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Press Releases

Triloma Executive Honored by Orlando Business Journal

Hope Newsome named as 2017 “40 Under 40” Honoree

ORLANDO, Fla. (Nov. 29, 2017) – Triloma’s general counsel and fund chief compliance officer, Hope Newsome, has been named an honoree in Orlando Business Journal’s “40 Under 40” class of 2017. Each year, the publication recognizes top professionals throughout Central Florida under the age of 40 who have made significant achievements in their career. Additionally, honorees must be involved in the local community through a variety of civic and charitable causes.

“I’m humbled to be named among this group of incredible leaders,” said Hope of the honor. “They are proof Central Florida is a thriving city for young professionals.”

“Since joining Triloma, Hope has built an innovative and solutions-oriented compliance program for Triloma Energy Advisors from the ground up, while simultaneously serving as chief compliance officer for the funds and general counsel for Triloma Financial Group,” said Nathan Headrick, a founder and managing director of Triloma. “Her tireless efforts, creative problem solving and commitment to working with – not against – advisors has allowed us to provide flexibility to our clients while still striving to meet all the necessary legal and regulatory requirements.”

Prior to Triloma, Hope served as chief compliance officer of Newport Group Securities, where she grew the department from one to five people, greatly expanding their compliance efforts. Prior to that, she was general counsel and chief compliance officer for International Assets Advisory, where she led the group’s conversion to a dually registered broker-dealer/RIA in response to regulatory changes. Previously, Hope was director of business practices and controls for AXA Equitable where she led the team that managed compliance controls for the distribution of financial services products through branch offices in the southern region.

Hope is actively involved in a number of local non-profit organizations. She serves on the board of ATHENA Orlando Women’s Leadership, a non-profit that strives to develop and mentor local emerging female leaders through learning from accomplished women business leaders who have made significant contributions to their professions and communities. Supporting and mentoring young female professionals is a passion for Hope who currently leads a predominantly female legal and compliance team, many of whom are just beginning their careers. Hope is committed to uplifting and advocating for women, sharing the knowledge, expertise and wisdom she has gained in her 17 years in the financial advisory industry, and mentoring them as they navigate the often-stressful early stages of their careers.

Hope is also on the board of Support Our Scholars, a non-profit that supports underprivileged young women with extraordinary potential by providing financial assistance, mentorship, and other needs throughout their college journey. Additionally, Hope is a member of the Florida Bar Ethics committee.

About Triloma
Triloma Financial Group (Triloma) is a relationship-focused investment management firm doing business to change lives. Through our partnership approach and independent model, our seasoned team is able to better anticipate client needs to help them meet their goals. We manage and sponsor a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer, and Triloma Energy Advisors, an SEC-registered investment adviser, (collectively referred to herein as “Triloma”). Triloma Energy Advisors serves as the investment adviser to the Triloma EIG Energy Income Funds.

Securities offered through Triloma Securities, member FINRA/SIPC.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

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ORLANDO, Fla. (November 14, 2017) – Triloma EIG Energy Income Fund and Triloma EIG Energy Income Fund - Term I (the “Funds”) announced today their participation, alongside certain other private funds and accounts managed by EIG Global Energy Partners (“EIG”), in up to $225 million of a $300 million Senior Secured First Lien Note issuance by Felix Investments Holdings II, LLC (“Felix”). The transaction was negotiated and structured by EIG on behalf of its managed investment vehicles and the Funds.

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Triloma Continues to Expand its Leadership Team

Hill Huckman to Serve as Director of Fund Administration

ORLANDO, Fla. (October 18, 2017) – Hill Huckman joins Triloma Energy Advisors as director of fund administration. Hill is responsible for the administrative, tax and operational activities for the Triloma EIG Energy Income Funds. He also leads the day-to-day management and oversight of certain third-party service providers, including the sub- administrator, and manages the engagement of the external auditor.

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Triloma Expands Senior Housing Advisor, Hires Chief Investment Officer

ORLANDO, Fla. (August 9, 2017) – Triloma announced today the expansion of its senior housing advisor, Triloma Senior Housing, by hiring chief investment officer James Hendrix. The firm is actively looking to acquire healthcare and senior housing properties, and intends to offer 1031 exchange opportunities later this year.

