A video from our Uganda based borrower Asili Agriculture

Asili Farms produces maize, soybeans, and other grains and oil seeds. Asili continues to research and grow by adapting climate-smart farming practices across its 8,000 hectares and by transferring these practices to thousands of small holder farmers they work with and support through their producer services division. Asili Agriculture exemplifies our mission and efforts at TriLinc to invest in enterprises which seek to generate meaningful social and environmental impacts. We believe Asili has become the lifeblood of their Ugandan economies, generating a substantial amount of food crop and having a positive effect on its local communities by offering stable and growing incomes, transacting with local businesses and supporting thousands of smallholder farmers with access to knowledge, quality inputs and markets. We are proud to support Asili and their efforts to help contribute towards a better future for their communities and their families. Click here to view video.

TriLinc Global Named in Top 2024 Impact Companies for Financial Services by Real Leaders Global Media

MANHATTAN BEACH, Calif. – TriLinc Global LLC ( “TriLinc”) has been selected as one of the “Real Leaders” Top Financial Services Companies of 2024.

The I.M.P.A.C.T.(Intention, Model, People, Accountability, Collaboration, Transform) award, its sixth annual ranking, was developed by Real Leaders to show that business can thrive as a force for good and ranks the positive impact of companies that are leveraging the engine of capitalism for the greater good. The 2024 list features a mix of 185 respected impact brands of all sizes and a variety of industries from around the world. Applicants were evaluated based on social and environmental impact and ranked using The B Lab assessment metrics as well as growth rate and scale. Applicants were required to provide verification of growth and practices. To view the listing {full list of categories and winners} click here: https://real-leaders.com/top-impact-companies/

“We are excited to welcome new and past company winners to the impact movement, and into the Real Leaders I.M.P.A.C.T. Awards community” said Kevin Edwards, Real Leaders’ President. “Real Leaders continues to expand its mission by growing an impact awards community that preserves its integrity while scaling its impact.”

“We are very honored to be included on this list and to be recognized for our mission to harness the power of the capital markets in helping to solve global challenges facing our society,” said Gloria Nelund, Founder and CEO of TriLinc. “TriLinc is excited to be working alongside impact industry peers to move impact investing further into the mainstream,” stated Nelund.

About TriLinc Global, LLC

Established in 2008, TriLinc is a private impact investment fund sponsor that seeks to provide investors with access to institutional class, market-rate return impact investment funds. 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 that change the world for the better. www.trilincglobal.com

About Real Leaders

Real Leaders is a membership community for impact leaders with a global media platform dedicated to driving positive change. It’s on a mission to unite farsighted leaders to transform our shortsighted world. Founded in 2010, Real Leaders recognized early on that businesses bore a responsibility to be as cognizant of their impact on employees, society, and the planet as they are on their bottom line. Real Leaders is a B Corporation, member of the UN Global Company, and is independently owned. www.real-leaders.com

DISCLOSURE

Real Leaders ranking is based on their “Force for Good” Score. This score takes into account the company’s 5-year sales growth, revenue and B Impact Assessment. TriLinc submitted its application for consideration with the entry fee in September 2023. TriLinc’s receipt of this award is in no way indicative of any individual client or investor’s experience with TriLinc, TriLinc Advisors, LLC or TriLinc Global Advisors, LLC, or of any past or future investment performance. This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy or investment.


Contacts

Media Contact

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

TriLinc Provides New Capital to 6 SMEs With Part of the $50 Million Funding From BlueOrchard Impact Investment Managers and KfW DEG Investment Group

MANHATTAN BEACH, Calif. – TriLinc Global Impact Fund, LLC (“TGIF”) announced today that since receiving new funding in December from subsidiaries of BlueOrchard Impact Investment Managers (“BlueOrchard”)  and KfW DEG Investment Group (“KfW DEG”), new capital has been provided to six small and medium-sized enterprises in developing economies where access to capital is one of the biggest hurdles to growing, creating quality jobs and contributing to the further development of local healthcare, education and other community services. It is expected that the credit facility will be used by TGIF to provide additional capital to seven companies during Q1 2023. The December funding consisted of $25 million from Luxembourg-based BlueOrchard, who previously provided financing to other TriLinc Global-sponsored funds, and $25 million from the Cologne- based investment group KfW DEG.  BlueOrchard previously provided capital to two funds sponsored by TriLinc Global, LLC (“TriLinc Global”), the sponsor of TGIF, for a combined total of $43 million. This new capital for TGIF will be dedicated to financing growth-stage, small and medium-sized enterprises (“SMEs”) primarily in select developing economies. SMEs are significant contributors to the economies of developed countries and developing economies.

