Blending Public and Private Credit While Maintaining Liquidity – CAZ Investments – 10.1.19

Summary:

Now On Demand.

It’s no secret, the credit markets have undergone several important developments over the past several years. Given the current environment – a combination of low interest rates, very tight credit spreads and an inverted yield curve – we invite you to join us for an in-depth discussion regarding the current credit market and how we are specifically positioned to take advantage. Other topics will include:

• How utilizing the full spectrum of public and private credit can provide enhanced liquidity in a better risk/reward opportunity
• How we adjust exposures throughout the cycle to access the best risk/reward opportunities we see available in the credit markets at the time
• The nimble approach taken to portfolio construction and credit exposure that aims to shield capital from negative events

Speakers:

Christopher Zook is the Founder, Chairman and Chief Investment Officer of CAZ Investments. With nearly 30 years of experience investing in both traditional and alternative asset classes, he is a regular contributor to major media outlets, including CNBC, Fox Business and Bloomberg.

As past President of the “C” Club of Houston and a current member of the Greater Houston Partnership’s Executive Committee, Christopher remains actively involved in public policy and frequently serves as a resource to state and local officials. He was most recently tasked by the Lt. Governor to help find a solution to Houston’s pension crisis and spearheaded efforts that resulted in the most sweeping public pension reform of the last 40 years.

Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers and Paine Webber. A life-long Houstonian, he is a graduate of Texas Tech University where he was recently honored as a Distinguished Alumni.

Matt Lindholm, CAIA, serves as Director of Investment Management, with a focus on portfolio management of both traditional and alternative investments. He also serves on the firm’s Executive and Investment Committees.

Matt has over 10 years investment management experience, including significant experience in derivatives, options, futures, commodities, swaps and hedge funds. Most recently he co-founded Absolute Private Wealth Management LLC, where he served as Co-Portfolio Manager to the Quantitative Managed Futures Strategy Fund, a registered 1940 Act mutual fund.

Matt graduated Cum Laude from Texas A&M University’s Mays Business School Honors Program with a BBA in Finance and a Certificate in International Business.

Clark Edlund, CAIA, serves as Director of Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring of existing investments. Clark also facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals. He also serves on the firm’s Executive and Investment Committees.

Clark has over a decade of investment specific industry experience, including asset management, business development and client relations. He most recently served as Senior Investment Advisor and Portfolio Manager to a boutique healthcare focused private equity manager. Prior to that, Clark served as Managing Partner and Co-Portfolio Manager to a NASDAQ traded mutual fund.

Clark graduated from Texas A&M University with a B.S. in Economics and minor in Business Administration. He also became a Chartered Alternative Investment Analyst (CAIA) in 2012 and currently serves on the advisory committee for the Texas Alternative Investment Association.