New June podcast with CEO Gloria Nelund with Debra Franzese of Seward and Kissel

TriLinc CEO Gloria Nelund speaks about the founding of TriLinc Global and how the firm approaches ESG Investing. Listen to this 30-minute ESG Podcast with host Debra Franzese, Investment Partner from Seward & Kissel law firm.

Click here to listen.


DISCLAIMER

This ESG Spotlight podcast is courtesy of Seward and Kissel law firm and may not be reproduced in any form, or referred to in any other publication, without their written permission. This material is provided for informational purposes only and should not be considered investment advice or recommendation of any particular security, strategy, or investment product.

TriLinc CIO Paul Sanford offers timely market insights

TriLinc CIO Paul Sanford offers timely market insights. Click here to view his presentation.

Deal Origination and Servicing Partner: WCA

Working Capital Associates

Working Capital Associates. “WCA” is a female-led alternative credit provider specializing in short term credit in transactional finance for African and LatAm exporters. Founded in 2018, WCA provides strategic and transformational supply chain financing to companies with exports to Western markets for sustainable food and Agri produce originating from Africa and Latin America. WCA’s team is comprised of 8 different nationalities and is spread across 3 continents. WCA has completed over $1 billion in transactions since its inception. WCA’s principals have more than 65 years of combined experience in trading and private debt investment in Africa and Latin America.

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Any Deal Origination and Servicing Partner data depicted is as reported to TriLinc by the Deal Origination and Servicing Partners on an annual and/or ad hoc basis. Deal Origination and Servicing Partner relationships are subject to change. Capital deployed by Deal Origination and Servicing Partner relationships are subject to change. Capital deployed by Deal Origination and Servicing Partners is not solely in connection with TriLinc products or transactions and may apply to Deal Origination and Servicing Partner firms, products, or personnel as relevant. Years of experience refers specifically to the industry related experience of the Deal Origination and Servicing Partner personnel with whom TriLinc works both at their current firms and/or at prior firms. There is no assurance that a Deal Origination and Servicing Partner’s past performance will be indicative of future results.

Paul Sanford, CIO provides commentary on Russia Ukraine Conflict

TriLinc’s Chief Investment Officer, Paul Sanford, comments on Russia-Ukraine conflict. To view, please click here.

Paul Sanford speaks at 2022 Texas Association of Public Retirement Systems (TEXPERS)

Paul Sanford, TriLinc CIO spoke at the 2022 Annual Meeting of the Texas Association of Public Retirement Systems (TEXPERS) this April. Click here to view his presentation.

2021 Private Debt Plus® Sustainability & Impact Report

The Private Debt Plus® 2021 Sustainability & Impact Report provides an overview of investment activity across all TriLinc investment vehicles from June 2013 through December 2021.  This report offers evidence through numerous case studies as to how small and medium enterprise (“SME”) borrower companies are helping to contribute to the economic, social, and environmental well-being of their communities.

 

To download a copy of the report, please click here.

How a trip around the world led to an impact credit fund

Gloria Nelund, CEO and Founder of TriLinc Global, is interviewed in the April issue of Emerging Manager Monthly

Click here to read article

 

 


DISCLAIMER
Reprinted courtesy of FIN news. This material is distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance is not indicative of future results, and there is no guarantee that TriLinc’s investment strategy will be successful. The statements and opinions expressed in this article are those of the author. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

Kestra Financial and TriLinc Global Empower Investors With New ESG/Impact Collaboration

AUSTIN, Texas & MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–Kestra Financial and TriLinc Global, LLC (“TriLinc”) announce their collaboration to provide financial professionals and their clients with access to alternative investment opportunities seeking low market correlation, competitive returns, and stable income, while pursuing environmental, social, and corporate governance (ESG) and impact objectives.

“Our new collaboration with TriLinc offers our financial professionals access to a unique private investment opportunity that complements our existing offerings with a global, diversified, ESG, and impact focus,” said Stephen Langlois, President of Kestra Financial.

“We are delighted to partner with the TriLinc team to heighten our wealth management value proposition and advance the growth of our financial professionals’ practice through forward-looking, client-centric investment strategies.”