“These lending commitments from BlueOrchard and KfW DEG confirm our strategy of investing in developing economies and significantly helps support our mission to harness the power of capital markets in solving global challenges facing our society,” commented Gloria Nelund, CEO and Founder of TriLinc Global. “By intentionally selecting investments with the potential for market-rate financial returns and positive measurement impact, TriLinc Global seeks to meet its goals to do well by doing good.”

According to World Bank figures, SMEs as a group generate approximately 40% of national income in the developing world, but the global credit gap for these enterprises totals $5.2 trillion¹.  KfW DEG and BlueOrchard have added $50 million to the funding TGIF can lend to SMEs in emerging markets.

With the new facility provided by KfW DEG and BlueOrchard, TGIF will be able to lend to more companies, extending its impact, which includes the ability to provide medium-term capital needed by SMEs to improve their operations, hire more people and expand their reach.

Normunds Mizis, Chief Credit Officer of BlueOrchard. said, “We believe by supporting TGIF, we can increase impact investing for a sustainable world. We are delighted to be partnering with the dedication and hard work of the TriLinc team in emerging markets.”

About TriLinc Global, LLC          

TriLinc Global (www.trilincglobal.com)

TriLinc Global is a female-founded, majority female-owned impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its deal origination and servicing partners, TriLinc Global has invested over $1.3 billion in private debt globally and seeks to demonstrate the power of capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. The TriLinc Global funds provide growth-stage loans and trade finance to established 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 Global complements its global macroeconomic portfolio organization and management with investment services from experienced deal origination and servicing partners that have established track records on target asset-classes and geographies, and access to a high-quality investment pipeline.

About TriLinc Global Impact Fund, LLC

TGIF is a public non-listed, externally managed, limited liability company that makes impact investments in SMEs, primarily in developing economies, that provide the opportunity to achieve both competitive financial returns and positive measurable impact. TGIF invests in SMEs through experienced local market sub-advisors to create a diversified portfolio of financial assets consisting primarily of private debt instruments. In addition, TGIF aggregates and analyzes social, economic, and environmental impact data to track borrowers’ progress and measure success against stated objectives.

Forward-Looking Statements

This press release contains forward-looking statements (including, without limitation, statements concerning the use of the credit facility and the impact on borrower SMEs) that are based on TGIF’s current expectations, plans, estimates, assumptions, and beliefs that involve numerous risks and uncertainties, including, without limitation, the future operating performance of the borrowers and those risks set forth in the “Risk Factors” section of TGIF’s Annual Report on Form 10-K for the year ended December 31, 2021, filed with the Securities and Exchange Commission (“SEC”) on March 22, 2022, as amended or supplemented by TGIF’s other filings with the SEC. Although these forward-looking statements reflect management’s beliefs as to future events, actual events or TGIF’s investments and results of operations could differ materially from those expressed or implied in these forward-looking statements. To the extent that TGIF’s assumptions differ from actual results, TGIF’s ability to meet such forward-looking statements may be significantly hindered. You are cautioned not to place undue reliance on any forward-looking statements. TGIF cannot assure you that it will attain its investment objectives. Any forward-looking statements presented herein are made only as of the date of this press release, and TGIF does not undertake any obligation to update or revise any forward-looking statements to reflect changes in assumptions, the occurrence of unanticipated events, or otherwise.

1) World Bank Group “Improving SME’s Access to financing and finding innovative solutions to unlock sources of capital” pulled July 2022.


Contacts

Media Contact

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

All Other Inquires

Tim Stidham – Head of Global Distribution
tstidham@trilincglobal.com
(o) 310 997 0580
(c) 949 233 1361

TriLinc Global Ranks in Top 10 of Real Leaders Impact Investing Companies in 2023

MANHATTAN BEACH, Calf.- TriLinc Global, LLC (“TriLinc”) has been selected as one of the “Real Leaders Top Impact Investing Companies of 2023”.

The impact awards, its fifth annual ranking, was developed by Real Leaders to show that business can thrive as a force for good and ranks the positive impact of companies that are leveraging the engine of capitalism for the greater good. The 2023 list features a mix of 300 respected impact brands of all sizes and a variety of industries from around the world.  Applicants were evaluated based on social and environmental impact and ranked using The B Lab assessment metrics as well as growth rate and scale. Applicants were required to provide verification of growth and practices. To view the listing [full list of categories and winners] click here : http://real-leaders.com/ypo-spring-2023/22/

“We are excited to welcome new and past company winners to the impact movement, and into the Real Leaders Impact Awards community” said Mark Van Ness, Founder of Real Leaders. “It’s encouraging to see how this movement is going mainstream with businesses all over the world.”

