News Releases

(ORLANDO, Fla.) June 22, 2015 — Kirk Montgomery, the head of regulatory affairs of CNL Financial Group, has been selected to speak at Information Management Network’s 12^th Annual Non-Traded REIT & Retail Alternative Investment Symposium, being held June 24-25 in New York City.

Montgomery will participate on a panel that will explore how key regulatory changes and legislation will directly and indirectly impact investment product sponsors, independent retail broker-dealers and registered investment advisors. Among the topics to be discussed are the Department of Labor’s proposed fiduciary rule, FINRA 15-02 and the latest updates from the Securities and Exchange Commission and state regulators.

“Our industry is going through a lot of change now, with a variety of new regulations to provide greater transparency and protection for investors,” Montgomery said. “I am excited to have this opportunity to speak with other industry leaders about these new developments, the impact they are having and how we can continue to offer new and innovative products to meet investors’ needs.”

About CNL Financial Group

CNL Financial Group (CNL) is a leading private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets. CNL is headquartered in Orlando, Florida. For more information, visit CNL.com.

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