Benjamin Summers Email & Phone Number

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 providing transdisciplinary research in quantitative finance, quantitative risk analytics, private structured product engineering, fund management, portfolio management, and boutique investment banking services to the entire 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 individual investments, portfolios, and strategies by evaluating their susceptibility to market cycles via rigorous (four-moment) 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 deliver risk-adjusted performance (accounting for illiquidity premia) that demonstrably exceeds what’s otherwise available through the public capital markets. By this standard, we focus on working with institutions, retail advisors, emerging managers across all asset classes, and due diligence firms who share our merit-based values. Through Adagio Institute, we conduct and sponsor transdisciplinary study and research in econophysics, financial mathematics, and financial engineering developing academic programs with partner universities. Our mission is to promote broad adoption of meaningful, objective quantitative standards for asset management to drive merit-based decision making within the financial services industry.Order your hardcover copy of Ben's book:The Shadow Banker's SecretsINVESTMENT BANKING FOR ALTERNATIVESHow to Protect Your Investment Portfolio from Market Crises While Generating Above-Market Returns, Create Capital and Become Your Own Bankhttps://www.adagioinstitute.org/shadow-bankers-secrets-book

Listed skills include Investments, Investment Banking, Valuation, Risk Engineering, and 13 others.

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  Louisiana State University

  Physics