Investor Experience Coordinator

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’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. 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 Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors 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 Investors 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 Investors 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.

Investor Experience Coordinator

The Investor Experience Coordinator is an associate-level role within Capital Formation, responsible for supporting the execution and enhancement of CAZ’s Investor experience across events, communications, meetings, and other high-value touchpoints. While this position reports into Capital Formation, they work closely with the firmwide Events Team to ensure CAZ delivers seamless, elevated experiences for Investors—from major flagship events to exclusive dinners, offsites, and curated engagements.

Ideal candidates are hungry to learn, adaptable in fast-paced environments, and motivated by creating polished, thoughtful, relationship-driven experiences.

Key Responsibilities:

Events

• Contribute to the planning and execution of Investor-facing events across a range of sizes and formats, ensuring each experience reflects CAZ’s high standards and represents the brand well.
• Support event communications and guest engagement to create a seamless experience from invitation through follow-up.
• Collaborate with vendors, venues, and internal teams to ensure all event elements come together smoothly.
• Assist in creating and refining event materials and touchpoints that enhance the overall Investor experience.
• Maintain accurate event-related information within internal systems and support efforts to track results, return on investment, and event feedback.
• Participate in strengthening processes, tools, and playbooks that improve efficiency, consistency, and quality across all CAZ events.

Capital Formation Investor Experience Support

• Assist in coordinating thoughtful follow-up moments such as thank-you notes, post-meeting materials, and curated touches that enhance Investor relationships.
• Help prepare Investor-facing materials such as printed presentations, agendas, leave-behinds, and meeting packets in collaboration with Marketing.
• Coordinate delivery of high-touch Investor experience elements, including welcome gifts, curated merchandise tied to specific events, and meaningful follow-up materials.
• Help collect and consolidate Investor feedback through surveys and post-event follow-up, summarizing insights to support leadership decision-making.
• Work with the Capital Formation Team to identify new ways to elevate how Investors engage with CAZ across meetings, events, and ongoing touchpoints.

Success as an Investor Experience Coordinator in Capital Formation will be measured by your:

• Ability to produce accurate, polished work with strong attention to detail.
• Excellence in project management and the ability to manage multiple deadlines in a fast-paced environment.
• Professionalism and poise when interacting with Investors, vendors, and senior stakeholders.
• Proactive problem-solving and the ability to stay calm and solutions-oriented in live event environments.
• Strong teamwork and willingness to support cross-functional needs as the firm expands.
• Demonstrated growth, initiative, and a continuous improvement mindset.
• Resourcefulness and the ability to “find a way” — taking ownership, anticipating needs, and navigating obstacles with confidence and creativity.

Requirements:

• Bachelor’s degree; 1–3 years of experience in events, hospitality, marketing, or a related field preferred.
• Experience coordinating logistics, vendors, or client events (finance or professional services experience a plus).
• Highly organized, extreme attention to detail, adaptable, and able to perform under tight deadlines.
• Strong written and verbal communication skills with a polished, professional presence.
• Proficiency in MS Office (Excel, PowerPoint, Word) with the ability to learn new systems quickly.
• Team-oriented, self-motivated, and comfortable interacting with executives and high-net-worth individuals.
• Familiarity with platforms such as Asana, Monday.com, Cvent or other event management tools, Smartsheet, and Salesforce experience preferred.

Compensation and Benefits:

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio