On February 28, 2019, Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, hosted an educational webinar – Market Volatility.
The webinar covered topics including:
Click here to download a copy of the webinar deck.
On January 22, 2019, Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, hosted an educational webinar – Balancing Liquidity and Return Objectives.
The webinar covered several topics, including:
Click here to download a copy of the webinar deck.
On August 22nd, 2018 Gloria Nelund, Founder and CEO of TriLinc Global, and Sonya Dreizler, Founder of Solutions with Sonya, hosted an educational webinar – Your Money’s Voice – Women & Investing in 2018.
The webinar covered topics including:
Click here to download a copy of the webinar deck.
On December 6, 2018, Paul Sanford, Chief Investment Officer of TriLinc Global, hosted an educational webinar – The State of Emerging Markets.
The webinar covered several areas, including:
Click here to download a copy of the webinar deck.
LOS ANGELES–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) announced today that Western Asset’s former Client Services Executive, Sandy Goodman, has joined TriLinc as Managing Partner to lead institutional investor initiatives. TriLinc is a groundbreaking fund sponsor dedicated to demonstrating the power of private capital in helping to solve some of the world’s pressing socioeconomic and environmental challenges by creating institutional class, market rate impact funds that attract private capital at scale.
Through its subsidiaries, TriLinc has invested over $500 million in private debt globally, and is the Investment Adviser and Manager to the TriLinc Global Sustainable Income Fund, available to qualified purchasers and accredited investors (within the meaning of the Investment Company Act of 1940 and Regulation D of the Securities Act of 1933, respectively).
Goodman led Western Asset’s Endowment, Foundation and Healthcare channel for over 19 years, as the firm grew from $12.5B to over $450B in assets under management. He was recruited by TriLinc’s Chairman and CEO, Gloria Nelund, who noted that “Sandy brings invaluable experience and deep relationships to TriLinc, and equally importantly, he brings a passion for impact investing.”
Goodman will lead efforts to raise institutional capital for TriLinc’s private debt funds. “I am honored to join an industry-leading impact investing firm like TriLinc. The company’s mission, vision, and values deeply align with my personal beliefs and convictions,” said Goodman. “I look forward to utilizing my past, in the present, to build a better future by engaging institutional investors in our mission to link market rate returns, positive impact, and scalable solutions.”
“I’m thrilled to see Sandy come out of retirement,” commented Steve Walsh, former CIO at Western Asset Management Company. “He has the ability to understand and incorporate values-based investors’ goals into the portfolio allocation process with institutional discipline – a vital approach for investors such as pension funds, foundations and endowments, which increasingly seek to integrate impact investing into their allocation strategies.”
TriLinc’s investment approach incorporates rigorous financial as well as environmental, social, governance (ESG) and impact analysis. A growing body of research indicates that these additional screens provide a more thorough approach to risk management, while fostering sustainable development.
TriLinc Global is a private impact investment fund sponsor that seeks to provide investors with access to institutional-class, market-rate-return impact investment funds. Impact Investing is defined as deploying capital with the specific objective of achieving a financial return as well as positive impact that is measured and reported. Through its sponsored funds, TriLinc has developed a systematic approach to the packaging, registration, and distribution of alternative investment products that pursue unique yield-oriented strategies while fostering the view that capitalism can be a force for good.
TriLinc Global, LLC
Gloria Nelund
Chief Executive Officer
310-220-0871
Opening at SOCAP this year was The CAPROCK Groups’ Matthew Weatherley-White who explored, through powerful anecdote, the intersection of money and meaning, and the power of the human psyche.
Recalling a meeting with an asset manager who had put a client in an ESG fund that outperformed non-ESG peer funds, Matthew inquired as to why the manager hadn’t put more clients in the ESG fund given such superior performance. The asset manager responded that he only put clients in the ESG fund if they selected to “opt in”.
This interaction resulted in a significant Ah Ha Moment for Matthew, and inevitably, led him to the question he poses in this incredible 18-minute clip: What if we switched our default position on ESG investing from “opt out” to “opt in,” so rather than people selecting to participate in ESG funds, those who don’t want to partake have to make the conscious decision to “opt out”?
Drawing from real-world examples around global organ donation practices, Matthew makes the compelling case that if we changed our paradigm – our default setting – to one that incorporates ESG, we’d be looking at a revolutionary shift in the capital markets.
A worthwhile clip, you can watch the entire video here.
June 21st – 22nd in Chicago, IL, organized by Thomson Reuters
June 16th, organized by Equilibrium Capital
May 1st – 4th in Los Angeles, CA, organized by the Milken Institute.
