Take a peek behind the curtain into the world of the shadow banker. This is a great interview where we have a candid conversation about shadow bankers secrets, how Wall Street works, why retail investors can't beat the institutions, how shadow bankers measure risk, and where people can find opportunities.
I had a lot of fun with this interview. I know you will too.
Subscribe & Download
Never miss out on a new episode! Subscribe using your favorite podcast app.
Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show
Looking for a better way to invest? Consider Betterment.
It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.
Today's Guest: Benjamin Summers
Ben is the Founder and Managing Director of Adagio Group. He has led Adagio from a single entity real estate investment company in 2005 to become an innovative financial institution providing fund management and capital financing services across asset classes through its discrete operating structures. Ben has extensive knowledge in quantitative finance, the application of risk engineering principles, and private securities transactions.
Ben also has substantial senior management experience within the global energy services sector. Ben’s transition into energy and finance was preceded by a professional baseball career that began with the San Diego Padres organization.
Ben graduated from Louisiana State University with a Bachelor of Science in Physics having studied Music as a second discipline. He currently holds FINRA Series 65 and Florida Real Estate Licenses, is a member of the Forbes Finance Council, and is the author of #1 international bestseller The Shadow Banker's Secrets: Investment Banking for Alternatives.
Benjamin's Online Presence: