3
Shared Docs
3
Same-Page
3 / 3
Mentions
3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top
L/S Hedge Fund is a high conviction portfolio of approximately 100 - 180 names across all market capitalizations. The Fund is primarily invested in Pan European companies with a target net exposure of -30% to +40%. BlackRock employs a bottom-up, fundamental approach with a strong macro overlay when construct
funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Fo
n L/S Hedge Fund is a high conviction portfolio of approximately 100- 180 names across all market capitalizations. The Fund is primarily invested in Pan European companies with a target net exposure of -30% to +40%. BlackRock employs a bottom-up, fundamental approach with a strong macro overlay when construct
ackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Adviso
n L/S Hedge Fund is a high conviction portfolio of approximately 100- 180 names across all market capitalizations. The Fund is primarily invested in Pan European companies with a target net exposure of -30% to +40%. BlackRock employs a bottom-up, fundamental approach with a strong macro overlay when construct
Entities connected to both UBS Private Wealth Management and Pan European

Millennium
ORGANIZATION
McNamara
PERSONChristopher
PERSONWalker
PERSONPrivate Wealth Management Teams
ORGANIZATIONBarron's Top 50
ORGANIZATIONThe European L/S Hedge Fund
ORGANIZATIONScott Borgerson'
PERSONSean J. McNamara
PERSONthe Blackrock European Long/Short Fund
ORGANIZATION
Blackrock
LOCATIONMatthew R. Klein
PERSON