Triloma has been actively raising capital for senior housing investments since 2014, and recently closed a $25 million seniors-housing focused private placement offering.

“The U.S. Census Bureau notes that by 2020, for the first time in history, people aged 65 and over will outnumber children over 5, and the aging population statistics grow more staggering from there,” said Hendrix. “This points to an unprecedented shift in demographics and opportunity in healthcare investment over the next 30 years. With a leadership team that has raised more than $2 billion of equity capital in seniors housing and shifting demographics, this expansion is both sensible and timely,” added Hendrix.

Prior to joining Triloma, Hendrix was vice president of acquisitions at ROC Seniors – a division of Bridge Investment Group that invests in seniors housing and medical property assets. Throughout his career, Hendrix has been involved in the acquisition of more than $2 billion in healthcare assets in both public and private investment vehicles. Hendrix’s first priority will be to identify and acquire seniors housing properties for future investment opportunities the firm is planning.

“Jimmy is an invaluable addition to the Triloma team,” said managing director Mike Wood. “His knowledge, relationships and experience in this sector will help us quickly expand our seniors housing and healthcare offerings, enabling us to bring additional investment solutions to our clients.”

About Triloma
Triloma Financial Group (Triloma) is a relationship-focused investment management firm doing business to change lives. Through our partnership approach and independent model, our seasoned team is able to better anticipate client needs to help them meet their goals. We manage and sponsor a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer and Triloma Senior Housing (collectively referred to herein as “Triloma”).

Securities offered through Triloma Securities, member FINRA/SIPC.

The acquisition and development of senior housing communities is subject to risks associated with real estate assets, including but not limited to inflation, changes in the general economic climate, local conditions such as oversupply of or a reduction in demand for seniors housing space, the attractiveness of the developed communities to potential tenants, competition from other seniors housing communities, compliance with regulations, and the potential for liability under applicable laws or as a result of operations. There can be no assurance that the seniors housing industry will not experience adverse economic conditions.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances

TS-051217-092-INV

 

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ORLANDO, Fla. (April 26, 2017) – Triloma EIG Energy Income Fund and Triloma EIG Energy Income Fund - Term I (the “Funds”) announced today their participation, alongside certain other private funds and accounts managed by EIG Global Energy Partners (“EIG”), in a $300 million Senior Secured First Lien Note issuance by Northeast Natural Energy and its affiliates (“NNE”). The transaction was originated, negotiated and structured by EIG on behalf of its managed investment vehicles and the Funds.

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Triloma Continues Growth, Signs Lease for Additional Office Space

ORLANDO, Fla. (March 15, 2017) – Triloma, a Winter Park, Florida-based private investment management firm, announced today it has leased an additional 9,500 square feet of space in its current downtown Winter Park office building, bringing its total office space to over 17,000 square feet.

“Having this additional space available will allow us to accommodate our growing team,” explained managing director, Mike Wood. “More importantly, it affirms our commitment to Winter Park, and we’re excited for what the future holds for us here.”

To accommodate its rapidly growing team, Triloma has expanded its offices three times since initially leasing 1,763 square feet of space on Park Avenue in late 2013. One of the ways the firm seeks to promote a healthy work/life balance for its associates is by keeping daily commutes as short as possible, which ultimately led Triloma to its current building just a block away on New York Avenue.

Triloma now has 58 associates, each averaging 16 years of investment industry experience. The firm has two public investment offerings currently available, and will continue to offer a series of private investment opportunities this year. Additionally, Triloma intends to introduce new products for 2017 in response to the ever-changing investment and regulatory environments.

This announcement comes on the heels of Triloma reporting more than $200 million in equity capital raised in 2016, as well as plans for continued growth and increased involvement in industry advocacy in 2017.

About Triloma
Triloma is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer (collectively referred to herein as “Triloma”).

Securities offered through Triloma Securities, member FINRA/SIPC.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

TS-031317-041-INV

 

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ORLANDO, Fla. (Feb. 21, 2017) – Triloma EIG Energy Income Fund and Triloma EIG Energy Income Fund - Term I (the “Funds”) announced today that they are participating, alongside certain other EIG-managed private funds and accounts, in a $425 million senior secured first lien note issuance by New Age African Global Energy Ltd. (New Age). The note was originated, negotiated and structured by EIG Global Energy Partners on behalf of its managed investment vehicles.

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Triloma Surpasses $200 Million Equity Raise Milestone for 2016

ORLANDO, FL. (Jan. 18, 2017) – Triloma, a Winter Park, Florida-based private investment management firm, announced today it raised more than $200 million in equity capital in 2016 – its first full year of operations.

“Having the alternative investment industry entrust us with over $200 million in capital is a remarkable achievement for our first full year of operations,” said Larry Goff, chief executive officer of Triloma Securities, “and we are grateful to our extraordinary team for all their hard work and efforts getting us to this milestone. We continue to make it our priority as a firm to improve the lives of our investors, partners and associates, and we believe our success to be a direct result of this focus.”

In 2017, the firm plans to continue to expand its selling syndicate for the Triloma EIG Energy Income Funds, add additional talent to its operations teams, and further diversify its platform of products.

Triloma also will increase its involvement in the Investment Program Association (IPA), the financial service industry’s leading education and advocacy body for Direct Investment programs. The IPA has announced the appointment of Triloma managing director Nathan Headrick as chair-elect of the board, assuming the position of chair in 2018. Nick Dolya, president of Triloma Securities, was also named chair-elect of the IPA’s Private Placement Committee.

“Triloma is the youngest sponsor ever to provide this level of leadership to the IPA. We appreciate the trust the alternative investment industry has placed in us,” said Headrick of Triloma’s appointments. “We look forward to being a leader and innovator in 2017 and beyond.”

About Triloma
Triloma is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer, and Triloma Energy Advisors, an SEC-registered investment adviser, (collectively referred to herein as “Triloma”). Triloma Energy Advisors serves as the investment adviser to the Triloma EIG Energy Income Funds.

Securities offered through Triloma Securities, member FINRA/SIPC.

Triloma, EIG Global Energy Partners and the Investment Program Association (IPA) are not affiliated.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forwardlooking statements that become untrue because of subsequent events or circumstances.

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WINTER PARK, Fla. (Dec. 23, 2016) – Triloma EIG Energy Income Fund and Triloma EIG Energy Income Fund - Term I (the “Funds”) announced today that each has secured a credit facility with Scotiabank to support their investment operations. The credit facilities have an evergreen structure and charge an interest rate of Libor +95 basis points. The Funds intend on maintaining prudent levels of leverage, not exceeding 33 percent of the total portfolio.

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Hope Newsome Named Chief Compliance Officer of the Triloma EIG Global Energy Funds

WINTER PARK, Fla. (Oct. 20, 2016) – The board of Triloma EIG Global Energy Term Fund I and Triloma EIG Global Energy Fund (together, the “Funds”) announced today the appointment of Hope Newsome as chief compliance officer of the Funds. Until now, the Funds have relied on third-party compliance to help ensure their adherence to applicable regulatory requirements. With this appointment, the Funds will now have a full-time, dedicated chief compliance officer responsible for developing, administering and enforcing the Funds’ policies and procedures.

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Triloma EIG Global Energy Funds Participate in First Privately Originated Transaction

WINTER PARK, Fla. (Oct. 12, 2016) – Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (the “Funds”) announced that they have participated alongside certain other EIG-managed private funds and accounts in a $50 million senior secured notes issuance by Crown Oil Partners V, LP (“Crown”). The transaction was originated, negotiated and structured by EIG Global Energy Partners, on behalf of its managed investment vehicles and as sub-advisor to the Funds.

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Triloma Securities Names Sara Searle as Chief Compliance Officer

ORLANDO, Fla. (Sept. 28, 2016) -- Triloma Securities, a FINRA registered broker-dealer and subsidiary of alternative investment management firm Triloma Financial Group, announced today the appointment of Sara Searle as chief compliance officer.

Searle joined Triloma Securities in 2015 as director of compliance. Over the course of the last year with Triloma Securities, Searle’s track record of maintaining a collaborative approach to compliance, combined with her extensive industry experience, made her a standout choice for her new role.

“Since joining Triloma Securities, Sara has proven time and again that she is an invaluable member of our team,” said Larry Goff, chief executive officer of Triloma Securities. “Not only does she possess all of the professional qualifications necessary to fulfill the role of CCO, but she is also a phenomenal team member and an experienced leader.”

