5
Shared Docs
5
Same-Page
5 / 5
Mentions
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
utsche Asset Management valuing, executing and monitoring secondary investments for the SOF Business. He began his career at UBS Investment Bank's Global Mergers & Acquisitions Investment Banking group. Aldrich received his BS in Finance, summa cum laude, from New York University's Stern School of Business. He is currently an MBA candidate
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
utsche Asset Management valuing, executing and monitoring secondary investments for the SOF Business. He began his career at UBS Investment Bank's Global Mergers & Acquisitions Investment Banking group. Aldrich received his BS in Finance, summa cum laude, from New York University's Stern School of Business. He is currently an MBA candidate
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
utsche Asset Management valuing, executing and monitoring secondary investments for the SOF Business. He began his career at UBS Investment Bank's Global Mergers & Acquisitions Investment Banking group. Aldrich received his BS in Finance, summa cum laude, from New York University's Stern School of Business. He is currently an MBA candidate
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
utsche Asset Management valuing, executing and monitoring secondary investments for the SOF Business. He began his career at UBS Investment Bank's Global Mergers & Acquisitions Investment Banking group. Aldrich received his BS in Finance, summa cum laude, from New York University's Stern School of Business. He is currently an MBA candidate
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
utsche Asset Management valuing, executing and monitoring secondary investments for the SOF Business. He began his career at UBS Investment Bank's Global Mergers & Acquisitions Investment Banking group. Aldrich received his BS in Finance, summa cum laude, from New York University's Stern School of Business. He is currently an MBA candidate
Entities connected to both Individual Plans and Global Mergers & Acquisitions Investment Banking
Gallo & Co.
ORGANIZATIONGlendower Capital
ORGANIZATIONAccess Fund Assets
ORGANIZATION
Madison
LOCATIONKeogh
ORGANIZATION
University of Oxford
ORGANIZATIONAldrich Chan
PERSON
New York University
ORGANIZATIONAldrich
PERSONAccess Fund
ORGANIZATIONGlobal Corporate Finance
ORGANIZATION
Deutsche Bank
ORGANIZATION
United States
LOCATIONDeirdre
PERSONthe London School of Economics
ORGANIZATION
Tufts University
ORGANIZATION
J. Robert Oppenheimer
PERSON
North America
LOCATION
Milan
LOCATIONFrancesco
PERSON