Investment Strategies as a CIO with Chris Gee

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!