the private Facebook mastermind group. You can take the masterclass at any time and at your own pace.

While we all continue the long fight against the banking cartel, you can escape its golden handcuffs right now by using its skills, techniques, tools and esoteric expertise against it.

But time is running out... with each passing day the window to escape the clutches of the banking cartel with its government and corporate henchmen closes a little further...

I’ve put my heart and soul into this because I know the impact it will have, but whether you make the decision to move forward or not won’t affect me. This is about you. The small, risk-free payment is there for only one reason: to have you make a commitment to yourself to complete the masterclass while keeping it accessible to just about everyone. In my many years of experience helping others, one thing I’ve learned along the way is that people that don’t pay don’t pay attention.

If you want to turn the tables on the banking industry, this is your time, and this is your one opportunity…

LEARN HOW TO BEAT THE BANKS ACCESS YOUR FREE VIDEO CASE STUDY

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