CNL Financial Group

CNL FINANCIAL GROUP ANNOUNCES NEW NATIONAL SALES DIRECTOR

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월요일, 4월 22, 2024
Credit Suisse, DePaul University, Muja, Merrill (company), CNL, Southwestern United States, CNL Financial Group, Marketing, OppenheimerFunds, FINRA

(Orlando, Fla.) April 22, 2024 — CNL Financial Group, a leading private investment management firm providing alternative investment opportunities for over 50 years, is pleased to announce the promotion of Gzim Muja to national sales director for CNL Securities Corp. With more than 25 years of experience working alongside major institutions in the financial services industry, Muja has spent the last 13 years as regional vice president at CNL Securities, meeting the investment needs of individuals in the western and southwestern United States.

Key Points: 
  • (Orlando, Fla.) April 22, 2024 — CNL Financial Group, a leading private investment management firm providing alternative investment opportunities for over 50 years, is pleased to announce the promotion of Gzim Muja to national sales director for CNL Securities Corp. With more than 25 years of experience working alongside major institutions in the financial services industry, Muja has spent the last 13 years as regional vice president at CNL Securities, meeting the investment needs of individuals in the western and southwestern United States.
  • As national sales director, Muja leads the wholesale distribution and capital raise for alternative investment products distributed through CNL’s multiproduct platform.
  • He is responsible for the development and execution of CNL’s sales, channel and product strategies.
  • “Gzim is a proven leader, respected by his peers and clients, and we are delighted he is taking on this new role and helping to take CNL beyond its golden anniversary, which we celebrated in 2023,” said Chirag Bhavsar, co-CEO of CNL Financial Group.

Fei Xue Appointed as Vice President of ABL Wealth at Abacus Life

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목요일, 4월 18, 2024
ABL, RIAS, CNL, Chartered Alternative Investment Analyst, CAIA, Partnership, RIA, Intelligence, JPMorgan Chase, Babson College, CNL Financial Group, Longevity, Registered investment adviser, Growth, Abacus

ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.

Key Points: 
  • ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.
  • In her new role, Ms. Xue will oversee the buildout of ABL Wealth and will report to Abacus Life Chairman and CEO, Jay Jackson.
  • “We are thrilled to have Fei join Abacus in this key leadership role for ABL Wealth.
  • “ABL Wealth’s launch into the independent wealth management space is a key strategic growth area for Abacus Life, and I am excited to be a part of this journey,” said Ms. Xue.

IPA Elects New Board Members and Appoints Fidelity's Bill Duffy as Chair-Elect for 2024

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월요일, 10월 2, 2023
Morgan Stanley, Cyber Safety Review Board, CNL, Senior, General counsel, Product strategy, Capital market, Secretariat of Public Security, Ameriprise Financial, Investment, Investor Services Journal, Alternative investment, Fidelity Investments, Blackstone, IPA, Bank of America, Wealth, Executive Committee, Growth, CIM Group, Market, Research, Bank, CNL Financial Group, Fidelity, Management, Cryptocurrency

WASHINGTON, Oct. 2, 2023 /PRNewswire/ -- The Institute for Portfolio Alternatives (IPA) today announced it has elected 11 new directors.

Key Points: 
  • WASHINGTON, Oct. 2, 2023 /PRNewswire/ -- The Institute for Portfolio Alternatives (IPA) today announced it has elected 11 new directors.
  • The IPA Board of Directors consists of senior executive leaders from all corners of the portfolio diversifying investments industry, each elected to a three-year term effective January 1, 2024.
  • In addition to naming the new directors, the Board of Directors also elected Fidelity's Bill Duffy as chair-elect for 2024.
  • He has served as an IPA Director since 2021 and a member of the Board's Executive Committee and Defined Contribution Task Force.

BlackArch Partners is Pleased to Announce a Series of Promotions that Reflect the Firm's Successful Professional Development Initiatives and Overall Growth

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금요일, 3월 17, 2023
Car Wash (film), Duke University, Naval Sea Systems Command, CNL, University, Fuqua School, Wake Forest University, Builders hardware, Master of Accountancy, Car wash, Chapel Hill, M&T Bank, Yale school, Triple accreditation, University of North Carolina at Charlotte, Certified Public Accountant, David G. Booth, BlackArch, Yale School of Management, PwC, North Carolina State University, United States Department of the Navy, Business administration, Corporate services, American Residential Services, Distribution, Webb Institute, Consumer, University of Virginia Darden School of Business, Growth, Master of Business Administration, CNL Financial Group, Maritime Industrial Services, Management, Financial services, Science, Southeastern University (Florida), Business, Accounting

CHARLOTTE, N.C., March 17, 2023 /PRNewswire-PRWeb/ -- BlackArch Partners, a leading middle-market investment bank, announced five promotions, including Ryan Jackson to Managing Director, Jonathan O'Connor to Director, and Nhan Nguyen, Zach Daniels and Chris Lyons to Vice President. These well-deserved promotions reflect BlackArch's continued success and growth.

Key Points: 
  • He also has diverse industry experience across a range of other sectors, including Healthcare Services, Distribution and Diversified Industrials.
  • Prior to joining BlackArch, Mr. Jackson worked in the investment banking division of Morgan Joseph & Co.
  • Mr. O'Connor leads BlackArch's Residential Services practice and is a senior member of BlackArch's Business Services and Consumer practices.
  • Prior to joining BlackArch, he worked in the assurance practice of PricewaterhouseCoopers, focusing on the banking and capital markets sector.

BlackArch Partners is Pleased to Announce a Series of Promotions that Reflect the Firm's Successful Professional Development Initiatives and Overall Growth

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금요일, 3월 17, 2023
Car Wash (film), Duke University, Naval Sea Systems Command, CNL, University, Fuqua School, Wake Forest University, Builders hardware, Master of Accountancy, Car wash, Chapel Hill, M&T Bank, Yale school, Triple accreditation, University of North Carolina at Charlotte, Certified Public Accountant, David G. Booth, BlackArch, Yale School of Management, PwC, North Carolina State University, United States Department of the Navy, Business administration, Corporate services, American Residential Services, Distribution, Webb Institute, Consumer, University of Virginia Darden School of Business, Growth, Master of Business Administration, CNL Financial Group, Maritime Industrial Services, Management, Financial services, Science, Southeastern University (Florida), Business, Accounting

CHARLOTTE, N.C., March 17, 2023 /PRNewswire-PRWeb/ -- BlackArch Partners, a leading middle-market investment bank, announced five promotions, including Ryan Jackson to Managing Director, Jonathan O'Connor to Director, and Nhan Nguyen, Zach Daniels and Chris Lyons to Vice President. These well-deserved promotions reflect BlackArch's continued success and growth.

Key Points: 
  • He also has diverse industry experience across a range of other sectors, including Healthcare Services, Distribution and Diversified Industrials.
  • Prior to joining BlackArch, Mr. Jackson worked in the investment banking division of Morgan Joseph & Co.
  • Mr. O'Connor leads BlackArch's Residential Services practice and is a senior member of BlackArch's Business Services and Consumer practices.
  • Prior to joining BlackArch, he worked in the assurance practice of PricewaterhouseCoopers, focusing on the banking and capital markets sector.

Institute for Portfolio Alternatives Elects New Board Members for 2023

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금요일, 12월 16, 2022
PDI, KKR, Chirag, IPA, CNL, Ameriprise Financial, Alternative investment, CNL Financial Group, Human, General counsel, Financial compensation, Wealth, BDC, Blackstone, Product strategy, Secretariat of Public Security, Senior, CIM Group, Capital market, Cetera Financial Group, NAV, DPP, Moody's Investors Service, Management, Financial adviser, Real estate

WASHINGTON, Dec. 16, 2022 /PRNewswire/ -- The Institute for Portfolio Alternatives (IPA) today announced it has elected 11 new directors. The IPA Board of Directors consists of senior executive leaders from all corners of the portfolio diversifying investments industry, each elected to a three-year term effective January 1, 2023. 

Key Points: 
  • WASHINGTON, Dec. 16, 2022 /PRNewswire/ -- The Institute for Portfolio Alternatives (IPA) today announced it has elected 11 new directors.
  • The IPA Board of Directors consists of senior executive leaders from all corners of the portfolio diversifying investments industry, each elected to a three-year term effective January 1, 2023.
  • In addition to naming 11 new directors, the Board of Directors also elected CNL Financial Group's Chirag Bhavsar,as chair-elect for 2023.
  • "The IPA Board brings together a group of leaders who represent our guiding principles as well as the diversity of our community.

CNL STRATEGIC CAPITAL ANNOUNCES OPERATING RESULTS FOR SECOND QUARTER 2022

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금요일, 8월 26, 2022
Security (finance), CNL, Time, Total, CNL Financial Group, Education, Investment, U.S. Securities and Exchange Commission, Company, LLC, The Hague, Growth, Forward-looking statement, Income, Financial services

2For the six months ended June 30, 2022, and 2021, excludes approximately $3.4 million and $1.8 million of distributions reinvested pursuant to our distribution reinvestment plan, respectively.

