The Shadow Banker's Secrets
We’re giving you a look into the secret strategies and tactics closely held by the biggest investment banks, private equity firms, and hedge funds. This podcast will take the power of capital creation from Wall Street to your Main Street one episode at a time…
Podcasting since 2022 • 12 episodes
The Shadow Banker's Secrets
Latest Episodes
RIA Fundamentals: The Evolution of Data-Driven Investment Advice
In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning…Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care abo...
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Season 1
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Episode 14
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1:34:15
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 as we discuss his intellectually-driven approach to business consulting and financial...
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Season 1
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Episode 13
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1:02:12
RIA Fundamentals: The Limitations of Modern Portfolio Theory
In the early 1950s, Harry Markowitz began to analyze the stock market with mathematics leading to his PhD in economics from the University of Chicago. He introduced Modern Portfolio Theory in his seminal 1952 essay Portfolio Selection.B...
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Season 1
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Episode 12
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1:20:44
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 responsibilities you have to your clients with the multifaceted demands of growing a profit...
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Season 1
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Episode 11
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43:24
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 acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sal...
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Season 1
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Episode 10
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42:06