Zach has 15+ years of experience identifying investment opportunities, performing due diligence on illiquid securities, as well as public security-specific research and reporting. He is directly involved in daily management of Validex’s liquid and illiquid portfolios including process and systems optimization, risk management, portfolio monitoring, trade execution, reporting, and client and stakeholder Interaction. He also, serves a board member of one Validex’s portfolio companies.
Zach started his career at the U.S. Department of the Treasury with a focus on auction rate securities. And he was an equity analyst at Ford Equity Research, covering roughly 1,000 publicly traded companies.
Zach graduated with a B.A. from the University of California Santa Barbara. He holds a certificate in corporate finance from the University of California Los Angeles. He is a CFA Level II candidate.
In his free time, Zach enjoys building and racing muscle cars, hiking across California, and occasionally finding the time to surf.
Here’s Zach’s recent Blogs:
There’s an old saying in investing: “The trend is your friend… until it ends.” Right now, institutional allocators are learning this lesson
CLO exposure remains one of the few areas in private markets where the illiquidity premium still offers potential value. However, as returns
The industrial real estate market finds itself in a cautious holding pattern as the surge in supply, fueled by the pandemic, continues
Are CLOs Right For Your Portfolio? During 2023, the Credit Suisse Leveraged Loan Total Return Index (CSLLI) was up 13.0% on a
While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and increased market
You could say private credit has become the cool kid on the block with all the attention these days in the financial
Venture investors willing to deploy capital in these uncertain markets may find opportunity in the convertible note space.Since May 2022, the venture
In a recent article the Wall Street Journal discussed the state of industrial real estate in Southern California, traditionally an outperforming geographic
Our CIO, Mark Scalzo, recently participated in a fire-side chat along with Rafael Fernandez de Castro, Ph.D., and others at the Longley
CNBC recently posted an article indicating that a data center stock is a potential ‘under-the-radar’ artificial intelligence (“AI”) investment opportunity. The premise
With all the recent worries about defaults and higher interest rates leading to lower valuations in commercial real estate, investors may wonder
There is a relative valuation discount in small caps that may create a target rich environment for investors searching for opportunities in
Since we last wrote about international equities in early December of 2022, the asset class has outperformed domestic equities though the pure
A crossover fund allows a single investment to pursue both the illiquidity premium and the market premium–two premiums considered to have a