My goal each day is to help communicate and promote our unique value proposition and build our brand through the development of compelling marketing messages.
Pete Muckley
Manager of Intermediated Marketing
Pete offers a combination of marketing strategy experience and hands-on expertise in developing effective marketing tools. His skill set lies in effective planning and implementation of core marketing plans to prospect target markets, capture market share, and accelerate revenue growth. Pete loves to develop and execute effective marketing tools, from inception to completion, to generate awareness of the company’s brand and value proposition.
Previous Roles
- Managing Director, Institutional Marketing, Forum Investment Group
- Axos Advisor Services, Vice President, Marketing
- E*TRADE Advisor Services, Vice President, Marketing
- Trust Company of America, Vice President, Marketing
- Curian Capital, LLC, Vice President, Marketing
Education, Credentials, and Memberships
- BS, Journalism University of Florida
- Accredited Asset Management Specialist from the Institute for Wealth Management
Community
Pete and his wife, Sue, love to hike and bike in the Rocky Mountains, travel, and spend time with their five grandchildren. Pete also serves on a non-profit committee that supports a school for underprivileged children in Liberia, Africa, where he has been involved in an onsite teacher-training program.
IMPORTANT INFORMATION
Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This information is included in, and may be reviewed through the prospectus. Please read the prospectus carefully. An investment in the Fund is subject to, among others, the following risks:
The Fund is considered highly speculative, illiquid, and should only be considered by investors who can bear such risk for an indefinite period of time and can afford a complete loss of investment. There is no guarantee that any income will be generated, or distributions will be made. The shares are illiquid meaning you will likely not be able to transfer or redeem shares on demand or in the quantity desired. An investment will involve significant risks due to the nature of the fund’s investments. The fund does not represent a complete investment portfolio. There can be no assurance that the investment objectives of the Fund will be achieved. The managers and portfolio structure provided herein may be subject to change.
The Fund is not intended as a complete investment program but rather the Fund is designed to help investors diversify into private equity investments.
The Fund is a “nondiversified” management investment company registered under the Investment Company Act of 1940. An investment in the Fund involves risk.
The Fund is new with no significant operating history by which to evaluate its potential performance. There can be no assurance that the Fund’s strategy will be successful.
Shares of the Fund are not listed on any securities exchange and it is not anticipated that a secondary market for shares will develop. Shares are appropriate only for those investors who can tolerate a high degree of risk, do not require a liquid investment.
There is no assurance that you will be able to tender your shares when or in the amount that you desire. Although the Fund will offer quarterly liquidity through a quarterly repurchase process, an investor may not be able to sell or otherwise liquidate all their shares tendered during a quarterly repurchase offer.
The Fund’s investment in private equity companies is speculative and involves a high degree of risk, including the risk associated with leverage.
Distributor: Foreside Financial Services, LLC. Member FINRA. Foreside is not affiliated with the closed end fund or any of the entities named within this communication.
MCL-506919-2024-02-29
