| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
Austin V. Shapard
|
Business associate |
5
|
1 | |
|
person
Rockefeller & Co.
|
Executive leadership |
5
|
1 | |
|
person
George Bush
|
Professional |
5
|
1 | |
|
person
Lord Jacob Rothschild
|
Business associate |
5
|
1 | |
|
person
Rockefeller & Co.
|
Employment |
1
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2012-01-01 | N/A | Sale of Société Générale's stake to RIT Capital Partners expected to close. | N/A | View |
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.
This document is a printout of a 2012 Barron's article titled 'Rock of Ages' detailing the resilience of Rockefeller & Co. following the 2008 financial crisis and the suicide of its CEO, James S. McDonald, in 2009. The article highlights the leadership of successor CEO Reuben Jeffery III and discusses a strategic financial deal involving the sale of Société Générale's stake in the firm to Lord Jacob Rothschild's RIT Capital Partners. The document bears a House Oversight Bates stamp.
A Bloomberg company overview of Rockefeller & Co., Inc. dated November 14, 2017, detailing its operations as a private investment manager and listing key executives including CEO Reuben Jeffery III. The document highlights a key development from October 2016 where David Rockefeller, Jr. was named Chairman, succeeding Colin G. Campbell.
This document is page 5 of 6 of a printout from the Rockefeller & Co. website ('Who We Are' section), dated November 14, 2017. It lists the names and titles of eight senior executives, including the CEO, CIO, and General Counsel. The document bears the Bates stamp HOUSE_OVERSIGHT_012058, indicating it is part of a production to the House Oversight Committee.
This document is a printout of a webpage from Rockefeller & Co., specifically the 'Who We Are' section, dated November 14, 2017. It features a message from CEO Reuben Jeffery III regarding the firm's commitment to stewardship and client relationships. The document bears the Bates stamp 'HOUSE_OVERSIGHT_012057', indicating it is part of a larger production of documents for a House Oversight Committee investigation.
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.
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