Capital Allocators – Inside the Institutional Investment Industry

Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)

Dec 13, 2021

In this conversation, Christopher Zook, Chairman and CIO of CAZ Investments, dives into thematic investing. He discusses the evolution of his firm, which focuses on innovative sectors like GP stakes and midstream energy. Zook shares his insights on navigating disruptive technologies that influence consumer behavior, including notable companies like Zoom and Peloton. Additionally, he reflects on his partnership with Tony Robbins and how it shapes CAZ's future, offering a glimpse into building loyal client relationships and capitalizing on market trends.

56:56

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Episode guests

Christopher Zook

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Episode notes

Intro

4min

From Passion to Firm: The Investment Journey

7min

Navigating Thematic Investments

4min

Investing in GP Stakes: Navigating Private Equity Dynamics

16min

Harnessing Disruptive Technology and Changing Consumer Behavior

4min

Navigating Thematic Investing

9min

Two Decades of Investment Insights

16min

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

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