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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · first_quarter · Q1
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Financial Transaction Tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Source: Senate LDA
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
A bill to require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act of 2012. H.R. 238, The Commodity End-User Relief Act - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
Bipartisan Budget Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Bipartisan Budget Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
Bipartisan Budget Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Bipartisan Budget Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Energize Emerging Opportunities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Energize Emerging Opportunities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Energize Emerging Opportunities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Energize Emerging Opportunities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Consolidated Appropriations Act, 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
Consolidated Appropriations Act, 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Consolidated Appropriations Act, 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Consolidated Appropriations Act, 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Partnership Audit Simplification Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Partnership Audit Simplification Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Financial CHOICE Act of 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance. H.R. 5983 - The Financial Creating Hope and Opportunity for Investors, Consumers and Entrepreneurs (CHOICE) Act
Financial CHOICE Act of 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance. H.R. 5983 - The Financial Creating Hope and Opportunity for Investors, Consumers and Entrepreneurs (CHOICE) Act
Tax Technical Corrections Act of 2016
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Carried Interest Fairness Act of 2015
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
2020 · fourth_quarter · Q4
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · third_quarter · Q3
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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2020 · first_quarter · Q1
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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2019 · fourth_quarter · Q4
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · third_quarter · Q3
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · first_quarter · Q1
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · fourth_quarter · Q4
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · third_quarter · Q3
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · second_quarter · Q2
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · first_quarter · Q1
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · fourth_quarter · Q4
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · third_quarter · Q3
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act of 2012. H.R. 238, The Commodity End-User Relief Act - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · first_quarter · Q1
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act of 2012. Legislation to authorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. Legislation to reauthorize the Commodity Futures Trading Commission to ensure protections of futures, to provide relief for farmers, and end-users that manage risk to help keep consumer costs love, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2016 · fourth_quarter · Q4
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance. H.R. 5983 - The Financial Creating Hope and Opportunity for Investors, Consumers and Entrepreneurs (CHOICE) Act
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project. H.R.6439 - the Tax Technical Corrections Act of 2016
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2016 · third_quarter · Q3
Bankruptcy Reform Legislation
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2016 · second_quarter · Q2
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2016 · first_quarter · Q1
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2015 · fourth_quarter · Q4
Bankruptcy Reform Legislation
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2015 · third_quarter · Q3
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2015 · second_quarter · Q2
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance.
Bankruptcy Reform Legislation
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2015 · first_quarter · Q1
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. S.Con.Res.11 - Establishes the congressional budget for the federal government for FY2016 and sets forth budgetary levels for FY2017-FY2025 H.Con.Res.27 - Establishing the budget for the United States Government for fiscal year 2016 and setting forth appropriate budgetary levels for fiscal years 2017 through 2025
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2014 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Oversight of regulatory proposals on repo and securities lending markets. H.R. 3448 -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks. H.R. 4570 -- To direct the Securities and Exchange Commission to revise Regulation D relating to exemptions from registration requirements for certain sales of securities.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2014 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. Oversight of regulatory proposals on repo and securities lending markets. H.R. 3448 -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks. H.R. 4570 -- To direct the Securities and Exchange Commission to revise Regulation D relating to exemptions from registration requirements for certain sales of securities.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2014 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 4392 -- Energize Emerging Opportunities Act - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4413 -- CFTC Reauthorization
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2014 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Pending Tax Reform Legislation: Tax Reform Act of 2013, Titles II, IV Tax Reform Act of 2014 H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class. Legislative oversight of implementation of rules under 871(m) of the Tax Code.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination H.R. 4392 -- Energize Emerging Opportunities Act - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2013 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Tax Reform Act of 2013, Titles II, IV H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Strengthening Protections for Confidential/Proprietary Information -Position Limits -International Coordination H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2013 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1627 -- To amend the Investment Advisers Act of 1940 to require certain investment advisers to pay fees to help cover the costs of inspecting and examining investments advisers under such Act. Discussion Draft -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2013 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1627 -- To amend the Investment Advisers Act of 1940 to require certain investment advisers to pay fees to help cover the costs of inspecting and examining investments advisers under such Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2013 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2012 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. H.R. 3606 -- To increase American job creation and economic growth by improving access to the public capital markets for emerging growth companies. H.R. 4624 --- Amends the Investment Advisers Act of 1940 to require investment advisers to register with a registered national investment adviser association, unless exempted according to specified criteria. S. 746 - To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 6204 -- To amend the Investment Advisers Act of 1940 to require certain investment advisers to pay fees to help cover the costs of inspecting and examining investment advisers under such Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2012 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. H.R. 8 -- To extend certain tax relief provisions enacted in 2001 and 2003, and to provide for expedited consideration of a bill providing for comprehensive tax reform, and for other purposes. