Navigating Thematic Investing

Christopher Zook is the Chairman and CIO of CAZ Investments, a twenty-year old, non-traditional multi-family office that has $3 billion invested in a series of thematic strategies, including $500 million from the CAZ team and its shareholders. Our conversation covers Christopher’s self-determined path to creating CAZ, a thematic model that creates raving fans, and some of CAZ’s investment themes, including GP stakes, midstream energy, disruptive technology, and changing consumer behavior. Along the way, we touch on CAZ’s investment philosophy, sourcing, research, and implementation of themes. We close with Christopher’s relationship with Tony Robbins, and the future of CAZ with Tony as a partner. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership