TriLinc’s origin traces back to the year 1999, with a joint venture business plan between Scudder Investments and the InvestLinc Group.
Gloria Nelund, leading Scudder Private Investment Counsel, understood the need for Wealth Managers to provide their high net worth clients “access” to proven alternative investment funds.
Troy Wiseman, Founder, Chairman & CEO of the InvestLinc Group, had created a unique system which allowed him to build a very successful alternative investments “family of funds” for high net worth individuals.
In 2000, a business plan was developed to form SIMCO (Scudder InvestLinc Management Company), where Scudder would make InvestLinc Funds a proprietary brand for alternative investments on the Scudder platform. InvestLinc would agree to give Scudder exclusive rights to distribution of its funds to its clients and the intermediary marketplace.
In the final weeks of executing the SIMCO agreement, Scudder was acquired by Deutsche Bank, and although Nelund and Wiseman attempted to revise and implement the plan with Deutsche Bank, the new circumstances within the respective firms never lined up.
In late 2005, after 26 years in the Investment Management Industry, Nelund retired from Deutsche Bank to pursue her passion for mentoring and philanthropy. In early 2006, 14 years after founding InvestLinc, Wiseman also retired; selling controlling interest of InvestLinc, to focus more on his passion for rescuing orphaned and abandoned children around the world and on sustainable philanthropy.
Nelund’s post retirement journey led her to consult with and mentor multiple companies interested in socially responsible investing, as well as to serve on the boards of the RS Investments mutual fund complex and two philanthropic organizations. Through those experiences, Nelund began to identify a number of emerging trends in the area of Philanthropic Entrepreneurship and Sustainable Investing.
Simultaneously, Wiseman spent the last couple of years working personally with, and as an advisor to, Geneva Global, the largest philanthropic social impact measuring, monitoring and grant facilitator in the world, as well as serving as Vice Chairman of Legatum, a multi-billion dollar privately owned emerging market investment company which is also one of the world’s most successful, creative, and influential socially responsible investors.
Today, ten years after their friendship and original business plan began, TriLinc has been launched to change the world through sustainable investments. Combining Wiseman’s 23 years as an entrepreneur, including a 14 year history of creating, managing and/or overseeing an exceptional alternative investment “family of funds”, with Nelund’s 26 years of experience runningglobal money management institutions, extensive industry knowledge, and stellar reputation as a fiduciary for over $50 billion, they, along with significant influence and insight from Legatum, are acting on their shared passion to be catalysts forpositive change in the world through socially responsible and sustainable investing.
TriLinc’s name derives from our commitment to offering Triple Bottom Line Funds and Solutions that deliver; 1) “Best in Class” Financial Returns, 2) High Social Impact, and 3) Positive Environmental Impact.
