CAZ Investments

“My literally very next trip was to New York, and I was with John and his team, and they were talking about what they were doing in housing, and it took me 45 minutes to say, I'm in, we definitely want to do this.”

“If after three phone calls, we can't find someone who knows this team, Then there's a reason why they're not known, and we're probably going to pass. Not always, but that's a good litmus test.”

“If you own a piece of a hedge fund in two years, you're either just doing incredibly well or you're out of business. There's really not a lot in between.”

“We sold a minority interest in our business to Tony Robbins earlier this year.”

“About a year and a half ago, two years ago, and particularly at the depths of COVID, we were very aggressively buying the publicly traded private firms.”

“We've invested over a billion and a half dollars in that space in the last five years.”

“In most cases, we don't charge management fees at all. We just get paid a percentage of the profits. And if there is no profit, we don't get paid.”

“Right now, one of our firms, they invested two and a half million dollars in Solano, and today that stake is worth over four billion dollars.”

“So in 2009, 2010, we were clearly contrarian when we were buying up everything that had gotten destroyed during the global financial crisis. But because we shorted subprime, we literally had the benefit of all of this cash coming into us”

“My wife and I actually in 1991 did Tony's tape series, and part of the goal setting workshop that we did there, I actually set the goal of starting a firm within 10 years by the name of Kaz Investments, and I knew exactly what it was going to be, and so every …”

“Tony and AJ and Josh are very connected in the investment advisor world and have been for a long time. They know a ton of investment advisors, so they're opening doors to those investment advisors so that those advisors can learn about how we can help them gro…”