FOR BROKER-DEALER AND RIA USE ONLY. Not for general use with the public.
Not for use in MA.

Learn about an alternative investment opportunity with Corporate Capital Trust II

Private companies are the engine of the U.S. economy, but because of stricter regulations imposed on banks, lending sources that fuel their growth and operations have decreased by close to 50 percent over the last 20 years.1 This gap in traditional bank lending has created a potential income opportunity for your investors.2 We invite you to join us and discover how Corporate Capital Trust II, a non-traded business development company (BDC), is poised to take advantage of this middle-market debt opportunity.

Topics included in this webinar:
  • Review the investment strategy of Corporate Capital Trust II.
  • Learn about the supply/demand imbalance in today's credit markets.
  • Discover the benefits of the powerful partnership between CNL and KKR.

Please note that an investor must review the fees and expenses in the prospectus as there are substantial costs and risks associated with this offering.

Our Presenters

 

Kurtis R. Vande Streek, Host
Director, Internal Sales
CNL Securities

  • Oversees the Eastern U.S. region of internal wholesalers.
  • Worked as an internal wholesaler and served south Texas and also as a business development specialist for the Texas region.
  • Served as an ambassador for Invisible Children, a not-for-profit located in San Diego, California, prior to joining CNL in 2009.
  • Holds FINRA Series 7, 24 and 63 licenses.

 

Sean P. Hickham
Senior Vice President of Fund Management
CNL Financial Group

  • Has in-depth understanding of the investment philosophy, process and performance of CNL-sponsored funds.
  • Has in-depth understanding of the investment philosophy, process and performance of CNL-sponsored funds.
  • Served as division vice president of Servant Investments, a private equity real estate firm, and vice president of sales and marketing for Trustreet Inc. (formerly known as CNL Restaurant Properties).
  • Worked as director of MGGI, a consulting and management company, and in various sales and management roles with Arthur Andersen, Metavante and Maritz.
  • Received a Bachelor of Science in Business Administration with a concentration in finance and economics from the University of Missouri.
About CNL Securities

For 35 years, CNL Securities has delivered investment solutions designed to help financial advisors meet client goals. Since our inception, we have raised nearly $19 billion in private and public offerings through the broker‐dealer and institutional investment communities.1

A member of FINRA/SIPC, CNL Securities has established a reputation for building relationships that "transcend transactions." We have cultivated longstanding relationships with the wealth management community to serve their network of 70,000 financial advisors. CNL Securities was formed in Florida in 1979 and became a member of FINRA in 1982.

1 As of June 30, 2018. 

Contact Us | Privacy | Terms of Use
 

FOR BROKER-DEALER AND RIA USE ONLY. Not for general use with the public. Corporate Capital Trust II is not available to residents of Massachusetts. This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. The offering is made only by the prospectus. Investing in Corporate Capital Trust II is not suitable for all investors; they should read the prospectus carefully and consider the investment objectives, risks, charges and expenses before making an investment decision.

Investing in Corporate Capital Trust II may be considered speculative and involves a high degree of risk, including the risk of a substantial loss of investment. Other risks include no operating history, reliance on the advisors of the company, conflicts of interest, payment of substantial fees to the advisors of the company and its affiliates, limited liquidity and liquidation at less than the original amount invested. Investing in Corporate Capital Trust II is not a short-term investment and requires investors to meet the minimum suitability standards.

This is a new company and is subject to all of the risks and uncertainties associated with any business with limited operating history, including the risk that it will not achieve its investment objective and that the value of its common stock could decline substantially. In addition, Corporate Capital Trust II has not identified specific investments that it will make with the proceeds of this offering. As a result, this may be deemed to be a blind pool offering, and investors will not have the opportunity to evaluate historical data or assess any investments prior to purchasing shares of common stock.

The investment strategy of Corporate Capital Trust II is focused primarily on investing in privately held companies, which presents certain challenges, including extending loans to those with potentially low credit quality and a lack of publicly available information.

An investment in Corporate Capital Trust II is illiquid, which means there is a limited ability to sell shares. Thus, investors may not be able to sell until a liquidity event. The board of trustees must consider liquidity options on or before five years after the offering’s completion. It is neither intended that Corporate Capital Trust II be listed on an exchange during the offering period, nor is it expected that a secondary market will develop. If investors are able to sell their shares, they will likely receive less than their purchase price.

The board of trustees for Corporate Capital Trust II may, but is not required to, implement a quarterly share repurchase program, which is expected to be based on net asset value.

Read the prospectus, including the Risk Factors section, for full details.

SCAPI-0320-1048850-BD

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