← December February →

January 2021
Mon

Tue

Wed

Thu

Fri
1

Olivia Chan

00:45:00

Afternoon check in – closed out (1) Asset in Comptroller + rf-inbox support


Olivia Chan

00:10:00

Update open rf-inbox support tickets, Asana Eng updates, rf-inbox support


Sat
2
Sun
3
4

Olivia Chan

03:54:00

Reviewed (2) Funds, rf-inbox support – updated all Asana boards accordingly


Jiyoung Kim

00:40:00

Work on dealops background checks.


Sonya Thomas

12:00:00

Attention to Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


5

Olivia Chan

04:10:00

Reviewed (11) Fund Submissions, Queued (3) Wires + Closed out in Comptroller, rf-inbox support


Jiyoung Kim

00:17:06

Work on dealops background checks.


Sonya Thomas

12:00:00

Attention to Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


6

Jiyoung Kim

00:27:05

Work on dealops background checks.


Olivia Chan

04:43:00

Replied to group ios slack messages, Reviewed (11) Fund Submissions, Queued (1) Wire + Closed out in Comptroller, rf-inbox support


Liz Gutierrez

01:10:00

Ironclad Support – Completed testing of offer letter workflow incorporating benefits paragraph update. Set final copy to Amir for approval prior to production release. Resolved issue around uploading edited agreements. Followed up with business user with resolution (Nicole)

NDA Process Reform: Created Notions page and template folders. Sent to Amir for review.


7

Olivia Chan

04:00:00

Respond to Giang’s slack msg re: capital call, Reviewed (3) Fund Submissions, Queued (8) Wires + Closed out in Comptroller, rf-inbox support


Jiyoung Kim

00:09:57

Work on dealops background checks.


Sonya Thomas

10:00:00

Attention to EINs; Securities Filings; Blue Sky State Filings; Rolling Funds.


8

Olivia Chan

03:50:00

Reviewed (9) Fund Submissions, Queued (3) Wires + Closed out in Comptroller, rf-inbox support
[removing 10 minutes off my time since my computer accidentally restarted to install an update]


Sonya Thomas

10:00:00

Attention to EINs; Securities Filings; Blue Sky State Filings; Rolling Funds.


9
10

Jiyoung Kim

00:35:05

Work on dealops background checks.


Jiyoung Kim

00:05:26

Email and follow-up on DE amendment.


11

Olivia Chan

04:10:00

Reviewed (10) Fund Submissions, Queued (3) Wires + Closed out (2) Assets in Comptroller, rf-inbo support, eod slack sync with Giang


Liz Gutierrez

00:40:00

Attended Weekly Legal Team meeting.


Sonya Thomas

12:00:00

Attention to EINs; Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


12

Jiyoung Kim

00:13:20

Configure Yubikey as per AL requirements.


Olivia Chan

04:09:00

Reviewed (8) Fund Submissions, Queued (7) Wires + Closed out (6) in Comptroller, rf inbox support


Jiyoung Kim

00:39:10

Dealops background checks.


Sonya Thomas

12:00:00

Attention to EINs; Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


13

Olivia Chan

03:58:00

Reviewed (4) Fund Submissions, Queued (9) Wires + Closed out (8) in Comptroller, rf-inbox support


Jiyoung Kim

00:29:18

Dealops background checks.


Sonya Thomas

12:00:00

Attention to EINs; Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


14

Olivia Chan

04:14:00

Reviewed (5) Fund Submissions, Errors with (2) Wire Instructions – support, Queued (1) Wire + Closed out in Comptroller, rf-inbox support


Liz Gutierrez

00:50:00

Weekly 1:1 with Amir – 15 mins
IC Support – Pushed the changes made to Venture ‘s Employee Offer Letter, CIAA and Arbitration Agreement from demo to production environment. Updated drive with the latest copy and followed up with Irin on the updates. – 35 mins.


Sonya Thomas

08:00:00

Attention to EINs; Securities Filings; Blue Sky State Filings; Rolling Funds.


15

Jiyoung Kim

01:09:33

Dealops background checks.


Jiyoung Kim

00:04:43

Email to A. Hassanabadi re name change amendment.


Olivia Chan

04:00:00

Reviewed (3) Fund Submissions, Queued (8) Wires + Closed out in Comptroller, rf inbox support


Jiyoung Kim

00:20:28

Dealops background checks.