Searle’s promotion is just one in a series of strategic senior leadership expansion efforts by Triloma this year. In July, the firm announced the additions of Amy Gunter, vice president of due diligence for Triloma Securities and Jeff Karansky, vice president and portfolio manager for Triloma Energy Advisors.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visittriloma.com.

Triloma Securitie sand Triloma Energy Advisors are wholly owned subsidiaries of Triloma Financial Group. Securities offered through Triloma Securities, member FINRA/SIPC.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma, EIG and the Funds assume no obligation to update or supplement forward- looking statements that become untrue because of subsequent events or circumstances.

TS-092316-146-INV

 

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Triloma Closes Seniors Housing-Focused Investment Offering

Fund reaches maximum offering size of $25 million

ORLANDO, Fla. (Sept. 21, 2016) -- Triloma Securities announced today that Triloma Bourne Seniors Housing II (the “Fund”) reached its maximum offering size of $25 million and is now closed to new investors.

The Fund, which was offered pursuant to the private placement exemptions provided under Rule 506 of Regulation D under the Securities Act of 1933, is aimed at growth and total return, and focuses on the development of three new seniors housing communities in metropolitan Chicago and Seattle.

The Fund is one of 14 private placement offerings Triloma Securities has successfully completed in the last 12 months.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit www.triloma.com.

Securities offered through Triloma Securities, member FINRA/SIPC. Triloma Securities is a wholly owned subsidiary of Triloma Financial Group.

This press release is for informational purposes only and does not constitute a solicitation or offer by Triloma Securities to buy or sell any securities.

There can be no assurance that the Fund will achieve its investment objectives. This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Triloma, BFG and the Fund believe these factors include, but are not limited to, those described under the section entitled “Risk Factors” in the Fund’s Memorandum, as such factors may be updated from time to time in their periodic filings with the U.S. Securities and Exchange Commission (SEC), which are accessible on the SEC’s website at sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release and in the Fund’s filings. Triloma, BFG and the Fund assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

TS-092016-143-INV

 

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Triloma Continues Company Growth as it Expands Senior Leadership Team

Investment firm welcomes industry veterans in energy, due diligence

ORLANDO, Fla. (Aug. 17, 2016) -- Triloma Financial Group, a private investment management firm providing individuals a unique approach to alternative investment opportunities, announced today the addition of Amy Gunter, vice president of due diligence for Triloma Securities and Jeff Karansky, vice president and portfolio manager for Triloma Energy Advisors.

The former director of due diligence and direct investments at ProEquities Inc., Ms. Gunter has led teams in product and operations management, as well as due diligence. In her new role, she will leverage her 20 years of experience in the brokerage industry to help expand the firm’s due diligence efforts.

As vice president and portfolio manager, Jeff Karansky will lead the investment activities for Triloma Energy Advisors, including underwriting energy investment opportunities and ongoing portfolio monitoring of the funds. Mr. Karansky joins Triloma Energy Advisors from DePrince, Race & Zollo, Inc., an institutional investment advisor headquartered in Winter Park, Florida where he held the position of the company’s lead energy analyst.

“Amy and Jeff will both bring a tremendous amount of talent and expertise to the Triloma team,” said Larry Goff, managing director and founder. “We are lucky to have them join us at a time of continued growth for our organization. There are many great things ahead for them and for us.”

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and impeccable service. Triloma is headquartered in Winter Park, Florida. For additional information, please visittriloma.com.

Triloma Securities and Triloma Energy Advisors are wholly owned subsidiaries of Triloma Financial Group. Securities offered through Triloma Securities, member FINRA/SIPC.

Triloma Media Contact
Lauren Bowes
Findsome & Winmore
lbowes@findsomewinmore.com
407-722-7843

This is not an offer. The offering of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I common stock can be made solely by means of a written prospectus forming part of the effective registration statement. The prospectuses and their supplements, which contain important information about the Funds, can be obtained upon request and without charge by writing to the Funds at 201 N. New York Ave., Suite 200, Winter Park, FL 32789, by calling the Funds collect at 407-636-7115 or by visiting trilomaenergy.com. Prospective investors should read the prospectuses and their supplements carefully before investing. Investors are advised to consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. There can be no assurance that the Funds will achieve their investment objectives.

