Document Mentions (4 shared documents)

EFTA00666992

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leading portfolio management platforms Orion and Black Diamond, inStream is now heavily engaged in joint

ee trial basis. • The first quarter included subscription renewals for the first time. 94% of existing seats renewed their subscriptions including Mercer. • Advisors from Buckingham Asset Management and BAM Advisor Services ($25 billion AUM/2,000 seats) will start utilizing inStream at the end of th

profile and strength of two of our key partners/clients. • Competitors/Peers o On February 2, inStream competitor eMoney , who we displaced at Mercer, announced its acquisition by Fidelity for $270 million. o On March 25, virtual financial advisory platform Leamvest ( announced its acquisition

EFTA00260609

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hairman Ronald Perelman. real-estate tycoon Leon Black. former Mi- crosoft executive Nathan Myhnold. Tom

ne with him at his home—they include newspaper publisher Mon Zuckerman. banker Louis Ranieri. Revlon chairman Ronald Perelman. real-estate tycoon Leon Black. former Mi- crosoft executive Nathan Myhnold. Tom Pritzker (of Hyatt Hotels). and real-estate I•• • vaN "V tA.t A ZCH 2003 EFTA00260613 per

ohnson. New York Post. New York, N.Y.: Dec 28, 2003. pg. 012 Abstract (Document Summary) ANDRE BALAZS, 46. The ever-smiling hotelier - who owns The Mercer in Soho, Chateau Marmont and the Standard in L.A., the Raleigh in Miami, Sunset Beach on Shelter lasland, and a new place in St. Barts -just split

EFTA01713378

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n of Criminal Defense Lawyers. Miami lawyer Roy Black — who became nationally known when he successfu

Johnson. New York Post. New York N.Y.: Dec 28, 2003. pg. 012 Abstract (Document Summary) ANDRE BALAZS, 46. The ever-smiling hotelier - who owns The Mercer in Soho, Chateau Marmont and the Standard in L.A., the Raleigh in Miami, Sunset Beach on Shelter lasland, and a new place in St. Barts -just split