Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher recently co-authored “The Holy Grail of Investing,” with Tony Robbins, which became a #1 New York Times Bestseller. Christopher was honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber.

Links:

CAZ Investments - https://cazinvestments.com/

Christopher on LinkedIn - https://www.linkedin.com/in/christopher-zook/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:02:29) - Christopher's Early Life and Influences  

(00:07:27) - The Impact of Tony Robbins  

(00:22:38) - CAZ Investments' Philosophy and Approach  

(00:29:55) - Unprecedented Investment Strategies  

(00:31:42) - Focus on Downside Risk  

(00:33:00) - Predictability and Consistency in Investments  

(00:33:35) - Defining the Firm's Unique Position  

(00:36:30) - Major Investment Themes  

(00:41:13) - Investment Approach and Risk Management  

(00:53:37) - Broadening Access to Private Markets  

(00:59:07) - Conclusion and Contact Information