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Document Mentions (5 shared documents)
2 mentions1 same-page
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plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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 (68)
Entities connected to both National Financial Services and the Investment Committee
Fidelity
ORGANIZATION50 w/ National·7 w/ the
iCapital
ORGANIZATION47 w/ National·5 w/ the
North America
LOCATION5 w/ National·6 w/ the
the Securities and Exchange Commission
ORGANIZATION5 w/ National·6 w/ the
Michael Shannon
PERSON5 w/ National·5 w/ the
Trinity College
ORGANIZATION5 w/ National·5 w/ the
Invesco
ORGANIZATION5 w/ National·5 w/ the
Reliance
ORGANIZATION5 w/ National·5 w/ the
Credit Suisse
ORGANIZATION5 w/ National·5 w/ the
the University of Virginia
ORGANIZATION5 w/ National·5 w/ the
BlackRock
ORGANIZATION5 w/ National·5 w/ the
New York
LOCATION5 w/ National·5 w/ the
UBS Financial Services Inc
ORGANIZATION5 w/ National·5 w/ the
EA
Eileen Alexanderson
PERSON5 w/ National·5 w/ the
Hollywood Blvd
LOCATION5 w/ National·5 w/ the
Eaton Partners
ORGANIZATION5 w/ National·5 w/ the
Kidder, Peabody & Co.
ORGANIZATION5 w/ National·5 w/ the
Group AG
ORGANIZATION5 w/ National·5 w/ the
The Boston Business Journal
ORGANIZATION5 w/ National·5 w/ the
North, Dislocation
LOCATION5 w/ National·5 w/ the