In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman welcomes Christopher Zook, founder, chairman, and chief investment officer at CAZ Investments.

They dive into the complexities and growth of private equity and alternative investments, discussing their accessibility, alignment, and investment strategies. Zook shares insights from his 35-year career and his book co-authored with Tony Robbins, 'Holy Grail of Investing.' They also explore the benefits of investing in professional sports and discuss the potential opportunities within the private markets and energy sectors.

Tune in for a deep dive into how these investments can benefit financial advisors and their clients.

00:00 Introduction and Welcome
01:19 Guest Introduction: Christopher Zook
01:49 Christopher's Background and Investment Philosophy
03:14 The Importance of Alignment in Investments
06:16 The Holy Grail of Investing: Insights and Purpose
13:46 The Role of Alternatives in Financial Advisory
21:44 Investing in Professional Sports
29:24 Opportunities in Private Markets and Energy
34:51 Conclusion and Contact Information

Learn how Zephyr can help financial advisors incorporate alternatives into asset allocations.