The Shadow Banker's Secrets

The Shadow Banker's Secrets

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Would You Like Us to Send You the Quality Investments We Can’t Make?
Our role as a capital provider has created a tremendous pipeline of investments across all asset classes (from direct real estate and private equity to…
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Benjamin D. Summers
2
RIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUM
There are many benefits to financial advisors going independent and creating their own RIA, but it can also be challenging. How can retail investors…
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Benjamin D. Summers
1
August Brief: Initiatives & Opportunities for You
For Everyone from High-Net-Worth Professionals to Endowments
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Benjamin D. Summers
We're Looking for a Few Good Men (and Women)
We're looking for a handful of good people who:
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Benjamin D. Summers
Asset Manager Case Study: The Largest Buyer of Seller Financed Income Properties
What does it look like to become an institutional-grade alternative asset manager?
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Benjamin D. Summers
Inflation vs. Deflation: Navigating the Current Economic Uncertainty
It feels like 1973 all over again, but this time the Fed is out of ammunition...
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Benjamin D. Summers
1
GP Stakes: The Designer Investment Product of the Financial Class
People often complain about asset managers’ fee structure—especially when markets are down—investors take the hit while the financial professionals keep…
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Benjamin D. Summers
The Evolution of Data-Driven Investing
From Real Estate Asset Management and Retail Financial Advisory to Financial Engineering Applied to Private Markets
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Benjamin D. Summers
Why I Never Ask "What Are You Looking For in an Investment?"
Edward John von Komorowski Menge highlighted precisely how major developments in science and technology do not occur in his 1930 article “Biological…
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Benjamin D. Summers
Case Study: Establishing the New Standard for Endowment Management (Part 1)
I reached out to two very different schools earlier this year to recruit a co-author for my research in quantitative finance and explore how we could…
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Benjamin D. Summers
Ben Summers Mastermind Group
Gain Direct Access to Ben Summers, Fellow Asset Managers, and Sophisticated Investors
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Benjamin D. Summers
Money as Debt
WRITTEN & DIRECTED BY PAUL GRIGNON (REVISED 2009)
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Benjamin D. Summers
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