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Billion Dollar Backstory
Trailer
Bonus
Episode 17
Season 1
17: From $50B Private Bank CEO to Boutique Founder Specializing in Private Credit, Gloria Nelund of TriLincGlobalShares Her Story|How Private Credit and Impact Investing Align| Why SMBs are the Future of Growth in Emerging Markets
Gloria Nelund saw that there’s an over a six trillion dollar gap in financing for businesses in developing economies and she said, “Hold my … coffee. I have a private credit firm to build.”
Her 10-year track record of making a difference through TriLinc without sacrificing profit proves that you don't have to give up investment returns to do good.
That’s why Stacy is thrilled to sit down with Gloria to discuss:
- Her backstory – how watching her father invest shaped her approach
- Her big pivot – why she quit her job in a matter of 24 hours to pursue more purpose
- Why qualitative due diligence is vital in ESG investing
- The power of authenticity in weathering market dips
You’ll walk away from this episode feeling inspired, knowing that it’s possible to garner massive success in the financial industry with heart.
More about Gloria:
Gloria, founder of TriLinc in 2008, boasts over 40 years of executive management experience in multi-billion-dollar financial institutions. Formerly the CEO of Deutsche Bank's U.S. Private Wealth Management Division, she held fiduciary responsibility for over $50 billion in assets, including $20 billion in emerging markets and credit instruments. At TriLinc, Gloria leads high-level strategy and growth initiatives, leveraging her deep expertise in investment product creation, sales, and distribution.
Apart from her impressive professional career, Gloria has a fun and adventurous side. She absolutely loves water activities like jumping, diving, and flipping off objects into the water.
Resources mentioned in this episode:
Resources mentioned in this episode:
Books:
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership