HOUSE_OVERSIGHT_012100.jpg
2.03 MB
Extraction Summary
4
People
10
Organizations
1
Locations
1
Events
2
Relationships
3
Quotes
Document Information
Type:
News article / web printout
File Size:
2.03 MB
Summary
This document is a printout of a Barron's article dated November 14, 2017, titled 'An Inside Look at Rockefeller & Co'. It details the operations, assets under management ($35 billion), and fee structures of Rockefeller Financial Services. While Jeffrey Epstein is not explicitly named in the text, the document bears the Bates stamp 'HOUSE_OVERSIGHT_012100', indicating it was collected as evidence during the House Oversight Committee's investigation, likely regarding banking practices or high-net-worth individual account management.
People (4)
| Name | Role | Context |
|---|---|---|
| Reuben Jeffery III | CEO |
CEO of Rockefeller Financial, pictured in the article.
|
| Evan Kafka | Photographer |
Credited for the photo of Reuben Jeffery III for Barron's.
|
| David Harris | Chief Investment Officer |
Discusses investment strategy regarding multinationals and 'new sovereigns'.
|
| Austin V. Shapard | President |
Discusses fee structures and profit margins.
|
Organizations (10)
| Name | Type | Context |
|---|---|---|
| Rockefeller & Co. |
Subject of the article; wealth management firm.
|
|
| Rockefeller Financial Services |
Trade name for Rockefeller & Co.
|
|
| Barron's |
Publisher of the article.
|
|
| Penta |
Barron's publication section focusing on wealth.
|
|
| Rockit Solutions |
Portfolio-tracking product/subsidiary for wealthy families.
|
|
| The Ocean Foundation |
Nonprofit partner for marine conservation investments.
|
|
| T Rowe Price |
Mentioned in sidebar headline.
|
|
| Alibaba |
Mentioned in sidebar headline.
|
|
| Apple |
Mentioned in sidebar headline.
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
|
Timeline (1 events)
Fall 2016
Partnership established with The Ocean Foundation to find marine conservation investments.
N/A
Locations (1)
| Location | Context |
|---|---|
|
Implied location of the photograph (statue visible).
|
Relationships (2)
Jeffery is CEO and Shapard is President of the same firm.
Hooked up... to find profitable investment opportunities.
Key Quotes (3)
"large multinationals with their triple-A ratings and mountains of cash need to be viewed as 'the new sovereigns' during a period when government finances are deteriorating."Source
HOUSE_OVERSIGHT_012100.jpg
Quote #1
"We're talking to sovereign entities... They have pools of capital that need to be deployed, and they need to find competent, trustworthy managers in [relevant] areas of investment activity."Source
HOUSE_OVERSIGHT_012100.jpg
Quote #2
"Rockefeller has priced its services... for 'a fair profit margin, not a crazy one.'"Source
HOUSE_OVERSIGHT_012100.jpg
Quote #3
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