Epstein File EFTA01389178: Endowment and Arrangement (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01389178: Endowment and Arrangement (DS10)

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excerpts

This document is an excerpt from investment adviser disclosure materials referencing Georgetown University Endowment and iCapital Advisors, LLC. It discusses how compensation arrangements may incentivize registered investment advisers or placement agents to recommend interests to investors, and references Form ADV Part 2A and Code of Ethics compliance. No specific dates or financial amounts are provided in the excerpt.

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🔑 Evidence Keywords

arrangement endowment university endowment

📋 Key Excerpts2

PersonKeyword

Excerpt 1

Any such **arrangement** may incentivize a registered investment adviser or placement agent to recommend the interests to investors where they might not otherwise

Excerpt 2

GLDUS133 Georgetown University **Endowment** iCapital Advisors, LLC Form ADV Part 2A consistent with the Code of Ethics; and Employees should not take inappropriate