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Document Mentions (5 shared documents)
2 mentions1 same-page
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financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
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
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
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
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
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
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
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
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
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 J. Robert Oppenheimer and Individual Plans
Credit Suisse
ORGANIZATION148 w/ J.·5 w/ Individual
Julie K. Brown
PERSON138 w/ J.·5 w/ Individual
Liechtenstein
LOCATION107 w/ J.·5 w/ Individual
Glendower
LOCATION83 w/ J.·5 w/ Individual
Deutsche Bank
ORGANIZATION76 w/ J.·5 w/ Individual
United States
LOCATION60 w/ J.·5 w/ Individual
Prince Charles
PERSON58 w/ J.·5 w/ Individual
Milan
LOCATION55 w/ J.·5 w/ Individual
Tufts University
ORGANIZATION49 w/ J.·5 w/ Individual
CS
Charles Smith
PERSON47 w/ J.·5 w/ Individual
FR
Francesco
PERSON46 w/ J.·5 w/ Individual
CIBC Oppenheimer
ORGANIZATION46 w/ J.·5 w/ Individual
KW
Katherine Weaver
PERSON46 w/ J.·5 w/ Individual
General Electric
ORGANIZATION45 w/ J.·5 w/ Individual
DE
Deirdre
PERSON45 w/ J.·5 w/ Individual
Glendower Capital
ORGANIZATION45 w/ J.·5 w/ Individual
Joshua
PERSON45 w/ J.·5 w/ Individual
Paul Capital
ORGANIZATION42 w/ J.·5 w/ Individual
Gallo & Co.
ORGANIZATION34 w/ J.·5 w/ Individual
AC
Aldrich Chan
PERSON33 w/ J.·5 w/ Individual