Epstein Index›Documents›EFTA01354798
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01354798: Memorandum, Perform and Controlled (DS10)

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Investment management agreement document referencing Gerald Ford investment management and iCapital's Form ADV. The document discusses investor fiduciary responsibilities, partnership risks, fees, conflicts of interest, and compensation arrangements. It addresses insurance carrier qualifications and affiliate relationships, though direct connection to Epstein is unclear from the excerpt.

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PersonKeyword
Excerpt 1
GLDUS125 Gerald Ford investment management agreement, if any, the **Memorandum**, and/or iCapital's Form ADV; (8) the Investor Fiduciary has carefully reviewed
Excerpt 2
various risks of an investment in the Partnership, as well as the fees and conflicts of interest to which the Partnership is subject, as set forth in the **Memorandum**
Excerpt 3
) any person or entity which will receive compensation, directly or indirectly, from the Partnership, as specifically identified and described in the **Memorandum**

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