PRESS RELEASES & UPDATES

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Press Releases

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.

TS-012317-005-INV

 

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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.

Newsome joined Triloma Securities in 2015, having spent four years as chief compliance officer of Newport Group Securities, a FINRA registered broker-dealer and SEC registered investment adviser. Prior to Newport Group, she held the positions of general counsel and chief compliance officer at International Assets Advisory, LLC, and as director of business practices and controls at AXA Equitable where she led a controls team that managed the review of more than 2,000 financial professionals across the United States.

Newsome currently serves as chief compliance officer of Triloma Energy Advisors, the Funds’ advisor, and secretary of the Funds, making her a natural choice for CCO of the Funds. “Hope’s knowledge of regulatory requirements, natural gift for practical execution of compliance activities, and her sharp business acumen make her more than just a compliance officer, but a true leader within the Funds,” said Deryck Harmer, president and chief executive officer of the Funds.

The announcement comes less than one month after Sara Searle was named chief compliance officer for Triloma Securities. Searle plans to add two more members to her compliance team before year end as part of the firm’s continued strategic growth efforts.

About Triloma EIG Global Energy Term Fund I and Triloma EIG Global Energy Fund
Triloma EIG Global Energy Term Fund I and Triloma EIG Global Energy Fund are unlisted investment companies that invest primarily in global portfolios of privately originated energy company and project debt. Their investment objectives are to provide shareholders with current income, capital preservation and, to a lesser extent, long-term capital appreciation. The Funds are managed by Triloma Energy Advisors and EIG Credit Management Company, wholly owned subsidiaries of Triloma Financial Group and EIG Global Energy Partners, respectively. For additional information, please visit trilomaenergy.com.

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 visit triloma.com.

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

About EIG Global Energy Partners
EIG Global Energy Partners (EIG) is a leading institutional investor to the global energy sector with $14 billion under management as of June 30, 2016. EIG specializes in private investments in energy and energy-related infrastructure on a global basis. During its 34-year history, EIG has invested over $22.7 billion in the sector in more than 312 projects or companies in 36 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit eigpartners.com.

Triloma and EIG are not affiliated.

This is not an offer. The respective offerings of 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 250, Winter Park, FL 32789, or by calling the Funds collect at 407-636-7115. 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 Fund 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. Generally, investments in debt securities with longer-term maturities are subject to greater volatility than investments in shorter-term obligations. 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 Fund’s registration statement, as such factors may be updated from time to time in its periodic filings with the U.S. Securities and Exchange Commission, 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, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

TS-101916-161-INV

 

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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.

Crown is a privately held company located in Midland, Texas, that is focused on acquiring and developing oil and natural gas exploration properties primarily in the northern Delaware Basin region, which is the western part of the larger Permian Basin. The notes, which mature in 2019, are floating rate and secured by a first lien security interest in substantially all of the assets of Crown.

Previously, the U.S. Securities and Exchange Commission granted the Funds an order for exemptive relief, allowing them to co-invest in portfolio companies with each other and with affiliated investment funds. The Crown investment is the first time the Funds have participated in a directly originated investment transaction alongside EIG’s private funds.

“The investment in Crown is a great example of how we will leverage EIG’s global sourcing and origination platform to directly access opportunities that are not generally available to the broader market,” said Deryck Harmer, president and CEO of the Funds.

A full holdings report of the Funds’ respective portfolios will be disclosed in their next quarterly N-Q filings with the U.S. Securities and Exchange Commission.

About Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I
Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I are unlisted investment companies that invest primarily in global portfolios of privately originated energy company and project debt. Their investment objectives are to provide shareholders with current income, capital preservation and, to a lesser extent, long-term capital appreciation. The Funds are managed by Triloma Energy Advisors and EIG Credit Management Company. For additional information, please visit trilomaenergy.com.

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 visit triloma.com.

About EIG
EIG is a leading institutional investor to the global energy sector with $14 billion under management as of June 30, 2016. EIG specializes in private investments in energy and energy-related infrastructure on a global basis. During its 34-year history, EIG has invested over $22.7 billion in the sector in more than 310 projects or companies in 36 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit eigpartners.com.