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2669 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R. 3313 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. H.R. 4016 -- To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 6411 -- To impose a tax on certain trading transactions to strengthen our financial security, expand opportunity, and stop shrinking the middle class. S. 1346 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S. 1549 -- To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. S. 1787 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 2075 -- To close unjustified corporate tax loopholes, and for other purposes. S. 3412 -- A bill to amend the Internal Revenue Code of 1986 to provide tax relief to middle-class families. S. 3521 -- Amends the Internal Revenue Code to extend through 2013 expiring tax expenditures for individuals, businesses, and the energy sector.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2012 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2167 -- To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2940 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. H.R. 3606 -- To increase American job creation and economic growth by improving access to the public capital markets for emerging growth companies. H.R. 4088 -- To amend the securities laws to establish certain thresholds for shareholder registration, and for other purposes. H.R. 4624 --- Amends the Investment Advisers Act of 1940 to require investment advisers to register with a registered national investment adviser association, unless exempted according to specified criteria. S. 746 - To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1831 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. S. 2038 -- To prohibit Members of Congress and employees of Congress from using nonpublic information derived from their official positions for personal benefit, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2012 · first_quarter · 1A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1840 To direct the CFTC to comply with President Obama's Executive Order which calls for certain federal agencies and departments to evaluate the cost of regulations on economic growth, innovation, competitiveness, and job creation. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2328 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3045 -- To amend the Employee Retirement Income Security Act of 1974, the Commodity Exchange Act, and the Securities Exchange Act of 1934 to ensure that pension plans can use swaps to hedge risks, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1200 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. S. 1619 To provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2012 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation on a Self Regulatory Organization for investment advisors. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1070 -- To amend the Securities Act of 1933 to authorize the Securities and Exchange Commission to exempt a certain class of securities from such Act. H.R. 1151 -- To require the Secretary of the Treasury to make risk-based assessments on financial companies to recoup the amount of assistance made available for unemployed homeowners under the Emergency Mortgage Relief Program and for States and communities under the Neighborhood Stabilization Program. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2167 -- To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2940 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. H.R. 3045 -- To amend the Employee Retirement Income Security Act of 1974, the Commodity Exchange Act, and the Securities Exchange Act of 1934 to ensure that pension plans can use swaps to hedge risks, and for other purposes. H.R. 3606 -- To increase American job creation and economic growth by improving access to the public capital markets for emerging growth companies. H.R. 4088 -- To amend the securities laws to establish certain thresholds for shareholder registration, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1831 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. S. 2038 -- To prohibit Members of Congress and employees of Congress from using nonpublic information derived from their official positions for personal benefit, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2011 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation of non-bank lending activities. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. H.R.87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R.1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. S.712 -- Financial Takeover Repeal Act of 2011. To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. S.746 -- Dodd-Frank Repeal Act of 2011 H.R.2167 -- Private Company Flexibility Act. To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances. S.1615 -- Financial Regulatory Responsibility Act of 2011. A bill to require enhanced economic analysis and justification of regulations proposed by certain Federal banking, housing, securities, and commodity regulators, and for other purposes. H.R.2940 -- Access to Capital for Job Creators Act. To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. Pending legislation on a Self Regulatory Organization for investment advisors. Amendment authored by Senator Mike Crapo to modify Title VII of PL 111-203 -- the Dodd-Frank Wall Street Reform and Consumer Protection Act. S.1831 -- Access to Capital for Job Creators Act. A bill to direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. S.1871, S.1903 -- Stop Trading on Congressional Knowledge Act. A bill to prohibit commodities and securities trading based on nonpublic information relating to Congress, to require additional reporting by Members and employees of Congress of securities transactions, and for other purposes. H.R. 3644 -- Private Mortgage Market Investment Act. To increase standardization, transparency, and to ensure the rule of law in the mortgage-backed security system, and for other purposes. Pending legislation to amend the Commodity Exchange Act to clarify the definition of swap dealer.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2011 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation of non-bank lending activities. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. H.R.87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R.1082 -- Small Business Capital Access and Job Preservation Act. To amend the Investment Advisers Act of 1940 to provide a registration exemption for private equity fund advisers, and for other purposes. H.R.1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R.1151 -- Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011. To require the Secretary of the Treasury to make risk-based assessments on financial companies to recoup the amount of assistance made available for unemployed homeowners under the Emergency Mortgage Relief Program and for States and communities under the Neighborhood Stabilization Program. S.712 -- Financial Takeover Repeal Act of 2011. To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. S.746 -- Dodd-Frank Repeal Act of 2011 H.R.2167 -- Private Company Flexibility Act. To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances. S.1615 -- Financial Regulatory Responsibility Act of 2011. A bill to require enhanced economic analysis and justification of regulations proposed by certain Federal banking, housing, securities, and commodity regulators, and for other purposes. H.R.2940 -- Access to Capital for Job Creators Act. To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. Pending legislation on a Self Regulatory Organization for investment advisors.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2011 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1840 -- Would direct the CFTC to comply with President Obama's Executive Order which calls for certain federal agencies and departments to evaluate the cost of regulations on economic growth, innovation, competitiveness, and job creation. H.R.2112 -- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2012. Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2012, and for other purposes. H.R.2328 -- End Excessive Oil Speculation Now Act of 2011. To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R.2003 -- Taxing Speculators out of the Oil Market Act. To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. S.1200 -- End Excessive Oil Speculation Now Act of 2011. A bill to require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2011 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1082 -- Small Business Capital Access and Job Preservation Act To amend the Investment Advisers Act of 1940 to provide a registration exemption for private equity fund advisers, and for other purposes. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1151 -- Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 To require the Secretary of the Treasury to make risk-based assessments on financial companies to recoup the amount of assistance made available for unemployed homeowners under the Emergency Mortgage Relief Program and for States and communities under the Neighborhood Stabilization Program. S.712 -- Financial Takeover Repeal Act of 2011 A bill to repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · second_quarter · 2A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act H.R.4173 The Wall Street Reform and Consumer Protection Act S._____ The Wall Street Transparency and Accountability Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · second_quarter · 2A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 Pension Security Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.711 Hedge Fund Adviser Registration Act H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act H.R. 3269 Corporate and Financial Institution Compensation Act H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · first_quarter · 1A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009 H.R.711 Hedge Fund Advisor Registration Act of 2009 H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act of 2009 S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act of 2010
