Ep 101 – Making Sense of Alternative Investments with Christopher Zook

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Christopher Zook for a discussion on investing in alternative assets. Christopher is the Founder and CIO of CAZ Investments and co-author of the third and final book of The Holy Grail of Investing series.

During this episode, Christopher shares his background in investing since high school and college, and how he became more involved in the alternative asset world due to the solid risk reward in private markets. Zook emphasizes that diversification is not about investing in different market segments, but rather looking outside of traditional markets. He also emphasizes the importance of asking questions about business ownership, continuity of business ownership, and liquidity in alternatives to traditional markets. 

Learn more about investing in alternative assets. 

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Christopher ZookChristopher Zook of CAZ Investments

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 was recently honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award. 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, and Paine Webber.

Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. In 2019, Governor Greg Abbott appointed Christopher to the State of Texas Pension Review Board, where he serves as Chair of the Investments Committee. He also recently served two terms as a member of the Greater Houston Partnership’s Executive Committee and is a past President of the “C” Club of Houston.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.