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Document Mentions (5 shared documents)
2 mentions1 same-page
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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
ver 90% of non-market deal risk. Pursuing a portfolio construction according to a barbell approach adjusted to market cycles. Since inception, the SOF Team has completed around 58% of its transactions in Fund Secondaries and 42% in GP-led Secondaries and Single Asset Deals16 adjusting to focus on the f
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
ver 90% of non-market deal risk. Pursuing a portfolio construction according to a barbell approach adjusted to market cycles. Since inception, the SOF Team has completed around 58% of its transactions in Fund Secondaries and 42% in GP-led Secondaries and Single Asset Deals16 adjusting to focus on the f
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
ver 90% of non-market deal risk. Pursuing a portfolio construction according to a barbell approach adjusted to market cycles. Since inception, the SOF Team has completed around 58% of its transactions in Fund Secondaries and 42% in GP-led Secondaries and Single Asset Deals16 adjusting to focus on the f
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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
ver 90% of non-market deal risk. Pursuing a portfolio construction according to a barbell approach adjusted to market cycles. Since inception, the SOF Team has completed around 58% of its transactions in Fund Secondaries and 42% in GP-led Secondaries and Single Asset Deals16 adjusting to focus on the f
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
ver 90% of non-market deal risk. Pursuing a portfolio construction according to a barbell approach adjusted to market cycles. Since inception, the SOF Team has completed around 58% of its transactions in Fund Secondaries and 42% in GP-led Secondaries and Single Asset Deals16 adjusting to focus on the f
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Mutual Connections (151)
Entities connected to both Individual Plans and SOF Team
SOF IV
ORGANIZATION5 w/ Individual·31 w/ SOF
Bulgaria
LOCATION5 w/ Individual·29 w/ SOF
EO
Emilio Olmos
PERSON5 w/ Individual·28 w/ SOF
Access Fund
ORGANIZATION24 w/ Individual·9 w/ SOF
CS
Charles Smith
PERSON5 w/ Individual·28 w/ SOF
CC
Chi Cheung
PERSON5 w/ Individual·28 w/ SOF
Glendower Capital
ORGANIZATION5 w/ Individual·28 w/ SOF
Prince Charles
PERSON5 w/ Individual·28 w/ SOF
Keogh
ORGANIZATION24 w/ Individual·5 w/ SOF
AG
Adam Graev
PERSON5 w/ Individual·24 w/ SOF
Access Fund Assets
ORGANIZATION24 w/ Individual·5 w/ SOF
the Glendower SOF Team's
ORGANIZATION5 w/ Individual·24 w/ SOF
Glendower
LOCATION5 w/ Individual·12 w/ SOF
FR
Francesco
PERSON5 w/ Individual·11 w/ SOF
Julie K. Brown
PERSON5 w/ Individual·9 w/ SOF
United States
LOCATION5 w/ Individual·9 w/ SOF
Milan
LOCATION5 w/ Individual·9 w/ SOF
Cambridge University
ORGANIZATION5 w/ Individual·9 w/ SOF
Pretoria
LOCATION5 w/ Individual·9 w/ SOF
George Soros
PERSON5 w/ Individual·9 w/ SOF