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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
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
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
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
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
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
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
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
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
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
Entities connected to both iCapital Network and Atlas Advisors
iCapital
ORGANIZATION
Michael Shannon
PERSON
Stanton
PERSONiCapital Advisor's
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Credit Suisse
ORGANIZATIONJohn C. Robertshaw
PERSON
Virginia Giuffre
PERSONKidder, Peabody & Co.
ORGANIZATION
the University of Virginia
ORGANIZATIONNicholas Veronis
PERSONThe Boston Business Journal
ORGANIZATIONNewhouse Newspapers
ORGANIZATION
Trinity College
ORGANIZATIONNew Media Division
ORGANIZATION
University of Delaware
ORGANIZATIONEileen Alexanderson
PERSONEileen Duff Blalock
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North America
LOCATIONDistribution for iCapital Network
ORGANIZATIONFir Tree Partners
ORGANIZATION