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…
The Shadow Banker's Secrets
RIA Fundamentals: The Nexus of Business Consulting and Financial Planning
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Benjamin D. Summers
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Season 1
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Episode 13
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 planning…
Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.
To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives:
https://www.adagioinstitute.org/shadow-bankers-secrets-book