Sonya Thomas

08:00:00

Attention to EINs; Securities Filings; Blue Sky State Filings; Rolling Funds.


16
17

Sonya Thomas

12:00:00

Attention to EINs; Securities Filings; Canada Securities Filings; Blue Sky State Filings; Rolling Funds.


18
19
20
21
22
23
24
25
26
27
28
29
30
31
L

Liz Gutierrez

December 31, 2020 at 7:47 am

• Restate Intercompany Agreements: 45 mins
o Sent Amir 1st draft of intercompany diagram.
o Incorporated feedback and produced final version.
• Record Management System: 145 min,
o Integrated feedback on directors and officers
o Integrated additional feedback (formatting changes, link edits as new updates were provided, filing agreements)


S

Suzanne Chouljian

December 31, 2020 at 8:10 am

314(a) reviews


D

Derek Cornelius

December 31, 2020 at 9:31 am

Followup Correspondence w/ Vendor re MSA/DPA
• Overture
• SalesForce

Internal Correspondence re Vendors
• Arcgate

Followup Correspondence w/ Vendors re Usage Rights
• Delighted
• SalesForce
• WorkDay

Data Input/Spreadsheet Layout Design for Usage Rights
• WorkDay


D

Derek Cornelius

December 31, 2020 at 9:32 am

Followup Correspondence w/ Vendors
• Box

Internal Correspondence re Vendors
• Splunk

Review Vendor DPA
• Box


J

Jiyoung Kim

December 31, 2020 at 9:55 am

Intercompany agreements.


E

Elizabeth Cucinnello

December 31, 2020 at 10:10 am

review of vendor order form and terms


J

Joseph Budd

December 31, 2020 at 11:57 am

Galego amendment, investor questions.


J

Joseph Budd

December 31, 2020 at 11:59 am

Lighthouse Services Agreement and VDR documents.


I

Ian Da Cunha

December 31, 2020 at 1:13 pm

– Review and reply to correspondence from M. Girardi regarding review of Huawei agreements. (Huawei – 1 minute)

– Review term and termination clauses of 2017 Bupa MSA; review and reply to correspondence from C. Hilton regarding whether current arrangement with Bupa is covered under the 2017 MSA. (Bupa – 10 minutes)

– Review correspondence from Bloomberg regarding exclusivity clause in Co-Marketing Agreement; prepare updated draft of Co-Marketing Agreement to include updated exclusivity clause. (Bloomberg – 12 minutes).


I

Ian Da Cunha

December 31, 2020 at 1:21 pm

– Review and reply to multiple correspondence from C. Hilton regarding 2017 Bupa MSA and applicability to current arrangement; review correspondence from Bupa regarding same. (Bupa – 3 minutes)


K

Karen Frame

December 31, 2020 at 3:28 pm

Tech on boarding with Mike Buksov (email set up, Slack setup, etc.), review of various # groups, exploring website, etc.


K

Karen Frame

December 31, 2020 at 3:31 pm

Meeting with Nicole Newman, discussion re organization, reviewed a couple of standard agreeements.


D

Dennis Bishop

December 31, 2020 at 4:34 pm

Review Lowe’s Non-Disclosure Agreement in connection with RFP and prepare notes.


D

Dennis Bishop

December 31, 2020 at 5:04 pm

Review State of California Government Operations Agency Office of Digital Innovation documentation (Standard Agreement, Statement of Work, Budget Detail and General Provisions – Information Technology) in connection with Research Reports to be provided by Earnest for the State of California’s COVID-19 Information Dissemination program; Prepare terms and conditions to be appended to the State of California documentation.


O

Olivia Chan

December 31, 2020 at 5:04 pm

Reviewed (4) Funds, Queued (4) Wires + Closed out in Comptroller, Rf-inbox support


A

Andrew Boulineau

December 31, 2020 at 5:43 pm

I tweaked the formatting on the MT signature pages, and emailed Eric Hettinga regarding them


A

Andrew Boulineau

December 31, 2020 at 5:44 pm

I moved the RI signature pages to the Templates Approval folder


A

Andrew Boulineau

December 31, 2020 at 5:44 pm

I emailed templates to LaJuanda Williams-Griffin (MS)


A

Andrew Boulineau

December 31, 2020 at 5:45 pm

I began reviewing feedback from OK local counsel on the Will and Trust


A

Andrew Boulineau

December 31, 2020 at 5:45 pm

I finished reviewing feedback from OK local counsel on the Will and Trust