The Funds’ investments in various types of debt securities and instruments may be secured, unsecured, rated and unrated, are subject to non-payment risk, and may be speculative in nature. Investments in senior secured debt present additional risks, including that there is a higher risk of default than with investment-grade bonds. The Funds’ investments in energy companies expose the Funds to risks associated with adverse economic, environmental or regulatory occurrences affecting the energy sector, a higher volatility of the market and a downturn in the energy sector could have a larger impact on the Funds than on funds that are broadly diversified across many sectors and industries.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Triloma, EIG and the Funds believe these factors include, but are not limited to, those described under the section entitled “Risk Factors” in the Funds’ registration statements, as such factors may be updated from time to time in their periodic filings with the U.S. Securities and Exchange Commission (SEC), which are accessible on the SEC’s website at sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release and in the Funds’ filings. Triloma, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

TS-081616-119-INV

 

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SEC Issues Notice of Exemptive Relief

WINTER PARK, Fla. (May 11, 2016) – The U.S. Securities and Exchange Commission (SEC) issued a notice of application for an order for exemptive relief that will permit Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (collectively, the Funds) to co-invest in portfolio companies with each other and with certain affiliated investment funds. The Funds expect the SEC to grant an order for exemptive relief in approximately 30 days, allowing the Funds to participate in directly originated investment transactions, including those alongside EIG’s private funds, subject to the conditions in the order.

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Triloma Continues Strategic Expansion of Team

Investment management company adds three members to Triloma Energy Advisors

WINTER PARK, Fla. (Mar 21, 2016) – Triloma Financial Group, the private investment management firm headquartered in Winter Park, announced today the addition of Elizabeth Strouse, Elizabeth Ortiz and Minerva Rodriguez as chief financial officer, fund controller and fund accounting manager, respectively, of Triloma Energy Advisors.

Each of the three new hires has been carefully selected to support the anticipated growth in assets for Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I, which are advised by Triloma Energy Advisors. Collectively, they bring decades of experience to the burgeoning investment management company.

Elizabeth Strouse, who will serve as CFO of Triloma Energy Advisors, has extensive accounting, administration and financial reporting experience in the investment management industry. Prior to joining Triloma, Ms. Strouse served as managing director of State Street Corp, and was primarily responsible for helping the company’s key asset management clients navigate the complex regulatory environment. From 2009 to 2014, Ms. Strouse served as chief accounting officer of Transamerica Asset Management providing oversight for approximately $70 billion of assets under management within approximately 190 registered funds, including serving as the principal financial officer, chairman of the valuation committee, and member of various risk committees. In addition to her role as CFO of Triloma Energy Advisors, Ms. Strouse was appointed CFO of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I.

Elizabeth Ortiz brings broad investment company accounting and financial reporting experience to her position as fund controller of Triloma Energy Advisors. In her new role, Ms. Ortiz will provide accounting and administration services to the Triloma EIG Global Energy Funds. Prior to joining Triloma, Ms. Ortiz spent over 14 years at BNY Mellon, and was most recently responsible for the preparation of investment company financial statements for several clients (Voya, CBRE, DBX, CurrencyShares, among others) including regulatory SEC filings. Her responsibilities at BNY Mellon included a variety of roles across the mutual fund accounting division, with experience managing internal senior staff accountants and communicating with third-party clients or custodians.

Minerva Rodriguez will serve as fund accounting manager of Triloma Energy Advisors, supporting the accounting and administration of the Triloma EIG Global Energy Funds. Ms. Rodriguez is a seasoned accounting professional with over 20 years of experience in financial management. Prior to joining Triloma, Ms. Rodriguez spent 14 years at BNY Mellon, and was most recently responsible for all aspects of fund accounting, daily processing, valuation of net assets, preparation of regulatory SEC filings, and reporting of domestic and global equity securities, fixed income securities, term loans, derivatives and complex financial instruments.

“We are thrilled to welcome Liz, Elizabeth and Minerva to our growing team,” said Deryck Harmer, president and CEO of Triloma Energy Advisors. “Triloma is focused on providing best-in-class support and service, and the collective experience they bring to our group is a terrific asset as we ramp up investment operations for the energy funds.”

The announcement of the three new hires comes one month after Triloma revealed that it experienced one of the quickest sponsor launches in the alternative investment industry to-date, raising more than $117 million in equity in 12 offerings in just over eight months.

