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Document Mentions (5 shared documents)
2 mentions1 same-page
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ourcing and deal selection process. A wide funnel and a narrow filter.47 Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • Close private banking relationships: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive top
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
ourcing and deal selection process. A wide funnel and a narrow filter.47 Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • Close private banking relationships: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive top
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
ourcing and deal selection process. A wide funnel and a narrow filter.47 Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • Close private banking relationships: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive top
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
ourcing and deal selection process. A wide funnel and a narrow filter.47 Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • Close private banking relationships: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive top
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
ourcing and deal selection process. A wide funnel and a narrow filter.47 Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • Close private banking relationships: DB Wealth Management, Raymond James, Alex Brown • Law firms, sourcing agents, banks Proactive top
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 Advisory Board and Individual Plans
Glendower
LOCATION45 w/ Advisory·5 w/ Individual
Julie K. Brown
PERSON42 w/ Advisory·5 w/ Individual
SOF IV
ORGANIZATION28 w/ Advisory·5 w/ Individual
Access Fund
ORGANIZATION9 w/ Advisory·24 w/ Individual
Access Fund Assets
ORGANIZATION5 w/ Advisory·24 w/ Individual
Keogh
ORGANIZATION5 w/ Advisory·24 w/ Individual
United States
LOCATION15 w/ Advisory·5 w/ Individual
North America
LOCATION15 w/ Advisory·5 w/ Individual
Cambridge University
ORGANIZATION14 w/ Advisory·5 w/ Individual
J. Robert Oppenheimer
PERSON14 w/ Advisory·5 w/ Individual
Prince Charles
PERSON12 w/ Advisory·5 w/ Individual
University of Oxford
ORGANIZATION12 w/ Advisory·5 w/ Individual
Michael Douglas
PERSON11 w/ Advisory·5 w/ Individual
Madison
LOCATION10 w/ Advisory·5 w/ Individual
Glendower Capital
ORGANIZATION10 w/ Advisory·5 w/ Individual
Norway
LOCATION10 w/ Advisory·5 w/ Individual
Western Europe
LOCATION10 w/ Advisory·5 w/ Individual
Cowen & Co.
ORGANIZATION9 w/ Advisory·5 w/ Individual
Global Corporate Finance
ORGANIZATION9 w/ Advisory·5 w/ Individual
EO
Emilio Olmos
PERSON9 w/ Advisory·5 w/ Individual