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Document Mentions (5 shared documents)
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Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
summary of strengths and weaknesses. The due diligence report is presented to iCapital's Investment Committee for approval and a unanimous vote of the Investment Committee is required for any investment opportunity to be marketed to our network. Bottom-up Diligence (Hedge Funds): The Hedge Fund Private Access Fund s
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
summary of strengths and weaknesses. The due diligence report is presented to iCapital's Investment Committee for approval and a unanimous vote of the Investment Committee is required for any investment opportunity to be marketed to our network. Bottom-up Diligence (Hedge Funds): The Hedge Fund Private Access Fund s
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
summary of strengths and weaknesses. The due diligence report is presented to iCapital's Investment Committee for approval and a unanimous vote of the Investment Committee is required for any investment opportunity to be marketed to our network. Bottom-up Diligence (Hedge Funds): The Hedge Fund Private Access Fund s
Sponsored
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
summary of strengths and weaknesses. The due diligence report is presented to iCapital's Investment Committee for approval and a unanimous vote of the Investment Committee is required for any investment opportunity to be marketed to our network. Bottom-up Diligence (Hedge Funds): The Hedge Fund Private Access Fund s
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
summary of strengths and weaknesses. The due diligence report is presented to iCapital's Investment Committee for approval and a unanimous vote of the Investment Committee is required for any investment opportunity to be marketed to our network. Bottom-up Diligence (Hedge Funds): The Hedge Fund Private Access Fund s
Sponsored
Mutual Connections (69)
Entities connected to both UBS Financial Services Inc and the Investment Committee
BNY Capital Corporation
ORGANIZATION19 w/ UBS·5 w/ the
BlackRock, Inc.
ORGANIZATION19 w/ UBS·5 w/ the
Credit Suisse
ORGANIZATION19 w/ UBS·5 w/ the
BlackRock
ORGANIZATION19 w/ UBS·5 w/ the
iCapital
ORGANIZATION19 w/ UBS·5 w/ the
Group AG
ORGANIZATION19 w/ UBS·5 w/ the
the Securities and Exchange Commission
ORGANIZATION6 w/ UBS·6 w/ the
Fidelity
ORGANIZATION5 w/ UBS·7 w/ the
Samantha Power
PERSON10 w/ UBS·2 w/ the
North America
LOCATION5 w/ UBS·6 w/ the
EA
Eileen Alexanderson
PERSON5 w/ UBS·5 w/ the
National Financial Services
ORGANIZATION5 w/ UBS·5 w/ the
Hollywood Blvd
LOCATION5 w/ UBS·5 w/ the
Eaton Partners
ORGANIZATION5 w/ UBS·5 w/ the
Kidder, Peabody & Co.
ORGANIZATION5 w/ UBS·5 w/ the
The Boston Business Journal
ORGANIZATION5 w/ UBS·5 w/ the
Gen II
ORGANIZATION5 w/ UBS·5 w/ the
Dislocation Opportunities Access Fund
ORGANIZATION5 w/ UBS·5 w/ the
iCapital Network
ORGANIZATION5 w/ UBS·5 w/ the
Liquidity of Investments
ORGANIZATION5 w/ UBS·5 w/ the