NAC Advisory Board Annual Report for the year ended 31 Dec 2018
Borrower Brief
North Florida’s Newest Premier Wedding & Event Venue
42-Acre, Private Woodland Property
Green Cove Springs, Florida
Scott Luttrell Advisory Board Chairman
Brian Walck Board Member
Chris Dance Board Member
Craig Wenning Board Member
For years, Steve Magiera had a desire to retire, but not in the traditional sense. He wanted to break free from the corporate life and build a legacy of his own by starting and cultivating his own business. Through careful research, Steve discov- ered a notable lack of affordable event options for the residents of North Florida. Having found the perfect piece of land, Steve simply needed a financial partner to stand behind him and his start-up. North Avenue Capital stepped in with a loan structure that allowed Steve to see his vision become reality. “I feel so fortunate to have found NAC in 2017, as traditional lending options weren’t going to meet the unique requirements of this project.” -Steve Magiera, Owner Today The Manor’s weekends and weekdays are booking fast for wed- dings, corporate events, retreats, team- building outings, business meetings, and more. Magiera is thrilled to have The Manor be a backdrop for memo- ries of families and friends. Interested in an event at The Manor at 12 Oaks? Visit The Manor online at: www.themanor12oaks.com
Anne MacDonald Board Member
Mr. Luttrell founded LCM Group in 1988 out of his desire to diversify capital and focus on the growing opportunities in the rapidly growing alternative investment sector and currently serves as CEO and Chief Investment Officer. Mr. Luttrell currently serves as the Chair- man of the Investment Committee for the YMCA Retirement Fund, serves on Southern Methodist University’s Cox School Execu- tive Board, is Chairman of the HOI (Helping Others Internationally), Board of Directors of East-West Ministries, and the Board of Trustees to the National Christian Foun- dation of North Texas. Mr Luttrell also serves on the Board of Advisors to Ballast Point Ventures and Mangrove Partners.
In addition to her role as an Advisory Board Member, Ms. MacDonald serves as North Av- enue Capital’s Senior Advisor on Rural Devel- opment and Strategic Partnerships. Ms. Mac- Donald is a policy consultant to Fortune 100 companies and a Senior Advisor to Texas A&M University’sSchoolofAgriculturalEconomics. Over the course of 10 years, she has worked in the White House, Pentagon, State De- partment, and post-Administration of- fice of President George W. Bush and Mrs. Laura Bush, where she served as the Chief of Staff to the former First Lady. In these diverse roles, Ms. MacDonald has had a di- rect impact on rebuilding communities af- ter natural disasters and various conflicts.
Mr. Walck currently serves as Director of a number of non-profit organizations and ministries. In connection with this service, Mr. Walck holds the position of Executive Director of Videre, a non-profit organiza- tion focused on providing business train- ing and affordable debt-based financing to entrepreneurs in Ghana and Senegal. Having led the distribution of more than 100 business loans through this program, Mr. Walck has firsthand knowledge of the impact debt-based capital can have on both businesses and their local economies. In addition to managing several entre- preneurial investments, Mr. Walck serves as the lead Mission’s Pastor at the Vil- lage Church in the Dallas metro area.
Mr. Dance is President of Havenshare Fi- nancial, LLC where he provides compre- hensive family office services for high net worth families. In this role, Mr. Dance over- sees activities including investment man- agement, tax and estate planning, legal services, and operations management. Prior to Havenshare, he served in executive- level positions at Mt. Vernon Investments, Glow Networks, and Excel Communication in roles ranging from Investment Manager to Business Unit President to General Counsel, overseeinganIPO,a$1billionacquisition,and the sale of a company for more than $3 billion.
Mr. Wenning is the Chief Executive Officer of Annandale Capital, an investment man- agement firm based in Dallas, Texas that focuses on advancing each client’s distinct investment objectives through asset al- location, manager selection, research, portfolio customization, and reporting. PriortojoiningAnnandalein2009,Mr.Wenning served as the Senior Director of Operations of Watermark Community Church and was Vice President of Symmetry Capital Advisors, LLC, where he managed money for high net worth individuals and families. Prior to business school, Mr. Wenning held various manage- ment roles at the technology startup Life- Minders.com. His efforts culminated in help- ing take LifeMinders public on the NASDAQ.
Portfolio Manager Company Leader Investment Professional
Executive Leader Sophisticated Investor Experienced Director
Strategic Thinker Policy Leader DC Veteran
Entrepreneurial Investor Non-Profit Leader Successful Executive
Family Office Leader Business Founder Strategic Investor
NAC’s Digital Footprint
“...The company deployed over $60M in capital into the areas of our country that need it the most, generating over 1,200 jobs and, in doing so strengthening com- munities.” -Ben Chatraw, Chief Executive “2018 was a breakout year for NAC...”
200% Q4 Website Traffic Growth
1,200
48
In Quarter 4 2018, NAC grew website traffic by 200% compared to Quarter 4 2017.
Cumulative Jobs Created or Saved since NAC’s Founding
On average, for every loan NAC makes, 48 rural jobs are created or saved.
Q4 2018 New Visitors: 2,800 Q4 2017 New Visitors: 930
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