This document provides the educational background and business experience of Mr. Phil Pool, a member of iCapital Advisor's investment committee and Co-Founder and Chairman of iCapital Network. It includes his previous roles, educational qualifications, and current business activities. It also states that Mr. Pool has not been subject to any disciplinary events and outlines his supervision and compensation details.
doj/DataSet10/EFTA01389185.pdf
{"title":"Phil Pool - Educational Background and Business Experience","key_people":["Phil Pool","Michael Stanton"],"document_type":"correspondence","key_locations":["London","New York","Chicago"],"document_subtype":"Form ADV Part 2B","key_organizations":["iCapital Advisors LLC","iCapital Network","First Avenue Partners","Willis Stein & Partners","Credit Suisse","Donaldson, Lufkin & Jenrette Securities Corporation","Merrill Lynch","Kidder, Peabody & Co.","The Teagle Foundation"],"reference_numbers":["DB-SDNY-0093538","SDNY_GM_00239722","EFTA01389185"]}