Learn about a Differentiated Private Equity Strategy Workshop/Webinar

Tue Mar 18 2025 at 12:00 pm to 01:00 pm UTC-07:00

Vision Solved Wealth Management Group | Riverside

Vision Solved Wealth Management
Publisher/HostVision Solved Wealth Management
Learn about a Differentiated Private Equity Strategy Workshop\/Webinar
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Explore a unique private equity strategy with Vision Solved Wealth Managment, offering portfolio diversification beyond public markets.
About this Event

Please Join Us To Learn About A Differentiated Private Equity Strategy

Now more than ever investors are looking for a way to diversify their portfolios. Join us to learn how CNL Strategic Capital can help. CNL Strategic Capital is a company that seeks to own high-quality and durable private U.S. companies providing your investment portfolio with the potential for meaningful returns and diversity outside the publicly traded markets.



This Workshop Will Cover:
  • Why Private Equity Today?
  • An Overview Of Past Performance
  • A Review Of The Acquisition Criteria And Current Portfolio

To attend via video conference, please call our office at (951) 479-1064 or email us at .


This event is funded in whole or in part by CNL Securities. This participant is not affiliated with any CNL entities. CNL entities are not affiliated with the other named entities or their associates.

There is no assurance the stated objectives will be met. • CNL Strategic Capital is managed by CNL Strategic Capital Management, LLC and sub-managed by Levine Leichtman Strategic Capital LLC. Each managing entity is an investment adviser registered with the U.S. Securities and Exchange Commission. Managing dealer of CNL Strategic Capital is CNL Securities, member FINRA/SIPC. • An investment in CNL Strategic Capital, LLC is considered speculative and involves a high degree of risk, including the loss of all or a substantial amount of your investment. CNL Strategic Capital is not a short-term investment. This offering is not suitable for everyone; investors are expected to meet the minimum financial suitability standards. Some states and broker-dealers may have additional standards. See your firm’s policies and the Suitability Standards section of the prospectus for complete details. • CNL Strategic Capital may be unable to successfully implement its business and acquisition strategies or meet its investment objectives. • CNL Strategic Capital’s managers and their respective affiliates face conflicts of interest, including those that result from compensation arrangements and allocations of business opportunities. See the prospectus for details. • If CNL Strategic Capital is unable to raise substantial funds, it will be limited in the number of businesses it acquires, which reduces diversification and increases the potential for volatility. • Distributions paid are not solely based upon performance. Distributions are not guaranteed in frequency or amount. Distributions will be paid from net investment income, offering proceeds, borrowings or reimbursable expense support; the latter three will reduce future cash available for distributions and be dilutive to future shareholders. • An investment in CNL Strategic Capital is illiquid. Shares sold in this offering will not be listed on an exchange or quoted through a quotation system for the foreseeable future, if ever. If investors are able to sell their shares, they may receive less than their purchase price. • CNL Strategic Capital, LLC is a direct participation program, taxed as a partnership. CNL Securities and its associates cannot provide investment advice for any individual or any individual situation and are not acting in a fiduciary capacity. Contact your financial to learn more about CNL product offerings and how they may complement and help diversify your portfolio. • This is not an offer to sell nor a solicitation of an offer to buy shares of CNL Strategic Capital. Only the prospectus makes such an offer. This piece must be read in conjunction with the prospectus in order to understand fully all the objectives, risks, charges and expenses associated with an investment and must not be relied upon to make a decision. • Neither the U.S. Securities and Exchange Commission, the Attorney General of the State of New York nor any other state regulator has passed on or endorsed the merits of this offering. Any representation to the contrary is unlawful. • Please read the prospectus, including the Risk Factors section, for full details. The prospectus is available at sec.gov and cnlstrategiccapital.com, or may be obtained by calling 866-650-0650. © 2025 CNL Strategic Capital Management, LLC. All Rights Reserved. CNL® and the Squares Within Squares design trademarks are used under license from CNL Intellectual Properties, LLC. SCAPI-0125-3668245-INV

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Event Venue & Nearby Stays

Vision Solved Wealth Management Group, 6905 Magnolia Avenue, Riverside, United States

Tickets

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