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Document Mentions (5 shared documents)
2 mentions1 same-page
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cknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and monitoring of investments. Prior to Glen
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
cknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and monitoring of investments. Prior to Glen
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
cknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and monitoring of investments. Prior to Glen
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
cknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and monitoring of investments. Prior to Glen
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
cknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and monitoring of investments. Prior to Glen
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 Sheldon and Individual Plans
LO
Louise
PERSON42 w/ Sheldon·5 w/ Individual
GT
Grant Thornton
PERSON41 w/ Sheldon·5 w/ Individual
Pretoria
LOCATION41 w/ Sheldon·5 w/ Individual
Glendower
LOCATION41 w/ Sheldon·5 w/ Individual
Air Ambulance
ORGANIZATION41 w/ Sheldon·5 w/ Individual
RA
Rafael
PERSON41 w/ Sheldon·5 w/ Individual
Michael Douglas
PERSON32 w/ Sheldon·5 w/ Individual
Cornell University
ORGANIZATION30 w/ Sheldon·5 w/ Individual
New York
LOCATION28 w/ Sheldon·5 w/ Individual
Access Fund
ORGANIZATION9 w/ Sheldon·24 w/ Individual
JR
Jonathan Roome
PERSON26 w/ Sheldon·5 w/ Individual
Booz & Company
ORGANIZATION26 w/ Sheldon·5 w/ Individual
PB
Philippe VAN DEN BROEK
PERSON26 w/ Sheldon·5 w/ Individual
KA
Katie
PERSON26 w/ Sheldon·5 w/ Individual
Elena
PERSON26 w/ Sheldon·5 w/ Individual
LS
Louise Schoeman
PERSON26 w/ Sheldon·5 w/ Individual
Keogh
ORGANIZATION6 w/ Sheldon·24 w/ Individual
Access Fund Assets
ORGANIZATION5 w/ Sheldon·24 w/ Individual
Deloitte & Touche
ORGANIZATION24 w/ Sheldon·5 w/ Individual
University of Wisconsin-Madison
ORGANIZATION24 w/ Sheldon·5 w/ Individual