Understanding Private Equity: CE Course


With continued concern about market volatility and slowing global growth, private equity is a strategy that may help address some challenges.

By attending this webinar, you qualify to earn 1 credit hour for CFP®. Please provide your CFP ID in order to receive the credit.


You will learn:
  • About the private market landscape
  • How private equity works
  • An overview of private equity strategies and risk considerations


About Our Presenters

Brad Bracey
Director, CNL Strategic Capital
CNL Financial Group

  • Responsible for the day to day oversight of CNL Strategic Capital.
  • Prior to CNL, Brad served as Senior Associate at Guggenheim Partners (New York) in their corporate credit group, where he served as a product specialist.
  • Received a B.A. in economics from Wofford College.


Gordy Wilhite
National Sales Manager, Senior Vice President
CNL Securities

  • Responsible for leading the capital raise efforts for CNL's Investment platform.
  • Previously, Senior Vice President and Regional Sales Manager at CNL for the eastern half of the United States.
  • Received a B.S. in Business and Economics from Wheaton College.


About CNL Strategic Capital

CNL Strategic Capital is a company that owns private companies and seeks to provide long-term growth and monthly income.