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Document Mentions (5 shared documents)
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17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
sactions globally. Rafael graduated from Bucknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and m
2 mentions1 same-page
Page ?Same page
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
sactions globally. Rafael graduated from Bucknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and m
2 mentions1 same-page
Page ?Same page
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
sactions globally. Rafael graduated from Bucknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and m
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2 mentions1 same-page
Page ?Same page
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
sactions globally. Rafael graduated from Bucknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and m
2 mentions1 same-page
Page ?Same page
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
sactions globally. Rafael graduated from Bucknell University with a Bachelor of Science in Civil Engineering and a Bachelor of Management in 2015. Sheldon Lee (26), Analyst. Based in London, Sheldon supports the transaction team across all secondary investment related functions, including evaluation and m
Sponsored
Mutual Connections (151)
Entities connected to both Individual Plans and Sheldon Lee
Glendower
LOCATION5 w/ Individual·37 w/ Sheldon
LS
Louise Schoeman
PERSON5 w/ Individual·37 w/ Sheldon
Credit Suisse
ORGANIZATION5 w/ Individual·31 w/ Sheldon
Keogh
ORGANIZATION24 w/ Individual·5 w/ Sheldon
Access Fund Assets
ORGANIZATION24 w/ Individual·5 w/ Sheldon
PB
Philippe VAN DEN BROEK
PERSON5 w/ Individual·24 w/ Sheldon
Access Fund
ORGANIZATION24 w/ Individual·5 w/ Sheldon
JR
Jonathan Roome
PERSON5 w/ Individual·23 w/ Sheldon
Cornell University
ORGANIZATION5 w/ Individual·22 w/ Sheldon
The Carlyle Group
ORGANIZATION5 w/ Individual·22 w/ Sheldon
Michael Douglas
PERSON5 w/ Individual·22 w/ Sheldon
GT
Grant Thornton
PERSON5 w/ Individual·22 w/ Sheldon
SH
Sheldon
PERSON5 w/ Individual·22 w/ Sheldon
Elena
PERSON5 w/ Individual·22 w/ Sheldon
Pretoria
LOCATION5 w/ Individual·22 w/ Sheldon
University of Chicago Booth School of Business
ORGANIZATION5 w/ Individual·22 w/ Sheldon
Industrial Engineering
ORGANIZATION5 w/ Individual·22 w/ Sheldon
Booz & Company
ORGANIZATION5 w/ Individual·22 w/ Sheldon
RA
Rafael
PERSON5 w/ Individual·22 w/ Sheldon
DO
Douglas O'Connell
PERSON5 w/ Individual·22 w/ Sheldon