Who we serve

For CFOs, treasurers, and hedge-fund principals

Carlo Turner has structured over $100 billion in securities transactions. Now he runs a private real estate debt fund.

Why senior finance leaders allocate here

A private real estate debt fund, run by a corporate-finance veteran

Before The CEO Fund, Fund Manager Carlo Turner spent 15+ years advising CFOs and hedge fund managers on securities transactions exceeding $100 billion. VP Patrick Franz brings 25 years raising capital and managing note portfolios. That team runs the fund's asset-backed strategy inside a Reg D 506(c) pass-through vehicle.

Recommended investments

Three tracks that fit corporate-finance principals

Asset-Backed Securities

First-lien positions with foreclosure rights on default.

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High-Net-Worth Tax Mitigation

JV, TIC, LLC, and trust structures.

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Bulk Portfolio Acquisition

Institutional pricing at 52 to 71 percent of market.

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Team pedigree

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Carlo transactions
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Patrick tenure
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Combined years
Three finance executives meeting across a boardroom table with a closed laptop
Why CFOs allocate here

Institutional structure, private access

Corporate-finance principals recognize this shape. A pooled first-lien note fund, priced on collateral, run out of an LLC that reports on a K-1, offered under Rule 506(c).

For CFOs and treasurers, the fund complements the credit book you already understand. For hedge-fund principals, it opens co-investment vehicles at fund pricing, without a competing mandate.

See the structure options

Institutional structure, private access

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