NUVEEN

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of parent company TIAA. Its breadth of offering includes harder-to-reach, innovative alternative investment strategies; Nuveen invests in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on the world.

The firm’s establishment can be traced back to 1898 when the company began underwriting municipal bonds. Its 125-year history demonstrates the Nuveen’s resilience across unpredictable market cycles and economic environments.

Through a strong focus on responsible investing, Nuveen seeks to drive better outcomes for investors, communities and the planet and is an integral part of the company’s process. By embedding environmental, social, and governance (ESG) factors into investment research, due diligence, portfolio construction and ongoing monitoring across all asset classes, Nuveen seeks to improve clients’ long-term performance and reduce risk.

Nuveen has US$1.2 trillion invested across many asset classes and geographies and 1.2K+ institutional clients in 32 countries and seven of the world’s 10 largest pension funds as clients.

About TIAA

The Teachers Insurance and Annuity Association of America (TIAA) is one of the world’s largest institutional investors and a highly rated insurance and retirement provider. Founded by industrialist and philanthropist Andrew Carnegie in 1918, TIAA introduced a fully funded and portable pension system specifically for educators across the United States.

Today, TIAA’s solutions help millions of people retire securely, with freedom and dignity. In 2014, TIAA acquired Nuveen to strengthen its asset management capabilities and enhance its ability to provide reliable, competitive lifetime income solutions.

About Churchill Asset Management

Churchill Asset Management (Churchill) is an investment specialist affiliate of Nuveen and provides customised financing solutions to US middle market private equity firms and their portfolio companies, across the capital structure.

As a majority owned affiliate of Nuveen, Churchill benefits from the institutional infrastructure of a diversified asset manager and together, they have a global capability with the collective size and scale to offer both investors and private equity sponsors a broader range of products and financing options. The firm has over US$50 billion of committed capital and provides first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments.

Why PAN-Tribal chose to work with Nuveen

As the investment manager of TIAA, Nuveen provides outcome-focused investment solutions designed to help secure the long-term financial goals of institutional and individual investors.

Established leader in private markets

With a history in private markets spanning decades, Nuveen creates long-term value for clients through high selectivity and comprehensive monitoring over the investment cycle.

Quality investors

Investment teams have strategic depth and operational capacity to analyse transactions and act decisively.

Proprietary sourcing capabilities

Established relationships provide early knowledge for investment opportunities and strategic advantage.

Unique alignment proposition

TIAA is an integral part of the firm’s committed capital base and invests alongside investors in every transaction undertaken, a unique and powerful alignment of interests.

Client focused

Private ownership under TIAA ensures Nuveen’s focus is on serving clients and allows the firm to be like-minded partners with shared objectives.

Access to leading private capital manager

Through its acquisition of Churchill Asset Management, Nuveen provides access to a differentiated, dynamic private credit strategy that draws on an award-winning team with a proven 18-year track record, a team that is cycle-tested, delivering steady yields with superior loss avoidance.

Kelli Marti, Senior Managing Director

Kelli Marti serves as Churchill’s Head of CLO Management, Portfolio Investment Strategist for Nuveen Churchill Private Capital Income Fund (PCAP) and co-head of the Chicago office. She is responsible for the management and growth of Churchill’s middle market CLO platform, including day-to-day vehicle oversight, assisting in the sourcing of assets and trading strategy development, as well as participating in fundraising initiatives. Kelli also serves as the portfolio manager of PCAP, overseeing day-to-day investment activity and helping to make investment decisions on behalf of the fund. Prior to joining Churchill, she spent eighteen years at Crestline Denali Capital. Kelli graduated magna cum laude with a BS in Accounting from the University of Notre Dame and received her MBA with high honours from the Kellogg School of Management at Northwestern University. She previously earned her CPA certification.