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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
a Director with Forum Capital, a boutique private equity placement group. Joshua began his career as a financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Joshua holds a BS from Tufts University. Francesco Rigamonti (46), Senior Advisor. Based in Milan, Fra
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
a Director with Forum Capital, a boutique private equity placement group. Joshua began his career as a financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Joshua holds a BS from Tufts University. Francesco Rigamonti (46), Senior Advisor. Based in Milan, Fra
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
a Director with Forum Capital, a boutique private equity placement group. Joshua began his career as a financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Joshua holds a BS from Tufts University. Francesco Rigamonti (46), Senior Advisor. Based in Milan, Fra
Sponsored
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
a Director with Forum Capital, a boutique private equity placement group. Joshua began his career as a financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Joshua holds a BS from Tufts University. Francesco Rigamonti (46), Senior Advisor. Based in Milan, Fra
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
a Director with Forum Capital, a boutique private equity placement group. Joshua began his career as a financial analyst in investment banking at CIBC Oppenheimer, and its predecessor, Oppenheimer & Co, Inc. Joshua holds a BS from Tufts University. Francesco Rigamonti (46), Senior Advisor. Based in Milan, Fra
Sponsored
Mutual Connections (151)
Entities connected to both Individual Plans and CIBC Oppenheimer
J. Robert Oppenheimer
PERSON5 w/ Individual·46 w/ CIBC
United States
LOCATION5 w/ Individual·46 w/ CIBC
Glendower
LOCATION5 w/ Individual·45 w/ CIBC
Glendower Capital
ORGANIZATION5 w/ Individual·41 w/ CIBC
Milan
LOCATION5 w/ Individual·41 w/ CIBC
FR
Francesco
PERSON5 w/ Individual·41 w/ CIBC
DE
Deirdre
PERSON5 w/ Individual·41 w/ CIBC
Tufts University
ORGANIZATION5 w/ Individual·41 w/ CIBC
Joshua
PERSON5 w/ Individual·41 w/ CIBC
Deutsche Bank
ORGANIZATION5 w/ Individual·41 w/ CIBC
Gallo & Co.
ORGANIZATION5 w/ Individual·30 w/ CIBC
Paul Capital
ORGANIZATION5 w/ Individual·28 w/ CIBC
North America
LOCATION5 w/ Individual·28 w/ CIBC
Access Fund
ORGANIZATION24 w/ Individual·9 w/ CIBC
Keogh
ORGANIZATION24 w/ Individual·5 w/ CIBC
AC
Aldrich Chan
PERSON5 w/ Individual·24 w/ CIBC
DB
Devrup Banerjee
PERSON5 w/ Individual·24 w/ CIBC
KW
Katherine Weaver
PERSON5 w/ Individual·24 w/ CIBC
Global Mergers & Acquisitions Investment Banking
ORGANIZATION5 w/ Individual·24 w/ CIBC
The George Washington University
ORGANIZATION5 w/ Individual·24 w/ CIBC