patricia burns
vice president - investment strategies
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See full contact details in OrionContact Information
Professional Email
****@****.com
Personal Email
pat****@hotmail.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
houston, texas, united states
HQ Location
houston, texas, united states
Industry
financial services, finance
Designation
vice president - investment strategies
Birthday
-
Gender
female
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times bestsellers. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Clients. We have more than $500mm of our personal capital committed to our investment vehicles. We provide access to our Clients to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Clients they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Clients do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
HQ Location
houston, texas, united states
Industry
financial services
Employees
65
Founded
2001
Specialties
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