Epstein File EFTA01389181: Endowment, Arrangement and University Endowment (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01389181: Endowment, Arrangement and University Endowment (DS10)

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This document discusses compensation arrangements related to investment advisory services and specifically references Georgetown University Endowment's involvement with iCapital Advisors, LLC, as documented in Form ADV Part 2A filings. The excerpt addresses how compensation arrangements could create incentives for Fidelity or third-party advisers to recommend certain investments to endowment investors.

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🔑 Evidence Keywords

arrangement university endowment endowment

📋 Key Excerpts3

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Excerpt 1

Any such compensation **arrangement** could create an incentive for Fidelity or any third party registered investment adviser or broker to recommend the interests

Excerpt 2

GLDUS133 Georgetown **University** **Endowment** iCapital Advisors, LLC Form ADV Part 2A referred Investor's investment in a Fund, in which case such payment will

Excerpt 3

GLDUS133 Georgetown University **Endowment** iCapital Advisors, LLC Form ADV Part 2A referred Investor's investment in a Fund, in which case such payment will