HOUSE_OVERSIGHT_012049.jpg
988 KB
Extraction Summary
7
People
10
Organizations
5
Locations
1
Events
4
Relationships
4
Quotes
Document Information
Type:
Press release / corporate announcement (fragment)
File Size:
988 KB
Summary
This document is a fragment of a press release or corporate announcement detailing a transaction between Rockefeller Financial Services (RFS) and Viking Global Investors LP to form a new firm. It lists the incoming board members, including David Rockefeller Jr. and Brian Kaufmann, and outlines the financial scale of both entities, with RFS advising $16.2 billion and Viking managing $25 billion. The document identifies legal and financial advisors for both parties and provides media contact information for Teneo Strategy and Vested. It bears a 'HOUSE_OVERSIGHT' Bates stamp.
People (7)
| Name | Role | Context |
|---|---|---|
| Mr. Fleming | Board Member |
Member of the board of the new firm
|
| David Rockefeller, Jr. | Board Member |
Member of the board of the new firm
|
| Peter M. O’Neill | Board Member |
Member of the board of the new firm
|
| Reuben Jeffery III | Board Member |
Member of the board of the new firm
|
| Brian Kaufmann | Board Member |
Member of the board of the new firm (representing Viking)
|
| Stephen Cohen | Media Contact |
Contact for Teneo Strategy
|
| Binna Kim | Media Contact |
Contact for Vested
|
Timeline (1 events)
First quarter of next year
Expected closing of transaction between RFS and Viking
N/A
Locations (5)
| Location | Context |
|---|---|
Relationships (4)
Forming a 'new firm' together, transaction expected to close next year.
financial advisor to RFS
legal advisor to RFS
legal advisor to Viking
Key Quotes (4)
"The board of the new firm will include Mr. Fleming, David Rockefeller, Jr., Peter M. O’Neill, Reuben Jeffery III, and Brian Kaufmann of Viking."Source
HOUSE_OVERSIGHT_012049.jpg
Quote #1
"Ardea Partners acted as the financial advisor to RFS, and Willkie Farr & Gallagher LLP was the legal advisor to RFS."Source
HOUSE_OVERSIGHT_012049.jpg
Quote #2
"Paul, Weiss, Rifkind, Wharton & Garrison LLP was the legal advisor to Viking."Source
HOUSE_OVERSIGHT_012049.jpg
Quote #3
"As of June 30, 2017, Rockefeller & Co. has approximately $16.2 billion in assets under advisement"Source
HOUSE_OVERSIGHT_012049.jpg
Quote #4
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document