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ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star- Ledger, and an associate in the New Media Division of Newhouse Newspapers. He holds a BA degree in economics from Trinity College and FINRA licenses Series 7, 79 and 63. Disciplinary Information M
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star- Ledger, and an associate in the New Media Division of Newhouse Newspapers. He holds a BA degree in economics from Trinity College and FINRA licenses Series 7, 79 and 63. Disciplinary Information M
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star- Ledger, and an associate in the New Media Division of Newhouse Newspapers. He holds a BA degree in economics from Trinity College and FINRA licenses Series 7, 79 and 63. Disciplinary Information M
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star- Ledger, and an associate in the New Media Division of Newhouse Newspapers. He holds a BA degree in economics from Trinity College and FINRA licenses Series 7, 79 and 63. Disciplinary Information M
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star- Ledger, and an associate in the New Media Division of Newhouse Newspapers. He holds a BA degree in economics from Trinity College and FINRA licenses Series 7, 79 and 63. Disciplinary Information M
Entities connected to both Fidelity and New Media Division

Credit Suisse
ORGANIZATIONiCapital
ORGANIZATIONNational Financial Services
ORGANIZATIONNicholas Veronis
PERSONNewhouse Newspapers
ORGANIZATION
Stanton
PERSONThe Boston Business Journal
ORGANIZATION
Michael Shannon
PERSON
Trinity College
ORGANIZATIONAtlas Advisors
ORGANIZATIONthe Securities and Exchange Commission
ORGANIZATIONiCapital Securities
ORGANIZATION
Virginia Giuffre
PERSON
North America
LOCATION
New York
LOCATION
BlackRock
ORGANIZATIONthe Investment Committee
ORGANIZATIONInvesco
ORGANIZATIONDaniel Vene
PERSONThis Brochure Supplement
ORGANIZATION