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act S. 3816 Creating American Jobs and Ending Offshoring Act H.R. 4853 Tax Relief, Unemployments Insurance Reauthorization, and Job Creation Act of 2010 H.R. 6467 Middle Class Tax Relief Act of 2010
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 4213 American Jobs and Closing Tax Loopholes Act H.R. 2847 Hiring Incentives to Restore Employment Act H.R. 1586 FAA Air Transportation Modernization and Safety Improvement Act H.R. 5297 Small Business Jobs and Credit Act S. 3816 Creating American Jobs and Ending Offshoring Act
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act H.R.4173 The Wall Street Reform and Consumer Protection Act S._____ The Wall Street Transparency and Accountability Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 Pension Security Act
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2010 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act of 2009 S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R.4213 American Workers, State, and Business Relief Act of 2010 H.R. 2847 Hiring Incentives to Restore Employment Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009 H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 H.R.4173 The Wall Street Reform and Consumer Protection Act of 2009 S._____ The Wall Street Transparency and Accountability Act of 2010
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · fourth_quarter · 4A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R.4213 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 H.R.4173 To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · third_quarter · 3A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · second_quarter · 2A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 To require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes H.R 74 To establish the Financial Oversight Commission, and for other purposes H.R. 3145 To amend the securities laws to prohibit credit default swaps and to provide the Securities and Exchange Commission with authority to regulate swap agreements
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · third_quarter · 3A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R.4213 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · second_quarter · 2A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 To require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes H.R 74 To establish the Financial Oversight Commission, and for other purposes H.R. 3145 To amend the securities laws to prohibit credit default swaps and to provide the Securities and Exchange Commission with authority to regulate swap agreements
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · first_quarter · 1A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · second_quarter · Q2
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 To require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes H.R 74 To establish the Financial Oversight Commission, and for other purposes H.R. 3145 To amend the securities laws to prohibit credit default swaps and to provide the Securities and Exchange Commission with authority to regulate swap agreements
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2009 · first_quarter · Q1
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2008 · fourth_quarter · 4A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 2834 To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 2785 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. H.R. 3501 To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3923 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3996 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 3970 To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S. 55 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax S. 681 Stop Tax Haven Abuse Act S. 1624 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 2199 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. S. 2293 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax, and for other purposes. S. 2318 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax and to permanently extend the reductions in income tax rates, and for other purposes. Section 409A of the Internal Revenue Code H.R. 6049, the Renewable Energy and Job Creation Act of 2008 H.R.6275 Alternative Minimum Tax Relief Act of 2008
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2008 · third_quarter · 3A
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R 2683 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other altenative investments. Securities and Exchange Commission registration amendment to S. 4 S. 1402 Hedge Fund Registration Act H.R. 2586 Securities and Exchange Commission Authority Restoration Act
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2008 · fourth_quarter · Q4
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R. 3161 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2008. S. 3122 To amend the Commodity Exchange Act to provide for the regulation of oil commodities markets, and for other purposes. S. 3130 To provide energy price relief by authorizing greater resources and authority for the Commodity Futures Trading Commission, and for other purposes. S. 3131 To amend the Commodity Exchange Act to ensure the application of speculation limits to speculators in energy markets, and for other purposes. H.R.6264 To prevent excessive speculation in over-the-counter derivatives markets for certain energy commodities by limiting participation in those markets to persons who are capable of producing, manufacturing, or taking physical delivery of the commodities. H. R. 6341 To amend the Commodity Exchange Act to provide for regulation of energy derivatives, and for other purposes. H.R.6604 Commodity Markets Transparency and Accountability Act of 2008, to amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2008 · third_quarter · Q3
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other altenative investments. Securities and Exchange Commission registration amendment to S. 4 S. 1402 Hedge Fund Registration Act H.R. 2586 Securities and Exchange Commission Authority Restoration Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 2834 To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 2785 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. H.R. 3501 To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3923 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3996 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 3970 To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S. 55 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax S. 681 Stop Tax Haven Abuse Act S. 1624 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 2199 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. S. 2293 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax, and for other purposes. S. 2318 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax and to permanently extend the reductions in income tax rates, and for other purposes. Section 409A of the Internal Revenue Code H.R. 6049, the Renewable Energy and Job Creation Act of 2008 H.R.6275 Alternative Minimum Tax Relief Act of 2008
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure. H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Carried Interest/Enterprise Value 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Tax Reform: -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. The Financial Creating Hope and Opportunity for Investors, Consumers, and Entrepreneurs (CHOICE) Act.
