Nathan Roberts

Senior Vice President - Investment Strategies

Nathan serves as Senior Vice President - Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Nathan also facilitates the ability of outside investors including family offices, and registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.

Nathan brings more than three decades of experience in alternative investments, with a career that spans both buy side and sell side experience. He began his career at Goldman Sachs & Company in the futures and foreign exchange division. He worked in various roles across operations, client service and sales & trading coverage of large Hedge Funds, CTAs, Asset Managers, Pensions and Sovereign Wealth Funds. Nathan joined a premier CTA manager, John W. Henry & Co., in 1995 and spent 15 years in various roles that included trading, management and capital raising. He was a Director of Business Development at both Bank of America and Wells Fargo Securities prior to joining CAZ Investments.

A native Texan, Nathan lives in Dallas and has two children, one in high school and the other at Texas Tech University.

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