“We are very honored to be included on this list and to be recognized for our mission to harness the power of the capital markets in helping to solve global challenges facing our society,” said Gloria Nelund, Founder and CEO of TriLinc. “TriLinc is excited to be working alongside impact industry peers to move impact investing further into the mainstream.” stated Nelund.

About TriLinc Global, LLC

Established in 2008, 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. 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 that change the world for the better.

About Real Leaders   

Real Leaders is a membership community for impact leaders with a global media platform dedicated to driving positive change. It’s on a mission to unite farsighted leaders to transform our shortsighted world. Founded in 2010, Real Leaders recognized early on that businesses bore a responsibility to be as cognizant of their impact on employees, society, and the planet as they are on their bottom line. Real Leaders is a B Corporation, member of the UN Global Company, and is independently owned.

DISCLOSURE

Real Leaders ranking is based on their “Force for Good” Score. This score takes into account the company’s 5-year sales growth, revenue and B Impact Assessment. TriLinc submitted its application for consideration with the entry fee in August 2022. TriLinc’s receipt of this award is in no way indicative of any individual client or investor’s experience with TriLinc, TriLinc Advisors, LLC or TriLinc Global Advisors, LLC, or of any past or future investment performance. This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy or investment.


Contacts

Media Contact

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

TriLinc enhances its partnership with Private Credit provider WCA as New Sub-Advisor for Business Expansion in Africa and Latin America

MANHATTAN BEACH, Calif. – BUSINESS WIRE – TriLinc Global Impact Fund, LLC (“TriLinc Global Impact Fund” or “TGIF”) announced today the approval of WCA (Working Capital Associates) LLP (“WCA”) as a new sub-advisor for business expansion and socioeconomic development in Africa and Latin America. WCA initially entered into a partnership with TriLinc Global, LLC (“TriLinc”) in January 2022 to act as an origination and servicing partner for its private funds.

“We are very excited to be expanding our partnership with Working Capital Associates for broadening our existing term loan and trade finance investment capabilities throughout Africa and Latin America”, stated Gloria Nelund, CEO and founder of TriLinc. “International trade has the potential to deliver important short, medium, and long-term economic development to SMEs and the communities in which they operate. WCA’s experienced track record, local in-country presence and institutional quality approach to portfolio management aligns with our goal to deliver risk-adjusted returns to our investors while creating positive measurable impact in communities across the globe.”

Federica Sambiase, WCA’s CEO & Founder commented, “This new agreement comes after over a year of co-investing with TriLinc in our portfolio of food value chains in Africa and Latin America. It represents an important step towards achieving WCA’s mission of scaling up its highly successful approach. WCA feels privileged to partner with TriLinc to successfully scale its operations based on a tried-and-proven business model: providing access to capital to high-growth food systems in developing countries, creating proven societal impact and, at the same time, market-rate returns for investors. Our alliance is underpinned by our shared investment values and by our desire to advance the female investing agenda”.

About TriLinc Global Impact Fund

TGIF is a public non-traded, externally managed, limited liability company that makes impact investments in SMEs in developing economies that provide the opportunity to achieve both competitive financial returns and positive measurable impact. TGIF invests in SMEs through experienced local market sub-advisors and expects to create a diversified portfolio of financial assets consisting primarily of collateralized private debt instruments. In addition, TGIF aggregates and analyzes social, economic, and environmental impact data to track progress and measure success against stated objectives. For more information, please go to our website: www.trilincglobal.com

About Working Capital Associates

Working Capital Associates is a 2X Criteria, female led and founded alternative private credit provider, specialized in responsible financing to sustainable food systems for high growth SMEs in Africa and Latin America. WCA’s vision is to grow climate-smart food systems, by providing private credit to support mid-stream players that use and/or intend to grow the usage of climate-smart transformative production processes. WCA’s strategy is to provide working capital financing to cover the order-to-cash trade cycle, and to incentivize the transition from traditional production methods to climate friendly processing.

Founded in 2018, WCA operates within the framework of three key UN development principles: SDG 2 (food security and sustainable agriculture), SDG 12 (sustainable consumption and production patterns) and SDG 8 (inclusive and sustainable economic, growth, employment, and decent work). Its team is comprised of 8 different nationalities and is spread across 3 continents, with physical presence in each of the target investment countries. The senior members at WCA have more than 85 years of combined experience in private and alternative debt investments in Africa and Latin America.