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax Reform: -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform on non-U.S. jurisdictions. Pending legislation on international tax reform. Management and control. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. The Financial Creating Hope and Opportunity for Investors, Consumers, and Entrepreneurs (CHOICE) Act.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Bankruptcy Reform Legislation
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance. H.R. 5983 - The Financial Creating Hope and Opportunity for Investors, Consumers and Entrepreneurs (CHOICE) Act
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. Oversight of 305(c) Implementation H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Bankruptcy Reform Legislation
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 2917 - To reauthorize the Commodity Futures Trading Commission, to ensure protections of futures customers, to provide relief for farmers, ranchers, and end-users that manage risk to help keep consumer costs low, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance. The Financial Creating Hope and Opportunity for Investors, Consumers and Entrepreneurs (CHOICE) Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Bankruptcy Reform Legislation
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance.
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions) OECD BEPS Tax Treaty Project.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance.
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 1314 - the Bipartisan Budget Act of 2015 - To amend the Internal Revenue Code of 1986 to provide for a right to an administrative appeal relating to adverse determinations of tax-exempt status of certain organizations. (partnership audit provisions) An Amendment to H.R. 2029 - the Protecting Americans from Tax Hikes (PATH) Act of 2015 (tax extenders) An Amendment to H.R. 2029 - the Consolidated Appropriations Act, 2016 (omnibus appropriations - partnership audit provisions)
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Bankruptcy Reform Legislation
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Management and Control Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the Tax Code. S.Con.Res.11 - Establishes the congressional budget for the federal government for FY2016 and sets forth budgetary levels for FY2017-FY2025. H.Con.Res.27 - Establishing the budget for the United States Government for fiscal year 2016 and setting forth appropriate budgetary levels for fiscal years 2017 through 2025. H.R. 2821 - To amend the Internal Revenue Code of 1986 to reform partnership audit rules. H.R. 2889 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S.1686 - To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities.
Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 1954 - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 2289 - To reauthorize the Commodity Futures Trading Commission, to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital Formation Legislation. Self Regulatory Organization Governance.
Bankruptcy Reform Legislation
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Pending Tax Reform Legislation: Tax Reform Act of 2013, Titles II, IV Tax Reform Act of 2014 Management and Control Unrelated Business Income Tax (UBIT) H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class. Legislative oversight of implementation of rules under 871(m) of the Tax Code.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.H.R.5421 - Financial Institution Bankruptcy Act of 2014 - To amend title 11 of the United States Code in order to facilitate the resolution of an insolvent financial institution in bankruptcy.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 4392 -- Energize Emerging Opportunities Act - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4413 -- CFTC Reauthorization
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Pending Tax Reform Legislation: Tax Reform Act of 2013, Titles II, IV Tax Reform Act of 2014 Management and Control Unrelated Business Income Tax (UBIT) H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class. Legislative oversight of implementation of rules under 871(m) of the Tax Code.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Protections for Sensitive and Proprietary Data -Position Limits -International Coordination -CFTC/SEC Coordination of CTA, CPO Oversight and Data Collection H.R. 4392 -- Energize Emerging Opportunities Act - To align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4413 -- CFTC Reauthorization
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.H.R.5421 - Financial Institution Bankruptcy Act of 2014 - To amend title 11 of the United States Code in order to facilitate the resolution of an insolvent financial institution in bankruptcy.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Pending Tax Reform Legislation: Tax Reform Act of 2013, Titles II, IV Tax Reform Act of 2014 Management and Control Unrelated Business Income Tax (UBIT) H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class. Legislative oversight of implementation of rules under 871(m) of the Tax Code.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. Oversight of regulatory proposals on repo and securities lending markets. H.R. 3448 -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks. H.R. 4570 -- To direct the Securities and Exchange Commission to revise Regulation D relating to exemptions from registration requirements for certain sales of securities.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. Oversight of regulatory proposals on repo and securities lending markets. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3448 -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading, algorithmic trading, and high frequency trading. Oversight of regulatory proposals on repo and securities lending markets. H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1627 -- To amend the Investment Advisers Act of 1940 to require certain investment advisers to pay fees to help cover the costs of inspecting and examining investments advisers under such Act. H.R. 3448 -- To amend the Securities Exchange Act of 1934 to provide for an optional pilot program allowing certain emerging growth companies to the increase tick size of their stocks.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Commodity Exchange Act Reauthorization issues, including: -Protection of Customer Collateral -Oversight of Commodity Pool Operators -Strengthening Protections for Confidential/Proprietary Information -Position Limits -International Coordination H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Tax Reform Act of 2013, Titles II, IV H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Commodity Exchange Act Reauthorization issues, including: Customer Protection International Coordination Commodity Pool Regulation Futurization of Swaps Position Limits H.R. 1256 -- Swap Jurisdiction Certainty Act - To direct the Securities and Exchange Commission and the Commodity Futures Trading Commission to jointly adopt rules setting forth the application to cross-border swaps transactions of certain provisions relating to swaps that were enacted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Tax Reform Act of 2013, Titles II, IV S. 410/ H.R. 880 -- Wall Street Trading and Speculators Tax Act - A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 268 -- Cut Unjustified Tax Loopholes Act - A bill to reduce the deficit and protect important programs by ending tax loopholes. H.R. 1554 -- Stop Tax Haven Abuse Act - to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R.1579 -- Inclusive Prosperity Act of 2013 - to impose a tax on certain trading transactions to strengthen our financial security, reduce market volatility, expand opportunity, and stop shrinking the middle class.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Commodity Exchange Act Reauthorization issues, including: Customer Protection International Coordination Commodity Pool Regulation Futurization of Swaps Position Limits
