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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
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
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
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
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
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
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
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
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
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
Entities connected to both iCapital Network and Medium-Sized Companies Investing
iCapital
ORGANIZATION
Stanton
PERSON
Michael Shannon
PERSON
Credit Suisse
ORGANIZATIONJohn C. Robertshaw
PERSON
Virginia Giuffre
PERSON
the University of Virginia
ORGANIZATIONKidder, Peabody & Co.
ORGANIZATION
North America
LOCATIONEileen Alexanderson
PERSONEileen Duff Blalock
PERSONDistribution for iCapital Network
ORGANIZATION
University of Delaware
ORGANIZATION
Emerging Markets
ORGANIZATIONthe Securities and Exchange Commission
ORGANIZATION
Trinity College
ORGANIZATIONInvesco
ORGANIZATIONReliance
ORGANIZATION
BlackRock
ORGANIZATION
Fidelity
ORGANIZATION