This is not an offer. The respective offerings of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (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 250, Winter Park, FL 32789, or by calling the Funds collect at 407-636-7115. 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 Fund 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. Generally, investments in debt securities with longer-term maturities are subject to greater volatility than investments in shorter-term obligations. 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 Fund’s registration statement, as such factors may be updated from time to time in its periodic filings with the U.S. Securities and Exchange Commission, 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, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

TS-101016-115-INV

 

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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 250, 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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Triloma EIG Global Energy Funds to Expand Range of Investment Opportunities

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.

“We feel the current energy market conditions are creating investment opportunities in both privately negotiated transactions and secondary market transactions. We believe the exemptive relief order will generate greater deal flow, broaden our market relationships and allow us to be more selective in choosing investments that provide the most attractive risk-adjusted returns,” said R. Blair Thomas, CEO of EIG Global Energy Partners.

“We employ a disciplined, value-oriented investment approach for the Funds that is designed to maximize current income and minimize the risk of capital loss,” said Deryck Harmer, president and CEO of the Funds. “We believe that co-investing in transactions with EIG provides greater access to energy investments that are structured with favorable protections, including asset-based collateral and rigorous covenants.”

About Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I
Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I are unlisted investment companies that invest primarily in a global portfolio of privately originated energy company and project debt. Their investment objectives are to provide shareholders with current income, capital preservation and, to a lesser extent, long-term capital appreciation. The Funds are managed by Triloma Energy Advisors and EIG Credit Management Company, affiliates of Triloma and EIG, respectively.

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.

About EIG
EIG specializes in private investments in energy and energy-related infrastructure on a global basis and had $13.8 billion under management as of March 31, 2016. During its 34-year history, EIG has invested over $22.2 billion in the sector in 310 projects or companies in 36 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit eigpartners.com.

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 250, 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-051116-070-INV

 

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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 250, 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 EIG Global Energy Fund Begins Investment Operations

WINTER PARK, Fla. (March 07, 2016) – Triloma EIG Global Energy Fund (the “Fund”) began investment operations with an investment in senior secured notes issued by Sabine Pass Liquefaction, LLC (“Sabine Pass”).

Sabine Pass is a project company formed to own, develop and operate natural gas liquefaction facilities in Cameron Parish, Louisiana. The notes, which mature on March 15, 2022, are secured by a first lien security interest in substantially all of the assets of Sabine Pass. The project is supported by fixed price, 20-year liquefied natural gas (“LNG”) sale and purchase agreements with investment grade counterparties. In February 2016, the project achieved a milestone when the first cargo of LNG was exported. Sabine Pass was formed in 2010 by Cheniere Energy Partners, L.P., a publicly traded limited partnership and an indirect subsidiary of Cheniere Energy, Inc., a publicly traded Houston-based energy company primarily engaged in LNG-related businesses.

A full holdings report of the Fund’s portfolio will be disclosed with its next quarterly N-Q filing with the U.S. Securities and Exchange Commission.

About Triloma EIG Global Energy Fund

Triloma EIG Global Energy Fund is an unlisted investment company that invests primarily in a global portfolio of privately originated energy company and project debt. Its investment objectives are to provide shareholders with current income, capital preservation and, to a lesser extent, long term capital appreciation. The Fund is managed by Triloma Energy Advisors and EIG Credit Management Company.

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.

About EIG

EIG specializes in private investments in energy and energy-related infrastructure on a global basis and had $14.7 billion under management as of December 31, 2015. During its 34-year history, EIG has invested over $21.5 billion in the sector in more than 300 projects or companies in 35 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit eigpartners.com.

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 250, 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-030816-036-INV

 

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Triloma EIG Global Energy Term Fund I Begins Investment Operations

WINTER PARK, Fla. (March 07, 2016) – Triloma EIG Global Energy Term Fund I (the “Fund”) began investment operations with an investment in senior secured notes issued by Sabine Pass Liquefaction, LLC (“Sabine Pass”).

Sabine Pass is a project company formed to own, develop and operate natural gas liquefaction facilities in Cameron Parish, Louisiana. The notes, which mature on March 15, 2022, are secured by a first lien security interest in substantially all of the assets of Sabine Pass. The project is supported by fixed price, 20-year liquefied natural gas (“LNG”) sale and purchase agreements with investment grade counterparties. In February 2016, the project achieved a milestone when the first cargo of LNG was exported. Sabine Pass was formed in 2010 by Cheniere Energy Partners, L.P., a publicly traded limited partnership and an indirect subsidiary of Cheniere Energy, Inc., a publicly traded Houston-based energy company primarily engaged in LNG-related businesses.

