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Organization referenced in documents
EFTA01301114
Equity Hedge Funds • PE ■ US Fixed Income • Non-US Fixed Income Cash SE Study 3: Non-U.S. Family b400MM of illiquid commercial real estate Real Asset Group Cassie Turley Incorporate Tactrcol Sh:fts 3% Invest ,n Word Class Morey Managers 13% 63643/44...... 11% SO% 7% 3% ■ Real Estate • Restric
EFTA02693048
Manage Risk of Concentrated Assets Generate liquidity 10% Ss: 3 I % 6% 10% 13,91rilik 3% 10% 3% 2% s% 13% 3% 3% 8% 4% 10% real estate Real Asset Group Cassie Turley Incorporate Tactical Shifts Invest in World Class Money Managers 13%1 2% sissa.....„ 50% 7% 3% • US Equity •International Equ

Marc Rich
PersonAmerican commodities trader (1934–2013)

Prince Charles
PersonKing of the United Kingdom and other Commonwealth realms since 2022 (born 1948)

JPMorgan Chase
OrganizationAmerican multinational banking and financial services holding company

Warren Buffett
PersonAmerican investor, entrepreneur and businessman

Robert Gates
PersonCIA director, U.S. Secretary of Defense, and university president

Condoleezza Rice
PersonAmerican diplomat and political scientist (born 1954)
Calvert
OrganizationOrganization referenced in documents

Melinda Gates
PersonAmerican philanthropist

Susan Rice
PersonAmerican diplomat and policy advisor (born 1964)
Michael Cembalest
PersonPerson referenced in documents

Anthony Lake
PersonAmerican academic and diplomat

Philanthropy
OrganizationAmerican magazine focused on philanthropy

Bill & Melinda Gates Foundation
OrganizationPhilanthropic foundation founded by Bill and Melinda Gates
Janine Racanelli
PersonPerson referenced in documents
Gavea Investimentos
PersonPerson referenced in documents
George Kaiser
PersonPerson referenced in documents
Brian Carlin
PersonName reference in documents

Indra K. Nooyi
PersonName reference in documents
Seth Berkley
PersonPerson referenced in documents
Gates & J.P. Morgan Charitable
OrganizationOrganization referenced in documents