Key Points: 
  • 2For the six months ended June 30, 2022, and 2021, excludes approximately $3.4 million and $1.8 million of distributions reinvested pursuant to our distribution reinvestment plan, respectively.
  • The Company is externally managed by CNL Strategic Capital Management, LLC and Levine Leichtman Strategic Capital, LLC (LLSC).
  • CNL Financial Group (CNL) is a private investment management firm providing real estate and alternative investments.
  • Forward-looking statements are subject to substantial risks and uncertainties, many of which are difficult to predict and are generally beyond CNL Strategic Capitals control.

JOHN STARR JOINS TIMBERS COMPANY AS CHIEF FINANCIAL OFFICER

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화요일, 7월 26, 2022
CFO, Investment, University, Industry, Kauri Timber Company, CEO, FOM University of Applied Sciences for Economics and Management, Collection, REIT, Family, CNL, Leadership, Business administration, COO, CNL Financial Group, Company, First Union, PARK, Golf, Growth, Financial management, Hotel, Management, Lumber, Science, Economics

WINTER PARK, Fla., July 26, 2022 /PRNewswire/ -- Timbers Company, a leading developer and operator of boutique luxury resorts and private residence clubs, announces today the appointment of John Starr to chief financial officer (CFO).

Key Points: 
  • WINTER PARK, Fla., July 26, 2022 /PRNewswire/ -- Timbers Company, a leading developer and operator of boutique luxury resorts and private residence clubs, announces today the appointment of John Starr to chief financial officer (CFO).
  • With more than 20 years of financial management experience, John joins Timbers Company's executive leadership team in Winter Park, Fla., further supporting the Company's strategic growth and perfectly timed for new locations and announcements to come.
  • "We couldn't be more excited to welcome John Starr to the Timbers Company team," said Greg Spencer, CEO of Timbers Company.
  • John previously served as chief operating officer of CNL Financial Group, specifically in REIT fund management where his principal area of focus included developing and implementing strategies to maximize the financial performance of CNL's real estate portfolios.

CNL Strategic Capital Invests in Vektek Holdings

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화요일, 5월 10, 2022
U.S. Securities and Exchange Commission, Investment, Numerical control, Forward-looking statement, Automation, Agriculture, LLC, GLOBE, Company, CNC, Security (finance), Income, The Hague, Education, CNL Financial Group, Solution, Technology, Growth, CNL, Financial services

Orlando, Fla., May 10, 2022 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Vektek Holdings, LLC.

Key Points: 
  • Orlando, Fla., May 10, 2022 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Vektek Holdings, LLC.
  • At the closing of the transaction, substantially all of the remaining Vektek equity is owned by certain of the pre-closing members of Vektek.
  • The company is externally managed by CNL Strategic Capital Management, LLC and Levine Leichtman Strategic Capital, LLC (LLSC).
  • Forward-looking statements are subject to substantial risks and uncertainties, many of which are difficult to predict and are generally beyond CNL Strategic Capitals control.

Conversus StepStone Private Markets Exceeds $500 Million in Assets Under Management within 18 Months

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화요일, 4월 26, 2022
CNL, CEO, CNL Financial Group, Global distribution system, Foundation, EMEA, Information technology, Internal Revenue Code section 1031, Private equity, U.S. Securities and Exchange Commission, Fund, Security (finance), Investment fund, Stepstone, Internal Revenue Code, AUM, GLOBE, Sale, Securities Act of 1933, NAV, Investment, Growth, Efficiency, Share (finance), Iron Stone Strategic Capital Partners, Hedge fund, Prospectus, Nasdaq, Insurance, Advertising, Financial services, Solution, Communication, Geography, StepStone Group, SEC, Health care, Quintet Private Bank, City, ICR, Risk, Bank, Cryptocurrency, Life insurance, Property management

CHARLOTTE, N.C., April 26, 2022 (GLOBE NEWSWIRE) -- Conversus, an investment platform designed to expand access to the private markets for high net worth and accredited investors, today announced that its inaugural fund, Conversus StepStone Private Markets (CPRIM), has surpassed $500 million of assets under management (AUM).

Key Points: 
  • CHARLOTTE, N.C., April 26, 2022 (GLOBE NEWSWIRE) -- Conversus, an investment platform designed to expand access to the private markets for high net worth and accredited investors, today announced that its inaugural fund, Conversus StepStone Private Markets (CPRIM), has surpassed $500 million of assets under management (AUM).
  • Conversus acts as adviser to CPRIM and is a wholly owned business of StepStone Group LP (StepStone), which acts as sub-adviser.
  • Ms. El Debs joins Conversus from Quintet Private Bank where she led the offering and distribution of alternative investments, including private markets.
  • As of December 31, 2021, StepStone oversaw approximately $548 billion of private markets allocations, including $127 billion of assets under management.