A full holdings report of the Fund’s portfolio will be disclosed with its next quarterly N-Q filing with the U.S. Securities and Exchange Commission.

About Triloma EIG Global Energy Term Fund I

Triloma EIG Global Energy Term Fund I is an unlisted investment company that invests primarily in a global portfolio of privately originated energy company and project debt. Its investment objectives are to provide shareholders with current income, capital preservation and, to a lesser extent, long term capital appreciation. The Fund is managed by Triloma Energy Advisors and EIG Credit Management Company.

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.

About EIG

EIG specializes in private investments in energy and energy-related infrastructure on a global basis and had $14.7 billion under management as of December 31, 2015. During its 34-year history, EIG has invested over $21.5 billion in the sector in more than 300 projects or companies in 35 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit eigpartners.com.

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 250, 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-030816-037-INV

 

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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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Triloma EIG Global Energy Funds Declared Effective By The SEC

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.

The Funds are unlisted investment companies that will invest primarily in a global portfolio of privately originated energy company and project debt.

The Funds are managed by Triloma Energy Advisors and EIG Credit Management Company and seek to raise capital with the issuance of common stock through a best efforts, continuous public offering.

“We are thrilled to bring this unique product to market,” said Barry Goff, managing director of Triloma. “We believe EIG’s singular focus on providing capital to energy companies and energy-related infrastructure and resource projects represents a significant competitive advantage for the Funds relative to other energy capital providers.”

“Our 33-years of experience in the energy sector give us confidence that now is an attractive time to create the Funds to take advantage of the energy market fundamentals,” said R. Blair Thomas, chief executive officer of EIG. “The demand for capital in the sector is vast, and EIG is uniquely positioned to capture the opportunities this demand creates due to our global platform, track record, and ability to invest in all aspects of the energy value chain.”

“We have a unique approach to shareholder liquidity that has driven an innovative dual-product structure for the Funds,” said Deryck Harmer, president and chief executive officer of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I. “Specifically both Funds pursue an identical investment strategy and co-investment opportunities, while the Perpetual Fund is structured as an evergreen product and the Term Fund is structured with a finite life. We believe this new solution of customized liquidity provisions will be well received by the market in light of the current regulatory and competitive environment.”

About Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I
Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (the “Funds”) are unlisted investment companies that invest primarily in a global portfolio of privately originated energy company and project debt. Their investment objectives will be to provide shareholders with current income, capital preservation and, to a lesser extent, long term capital appreciation. The Funds will be managed by Triloma Energy Advisors and EIG Credit Management Company, and offer individuals an opportunity to invest in U.S. and non-U.S. energy companies and projects, in many instances alongside institutional investors.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with unique 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, unparalleled 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

About EIG
EIG specializes in private investments in energy and energy-related infrastructure on a global basis and had $14.8 billion under management as of March 31, 2015. During its 33-year history, EIG has invested over $21.4 billion in the sector in more than 300 projects or companies in 35 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit www.eigpartners.com.

EIG Media Contact
Sabrina Husain
APCO Worldwide
shusain@apcoworldwide.com
202-446-1157

This is not an offer. The offering of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Term Fund I (collectively, the “Funds”) common stock can be made solely by means of a written prospectus forming part of the effective registration statement. The prospectuses, which are available at SEC.gov and TrilomaEnergy.com and by calling 844-224-4714, contain this and other important information about the Funds. Prospective investors should read the prospectus carefully before investing. Investors are advised to consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. There can be no assurance that the Funds will achieve their investment objectives.

This press release is not an offer to sell these securities and is not soliciting an offer to buy these 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. 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 its periodic filings with the Securities and Exchange Commission 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 or circumstances.

Triloma Securities, LLC, member FINRA/SIPC, and Triloma Energy Advisors, LLC are wholly-owned subsidiaries of Triloma Financial Group. Triloma Securities, LLC and EIG Credit Management Company are not affiliated. Securities offered by Triloma Securities, LLC.

TS-081815-0003-INV

 

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Triloma and EIG form Joint Venture to Invest in Energy Debt

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.

