In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Chris Gee, CFA charterholder and Chief Investment Officer at RBG Capital, to explore how high-net-worth and ultra-high-net-worth individuals can navigate complex financial landscapes.
Chris shares insights into:
- The role of a CIO in managing asset allocation, risk, and investment strategies.
- How RBG Capital integrates investment banking and asset management to provide holistic solutions.
- Innovative tools like the 1031 Exchange and 721 Upgrade for real estate investors.
- The importance of aligning financial strategies with personal and corporate goals.
Chris also discusses current trends in data centers, AI infrastructure, and the evolving private equity market, offering a fascinating look into where the future of investment is headed.
If you’re a business owner, professional, or investor looking to simplify complex financial situations, Chris’s practical advice and expertise will help you think differently about wealth-building strategies.
—————————————————— Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
