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Document Mentions (5 shared documents)
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ts, liabilities and obligations of such series and, consequently, that creditors of such series will seek recourse against the assets of a Fund. Reliance on the Sub-Adviser and its Personnel. Under the applicable sub- advisory agreement in respect of certain of the Funds, a Sub-Adviser has complete di
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
2 mentions1 same-page
Page ?Same page
ts, liabilities and obligations of such series and, consequently, that creditors of such series will seek recourse against the assets of a Fund. Reliance on the Sub-Adviser and its Personnel. Under the applicable sub- advisory agreement in respect of certain of the Funds, a Sub-Adviser has complete di
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
2 mentions1 same-page
Page ?Same page
ts, liabilities and obligations of such series and, consequently, that creditors of such series will seek recourse against the assets of a Fund. Reliance on the Sub-Adviser and its Personnel. Under the applicable sub- advisory agreement in respect of certain of the Funds, a Sub-Adviser has complete di
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
Sponsored
2 mentions1 same-page
Page ?Same page
ts, liabilities and obligations of such series and, consequently, that creditors of such series will seek recourse against the assets of a Fund. Reliance on the Sub-Adviser and its Personnel. Under the applicable sub- advisory agreement in respect of certain of the Funds, a Sub-Adviser has complete di
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
2 mentions1 same-page
Page ?Same page
ts, liabilities and obligations of such series and, consequently, that creditors of such series will seek recourse against the assets of a Fund. Reliance on the Sub-Adviser and its Personnel. Under the applicable sub- advisory agreement in respect of certain of the Funds, a Sub-Adviser has complete di
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
Sponsored
Mutual Connections (82)
Entities connected to both Reliance and iCapital Network
Credit Suisse
ORGANIZATION11 w/ Reliance·52 w/ iCapital
iCapital
ORGANIZATION5 w/ Reliance·55 w/ iCapital
Stanton
PERSON5 w/ Reliance·52 w/ iCapital
Michael Shannon
PERSON5 w/ Reliance·52 w/ iCapital
Virginia Giuffre
PERSON9 w/ Reliance·21 w/ iCapital
JR
John C. Robertshaw
PERSON5 w/ Reliance·23 w/ iCapital
the University of Virginia
ORGANIZATION7 w/ Reliance·21 w/ iCapital
North America
LOCATION9 w/ Reliance·18 w/ iCapital
Kidder, Peabody & Co.
ORGANIZATION5 w/ Reliance·21 w/ iCapital
the State of New York
LOCATION7 w/ Reliance·18 w/ iCapital
University of Delaware
ORGANIZATION5 w/ Reliance·18 w/ iCapital
EB
Eileen Duff Blalock
PERSON5 w/ Reliance·18 w/ iCapital
EA
Eileen Alexanderson
PERSON5 w/ Reliance·18 w/ iCapital
Distribution for iCapital Network
ORGANIZATION5 w/ Reliance·18 w/ iCapital
United Kingdom
LOCATION19 w/ Reliance·3 w/ iCapital
Federal, State
ORGANIZATION4 w/ Reliance·18 w/ iCapital
the Securities and Exchange Commission
ORGANIZATION13 w/ Reliance·5 w/ iCapital
New York
LOCATION12 w/ Reliance·5 w/ iCapital
United States
LOCATION13 w/ Reliance·3 w/ iCapital
Samantha Power
PERSON12 w/ Reliance·3 w/ iCapital