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. Tax Reform Act of 2013, Titles II, IV S. 410/ H.R. 880 -- Wall Street Trading and Speculators Tax Act - A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 268 -- Cut Unjustified Tax Loopholes Act - A bill to reduce the deficit and protect important programs by ending tax loopholes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. H.R. 8 -- To extend certain tax relief provisions enacted in 2001 and 2003, and to provide for expedited consideration of a bill providing for comprehensive tax reform, and for other purposes. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2669 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R. 3313 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. H.R. 4016 -- To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. H.R. 6411 -- To impose a tax on certain trading transactions to strengthen our financial security, expand opportunity, and stop shrinking the middle class. H.R. 6166 -- To protest securities transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes. S. 1346 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S. 1549 -- To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. S. 1787 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 2075 -- To close unjustified corporate tax loopholes, and for other purposes. S. 3412 -- A bill to amend the Internal Revenue Code of 1986 to provide tax relief to middle-class families. S. 3521 -- Amends the Internal Revenue Code to extend through 2013 expiring tax expenditures for individuals, businesses, and the energy sector.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2328 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1200 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. H.R. 3606 -- To increase American job creation and economic growth by improving access to the public capital markets for emerging growth companies. H.R. 4624 --- Amends the Investment Advisers Act of 1940 to require investment advisers to register with a registered national investment adviser association, unless exempted according to specified criteria. S. 746 - To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 6204 -- To amend the Investment Advisers Act of 1940 to require certain investment advisers to pay fees to help cover the costs of inspecting and examining investment advisers under such Act.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. Harmonization of legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2328 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1200 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2328 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2682 --- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 3283 --- To amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to provide an exemption for certain swaps and security-based swaps involving Non-U.S. persons, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1200 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2669 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R. 3313 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. H.R. 4016 -- To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S. 1346 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S. 1549 -- To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. S. 1787 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 2075 -- To close unjustified corporate tax loopholes, and for other purposes. S. 2343 --- Amends title IV (Student Assistance) of the Higher Education Act of 1965 to make the 3.4% interest rate on Direct Stafford loans first disbursed to undergraduate students between July 1, 2011, and July 1, 2012, applicable to Direct Stafford loans first disbursed to undergraduate students between July 1, 2011, and July 1, 2013. S.A. 1931 --- Amendment to H.R. 3606 --- To amend the definition of the term `held of record' pursuant to section 12(g)(5) of the Securities Exchange Act of 1934 (15. U.S.C. 781(g)(5)) to include beneficial owners of such class of securities. Amendment #2 Budget Reconciliation Legislative Recommendations of the Committee on Financial Services. To impose a risk-based tax on hedge funds with $10 billion or more in assets under management on a consolidated basis and on other financial companies with $50 billion or more in total consolidated assets.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. Pending legislation on a Self Regulatory Organization for investment advisors. Pending legislation to amend the Commodity Exchange Act to clarify the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1070 -- To amend the Securities Act of 1933 to authorize the Securities and Exchange Commission to exempt a certain class of securities from such Act. H.R. 1151 -- To require the Secretary of the Treasury to make risk-based assessments on financial companies to recoup the amount of assistance made available for unemployed homeowners under the Emergency Mortgage Relief Program and for States and communities under the Neighborhood Stabilization Program. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2167 -- To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 2940 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. H.R. 3045 -- To amend the Employee Retirement Income Security Act of 1974, the Commodity Exchange Act, and the Securities Exchange Act of 1934 to ensure that pension plans can use swaps to hedge risks, and for other purposes. H.R. 3606 -- To increase American job creation and economic growth by improving access to the public capital markets for emerging growth companies. H.R. 4088 -- To amend the securities laws to establish certain thresholds for shareholder registration, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1831 -- To direct the Securities and Exchange Commission to eliminate the prohibition against general solicitation as a requirement for a certain exemption under Regulation D. S. 2038 -- To prohibit Members of Congress and employees of Congress from using nonpublic information derived from their official positions for personal benefit, and for other purposes.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2669 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R. 3313 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. H.R. 3630 -- To extend the payroll tax holiday, unemployment compensation, Medicare physician payment, provide for the consideration of the Keystone XL pipeline, and for other purposes. H.R. 4016 -- To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S. 1346 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S. 1549 -- To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. S. 1787 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 1813 -- To reauthorize Federal-aid highway and highway safety construction programs, and for other purposes. S. 2075 -- To close unjustified corporate tax loopholes, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Pending legislation to amend the Commodity Exchange Act regarding the definition of major swap participant and swap dealer. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1840 To direct the CFTC to comply with President Obama's Executive Order which calls for certain federal agencies and departments to evaluate the cost of regulations on economic growth, innovation, competitiveness, and job creation. