The Shadow Banker's Secrets

By: Benjamin D. Summers
  • Summary

  • We’re giving you a look into the secret strategies and tactics closely held by the biggest investment banks, private equity firms, and hedge funds. This podcast will take the power of capital creation from Wall Street to your Main Street one episode at a time…
    © 2024 Adagio Institute, Inc.
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Episodes
  • RIA Fundamentals: The Evolution of Data-Driven Investment Advice
    Feb 2 2023

    In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning…

    Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

    To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives:
    https://www.adagioinstitute.org/shadow-bankers-secrets-book

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    1 hr and 34 mins
  • RIA Fundamentals: The Nexus of Business Consulting and Financial Planning
    Jan 13 2023

    Most financial advisors take a direct career path. Others arrive in the industry circuitously.

    In this thirteenth episode, join Carlos Lowenberg and me as we discuss his intellectually-driven approach to business consulting and financial planning…

    Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

    To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives:
    https://www.adagioinstitute.org/shadow-bankers-secrets-book

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    1 hr and 2 mins
  • RIA Fundamentals: The Limitations of Modern Portfolio Theory
    Dec 30 2022

    In the early 1950s, Harry Markowitz began to analyze the stock market with mathematics leading to his PhD in economics from the University of Chicago. He introduced Modern Portfolio Theory in his seminal 1952 essay Portfolio Selection.

    But Modern Portfolio Theory is grossly limited—not only by the erroneous assumptions upon which it’s built, but by the characteristics of efficient markets themselves.

    There’s not only a better way, but better markets…

    In this twelfth episode, join Eduard Hamamjian and me as we discuss his intellectually-driven approach to portfolio construction, the development of his ETF, and the opportunities beyond the efficient frontier…

    Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

    To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives:
    www.adagioinstitute.org/shadow-bankers-secrets-book

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    1 hr and 21 mins

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