About Triloma

Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and impeccable service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company of Triloma Securities and Triloma Energy Advisors. Securities offered through Triloma Securities, member FINRA/SIPC.

This is not an offer. The offering of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (together, the “Funds”) common stock can be made solely by means of a written prospectus forming part of the effective registration statement. The prospectuses and their supplements, which contain important information about the Funds, can be obtained upon request and without charge by writing to the Funds at 201 N. New York Ave., Suite 200, Winter Park, FL 32789, by calling the Funds collect at 407-636-7115 or by visiting trilomaenergy.com. Prospective investors should read the prospectuses and their supplements carefully before investing. Investors are advised to consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. There can be no assurance that the Funds will achieve their investment objectives.

The Funds’ investments in various types of debt securities and instruments may be secured, unsecured, rated and unrated, are subject to non-payment risk, and may be speculative in nature. Investments in senior secured debt present additional risks, including that there is a higher risk of default than with investment-grade bonds. The Funds’ investments in energy companies expose the Funds to risks associated with adverse economic, environmental or regulatory occurrences affecting the energy sector, a higher volatility of the market and a downturn in the energy sector could have a larger impact on the Funds than on funds that are broadly diversified across many sectors and industries.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Triloma, EIG and the Funds believe these factors include, but are not limited to, those described under the section entitled “Risk Factors” in the Funds’ registration statements, as such factors may be updated from time to time in their periodic filings with the U.S. Securities and Exchange Commission (SEC), which are accessible on the SEC’s website at sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release and in the Funds’ filings. Triloma, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

 

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Triloma Announces 2015 Growth Activity

Investment firm exceeds equity raising goals in its first year of operations

ORLANDO, Fla. (Feb. 17, 2016) – Triloma Securities (“Triloma”) announced today the results of its syndication activity in 2015. The firm, which commenced broker-dealer operations on April 23, 2015, surpassed its equity raising goals for the year in just over eight months.

In 2015, Triloma raised more than $117 million in equity in 12 offerings, marking one of the quickest sponsor launches in the alternative investment industry to-date. As part of its capital raising efforts, Triloma signed 57 selling agreements with 23 different retail broker-dealer firms throughout the year, with investment offerings in energy, seniors housing and land development.

“When we founded Triloma, our goal was to create a company where we could improve the lives of our investors, partners and associates,” said Larry Goff, chief executive officer of Triloma Securities. “As we look back at an extraordinary first year for our firm, we have exceeded that goal. We are also proud to have three outstanding investment partners, and to have added to our team some of the brightest and most experienced professionals in our industry.”

In the last year, Triloma and its affiliate, Triloma Financial Group, have grown from 9 to 46 associates. These associates include industry veterans who average 15 years of experience in the investment industry. To accommodate this strategic growth, the company relocated to a larger office in Winter Park, Florida.

Plans for continued growth in 2016 are well underway, as Triloma prepares to expand its presence in the broker-dealer community.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and impeccable service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit www.triloma.com.

Triloma Media Contact
Lauren Bowes
Findsome & Winmore
lbowes@findsomewinmore.com
407-722-7843

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

Triloma Securities, LLC, member FINRA/SIPC, is a wholly-owned subsidiary of Triloma Financial Group.

TS-020316-006-INV

 

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ORLANDO, Fla. and WASHINGTON (August 3, 2015) — Triloma Financial Group (“Triloma”) and EIG Global Energy Partners (“EIG”) announce that registration statements pertaining to an initial public offering of $2 billion in common stock of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (the “Funds”) are now effective.

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Investment company formation designed to give individuals access to attractive global energy debt investment opportunities

ORLANDO, FL AND WASHINGTON, D.C. (February 23, 2015) — Triloma Financial Group (“Triloma”) and EIG Global Energy Partners (“EIG”) today announced the formation of Triloma EIG Global Energy Fund (the “Fund”), an unlisted investment company that will invest primarily in a global portfolio of privately originated energy company and project debt. The Fund will be managed by Triloma Energy Advisors and EIG Credit Management Company, and will seek to raise capital with the issuance of common stock through a best effort, continuous public offering with Triloma Securities, member FINRA/SIPC, serving as the managing dealer.

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