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preparation services. About Viking Viking Global Investors LP is a global investment firm founded in 1999, with offices in Greenwich, New York, San Francisco, Hong Kong and London. The firm manages approximately $25 billion in capital and uses fundamental analysis to select investments, primarily public an
Page: HOUSE_OVERSIGHT_012049 →ccounting and tax return preparation services. About Viking Viking Global Investors LP is a global investment firm founded in 1999, with offices in Greenwich, New York, San Francisco, Hong Kong and London. The firm manages approximately $25 billion in capital and uses fundamental analysis to select investm
Page: HOUSE_OVERSIGHT_012049 →Madrid. Key topics of discussion: 1 — OPEC / Saudi Policy - OPEC agreed to cut production by 1.2mb/d, along with 600kb/d from non-OPEC producers. Francisco believes Saudi’s key objective will be to push the oil forward curve into backwardation to 1)lower global refinery margins 2) lower prices for forwar
Page: HOUSE_OVERSIGHT_014695 →s Monthly. Research produced by the Commodities, Asset Allocation, and Global Derivatives teams has been recognized by Institutional Investor, Extel, Greenwich, Bloomberg, or Energy Risk, among others. Previously he was Head of Global Asset Allocation Research. Prior to joining Merrill Lynch, Blanch was an e
Page: HOUSE_OVERSIGHT_014695 →D BURKLE Client Y >50mm >lmm 2 n DBNTC 16 LEE, THOMAS H. RELATIONSHIP New York >500mm >50mm 2 17 SCHOTT, STEPHEN C. RELATIONSHIP Client Francisco >500mm >50mm 0 n 18 TSOKOPOULOS, ANGELO RELATIONSHIP Francisco >500mm >50mm >lmm 2 19 GOTTESMAN, NORM RELATIONSHIP (TOMS) New York >lbn
P RELATIONSHIP Chicago >500mm >50mm >lmm 1 24 KOCH, CHARLES RELATIONSHIP ago >500mm >50mm >lmm 0 25 ARNOLD, JOHN RELATIONSHIP (CENTAURUS) Greenwich >500mm >50mm >lmm 1 26 IZMIRLIAN FAMILY RELATIONSHIP Client York >500mm >50mm >lmm 2 Y 27 NAZARIAN FAMILY RELATIONSHIP Client Client Y
f Madrid. Key topics of discussion: 1— OPEC / Saudi Policy - OPEC agreed to cut production by 1.2mb/d, along with 600kb/d from non-OPEC producers. Francisco believes Saudi's key objective will be to push the oil forward curve into backwardation to 1)lower global refinery margins 2) lower prices for forwa
Monthly. Research produced by the Commodities, Asset Allocation, and Global Derivatives teams has been recognized by Institutional Investor, Extel, Greenwich, Bloomberg, or Energy Risk, among others. Previously he was Head of Global Asset Allocation Research. Prior to joining Merrill Lynch, Blanch was an
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