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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
standards and prohibited transaction rules referred to above would apply to the Access Fund's holdings and the General Partner's ability to invest Access Fund Assets. The Access Fund's Assets will not be treated as "plan assets" of a Plan, however, if investment by "benefit plan investors" (as defined in ERISA)
2 mentions1 same-page
Page ?Same page
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
standards and prohibited transaction rules referred to above would apply to the Access Fund's holdings and the General Partner's ability to invest Access Fund Assets. The Access Fund's Assets will not be treated as "plan assets" of a Plan, however, if investment by "benefit plan investors" (as defined in ERISA)
2 mentions1 same-page
Page ?Same page
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
standards and prohibited transaction rules referred to above would apply to the Access Fund's holdings and the General Partner's ability to invest Access Fund Assets. The Access Fund's Assets will not be treated as "plan assets" of a Plan, however, if investment by "benefit plan investors" (as defined in ERISA)
Sponsored
2 mentions1 same-page
Page ?Same page
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
standards and prohibited transaction rules referred to above would apply to the Access Fund's holdings and the General Partner's ability to invest Access Fund Assets. The Access Fund's Assets will not be treated as "plan assets" of a Plan, however, if investment by "benefit plan investors" (as defined in ERISA)
2 mentions1 same-page
Page ?Same page
financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Jos
standards and prohibited transaction rules referred to above would apply to the Access Fund's holdings and the General Partner's ability to invest Access Fund Assets. The Access Fund's Assets will not be treated as "plan assets" of a Plan, however, if investment by "benefit plan investors" (as defined in ERISA)
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Mutual Connections (151)
Entities connected to both J. Robert Oppenheimer and Access Fund Assets
Credit Suisse
ORGANIZATION148 w/ J.·5 w/ Access
Julie K. Brown
PERSON138 w/ J.·5 w/ Access
Liechtenstein
LOCATION107 w/ J.·5 w/ Access
Glendower
LOCATION83 w/ J.·5 w/ Access
Deutsche Bank
ORGANIZATION76 w/ J.·5 w/ Access
United States
LOCATION60 w/ J.·5 w/ Access
Prince Charles
PERSON58 w/ J.·5 w/ Access
Milan
LOCATION55 w/ J.·5 w/ Access
Tufts University
ORGANIZATION49 w/ J.·5 w/ Access
CS
Charles Smith
PERSON47 w/ J.·5 w/ Access
FR
Francesco
PERSON46 w/ J.·5 w/ Access
CIBC Oppenheimer
ORGANIZATION46 w/ J.·5 w/ Access
KW
Katherine Weaver
PERSON46 w/ J.·5 w/ Access
General Electric
ORGANIZATION45 w/ J.·5 w/ Access
DE
Deirdre
PERSON45 w/ J.·5 w/ Access
Glendower Capital
ORGANIZATION45 w/ J.·5 w/ Access
Joshua
PERSON45 w/ J.·5 w/ Access
Paul Capital
ORGANIZATION42 w/ J.·5 w/ Access
Gallo & Co.
ORGANIZATION34 w/ J.·5 w/ Access
AC
Aldrich Chan
PERSON33 w/ J.·5 w/ Access