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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
Adagio Group
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- theadagiogroup.com
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Managing Director And FounderAdagio GroupPalm Beach, Fl, Us -
Managing Director & FounderAdagio Group May 2005 - PresentHouston, Tx, UsAdagio 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.We recognize that investment gains and losses aren’t realized in a vacuum and that markets are inherently unpredictable. To overcome these constraints, we accurately measure the risk characteristics of investment opportunities by evaluating their susceptibility to market cycles and operational deficiencies via rigorous four-moment statistical analysis of fundamental systematic and idiosyncratic historical data that—at a minimum—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. -
Executive DirectorAdagio Institute, Inc. Oct 2017 - PresentHouston, Texas, UsAdagio Institute, Inc. is a 501(c)(3) public charity organized for the purpose of promoting financial education. The Institute conducts and sponsors 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. -
MemberForbes Finance Council Mar 2022 - PresentBoston, Ma, Us -
Global Operations ManagerNational Oilwell Varco Oct 2007 - Feb 2009Houston, Texas, UsManaged $48MM/year business segment bringing new oil & gas drilling technologies to market. Developed market for utilization of Continuous Circulation System ("CCS") and Pressure Control While Drilling ("PCWD") product lines. Negotiated highest rates ever achieved for leased top drives in the North Sea. Mitigated liability risk associated with new operations through effective management of international service contracts. Developed global training programs for pressure control product line; standardized global organization and operating practices. -
Associate General ManagerWillbros Apr 2004 - May 2005Houston, Tx, UsManaged operations for a combined expatriate and national workforce of over 210 employees in West Africa representing $380MM/year in revenue for Willbros Group, Inc. Acted as company representative to various government and corporate entities to acquire additional projects; drafted and negotiated contracts developing tailored financial packages. Developed and implemented contract variation tracking and project controls systems with project management via effective change management. Managed challenging accounts receivable issues unique to businesses operating in third world countries; collected over $40MM in overdue billings during the first quarter of 2005. Successfully negotiated $46MM time and material contract addendum with Shell Petroleum Development Company ("SPDC") of Nigeria to pull the Offshore Gas Gathering System ("OGGS") project out of the red and bring it back on schedule. -
Business Development ManagerTurner Industries Mar 2003 - Apr 2004Baton Rouge, La, UsCreated new opportunities for growth pursuing industrial construction projects in the range of $1MM to $300MM. Managed prequalifications, negotiated contract terms and conditions, and contributed to planning of annual budget for the Houston division. Acted as project engineer for the Shell Deer Park CGHT, CPU civil works and OSBL piping project. Improved project controls systems utilizing interpolative forecast modeling. Created and managed project schedule, tracked expenses, produced P&L statements, estimated lump sum change orders and negotiated with the client over the billing of those change orders. Managed subcontractors, coordinated tie-ins and filled in for the site manager as circumstances dictated. -
PitcherSan Diego Padres, Independent Clubs Jan 2000 - Mar 2003UsSigned with Feather River of the Western Baseball League in 2000 via the San Diego Padres organization to gain experience in preparation for major league competition; traded to Dubois of the Frontier League later that year; threw predominantly in short relief with occasional spot starts and middle relief appearances. Held the role of number one starter for the Blue Marlins of the All American Association in 2001; won league championship. Participated in camp with the San Diego Padres, Tampa Bay Devil Rays, Kansas City Royals and Houston Astros. Represented by Panco Sports Enterprises. Member of the all-professional LSU alumni team for the annual preseason game in February 2002.
Benjamin Summers Skills
Benjamin Summers Education Details
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Louisiana State UniversityPhysics
Frequently Asked Questions about Benjamin Summers
What company does Benjamin Summers work for?
Benjamin Summers works for Adagio Group
What is Benjamin Summers's role at the current company?
Benjamin Summers's current role is Managing Director and Founder.
What is Benjamin Summers's email address?
Benjamin Summers's email address is bs****@****llc.com
What is Benjamin Summers's direct phone number?
Benjamin Summers's direct phone number is +171377*****
What schools did Benjamin Summers attend?
Benjamin Summers attended Louisiana State University.
What are some of Benjamin Summers's interests?
Benjamin Summers has interest in Lsu Tigers, Economic Empowerment, Education, Science And Technology, Arts And Culture.
What skills is Benjamin Summers known for?
Benjamin Summers has skills like Investments, Investment Banking, Valuation, Risk Engineering, Capital Markets, Real Estate Finance, Hedge Funds, Private Equity, Private Alternative Asset Management, Capital Structure, Capital Formation, Real Estate Investing.
Who are Benjamin Summers's colleagues?
Benjamin Summers's colleagues are Ron Atwood, Ben J. Berger, Tyler Force, Debbie Boyette.
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