Jeffrey R. Shafer

Part of CFG I, Inc., CNL Financial Group LLC is an alternative investment manager. The company is based in Orlando, FL. The CEOs of the company are Chirag J. Bhavsar, Stephen H. Mauldin.

WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA.

Corporate Capital Trust II operates as an investment company. It offers capital appreciation, alternative investments, asset management, and investment consulting services. The company was founded on August 12, 2014 and is headquartered in Orlando, FL.

CNL Financial Group, Inc. operates as a private investment management firm providing real estate and alternative investments. It offers financing, commercial and investment banking, and real estate development services for business owners and property developers, property managers, real estate brokers and property owners, tenant operators, and personal banking and home financing customers. The company was founded by James M. Seneff Jr. in 1973 and is headquartered in Orlando, FL.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

Life Care Services LLC engages in the provision of senior living management and home health care services. It offers programs for a fulfilling lifestyle, wellness programming for healthful living, social opportunities, and resident camaraderie. The firm manages communities such as residences for independent living, assisted living, memory care, skilled nursing care, and a combination of these living arrangements. The company is headquartered in Des Moines, IA.

WorldServe Ministries assists the suffering and persecuted Church in closed and restricted-access countries around the world. The ministry encourages and supports Christians in order to continue the advancement of the Gospel and the expansion of church planting efforts around the world. The company was founded in 1976 and is headquartered in Frisco, TX.

Griffin Capital Corp. engages in investment activities. The company offers real estate, commercial and investing services. The company was founded by Kevin Alan Shields in 1995 and is headquartered in El Segundo, CA.

DeWaay Investment Banking provides investment banking services. The private company is based in Johnston, IA.

Steadman Philippon Research Institute conducts research in the fields of osteoarthritis, healing, surgery, and injury prevention and rehabilitation. The non-profit company is based in Vail, CO. Dan Drawbaugh has been the CEO of the company since 2014.

Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide.

Crescent Holdings LLC provides real estate development services.

Part of CFG I, Inc., CNL Healthcare Corp. provides health and residential care services for elderly. The company is based in Orlando, FL. Stephen H. Mauldin has been the CEO of the company since 2011.

Founded in 1904, Legacy Bank (Altoona, Iowa) is a state-chartered commercial bank. The company is based in Altoona, IA. Part of VisionBankshares, Inc., Legacy Bank was acquired by VisionBank of Iowa from F. S. Bancor, Inc. on December 31, 2022.

The Orlando Economic Development Commission provides economic development services. It offers confidential project management assistance, site selection assistance, in-depth market data, connections, financial and entrepreneurial resources, workforce recruitment and training, permitting and scouting film assistance and commercial productions services. The company was founded in 1977 and is headquartered in Orlando, FL.

LIFT Orlando Impact Investment Fund LLC provides commercial real estate services. The company is headquartered in Orlando, FL.

Part of Institutional Capital Network, Inc., AI Insight, Inc. provides investment services. The company is based in Worthington, OH. The company was founded in 2005. The CEO is Sherri Cooke. AI Insight was acquired by Institutional Capital Network, Inc. from RELX Plc on January 21, 2021.

CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL.

Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations.

StepStone Private Markets is a non-diversified closed-end management investment company. The Fund’s investment objective is to achieve long-term capital appreciation and provide current income by investing in private market assets. The company was founded in September 6, 2019 and is headquartered in Charlotte, NC.

Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.

StepStone Private Venture & Growth Fund is non-diversified, closed-end management investment company. Its objective is to achieve long-term capital appreciation through offering investors access to a venture capital and growth equity investment portfolio focused on the innovation economy. It intends to invest across a range of sectors, including enterprise information technology, technology-enabled products and services, consumer internet, healthcare, branded consumer or consumer packaged goods, and other sectors benefiting from attractive secular trends. The fund was founded on March 4, 2022 and is headquartered in Charlotte, NC.

StepStone Private Infrastructure Fund functions as a closed-end investment fund or investment trust. The firm's primary objective is to achieve long-term capital appreciation and provide current income by offering investors access to a global investment portfolio. The company was founded on December 02, 2022 and is headquartered in Charlotte, NC.