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2112 -- An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. H.R. 2328 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R. 2586 -- To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3045 -- To amend the Employee Retirement Income Security Act of 1974, the Commodity Exchange Act, and the Securities Exchange Act of 1934 to ensure that pension plans can use swaps to hedge risks, and for other purposes. S. 746 To repeal provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 1200 -- To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. S. 1619 To provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. Pending legislation on international tax reform. H.R. 2003 -- To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. H.R. 2669 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R. 3313 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. H.R. 3630 -- To extend the payroll tax holiday, unemployment compensation, Medicare physician payment, provide for the consideration of the Keystone XL pipeline, and for other purposes. H.R. 4016 -- To amend the Internal Revenue Code of 1986 to provide for the proper tax treatment of personal service income earned in pass-thru entities. S. 1346 -- To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S. 1549 -- To provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. S. 1787 -- To amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. S. 1813 -- To reauthorize Federal-aid highway and highway safety construction programs, and for other purposes. S. 2075 -- To close unjustified corporate tax loopholes, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S.. jurisdictions. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1840 -- Would direct the CFTC to comply with President Obama's Executive Order which calls for certain federal agencies and departments to evaluate the cost of regulations on economic growth, innovation, competitiveness, and job creation. H.R.2112 -- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2012. Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2012, and for other purposes. H.R.2328 -- End Excessive Oil Speculation Now Act of 2011. To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R.2003 -- Taxing Speculators out of the Oil Market Act. To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. S.1200 -- End Excessive Oil Speculation Now Act of 2011. A bill to require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. S.1598 -- Anti-Excessive Speculation Act of 2011. A bill to amend the Commodity Exchange Act to prevent excessive speculation in commodity markets and excessive speculative position limits on energy contracts, and for other purposes. H.R.3006 -- Anti-Excessive Speculation Act of 2011. To amend the Commodity Exchange Act to prevent excessive speculation in commodity markets and excessive speculative position limits on energy contracts, and for other purposes. H.R.2779 -- To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R.2586 -- Swap Execution Facility Clarification Act. To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S.1619 -- Currency Exchange Rate Oversight Reform Act of 2011. A bill to provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes. Pending legislation regarding the definition of swap dealers. Amendment authored by Senator Mike Crapo to modify Title VII of PL 111-203 -- the Dodd-Frank Wall Street Reform and Consumer Protection Act. Pending legislation to amend the Commodity Exchange Act to clarify the definition of swap dealer.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. H.R.2003 -- Taxing Speculators out of the Oil Market Act. To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. S. 1346 -- Stop Tax Haven Abuse Act. A bill to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R.2669 -- Stop Tax Haven Abuse Act. To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S.1549 -- American Jobs Act of 2011. A bill to provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. PL No: 112-25 -- The Budget Control Act of 2011. A bill to create the Joint Select Committee on Deficit Reduction to address U.S. deficit issues. S.1483 -- Incorporation Transparency and Law Enforcement Assistance Act. A bill to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations, in order to prevent wrongdoers from exploiting United States corporations in ways that threaten homeland security, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving United States corporations, and for other purposes. H.R. 3313, S.1787 -- Wall Street Trading and Speculators Tax Act. A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain trading transactions. PL No: 112-55 -- Consolidated and Further Continuing Appropriations Act, 2012. An act making consolidated appropriations for the Departments of Agriculture, Commerce, Justice, Transportation, and Housing and Urban Development, and related programs for the fiscal year ending September 30, 2012, and for other purposes. PL No. 112-78 -- Temporary Payroll Tax Cut Continuation Act of 2011. An act to extend the payroll tax holiday, unemployment compensation, Medicare physician payment, provide for the consideration of the Keystone XL pipeline, and for other purposes. Pending legislation on international tax reform.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S.. jurisdictions. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1573 -- To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. H.R. 1840 -- Would direct the CFTC to comply with President Obama's Executive Order which calls for certain federal agencies and departments to evaluate the cost of regulations on economic growth, innovation, competitiveness, and job creation. H.R.2112 -- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2012. Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2012, and for other purposes. H.R.2328 -- End Excessive Oil Speculation Now Act of 2011. To require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. H.R.2003 -- Taxing Speculators out of the Oil Market Act. To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. S.1200 -- End Excessive Oil Speculation Now Act of 2011. A bill to require the Chairman of the Commodity Futures Trading Commission to impose unilaterally position limits and margin requirements to eliminate excessive oil speculation, and to take other actions to ensure that the price of crude oil, gasoline, diesel fuel, jet fuel, and heating oil accurately reflects the fundamentals of supply and demand, to remain in effect until the date on which the Commission establishes position limits to diminish, eliminate, or prevent excessive speculation as required by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and for other purposes. S.1598 -- Anti-Excessive Speculation Act of 2011. A bill to amend the Commodity Exchange Act to prevent excessive speculation in commodity markets and excessive speculative position limits on energy contracts, and for other purposes. H.R.3006 -- Anti-Excessive Speculation Act of 2011. To amend the Commodity Exchange Act to prevent excessive speculation in commodity markets and excessive speculative position limits on energy contracts, and for other purposes. H.R.2779 -- To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R.2586 -- Swap Execution Facility Clarification Act. To refine the definition of swap execution facility in the provisions regulating swap markets added by title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act. S.1619 -- Currency Exchange Rate Oversight Reform Act of 2011. A bill to provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes. Pending legislation regarding the definition of swap dealers.