Private Capital Market Forums for Institutional Investors

Engage with a professionally managed private capital platform built for institutional investors seeking real estate-backed income, disciplined underwriting, and clear portfolio visibility. The CEO Fund connects qualified investors with mortgage fund strategies, syndications, small business lending exposure, and educational resources designed to support informed allocation decisions without the operational burden of direct asset management or fragmented sourcing.

Institutional investors reviewing private capital investments

Our Private Capital Market Forum Services

Explore private-market investment access, education, and fund strategies structured for qualified institutional and accredited investors.

Mortgage Funds

Access a professionally managed portfolio of Grade A–C mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, designed to create passive income without direct property management.

Real Estate Syndications

Participate in large-scale development and acquisition opportunities alongside experienced sponsors, including Florida construction projects structured for fractional access to institutional-quality real estate investments.

Portfolio Acquisitions

Benefit from The CEO Fund’s experience acquiring mortgage portfolios in bulk, often at discounted pricing, with rigorous review of performance, profitability, collateral, and borrower diversification.

Business Lending

Review asset-backed lending opportunities to contractors and established operators, adding borrower and industry diversification while the fund manages underwriting, servicing, and risk oversight.

IRA Strategy

Explore private market investing through self-directed IRA and 401(k) accounts, with guidance on tax-advantaged structures for qualified retirement-focused investors.

Investor Education

Use webinars, eBooks, case studies, and educational resources to understand note grades, due diligence, passive income structures, and how private mortgage strategies work.

Institutional Market Access

Private Market Access With Real Assets

The CEO Fund helps institutional investors evaluate private capital opportunities anchored by mortgage notes, real estate assets, and diversified lending strategies. Through experienced fund management, clear reporting, and direct educational support, investors can assess potential cash-flow, collateral, and portfolio fit while avoiding the complexities of sourcing, servicing, and managing individual assets across private markets responsibly.

Private capital strategy meeting
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines experienced leadership, real asset collateral, and structured private market access.

Certified Expertise

Led by Carlo Turner, a Certified Note Investing Specialist with deep finance and mortgage experience.

Diversified Reach

500+ loans purchased across 50+ states helps reduce concentration in any single market.

Passive Structure

Investors access real estate-backed income without tenants, toilets, tiles, or daily management burdens.

Managed Oversight

The team manages underwriting, acquisition, servicing, reporting, and investor communication from end to end.

Meet The CEO Fund Team

Experienced fund leaders guiding private market access.

Portrait of Carlo Turner, Fund Manager and Certified Note Investing Specialist at The CEO Fund

Carlo Turner

Fund Manager / Certified Note Investing Specialist

Carlo Turner serves as Sr. Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. with over 25+ years of experience in corporate finance, Carlo directly oversees the acquisition, financing, development, and delivery of the fund's assets. Prior to joining The CEO Fund, he worked as a Financier and Investment Banker specializing in Commodities, Stocks, and Bonds, consulting CFOs and hedge fund managers in securities transactions exceeding $100 million. His deep expertise in real estate-backed investments and mortgage fund acquisition has been instrumental in guiding the fund's growth strategy, helping accredited investors across the United States build consistent passive income streams backed by tangible real estate collateral.

Portrait of Patrick Franz, Vice President and Executive Fund Manager at The CEO Fund

Patrick Franz

Vice President & Executive Fund Manager

Patrick Franz serves as Vice President and Executive Fund Manager at The CEO Fund, part of the Everley Mae Capital Group. With 25 years of experience in capital raising and investor relations, Patrick guides the development of new financial alliances and manages strategic partnerships across both fundraising and asset acquisition. Over the past five years, he has specialized in the acquisition, asset management, and disposition of performing and non-performing first lien mortgage funds. Patrick is also actively involved in apartment housing development and large land development projects throughout Central and East Coast Florida. He previously co-founded ACI Legacy Group, where he served as Chief Operating Officer.

Portrait of Desi Arnez, Director, CEO, President and Senior Fund Manager at The CEO Fund

Desi Arnez

Director, CEO / President & Senior Fund Manager

Desi Arnez serves as President, Senior Fund Manager, and Director/CEO of The CEO Fund, part of Everley Mae Fund LLC. With decades of experience in real estate investing, Desi leads a nationwide network that provides accredited investors with exclusive access to high-performing real estate alternatives. He specializes in cash-flow mortgage funds, managing substantial investments in both performing and non-performing real estate notes. Desi oversees multi-family development projects in Central Florida, land entitlement transactions statewide, and spearheads the landmark $20 Million SUNRISE Construction Syndication — a transformative project set to deliver 1,000 new homes, a Marina, and a Golf Course to the Florida community.

Frequently Asked Questions

What are private capital market forums for institutional investors?

Private capital market forums are structured conversations, educational sessions, and access points where qualified investors can evaluate alternative investment opportunities outside public markets. For The CEO Fund, these discussions focus on mortgage fund investing, real estate-backed assets, syndications, portfolio acquisitions, and lending strategies, supported by fund management insight, reporting expectations, and due diligence education.

What types of opportunities can institutional investors evaluate?

How does The CEO Fund approach due diligence?

Who is eligible to participate or invest?

How does the investor onboarding process work?

Can retirement accounts be used for these strategies?

How are distributions and reporting handled?

How does diversification help manage investment risk?

Have Institutional Investment Questions?

Connect with our team for clear answers before you allocate.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus year track record badge

10+ Year Track Record

Established performance history across private market strategies.

500 plus loan acquisitions badge

500+ Loan Acquisitions

Proven acquisition experience across diversified loan portfolios.

Start the Institutional Investor Conversation

Share your allocation goals, investor profile, and questions. The CEO Fund team will help qualified investors review next steps, documentation, and available private market opportunities.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.