EFTA01480442.pdf PDF
Investment Management: r Low r Medium r High Funds: r Low r Medium r High Other: r Low r Medium r High Transaction Profile/Expected Account Activity Ch…
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EFTA01480933.pdf PDF
(Investment Mgmt. / Trust) r Yes & No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes a No Required Security Services Checks Security Search Type: Full Note for Security Services: Please update with any new information since the…
EFTA01385680.pdf PDF
• DB WM — Regional Investment Committee Tactical Asset Allocation Changes — July 12, 2016 o Provides the rationale behind the tactical asset allocation changes resulting from the RIC - Americas meeting on July 12: • Decrease exposure to European Equities (Unhedged) by 2.0…
EFTA01379958.pdf PDF
Bill Gates Investments Kirkland WA 98033 United States of America 0/0/00 0/0/00 Unspecified B.G.I. "Cascade Ben Graves Former JPM derivs BGI holds large single stock posi…
EFTA01376173.pdf PDF
designated in writing by the Investment Manager on behalf of the Issuer (with a copy to the Trustee). "Moody's Industry Classification Group": Any of the Moody's classification groups set forth in Schedule A, and/or any classification groups…
EFTA02691355.pdf PDF
NYC Mayor's Office of Pensions & Investments Assessing and Mitigating Risks in Today's Market Environment Impact on Institution…
EFTA01363155.pdf PDF
If Yes (c) Does the A "defined investment policy- females a set of non-discretionary criteria for the counterparty investment of the raised capital as opposed to a more general business strategy or the have a defined financing of general…
EFTA01379897.pdf PDF
Michael Marron Normal False Normal Aurora Investment Mgmt "300 North Lasalle Street, 52nd Floor" Chicago IL 60654 United States of America 0/0/00 0/0/00 Unspecified A.I.M. "David Kuenzi, Partne…
EFTA01077928.pdf PDF
MBZ & Related Entities Polk Assisted Investment Returns: Inception through 2012 Annualized FimipaAR_ m eturns (since inception) 8.64% HFRI FOF Index lover same time period) 0.77% 2/initials …
EFTA01379924.pdf PDF
"Eric M. Shelton Sr Investment Officer Toll Family Office Toll Brothers, Inc. Horsham, PA 19044 CS Borker - David Tracy (CHI) Normal False Normal Ranger Capital 0/0/00 0/0/00 Unspecified R.C. …
EFTA01459576.pdf PDF
Review of 2015 Themes Total Score for 2015 = 90% Investment Theme Investment Theme Grade Rationale …
EFTA01388581.pdf PDF
…policy .ettrarCa Edtt
EFTA01480928.pdf PDF
Personal accounts are typically funded from Jeffrey Epstein's investment entity and then Mr. Epstein disburses money to various other accounts used in support of his homes, legal fees, insurance, etc. Ok to approve. 4th Quality Review Comment: Bonnie K…
EFTA01356652.pdf PDF
b) East Coast Business Manager - Armen Brash c) Investment Advisory - Mary Keaveney d) Fixed Income - Ron Colonna, James (Jim) Donofrio High Risk Media Policy Below attached is the High Risk Media Policy for Financial and Non-Financial 'transactions Snlittine Transaction…
EFTA01377071.pdf PDF
CIO Insights -August 2016 Glossary 19 Global Industry Classification Standard Real Estate Investment Trust (REIT) The Global Industry Classification Standard was A Real Estate Investment Trust (REIT) invests in and developed by Standard and Poor's…
EFTA01458975.pdf PDF
8 December 2015 World Outlook 2016: Managing with less liquidity Countries' recent investment performances also allow us to identify the most challenging macroeconomic outlooks in the region, led again by Brazil and Argentina, but including also the special case of…
EFTA01582859.pdf PDF
DDA/MMIA: 6 Low r Medium r High SDI: 6 Low r Medium r High Investment Management: ✓ Low r Medium C High Funds: ✓ Low r Medium r High Other: …
EFTA00296134.pdf PDF
Summary of Can:elation o12 Policies Policy I: Cedanirood 7702(g): 5500.006368 Intial Investment: Subsequent annual Femme. to land Cost of Insurance Policy 2: KIngswood 77021x1:3500062.000 Total Investment: Single Pay Premium CombMed Friction Cost at Average LE…
EFTA01362624.pdf PDF
approval COLINA INSURANCE David KCP ACO 1007668198 US LIMITED Posen US GM RED approval EQUITY INVESTMENTS Xavier KCP ACO 1009171312 GB …
EFTA01378305.pdf PDF
INTERNAL USE ONLY DO NOT DISTRIBUTE IN PART OR IN WHOLE Security Index (cont'd) Structured Credit Region Last Update Added Removed Investment Theme Industry Is 1444 U.S.…
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