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.
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 200 250, 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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