Gloria Nelund, TriLinc CEO and Founder, commented, “We are very excited to work with Kestra Financial, a recognized leader supporting independent financial professionals with tools, services, products, and technology to better serve their clients. Industry research highlights the increasing demand by investors and their financial professionals for products that pursue noncorrelation and yield with meaningful ESG/impact. We believe that through our partnership, Kestra Financial and TriLinc can empower investors to align their wealth with their values without compromising return.”

 

About TriLinc Global

Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.

Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Kestra Financial, Kestra IS, Kestra AS and Kestra PWS are not affiliated with TriLinc Global, LLC and its affiliates.

For more information about Kestra Financial, please visit www.kestrafinancial.com.

 

About TriLinc Global

TriLinc is a female-founded, -owned and -led impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc has invested over $1 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc funds provide growth-stage loans and trade finance to established small and medium enterprises (“SMEs”), primarily in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s ESG screens, and commit to tracking and reporting on self-identified impact metrics.

For more information, please visit www.trilincglobal.com.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. The use of leverage can make investment performance more volatile. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transaction and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc is not suitable for all investors. TriLinc Global LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly-owned subsidiaries of TLG and are SEC registered investment advisors. Securities offered through CommonGood LLC, Member FINRA/SIPC. Registration and membership do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA, or SIPC.

Contacts

KESTRA FINANCIAL
Gregory FCA
Erin Jacob, 610-200-0566
kestra@gregoryfca.com

TRILINC GLOBAL
Robert Kronman – Director of Marketing
rkronman@trilincglobal.com
(o) 424 200 6202
(c) 310 497 2116

Institutional & Public Pension Plans Veteran Tim Stidham to Lead Global Distribution Sales and Marketing for TriLinc Global

MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) a female founded and woman led fund sponsor providing investors with globally diversified ESG investment options, today announced that Tim Stidham has been named Head of Global Distribution for the firm.

Stidham has over 30 years of sales, marketing and business development experience including senior management positions at PFM Asset Management, American Century Investments, Putnam Investments and RCM Capital, Management. Stidham has served on various advisory boards and committees for state and national organizations including State Association of County Retirement Systems of California, Institutional Investors Institute, and the Texas Public Employee Retirement System.

“Tim is the right leader for TriLinc’s sales growth,” said CEO and Founder, Gloria Nelund. “His extensive sales management background and asset management knowledge will help TriLinc expand sales opportunities, strengthen partnerships and develop new strategic alliances.”

“I am very excited to be joining the TriLinc team, and work with an industry-leading impact investing firm like TriLinc,” said Tim Stidham. “The opportunities ahead for income-generating private credit strategies are tremendous. I look forward to utilizing my experience, contacts and knowledge in the industry to increase assets under management and expand our client relationships.”

Stidham received a BA in Economics from the University of California, Los Angeles and holds a FINRA Series 6, 7, 24, and 63 licenses. He holds the Certified Investment Management Analyst designation.

 

About TriLinc Global

TriLinc Global (www.trilincglobal.com)

TriLinc Global is an impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc Global has invested over $1.4 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc Global funds provide growth-stage loans and trade finance to established small and medium enterprises (“SMEs”) in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s environmental, social, and governance (ESG) screens, and commit to tracking and reporting on self-identified impact metrics.

TriLinc complements its global macroeconomic portfolio organization and management with investment services from experienced investment partners that have established track records on target asset classes and geographies, and access to a high-quality investment pipeline.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transaction and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to Oversight Committee discretion. TriLinc is dependent upon its advisors and investment partners to select investments and conduct operations. TriLinc is not suitable for all investors. TriLinc Global LLC ( “TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly-owned subsidiaries of TLG and are SEC registered investment advisors. Securities offered through CommonGood Securities LLC, Member FINRA/SIPC. Registration and memberships do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA, or SIPC.

Contacts

Robert Kronman – Director of Marketing
rkronman@trilincglobal.com
(o) 424 200 6202
(c) 310 497 2116