For more information, please visit us on: https://www.workingcapitalassociates.com/

For media, please visit: https://www.workingcapitalassociates.com/media-pack

Forward Looking Statements

This press release contains forward-looking statements (including, without limitation, statements concerning the use of financing provided to borrowers and the expected repayment of financing extended to the borrowers) that are based on TGIF’s current expectations, plans, estimates, assumptions, and beliefs that involve numerous risks and uncertainties, including without limitation, the future operating performance of the borrower and those risks set forth in the “Risk Factors” section of TGIF’s most recent Annual Report on Form 10-K, as amended or supplemented by TGIF’s other filing with the Securities and Exchange Commission. Although these forward-looking statements reflect management’s belief as to future events, actual events or TGIF’s investments and results of operations could differ materially from those expressed or implied in these forward-looking statements. To the extent that TGIF’s assumptions differ from actual results, TGIF’s ability to meet such forward-looking statements may be significantly hindered. You are cautioned not to place undue reliance on any forward-looking statements. TGIF cannot assure you that it will attain its investment objectives.


Contacts

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

 

TriLinc Global Secures $50 million in New Funding Through Blue Orchard and KFW DEG Investment Group

MANHATTAN BEACH, Calif. – TriLinc Global Impact Fund (TGIF) announced today funding of $25 million from existing investor, Luxembourg–based Blue Orchard Impact Investment Managers (“Blue Orchard”) and $25 million from a new investor, the Cologne, Germany based investment group KfW DEG. Blue Orchard previously provided capital to two funds sponsored by TriLinc Global, LLC (“TriLinc Global”) for a combined total of $43 million. This initial tranche of $50 million for TGIF will be dedicated to financing growth-stage, small and medium-sized enterprises (“SMEs”) primarily in select developing economies. SMEs are significant contributors to the economies of developed countries and developing economies. SMEs represent the most developmentally critical sector for those markets, yet lack of access to capital is one of their biggest hurdles preventing them from growing, creating quality jobs and contributing to the further development of local healthcare, education and other community services.

“This investment from Blue Orchard Impact Investment Managers and KfW DEG confirms our strategy of investing in developing economies and significantly helps support our mission to harness the power of capital markets in solving global challenges facing our society,” commented Gloria Nelund, CEO and Founder of TriLinc Global. “By intentionally selecting investments with the potential for market-rate financial returns and positive measurement impact, TriLinc Global seeks to meet its goals to do well by doing good.”

According to World Bank figures, small and medium-sized enterprises as a group generate approximately 40% of national income in the developing world but the global credit gap for these enterprises totals $5.2 trillion¹. KfW DEG and Blue Orchard will add $50 million to the funding TGIF can lend to SME’s in emerging markets.

TGIF currently has a net asset value of about $325 million and substantially all of the capital has already been lent to small and medium-sized enterprises. With the new facility provided by KfW DEG and Blue Orchard, TGIF will be able to lend to more companies, extending the Fund’s impact which includes the ability to provide medium-term capital needed by small and medium-sized enterprises in order to improve their operations, hire more people and expand their reach.

Normunds Mizis, Chief Credit Officer of Blue Orchard said, “We believe by supporting TGIF, we can increase impact investing for a sustainable world. We are delighted to be partnering with the dedication and hard work of the TriLinc team in emerging markets.”

About TriLinc Global

TriLinc Global (www.trilincglobal.com)

TriLinc Global is a female-founded, majority female-owned impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its deal origination and servicing partners, TriLinc Global has invested over $1.3 billion in private debt globally and seeks to demonstrate the power of capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. The 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 Global complements its global macroeconomic portfolio organization and management with investment services from experienced deal origination and servicing partners that have established track records on target asset-classes and geographies, and access to high quality investment pipeline.

TriLinc Global (www.trilincglobal.com)

1) World Bank Group “Improving SME’s Access to financing and finding innovative solutions to unlock sources of capital” pulled July 2022


Contacts

Media Contact

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

All Other Inquires

Tim Stidham – Head of Global Distribution
tstidham@trilincglobal.com
(o) 310 997 0580
(c) 949 233 1361

CEO & Founder of TriLinc Global Gloria Nelund Joins AI for the Planet Advisory Board

CEO & Founder of TriLinc Global Gloria Nelund Joins AI for the Planet Advisory Board: A New Alliance to help artificial intelligence (AI) achieve its potential to support climate change efforts at scale

MANHATTAN BEACH, Calif. – Gloria Nelund, CEO & Founder of TriLinc Global has joined AI for the Planet Advisory Board, a newly formed neutral and international alliance to be led by Startup Inside, with Boston Consulting Group (BCG) and BCG GAMMA as knowledge partners. “We are excited to be a part of this new global alliance which will help AI achieve its potential to support climate change efforts at scale as well as establish a global platform to identify the top uses of AI in addressing climate change,” stated Ms. Nelund.