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions. H.R.2003 -- Taxing Speculators out of the Oil Market Act. To amend the Internal Revenue Code of 1986 to impose a tax on transactions in oil futures, options, and swaps, and for other purposes. S. 1346 -- Stop Tax Haven Abuse Act. A bill to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. H.R.2669 -- Stop Tax Haven Abuse Act. To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes. S.1549 -- American Jobs Act of 2011. A bill to provide tax relief for American workers and businesses, to put workers back on the job while rebuilding and modernizing America, and to provide pathways back to work for Americans looking for jobs. PL No: 112-25 -- The Budget Control Act of 2011. A bill to create the Joint Select Committee on Deficit Reduction to address U.S. deficit issues. S.1483 -- Incorporation Transparency and Law Enforcement Assistance Act. A bill to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations, in order to prevent wrongdoers from exploiting United States corporations in ways that threaten homeland security, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving United States corporations, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities. Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform in non-U.S. jurisdictions.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation of non-bank lending activities. Regulation and oversight of investment advisors. Financial services regulatory reform in non-U.S. jurisdictions. H.R. 87 -- To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 1082 -- Small Business Capital Access and Job Preservation Act. To amend the Investment Advisers Act of 1940 to provide a registration exemption for private equity fund advisers, and for other purposes. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. H.R. 1151 -- Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011. To require the Secretary of the Treasury to make risk-based assessments on financial companies to recoup the amount of assistance made available for unemployed homeowners under the Emergency Mortgage Relief Program and for States and communities under the Neighborhood Stabilization Program. S.712 -- Financial Takeover Repeal Act of 2011. To repeal the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 746 -- Dodd-Frank Repeal Act of 2011 H.R.1070 -- Small Company Capital Formation Act of 2011. To amend the Securities Act of 1933 to authorize the Securities and Exchange Commission to exempt a certain class of securities from such Act. H.R. 2167 -- Private Company Flexibility Act. To amend the Securities Exchange Act of 1934, allowing private companies to have 1,000 shareholders instead of the current 500 before they're required to publicly disclose their finances.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 1610 -- To provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934, and for other purposes. Legislative oversight of implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation, regulatory measures, and Congressional studies on tax reform issues affecting hedge funds and other alternative investments, including: enterprise value, carried interest, and pass-through entities.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 Pension Security Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.711 Hedge Fund Adviser Registration Act H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act H.R. 3269 Corporate and Financial Institution Compensation Act H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act H.R.4173 The Wall Street Reform and Consumer Protection Act S._____ The Wall Street Transparency and Accountability Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 Pension Security Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009 H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 H.R.4173 The Wall Street Reform and Consumer Protection Act of 2009 S._____ The Wall Street Transparency and Accountability Act of 2010
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act of 2009 S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R.4213 American Workers, State, and Business Relief Act of 2010 H.R. 2847 Hiring Incentives to Restore Employment Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 Prevent Excessive Speculation Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.713 Hedge Fund Study Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act H.R.4173 The Wall Street Reform and Consumer Protection Act H.R. 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act S._____ The Wall Street Transparency and Accountability Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.711 Hedge Fund Adviser Registration Act H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act H.R. 3269 Corporate and Financial Institution Compensation Act H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act H.R. 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act H.R.711 Hedge Fund Adviser Registration Act H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act H.R. 3269 Corporate and Financial Institution Compensation Act H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act H.R. 3300 The Derivatives Trading Accountability and Disclosure Act H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act H.R. 3795 Over-the-Counter Derivatives Markets Act S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 Pension Security Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 Prevent Excessive Speculation Act S. 344 Hedge Fund Transparency Act S.298 Financial Markets Commission Act S. 272 Derivatives Trading Integrity Act H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009 H.R.711 Hedge Fund Advisor Registration Act of 2009 H.R.713 Hedge Fund Study Act S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 The Wall Street Reform and Consumer Protection Act of 2009 S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 H.R. 3996 Financial Stability Improvement Act S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 S. 2927 Wall Street Fair Share Act S. 3217 Restoring American Financial Stability Act of 2010
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act H.R.4173 To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program H.R. 1265 To restrict the use of offshore tax havens and abusive tax shelters H.R. 768 To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on Federal deficit and tax revenues
Filing targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009 H.R.4173 To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program H.R. 1265 To restrict the use of offshore tax havens and abusive tax shelters H.R. 768 To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on Federal deficit and tax revenues
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Filing targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H. R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S. 344 To require hedge funds to register with the SEC S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.711 To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry S. 1276 Private Fund Transparency Act of 2009 H.R. 3269 Corporate and Financial Institution Compensation Act of 2009 H.R. 3126 Consumer Financial Protection Agency H.R. 3817 Investor Protection Act H.R. 3818 Private Fund Investment Advisers Registration Act S. 961 Authorizing the Regulation of Swaps Act H.R. 3145 Credit Default Swap Prohibition Act of 2009 H.R. 3300 The Derivatives Trading Accountability and Disclosure Act of 2009 S. 1961 Comprehensive Derivatives Regulation Act of 2009 H.R. 3795 Over-the-Counter Derivatives Markets Act of 2009
