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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
icas), responsible for managing the fundraising of alternative investment products. Before then, Joshua led fundraising and investor relations for Paul Capital, serving as Director of Investor Relations. Prior to Paul Capital, Joshua was a Director with Forum Capital, a boutique private equity placement g
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
icas), responsible for managing the fundraising of alternative investment products. Before then, Joshua led fundraising and investor relations for Paul Capital, serving as Director of Investor Relations. Prior to Paul Capital, Joshua was a Director with Forum Capital, a boutique private equity placement g
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
icas), responsible for managing the fundraising of alternative investment products. Before then, Joshua led fundraising and investor relations for Paul Capital, serving as Director of Investor Relations. Prior to Paul Capital, Joshua was a Director with Forum Capital, a boutique private equity placement g
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
icas), responsible for managing the fundraising of alternative investment products. Before then, Joshua led fundraising and investor relations for Paul Capital, serving as Director of Investor Relations. Prior to Paul Capital, Joshua was a Director with Forum Capital, a boutique private equity placement g
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
icas), responsible for managing the fundraising of alternative investment products. Before then, Joshua led fundraising and investor relations for Paul Capital, serving as Director of Investor Relations. Prior to Paul Capital, Joshua was a Director with Forum Capital, a boutique private equity placement g
Entities connected to both Individual Plans and Paul Capital
Glendower
LOCATION
J. Robert Oppenheimer
PERSON
Deutsche Bank
ORGANIZATIONGallo & Co.
ORGANIZATION
North America
LOCATION
United States
LOCATIONAccess Fund
ORGANIZATIONCIBC Oppenheimer
ORGANIZATIONGlendower Capital
ORGANIZATIONAccess Fund Assets
ORGANIZATIONthe London School of Economics
ORGANIZATION
Tufts University
ORGANIZATIONColumbia Business School
ORGANIZATION
Madison
LOCATIONCredit Risk Management
ORGANIZATION
University of Oxford
ORGANIZATIONFrancesco
PERSONAldrich
PERSONGlobal Corporate Finance
ORGANIZATION
University of Wisconsin-Madison
ORGANIZATION