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Document Mentions (5 shared documents)
2 mentions1 same-page
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her career as an associate in Audit and Assurance at Deloitte & Touche. Katie holds a BBA and MAcc in Accounting from the University of Wisconsin, Madison. Victoria Loidl (32), Vice President. Based in London, Victoria is responsible for the origination, valuation, execution and monitoring of seconda
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
2 mentions1 same-page
Page ?Same page
her career as an associate in Audit and Assurance at Deloitte & Touche. Katie holds a BBA and MAcc in Accounting from the University of Wisconsin, Madison. Victoria Loidl (32), Vice President. Based in London, Victoria is responsible for the origination, valuation, execution and monitoring of seconda
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
2 mentions1 same-page
Page ?Same page
her career as an associate in Audit and Assurance at Deloitte & Touche. Katie holds a BBA and MAcc in Accounting from the University of Wisconsin, Madison. Victoria Loidl (32), Vice President. Based in London, Victoria is responsible for the origination, valuation, execution and monitoring of seconda
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
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2 mentions1 same-page
Page ?Same page
her career as an associate in Audit and Assurance at Deloitte & Touche. Katie holds a BBA and MAcc in Accounting from the University of Wisconsin, Madison. Victoria Loidl (32), Vice President. Based in London, Victoria is responsible for the origination, valuation, execution and monitoring of seconda
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
2 mentions1 same-page
Page ?Same page
her career as an associate in Audit and Assurance at Deloitte & Touche. Katie holds a BBA and MAcc in Accounting from the University of Wisconsin, Madison. Victoria Loidl (32), Vice President. Based in London, Victoria is responsible for the origination, valuation, execution and monitoring of seconda
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
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Mutual Connections (151)
Entities connected to both Madison and Individual Plans
United States
LOCATION139 w/ Madison·5 w/ Individual
Julie K. Brown
PERSON119 w/ Madison·5 w/ Individual
Prince Charles
PERSON78 w/ Madison·5 w/ Individual
New York
LOCATION65 w/ Madison·5 w/ Individual
Joshua
PERSON60 w/ Madison·5 w/ Individual
Deutsche Bank
ORGANIZATION44 w/ Madison·5 w/ Individual
North America
LOCATION40 w/ Madison·5 w/ Individual
Michael Douglas
PERSON39 w/ Madison·5 w/ Individual
University of Wisconsin-Madison
ORGANIZATION38 w/ Madison·5 w/ Individual
Milan
LOCATION36 w/ Madison·5 w/ Individual
Keogh
ORGANIZATION15 w/ Madison·24 w/ Individual
KA
Katie
PERSON34 w/ Madison·5 w/ Individual
J. Robert Oppenheimer
PERSON31 w/ Madison·5 w/ Individual
Glendower Capital
ORGANIZATION31 w/ Madison·5 w/ Individual
Glendower
LOCATION31 w/ Madison·5 w/ Individual
University of Oxford
ORGANIZATION30 w/ Madison·5 w/ Individual
PB
Philippe VAN DEN BROEK
PERSON29 w/ Madison·5 w/ Individual
FR
Francesco
PERSON29 w/ Madison·5 w/ Individual
New York University
ORGANIZATION29 w/ Madison·5 w/ Individual
Natural Resources
ORGANIZATION29 w/ Madison·5 w/ Individual