The Bordeaux Blend

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 in recognition of his contribution and sustained support of the industry in Texas. 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, Lehman Brothers, 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.

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Disclosures:

This podcast expresses the views of its participants as of the date indicated and may not necessarily reflect the views of Bordeaux Wealth Advisors LLC. (“Bordeaux", "Bordeaux Wealth Advisors", "Bordeaux Advisors", "BWA"). These views are subject to change at any time without notice, and BWA has no obligation to update the information provided herein.

Past investment performance is not indicative of future results; any investment can lose value. This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. This podcast should not be used as a basis for any investment decision.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by BWA.

Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of BWA. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients.

This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, BWA makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information.

This podcast, including the information contained herein, remains the sole property of BWA. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of BWA.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

David Golub is the President of Golub Capital, a market-leading, award-winning direct lender and experienced credit asset manager. As of January 1, 2024, Golub Capital had over $65 billion of capital under management, a gross measure of invested capital including leverage. Golub Capital partners with institutional investors and family offices offering tailored solutions for investors’ credit asset strategies. Mr. Golub was previously Managing Director of Centre Partners, a leading private equity firm, and Managing Director of Corporate Partners, a $1.5 billion private equity fund affiliated with Lazard. Mr. Golub is a member of the Stanford Graduate School of Business Advisory Council. He is a member of the Founder’s Council of the Michael J. Fox Foundation for Parkinson’s Research, where he was the first board Chairman and a long-time director. Mr. Golub is a member of the Director’s Circle of the Association of Marshall Scholars, on the board of directors of Burton Snowboards and has served on the boards of numerous public and private companies. Mr. Golub earned his AB degree in Government from Harvard College. He received an MPhil from Oxford University, where he was a Marshall Scholar, and an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar.

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Disclosures:

This podcast expresses the views of its participants as of the date indicated and may not necessarily reflect the views of Bordeaux Wealth Advisors LLC. (“Bordeaux", "Bordeaux Wealth Advisors", "Bordeaux Advisors", "BWA"). These views are subject to change at any time without notice, and BWA has no obligation to update the information provided herein.

Past investment performance is not indicative of future results; any investment can lose value. This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. This podcast should not be used as a basis for any investment decision.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by BWA.

Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of BWA. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients.

This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, BWA makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information.

This podcast, including the information contained herein, remains the sole property of BWA. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of BWA.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

Anirban Basu founded Sage Policy Group in 2004. He has been called an economist with a sense of humor, which is considered high praise in the dismal science. He has twice been recognized as one of Maryland’s 50 most influential people and also been named one of the Baltimore region’s 20 most powerful business leaders. In 2014, Maryland Governor Larry Hogan appointed Dr. Basu as Chairman of the Maryland Economic Development Commission, a position he held through 2021. He serves the Chief Economist function for a number of organizations around the country and currently lectures at Goucher College as their distinguished Economist in Residence.

Dr. Basu currently serves on the boards of the University of Maryland School of Law, St. Mary’s College, the University of Maryland Medical Center, the University System of Maryland Foundation, the Lyric Opera House and the Archdiocese of Baltimore School System. He is also on Truist Bank’s advisory board.

Dr. Basu earned his B.S. in Foreign Service at Georgetown University. He earned his master’s in public policy from Harvard University’s John F. Kennedy School of Government, and his master’s in economics from the University of Maryland, College Park. He acquired his Juris Doctor at the University of Maryland School of Law. He completed his doctoral work at University of Maryland, Baltimore County with a concentration in health economics.

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Disclosures:

This podcast expresses the views of its participants as of the date indicated and may not necessarily reflect the views of Bordeaux Wealth Advisors LLC. (“Bordeaux", "Bordeaux Wealth Advisors", "Bordeaux Advisors", "BWA"). These views are subject to change at any time without notice, and BWA has no obligation to update the information provided herein.

Past investment performance is not indicative of future results; any investment can lose value. This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. This podcast should not be used as a basis for any investment decision.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by BWA.

Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of BWA. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients.

This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, BWA makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information.

This podcast, including the information contained herein, remains the sole property of BWA. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of BWA.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

Avichal Garg is a Co-Founder and Partner at Electric Capital, an early stage venture firm focused on cryptocurrencies, blockchain, fintech, and marketplaces.

Avichal is a successful entrepreneur with executive experience at Google and Facebook, which acquired his previous companies. As an angel investor, Avichal has invested in 15 unicorns and 5 decacorns including Airtable, Boom Supersonic, Color Genomics, Cruise, Deel, Figma, Newfront Insurance, Notion, Nova Credit, Pulley, and others. He co-founded Electric Capital in 2018 and has grown it to one of the largest crypto venture firms globally. Electric is an investor in leading web3 protocols and companies such as Bitwise, Bitnomial, dYdX, Frax, Kraken, Magic Eden, NEAR, and Tokemak.

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Disclosures:

This podcast expresses the views of its participants as of the date indicated and may not necessarily reflect the views of Bordeaux Wealth Advisors LLC. (“Bordeaux", "Bordeaux Wealth Advisors", "Bordeaux Advisors", "BWA"). These views are subject to change at any time without notice, and BWA has no obligation to update the information provided herein.

Past investment performance is not indicative of future results; any investment can lose value. This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. This podcast should not be used as a basis for any investment decision.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by BWA.

Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of BWA. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients.

This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, BWA makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information.

This podcast, including the information contained herein, remains the sole property of BWA. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of BWA.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

Samir Kaji is the Co-founder and CEO of Allocate, a platform that provides people with curated access to private market investments, due diligence tools, and advanced portfolio optimization. 

With 20+ years of experience assisting and advising startups and venture firms, Samir dives into the ins and outs of investing in venture capital funds, including common misconceptions, and tools and tips for better utilizing this asset class. 

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Disclosures:

This podcast expresses the views of its participants as of the date indicated and may not necessarily reflect the views of Bordeaux Wealth Advisors LLC. (“Bordeaux", "Bordeaux Wealth Advisors", "Bordeaux Advisors", "BWA"). These views are subject to change at any time without notice, and BWA has no obligation to update the information provided herein.

Past investment performance is not indicative of future results; any investment can lose value. This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. This podcast should not be used as a basis for any investment decision.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by BWA.

Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of BWA. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients.

This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, BWA makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information.

This podcast, including the information contained herein, remains the sole property of BWA. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of BWA.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

John Nersesian is head of advisor education at the $1.8 Trillion asset manager, PIMCO, providing advanced wealth management and investment consulting education to financial professionals.

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Books mentioned by John:

Thinking, Fast and Slow by Daniel Kahneman: https://a.co/d/1ph83SX The Behavior Gap by Carl Richards: https://a.co/d/5OU1WJB Nudge by Richard Thaler: https://a.co/d/i9HxUVK Predictably Irrational by Dan Ariely: https://a.co/d/if1nnZz

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DISCLOSURES:

The discussion and content provided within this webcast is intended for informational purposes and may not be appropriate for all investors. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Fixed income is only one possible portion of an investor’s portfolio, which can also include equities and other products. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective.
Past performance is not a guarantee or a reliable indicator of future results. All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation, and liquidity risk. The values of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Diversification does not ensure against loss. Dollar-cost averaging does not ensure a profit or protect against loss in declining markets. There is no guarantee that an investment strategy will work under all market conditions or are suitable for all investors and each investor should evaluate their own ability to invest long-term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making an investment decision.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. ©2023, PIMCO.
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