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 to become an innovative financial institution. Adagio now engages in a full complement of financial services ...more

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 to become an innovative financial institution. Adagio now engages in a full complement of financial services through its discrete operating structures and partnerships providing third-party (quantitative) risk analytics, institutional-grade fund management, and boutique investment banking services to the alternatives space. Ben also has substantial senior management experience within the global energy services sector. His transition into energy and finance was preceded by a professional baseball career 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 the author of #1 international bestseller The Shadow Banker's Secrets: Investment Banking for Alternatives. As an expression of our core principles, we measure the risk characteristics of investment opportunities by evaluating their susceptibility to market cycles via rigorous statistical analysis of both systematic and idiosyncratic historical data that encompass the 2008 financial crisis. Through effective risk measurement, structure, management, education and communication, we strive to deliver risk-adjusted performance that demonstrably exceeds what’s otherwise available through the public capital markets, after further adjusting for illiquidity. By this standard, we focus on working with best-in-class emerging managers (e.g. real estate sponsors, hedge fund managers, etc.), RIAs, broker-dealers, and due diligence firms who share our merit-based values. On the retail investor front, Adagio Institute's innovative application of investment clubs affords the public unique access to quality educational programs and superior financial products they'd otherwise be unable to access. Order your hardcover copy of Ben's book: The Shadow Banker's Secrets INVESTMENT BANKING FOR ALTERNATIVES How to Protect Your Investment Portfolio from Market Crises While Generating Above-Market Returns, Create Capital and Become Your Own Bank https://www.adagioinstitute.org/shadow-bankers-secrets-bookless