Managers need capital at a time when exiting investments is taking longer. GP Structured Solutions has evolved to meet that need. For CAZ Investment's October edition of Third Thursday Themes, Matt Lindholm sat down with Bennett Goodman, Co-Founder and Executive Chairman of Hunter Point Capital, to explore how these structures work and where the theme sits alongside private credit and private equity. You can watch the full episode below: cazinvestments.com/third-thu…

Do With Excellence. Live Our Promises. This is the culture our Team lives by. Explore open roles with CAZ: CAZ Investments

The SEC removed the income and net worth requirements that had kept most investors out of the private markets. The same freedoms are being advanced by the Department of Labor, this time for the trillions in 401(k) plans. Secretary of Labor @Sonderling47 joined @TonyRobbins and me on The Holy Grail of Investing to discuss the incredible impact it could have on the retirement savings of millions of Americans: youtu.be/L0j7Qxh4tpQ?si=NLZ0…

Most investors must simply be customers of the asset management business. Very few get to own it. That distinction was a driving force behind why @tonyrobbins and I wrote The Holy Grail of Investing and there have been recent rule changes that now make the strategy available to investors of all sizes. We just released the paperback version, which has been updated to reflect the new opportunities. We hope you enjoy this fascinating conversation we had with @LizThomasStrat @SoFi: youtu.be/iC8AOD9klK0?si=VxMC…

Most of what sits in the average investor’s portfolio moves together, so when markets fall, nearly everything gets hurt at the same time. It is one of the reasons we wrote The Holy Grail of Investing, newly updated in paperback. @tonyrobbins and I talked with @patrickbetdavid about building a portfolio with investments that do not move in step, and why that matters more now than ever: youtu.be/ipoLo_2kf-c?si=YOGR…

Private markets are changing fast, and opportunities once reserved for institutional investors are becoming more accessible to everyone. @TonyRobbins and I joined @ChrisWillx on @ModernWisdomMe to discuss private market opportunities and shifts in legislation that grant investors access to the private markets. Enough has changed since 2024 that we updated our #1 New York Times Bestseller, The Holy Grail of Investing. The new edition is available now. Watch the full conversation: youtu.be/DuRcrbP3kag

On September 22, The Holy Grail of Investing will be available as a revised and updated paperback. @tonyrobbins and I published the book in 2024, including interviews with 13 of the most accomplished investors of our time, and it reached #1 on the New York Times bestseller list. Since then, access to private markets has transformed. The SEC removed the income and net worth requirements that had kept most investors out of certain private funds, and the Department of Labor has opened the door to private assets inside 401(k) plans. We are at the cusp of democratization. The revised paperback adds an entirely new chapter on Space & Defense, covering the global retooling of legacy systems and the development of autonomous systems, drones and satellites. We also expanded three additional sections: AI, robotics and disruptive technologies, from humanoid robots to 3D printed homes; energy, including the power and infrastructure requirements created by AI, data centers and advanced computing; and professional sports. The paperback will be available at all retailers on September 22. In the meantime, you can access my latest market commentary via the new Holy Grail of Investing Newsletter: theholygrailofinvesting.com/

More value creation is happening in private markets every year, and most investors are watching from the outside. I started The Holy Grail of Investing newsletter to share what I’m seeing across the private markets, highlight the strategies and themes that are attracting capital today, and explore the companies and industries that could shape the next generation of investment opportunities. Subscribe via the link in my bio to get the newsletter delivered directly to your inbox.

For 22 years, @BillAckman of @PershingSquare has generated extraordinary results by defying conventional investing wisdom: making concentrated bets, taking highly public positions, and staying the course when others are headed for the exits. This episode of The Holy Grail of Investing with @TonyRobbins unpacks Ackman’s approach to contrarian investing, black swan hedging, and what he has learned about risk, incentives, and building generational wealth. Listen now: youtube.com/watch?v=aUyvR-Nv…

Most investors focus on how to access good funds. Fewer focus on owning the managers who run them. That is the idea behind GP Stakes, and why more sophisticated investors are paying attention to it.