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program H.R. 1265 To restrict the use of offshore tax havens and abusive tax shelters H.R. 768 To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on Federal deficit and tax revenues
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R.712 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds
Filing targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H. R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other alternative investments. S. 447 To amend the Commodity Exchange Act to prevent excessive price speculation with respect to energy and agricultural commodities, and for other purposes S.298 To establish a Financial Markets Commission, and for other purposes S. 272 Derivatives Trading Integrity Act of 2009 To amend the Commodity Exchange Act to Require On-Exchange Derivatives Trading H.R. 977 Derivatives Markets Transparency and Accountability Act of 2008 H.R.713 To require the President's Working Group on Financial Markets to conduct a study on the hedge fund industry
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R 2683 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R. 3161 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2008. S. 3122 To amend the Commodity Exchange Act to provide for the regulation of oil commodities markets, and for other purposes. S. 3130 To provide energy price relief by authorizing greater resources and authority for the Commodity Futures Trading Commission, and for other purposes. S. 3131 To amend the Commodity Exchange Act to ensure the application of speculation limits to speculators in energy markets, and for other purposes. H.R.6264 To prevent excessive speculation in over-the-counter derivatives markets for certain energy commodities by limiting participation in those markets to persons who are capable of producing, manufacturing, or taking physical delivery of the commodities. H. R. 6341 To amend the Commodity Exchange Act to provide for regulation of energy derivatives, and for other purposes. H.R.6604 Commodity Markets Transparency and Accountability Act of 2008, to amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other altenative investments. Securities and Exchange Commission registration amendment to S. 4 S. 1402 Hedge Fund Registration Act H.R. 2586 Securities and Exchange Commission Authority Restoration Act S. 3691 To amend the Commodity Exchange Act to require reporting and recordkeeping for positions involving credit-default swaps, to grant the Federal Reserve Board authority over investment-bank holding companies, and for other purposes S. 3714 To amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S. 3739 To address the regulation of derivatives and unregistered hedge funds, and for other purposes
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R. 3161 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2008. S. 3122 To amend the Commodity Exchange Act to provide for the regulation of oil commodities markets, and for other purposes. S. 3130 To provide energy price relief by authorizing greater resources and authority for the Commodity Futures Trading Commission, and for other purposes. S. 3131 To amend the Commodity Exchange Act to ensure the application of speculation limits to speculators in energy markets, and for other purposes. H.R.6264 To prevent excessive speculation in over-the-counter derivatives markets for certain energy commodities by limiting participation in those markets to persons who are capable of producing, manufacturing, or taking physical delivery of the commodities. H. R. 6341 To amend the Commodity Exchange Act to provide for regulation of energy derivatives, and for other purposes. H.R.6604 Commodity Markets Transparency and Accountability Act of 2008, to amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 2834 To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 2785 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. H.R. 3501 To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3923 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3996 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 3970 To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S. 55 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax S. 681 Stop Tax Haven Abuse Act S. 1624 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 2199 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. S. 2293 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax, and for other purposes. S. 2318 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax and to permanently extend the reductions in income tax rates, and for other purposes. Section 409A of the Internal Revenue Code H.R. 6049, the Renewable Energy and Job Creation Act of 2008 H.R.6275 Alternative Minimum Tax Relief Act of 2008
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R 2683 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other altenative investments. Securities and Exchange Commission registration amendment to S. 4 S. 1402 Hedge Fund Registration Act H.R. 2586 Securities and Exchange Commission Authority Restoration Act S. 3691 To amend the Commodity Exchange Act to require reporting and recordkeeping for positions involving credit-default swaps, to grant the Federal Reserve Board authority over investment-bank holding companies, and for other purposes S. 3714 To amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S. 3739 To address the regulation of derivatives and unregistered hedge funds, and for other purposes
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 2834 To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 2785 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. H.R. 3501 To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3923 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3996 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 3970 To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S. 55 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax S. 681 Stop Tax Haven Abuse Act S. 1624 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 2199 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. S. 2293 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax, and for other purposes. S. 2318 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax and to permanently extend the reductions in income tax rates, and for other purposes. Section 409A of the Internal Revenue Code H.R. 6049, the Renewable Energy and Job Creation Act of 2008 H.R.6275 Alternative Minimum Tax Relief Act of 2008
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R 2683 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R. 3161 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2008. S. 3122 To amend the Commodity Exchange Act to provide for the regulation of oil commodities markets, and for other purposes. S. 3130 To provide energy price relief by authorizing greater resources and authority for the Commodity Futures Trading Commission, and for other purposes. S. 3131 To amend the Commodity Exchange Act to ensure the application of speculation limits to speculators in energy markets, and for other purposes. H.R.6264 To prevent excessive speculation in over-the-counter derivatives markets for certain energy commodities by limiting participation in those markets to persons who are capable of producing, manufacturing, or taking physical delivery of the commodities. H. R. 6341 To amend the Commodity Exchange Act to provide for regulation of energy derivatives, and for other purposes. H.R.6604 Commodity Markets Transparency and Accountability Act of 2008, to amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of