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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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
2 mentions1 same-page
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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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
Sponsored
Mutual Connections (73)
Entities connected to both UBS Financial Services Inc and iCapital Network
iCapital
ORGANIZATION19 w/ UBS·55 w/ iCapital
Credit Suisse
ORGANIZATION19 w/ UBS·52 w/ iCapital
Michael Shannon
PERSON5 w/ UBS·52 w/ iCapital
Stanton
PERSON5 w/ UBS·52 w/ iCapital
JR
John C. Robertshaw
PERSON5 w/ UBS·23 w/ iCapital
Virginia Giuffre
PERSON5 w/ UBS·21 w/ iCapital
Kidder, Peabody & Co.
ORGANIZATION5 w/ UBS·21 w/ iCapital
the University of Virginia
ORGANIZATION5 w/ UBS·21 w/ iCapital
BlackRock, Inc.
ORGANIZATION19 w/ UBS·5 w/ iCapital
Group AG
ORGANIZATION19 w/ UBS·5 w/ iCapital
BNY Capital Corporation
ORGANIZATION19 w/ UBS·5 w/ iCapital
BlackRock
ORGANIZATION19 w/ UBS·5 w/ iCapital
Distribution for iCapital Network
ORGANIZATION5 w/ UBS·18 w/ iCapital
EA
Eileen Alexanderson
PERSON5 w/ UBS·18 w/ iCapital
EB
Eileen Duff Blalock
PERSON5 w/ UBS·18 w/ iCapital
University of Delaware
ORGANIZATION5 w/ UBS·18 w/ iCapital
North America
LOCATION5 w/ UBS·18 w/ iCapital
United States
LOCATION17 w/ UBS·3 w/ iCapital
Institutional Capital Network, Inc.
ORGANIZATION14 w/ UBS·3 w/ iCapital
U.S. Treasury
ORGANIZATION11 w/ UBS·3 w/ iCapital