2
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2
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6
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Organization referenced in documents
HOUSE_OVERSIGHT_012048 - HOUSE_OVERSIGHT_012101
al Investors LP (“Viking”) will back the firm through an investment by one of its investment funds. Financial terms were not disclosed. “The team at Rockefeller Financial Services has spent years building the highest-quality investment management firm for families and institutions,” said David Rockefeller, Jr., Chairman of RFS.
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EFTA00618153 Rockefeller Leadership Reuben Jeffery III is the President and Chief Executive Officer and a board member of Rockefeller & Co. and Rockefeller Financial Services, Inc. Prior to joining Rockefeller & Co. in 2010, Reuben was a Senior Adviser at the Center for Strategic & International Studies in Washington, D

George W. Bush
PersonPresident of the United States from 2001 to 2009

Rothschild
OrganizationEuropean banking and financial dynasty

MSCI ACWI
OrganizationAmerican financial service provider
the Russell Investment Group
OrganizationOrganization referenced in documents

David Westbrook
PersonGerman-born American legal expert

Tokyo
LocationCapital and largest city of Japan