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ard. In the fourth stage, iCapital proceeds with a diligence deep dive. iCapital makes all investment and fund selection decisions but has engaged Castle Hall Alternatives Inc. ("Castle Hall") to assist in hedge fund due diligence. Castle Hall performs an independent evaluation of the manager from an investment and opera
ar industry or industries, such as workforce shortages or increased production costs and competitive conditions within an industry. Investments in Non-U.S. Issuers. Certain Funds invest in equity and equity related securities of foreign issuers, depository receipts and other securities or instruments that rep
ard. In the fourth stage, iCapital proceeds with a diligence deep dive. iCapital makes all investment and fund selection decisions but has engaged Castle Hall Alternatives Inc. ("Castle Hall") to assist in hedge fund due diligence. Castle Hall performs an independent evaluation of the manager from an investment and opera
ar industry or industries, such as workforce shortages or increased production costs and competitive conditions within an industry. Investments in Non-U.S. Issuers. Certain Funds invest in equity and equity related securities of foreign issuers, depository receipts and other securities or instruments that rep
ard. In the fourth stage, iCapital proceeds with a diligence deep dive. iCapital makes all investment and fund selection decisions but has engaged Castle Hall Alternatives Inc. ("Castle Hall") to assist in hedge fund due diligence. Castle Hall performs an independent evaluation of the manager from an investment and opera
ar industry or industries, such as workforce shortages or increased production costs and competitive conditions within an industry. Investments in Non-U.S. Issuers. Certain Funds invest in equity and equity related securities of foreign issuers, depository receipts and other securities or instruments that rep
ard. In the fourth stage, iCapital proceeds with a diligence deep dive. iCapital makes all investment and fund selection decisions but has engaged Castle Hall Alternatives Inc. ("Castle Hall") to assist in hedge fund due diligence. Castle Hall performs an independent evaluation of the manager from an investment and opera
ar industry or industries, such as workforce shortages or increased production costs and competitive conditions within an industry. Investments in Non-U.S. Issuers. Certain Funds invest in equity and equity related securities of foreign issuers, depository receipts and other securities or instruments that rep
ard. In the fourth stage, iCapital proceeds with a diligence deep dive. iCapital makes all investment and fund selection decisions but has engaged Castle Hall Alternatives Inc. ("Castle Hall") to assist in hedge fund due diligence. Castle Hall performs an independent evaluation of the manager from an investment and opera
ar industry or industries, such as workforce shortages or increased production costs and competitive conditions within an industry. Investments in Non-U.S. Issuers. Certain Funds invest in equity and equity related securities of foreign issuers, depository receipts and other securities or instruments that rep
Entities connected to both Castle Hall Alternatives Inc. and Non-U.S. Issuers
iCapital
ORGANIZATIONthe iCapital Investment Committee
ORGANIZATIONThe Hedge Fund Private Access Fund
ORGANIZATIONthe Securities and Exchange Commission
ORGANIZATION
Michael Shannon
PERSON
Trinity College
ORGANIZATIONInvesco
ORGANIZATION
North America
LOCATIONReliance
ORGANIZATION
Credit Suisse
ORGANIZATION
the University of Virginia
ORGANIZATION
BlackRock
ORGANIZATION
Fidelity
ORGANIZATION
New York
LOCATIONUBS Financial Services Inc
ORGANIZATIONEileen Alexanderson
PERSONNational Financial Services
ORGANIZATIONHollywood Blvd
LOCATIONEaton Partners
ORGANIZATIONthe Investment Committee
ORGANIZATION