How a Chief Investment Officer Invests Beyond Stocks

Описание: This week’s guest, John Bullman, is the Chief Investment Officer at LGT Financial Advisors and a former Director of Investments at the prestigious Rosewood family office. With over two decades in portfolio management, he’s now bringing family office–level strategies to everyday millionaires.

🌱 From Baylor to the Big Leagues
John’s journey began with a finance degree at Baylor, a CFA designation, and early work with pensions and endowments at RBC. In 2007, he joined Rosewood in Dallas, eventually leading their investment team, where over half of the portfolio was in alternatives.
At Rosewood, $10M checks to top-tier managers were standard. Today, John is helping clients access the same institutional-quality managers like Blackstone, KKR, and Apollo through semi-liquid products with minimums as low as $25K and simple 1099 tax reporting.

🛠 How He Builds Portfolios
John’s philosophy is straightforward:

Start with the “what”, identify market areas with asymmetric risk/reward

Then choose the “who”,best-of-breed managers with staying power

Underwrite the manager, not just the investment

Avoid overlap; each fund must bring something unique

For growth-oriented clients, John often overweights:
Private Credit (direct lending yielding 9–12%)

Private Equity Secondaries (buying at discounts from liquidity-strapped sellers)

💡 Lessons from Rosewood
Rosewood’s success is combined:
Patient capital is willing to take risks

Best-in-class managers across hedge funds, private equity, oil & gas, and real estate

Collaboration between specialized teams

One of John’s proudest moments: post-2008, securing a budget to re-enter private equity in 2010—right when valuations were cheap and capital was scarce. Those vintages produced exceptional returns.

📈 Navigating Today’s Macro
Inflation pressures remain high (CPI & PPI above expectations)

Fed unlikely to cut rates as much as markets hope

Prefers floating-rate credit over long-duration bonds

Cautions against heavy concentration in AI-driven public equities

🔑 Advice for High Earners New to Alts
“Grow your business. Do what you’re great at. Then partner with an advisor who has a CIO you believe in—someone who can explain it clearly and has the track record to back it up.”
For business owners, John likes to prepare portfolios before a liquidity event, ensuring the capital is ready to work immediately when the sale closes.

📬 Learn More
LGT Financial Advisors – https://www.lgt-fa.com/
LinkedIn:   / johnbullman  

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