5
Shared Docs
5
Same-Page
5 / 5
Mentions
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
Entities connected to both National Financial Services and PREA and NCREIF
iCapital
ORGANIZATION
Fidelity
ORGANIZATION
Michael Shannon
PERSONEaton Partners
ORGANIZATION
Stanton
PERSONDaniel Vene
PERSONFir Tree Partners
ORGANIZATIONiCapital Securities
ORGANIZATION
the University of Virginia
ORGANIZATION
BlackRock
ORGANIZATION
New York
LOCATIONUBS Financial Services Inc
ORGANIZATIONEileen Alexanderson
PERSONHollywood Blvd
LOCATIONthe Investment Committee
ORGANIZATIONKidder, Peabody & Co.
ORGANIZATIONGroup AG
ORGANIZATIONThe Boston Business Journal
ORGANIZATIONGen II
ORGANIZATIONDislocation Opportunities Access Fund
ORGANIZATION