The Shadow Banker's Secrets

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The Shadow Banker's Secrets

The Shadow Banker's Secrets

Investment Banking for Alternatives: Generate Above-Market Returns While Protecting Your Portfolio from Market Crises, Create Capital and Become Your Own Bank…
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38:24
Asset Manager Case Study: Value-Add Healthcare Private Equity (Part 3)
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38:24
Asset Manager Case Study: Value-Add Healthcare Private Equity (Part 3)
What does it look like to become an institutional-grade fund manager? In this fifteenth episode, join Michael Ballard and me as we discuss our journey…
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Benjamin D. Summers
1:34:15
RIA Fundamentals: The Evolution of Data-Driven Investment Advice
Listen now (94 mins) | In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning…
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Benjamin D. Summers
1:02:12
RIA Fundamentals: The Nexus of Business Consulting and Financial Planning
Most financial advisors take a direct career path. Others arrive in the industry circuitously. In this thirteenth episode, join Carlos Lowenberg and me…
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Benjamin D. Summers
1:20:44
RIA Fundamentals: The Limitations of Modern Portfolio Theory
Listen now (81 mins) | In the early 1950s, Harry Markowitz began to analyze the stock market with mathematics leading to his PhD in economics from the…
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Benjamin D. Summers
43:24
RIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUM
There are many benefits to going independent and creating your own RIA, but it can also be challenging. Once you are independent, how do you balance the…
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Benjamin D. Summers
42:06
RIA Fundamentals: 40 Years of Experience and Quantitative Threshold Standards
AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an…
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Benjamin D. Summers
46:47
Asset Manager Case Study: Value-Add Healthcare Private Equity (Part 2)
Listen now (47 mins) | What does it look like to become an institutional-grade fund manager? In this ninth episode, join Michael Ballard and me as we…
 • 
Benjamin D. Summers
1:08:03
Asset Manager Case Study: Value-Add Healthcare Private Equity (Part 1)
What does it look like to become an institutional-grade fund manager? In this eighth episode, join Michael Ballard and me as we discuss our journey to…
 • 
Benjamin D. Summers
44:43
Asset Manager Case Study: The Largest Buyer of Seller Financed Income Properties
What does it look like to become an institutional-grade fund manager? In this seventh episode, join Stephan Piscano and me as we discuss his journey to…
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Benjamin D. Summers
47:29
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…
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Benjamin D. Summers
1:08:43
Scaling Financial Advisors' AUM: The Alternative Path
Listen now (69 mins) | AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly…
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Benjamin D. Summers
26:39
Breaking Capital Raising Tradition: The Incredible Power and Pitfalls of Modern Marketing
Listen now (27 mins) | Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has…
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Benjamin D. Summers
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