Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)
Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s focused on: GP stakes, professional sports franchises and digital disruption. He also addresses how he mitigates risk and handles illiquidity with each theme.
Key Points
- Focus on the worst-case scenario in investments to ensure that you can handle potential losses, as the upside will take care of itself.
- Investing in GP stakes in private equity firms provides predictable management fee profits and lower correlation to public markets.
- The growth of private markets and the shift in consumer behavior due to cord-cutting are creating significant investment opportunities in private equity and sports team ownership.
Follow Christopher: LinkedIn; CAZ Investments
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Chapters
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Transcript
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