“Our creation of this Fund with EIG represents a significant milestone in Triloma’s strategy of identifying unique alternative investment opportunities and creating longstanding joint ventures with experienced and proven investment partners,” said Larry Goff, Chief Executive Officer of Triloma Securities. “Partnering with EIG allows us to provide individual investors with unparalleled access to energy investment opportunities with one of the oldest and preeminent energy investors in the world.”

“The energy sector is a voracious consumer of capital and is tailor-made for specialists like EIG that can provide privately-negotiated financial solutions,” said R. Blair Thomas, Chief Executive Officer of EIG. “Current market volatility only serves to increase the opportunity set as generalists exit the space and companies find themselves with funding gaps caused by lower commodity prices and commercial banks pulling back due to regulatory and market pressure. Our 33-years of experience in this space give us confidence that now is an attractive time to create the Fund to take advantage of current market dynamics. Triloma’s team has a strong distribution and asset management platform and extensive experience with publicly registered investment programs, and will allow us to attract a broader range of investors to our platform.”

Barry Goff, Managing Director of Triloma, said: “We believe energy companies and projects are underserved by traditional sources of financing. In order to take full advantage of the current market environment, it is essential to have experience investing across many commodity cycles and the in-house technical capabilities necessary to successfully navigate the complexities in the energy sector. EIG’s experience and expertise will allow us to take advantage of investment opportunities throughout the energy value chain on a global basis.”

About Triloma EIG Global Energy Fund
Triloma EIG Global Energy Fund (the “Fund”) is an unlisted investment company that will primarily invest in a global portfolio of privately originated energy company and project debt. Its investment objective will be to provide shareholders with current income, capital preservation and, to a lesser extent, long term capital appreciation. The Fund will be managed by Triloma Energy Advisors and EIG Credit Management Company, and will offer individuals an opportunity to invest in U.S. and non-U.S. energy companies and projects in many instances alongside institutional investors. Investments will be made through a series of feeder funds each of which will invest substantially all of the net proceeds its raises from its public offering in the Fund.

About Triloma
Triloma Financial Group is leading private investment management firm providing individuals with unique alternative investment opportunities. Its business is organized primarily into investment management and capital markets activities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. The team has experience and deep relationships in the broker-dealer community, allowing for a streamlined process to bring the individual investors unique investment opportunities that typically have been available only to institutional investors. For additional information, please visit www.triloma.com.

Triloma Media Contact
Larry Goff
lgoff@triloma.com
407.636.7115

About EIG
EIG specializes in private investments in energy and energy-related infrastructure on a global basis and has $14.2 billion under management as of December 31, 2014. During its 33-year history, EIG has invested over $18.5 billion in the sector in more than 300 projects or companies in 35 countries on six continents. EIG's clients include many of the leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds in the U.S., Asia and Europe. EIG is headquartered in Washington, D.C. with offices in Houston, London, Sydney, Rio de Janeiro, Hong Kong and Seoul. For more information, visit www.eigpartners.com.

EIG Media Contact
Allison Oyster
APCO Worldwide
aoyster@apcoworldwide.com
202 478-3808

Registration statements relating to the common stock of Triloma EIG Global Energy Fund and Triloma EIG Global Energy Fund I (collectively the “Funds”) were filed with but have not been declared effective by the Securities and Exchange Commission. These securities have not been approved or disapproved by the Securities and Exchange Commission or any state securities commission, nor have they passed upon the accuracy or adequacy of the prospectus. The offering of the Funds’ common stock is being made solely by means of a written prospectus forming part of the effective registration statement. The prospectus, which is available at http://www.sec.gov, contains additional information about the Funds. The prospectus should be read carefully by prospective investors before investing. Investors are advised to consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. This press release is not an offer to sell these securities and is not soliciting an offer to buy these 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. EIG, Triloma 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 its periodic filings with the Securities and Exchange Commission which are accessible on the SEC’s website at www.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. EIG, Triloma and the Fund assume no obligation to update or supplement forward‐looking statements that become untrue because of subsequent events or circumstances.

 

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Updates

Investment Program Association Elects New Leadership, Board Members

Founding partner, Nathan Headrick, was recently named chair-elect of the board of the Investment Program Association (“IPA”), the financial service industry’s leading education and advocacy body for Direct Investment programs.

Read More

The DI Wire Interview: Triloma’s Larry Goff

Learn more about “The Triloma Way” and what we believe sets our platform of products apart from one of our founding partners, Larry Goff.

Read More