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Focus on key seller verticals fi Proactive calling efforts fr Logging of all potential deals into pipeline Screening and due diligence ff, Weekly review of pipeline fi Staffing and prioritisation fF Detailed bottomup EFTA01397979 due diligence fr Transaction negotiation and structurin
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Focus on key seller verticals ti Proactive calling efforts fr Logging of all potential deals into pipeline Screening and due diligence ff, Weekly review of pipeline ti Staffing and prioritisation fF Detailed bottomup EFTA01395937 due diligence fr Transaction negotiation and structurin
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Focus on key seller verticals fi Proactive calling efforts fr Logging of all potential deals into pipeline Screening and due diligence ff, Weekly review of pipeline fi Staffing and prioritisation fF Detailed bottomup EFTA01396501 due diligence fr Transaction negotiation and structurin
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Focus on key seller verticals fi Proactive calling efforts fr Logging of all potential deals into pipeline Screening and due diligence ff, Weekly review of pipeline fi Staffing and prioritisation fF Detailed bottomup EFTA01395473 due diligence fr Transaction negotiation and structurin
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Focus on key seller verticals fi Proactive calling efforts fr Logging of all potential deals into pipeline Screening and due diligence ff, Weekly review of pipeline fi Staffing and prioritisation fF Detailed bottomup EFTA01397174 due diligence fr Transaction negotiation and structurin
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Entities connected to both Weekly and Individual Plans
Keogh
ORGANIZATIONAccess Fund Assets
ORGANIZATIONAccess Fund
ORGANIZATION
United States
LOCATION
Prince Charles
PERSON
New York
LOCATION
Julie K. Brown
PERSON
Cornell University
ORGANIZATION
North America
LOCATIONLouise
PERSON
Denmark
LOCATION
University of Oxford
ORGANIZATION
New York University
ORGANIZATION
European Union
ORGANIZATION
Hungary
LOCATION
Lithuania
LOCATIONKatie
PERSON
Croatia
LOCATION
Slovakia
LOCATION
Credit Suisse
ORGANIZATION