Climate change causes, and will continue to cause, major impacts on environmental, social, and economic systems around the globe. Mitigation efforts, including achieving net zero emissions by 2050 are needed to limit global temperature rise and its repercussions. Adaptation and resilience efforts are also a critical global priority, as they can help minimize the harm resulting from elevated global temperatures – resulting in the preservation of not just the environment but also human lives and livelihoods. Applying AI to climate challenges provides a vital way to make meaningful change at this critical moment. AI for the Planet will build a multidisciplinary and diverse coalition of AI and climate leaders to drive concrete and measurable action. This alliance will tackle these challenges by establishing a global platform to identify the top uses of AI in addressing climate change, select and champion the most promising climate AI solutions, and ensure that these solutions can achieve impact at scale. The other collaborators in the alliance are the United Nations Development Programme (UNDP), the United Nations Educational, Scientific and Cultural Organization (UNESCO), the UN Office of Information and Communications Technology (OICT) and the AI for Good Foundation.

“The potential of AI to lessen climate change is huge. We want to find the best AI climate change solutions worldwide and accelerate their adoption and scale across the Global North and Global South” said Damien Gromier, founder of AI for the Planet and CEO & cofounder of Startup Inside.

Over the next 12 months, AI for the Planet’s plans include publishing a report analyzing the use cases for AI in climate change, launching a call for solutions to identify and support promising innovations in climate AI, and organizing a global conference to drive further action. To learn more, please visit AI for the planet website https://aifortheplanet.org/en/

About TriLinc Global

TriLinc Global (www.trilincglobal.com)

TriLinc Global is a female-founded, majority female-owned impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its deal origination and servicing partners, TriLinc Global has invested over $1.3 billion in private debt globally and seeks to demonstrate the power of capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. The 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 Global complements its global macroeconomic portfolio organization and management with investment services from experienced deal origination and servicing partners that have established track records on target asset-classes and geographies, and access to high quality investment pipeline.


Contacts

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

TriLinc Global Named Best for the World by B Lab

Manhattan Beach, California

TriLinc Global LLC (“TriLinc”) has received the  Best for the World™ – Governance  honors again from B Lab for 2022. TriLinc outperformed in the “Governance” category with an overall score of 117.3 against the median score of 50.9 for the 5000  businesses that completed the assessment.

TriLinc is an innovative impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its sponsored funds, TriLinc provides growth capital to established small and medium enterprises (“SMEs”) in developing economies where access to capital is significantly limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc’s environmental, social and governance (ESG) screens and commit to tracking and reporting on self-identified impact metrics.

“TriLinc is proud to be recognized by B Corp. as we are completely aligned with the B Lab Mission,” said Gloria Nelund, Founder and Chairman of TriLinc. “TriLinc is a purpose-driven company that believes in the power of capitalism to solve social and environmental challenges.”

To be # Best for the World, B Corps must have scores in the top 5% of one or more of the five impact areas assessed toward the certification.

 

About TriLinc Global

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. Through its funds, TriLinc has developed a systematic approach to the packaging, registration, and distribution of alternative investment products that pursue unique yield-oriented strategies that change the world for the better. To learn more about our commitment to B lab, please click here and visit our website at www.trilincglobal.com

About B Lab

B Lab is transforming the global economy to benefit all people, communities, and the planet. A leader in economic system change, our global network creates standards, policies, tools, and programs for business, and we certify companies – known as B Corps- who are leading the way. To date, our community includes 400,000 workers in over 5000 B Corps across 80 countries and 155 industries, and more than 200,000 companies manage their impact with the B Impact Assessment and the SDG Action Manager. B Lab has created and led efforts to pass over 50 corporate statues globally that enable stakeholder governance with over 10,000 companies using the legal framework. To learn more visit www.bcorporation.net


DISCLAIMER

Every year, B Lab recognizes the top-performing B Corps creating great impact through their businesses. These B Corps are named Best for the World™, as their verified scores in the five impact areas evaluated on the B Impact Assessment – community, customers, environment, governance, and workers – are amongst the global top 5% in their corresponding size group. To be considered eligible for “Best For The World: Governance” category, B Corps must have achieved a top score in overall mission, ethics, accountability and transparency. Their best practices are focused on how they engage employees, board members, and the community to achieve their mission, as well as employee access to financial information, customers’ opportunities to provide feedback, and the diversity of their governing bodies.

Contacts

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

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