Alice Ericson

HARTFORD, Conn., July 9, 2025 –Nassau Financial Group (“Nassau”) today introduced Nassau Athos Annuity^SM, an innovative fixed indexed annuity (“FIA”). This newest addition to Nassau’s product suite is a single premium FIA that offers new patent-pending extendable indexed crediting strategies.¹ These crediting strategies combine key features of one-year and multi-year crediting strategies to provide consumers with innovative growth potential and protection, along with additional flexibility and control over their retirement savings.

“We are excited to partner with Genesis and Leverage Financial Group on the launch of a unique FIA – Nassau Athos Annuity. This product expands on our track record of innovation, introducing new crediting strategies that will provide consumers with added flexibility to obtain higher growth potential for their retirement savings, all while maintaining the safety of principal protection,” said Phil Gass, Chairman and CEO of Nassau.

HARTFORD, Conn., July 8, 2025 — The Nassau Companies of New York announced today the upsize and pricing of its previously announced private offering (the “Offering”) of its 7.875% senior notes due 2030 (the “2030 Notes”). The aggregate principal amount of the 2030 Notes offered in the Offering was increased from $400 million to $425 million, and the 2030 Notes were priced at 100.000% of their face amount to yield a 7.875% coupon. The Offering is expected to close on July 11, 2025, subject to satisfaction of customary closing conditions.

The Nassau Companies of New York intends to use the net proceeds from the Offering for general corporate purposes and to repay in full all outstanding amounts under the existing term loan credit facility.

HARTFORD, Conn., July 7, 2025 — The Nassau Companies of New York announced today that it has commenced a private offering (the “Offering”) of $400 million aggregate principal amount of its senior notes due 2030 (the “2030 Notes”), subject to market and other conditions.

The Nassau Companies of New York intends to use the net proceeds from the offering for general corporate purposes and to repay in full all outstanding amounts under the existing term loan credit facility.

HARTFORD, Conn., May 29, 2025 – Nassau Financial Group (“Nassau”) today announced that it has named Joe Orofino as its new Chief Investment Officer, effective July 1, 2025.

Orofino currently serves as Nassau’s Deputy Chief Investment Officer and was previously the Head of Fixed Income. As Chief Investment Officer, he will report to Phil Gass, Chairman and CEO of Nassau. Orofino will succeed David Czerniecki.

“Since joining Nassau in 2022, Joe has made a significant impact across the company, including his oversight of our insurance portfolios. As we continue to accelerate our growth plans, I am excited for Joe’s added responsibilities as our next Chief Investment Officer,” Gass said. “I want to thank David for his commitment to building our asset management business over the last six years.”

NEW YORK, May 6, 2025 – Nassau Global Credit (NGC) announced the closings of collateralized loan obligations (CLOs) in the U.S. and Europe totaling $868 million.

• NGC CLO 2 Ltd., which closed on April 17, 2025, is a $409 million CLO supported by a collateral pool consisting primarily of broadly syndicated senior secured loans.
• NGC Euro CLO 5 DAC, which closed on May 2, 2025, is a €406 million CLO supported by a collateral pool consisting primarily of European broadly syndicated senior secured loans.

NGC was launched in 2023 through the combination of Angel Island Capital Management and Nassau Corporate Credit. Since 2017, the firm has issued 11 U.S. dollar-denominated CLOs, five Euro-denominated CLOs, and one opportunistic credit CLO.