Reported covered position: Chief of Staff, Legis. Director, and Sr. Legis. Assistant, Rep. Carolyn McCarthy, Jan. 2009-April 2014; Sr. Policy Advisor, Rep. Gonzalez, Aug. 2008-Dec. 2008; Legis. Assistant, Rep. Picket, June 1999-Dec. 2000
How to read the money
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 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
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
2026 · third_quarter · Q3
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.
H.R. 8125, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data. Commodities and future regulation.
Source: Senate LDA
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.
Access to Small Business Investor Capital Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Digital Asset Market Clarity Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Digital Asset Market Clarity Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Digital Asset Market Clarity Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.
Financial Services and General Government Appropriations Act, 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
Retirement Investment Choice Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Retirement Investment Choice Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Retirement Investment Choice Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Precision Brain Health Research Act of 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.
CFTC Proprietary Information Act of 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 8125, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data. Commodities and future regulation.
Access to Small Business Investor Capital Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Full-Year Continuing Appropriations and Extensions Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form FP rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Digital Asset Market Clarity Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Digital Asset Market Clarity Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form FP rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
Retirement Investment Choice Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form FP rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
National Defense Authorization Act for Fiscal Year 2026
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Financial Stability Oversight Council Improvement Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
American Relief Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Financial Innovation and Technology for the 21st Century Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 4763, Financial Innovation and Technology for the 21st Century Act Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection. Custody proposal.
Financial Innovation and Technology for the 21st Century Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Consolidated audit trail. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Clarity for Payment Stablecoins Act of 2023
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Consolidated audit trail. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Preventing Adversaries from Developing Critical Capabilities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Preventing Adversaries from Developing Critical Capabilities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Preventing Adversaries from Developing Critical Capabilities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Consolidated audit trail. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Preventing Adversaries from Developing Critical Capabilities Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Tax Relief for American Families and Workers Act of 2024
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Tax Relief for American Families and Workers Act of 2024
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Protecting Private Job Creators Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Consolidated audit trail. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Protecting Private Job Creators Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Protecting Private Job Creators Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Protecting Private Job Creators Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
No China in Index Funds Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
No China in Index Funds Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
PRC Military and Human Rights Capital Markets Sanctions Act of 2024
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
PRC Military and Human Rights Capital Markets Sanctions Act of 2024
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
No Capital Gains Allowance for American Adversaries Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
No Capital Gains Allowance for American Adversaries Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
Financial Services and General Government Appropriations Act, 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
PRC Risk Transparency Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.
ERISA plan access to alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2026 · second_quarter · Q2
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.
ERISA plan access to alternatives. Department of Labor's proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2026 · first_quarter · Q1
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
ERISA plan access to alternatives. Department of Labor's proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives.
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · fourth_quarter · Q4
H.R. 1968, Full-Year Continuing Appropriations and Extensions Act, 2025 H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
H.R. 5166, Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
ERISA plan access to alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · third_quarter · Q3
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
ERISA plan access to alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · second_quarter · Q2
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government Appropriations Act, 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form FP rule. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · first_quarter · Q1
H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Securities lending. Private credit regulation. Treasury market structure.
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · fourth_quarter · Q4
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · third_quarter · Q3
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · second_quarter · Q2
H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · first_quarter · Q1
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
H.R. 4763, Financial Innovation and Technology for the 21st Century Act Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection. Custody proposal.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · fourth_quarter · Q4
H.R. 4763, Financial Innovation and Technology for the 21st Century Act Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection. Custody proposal. Swaps regulation. International energy market issues.
H.R. 2670/S. 2226, National Defense Authorization Act for Fiscal Year 2024 H.R. 4664/S. 2309, Financial Services and General Government Appropriations Act, 2024 H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Artificial Intelligence. Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser proposal. Dealer definition proposal. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · third_quarter · Q3
H.R. 4763, Financial Innovation and Technology for the 21st Century Act Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection. Custody proposal. Swaps regulation.
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 Artificial Intelligence. Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser proposal. Dealer definition proposal. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal.
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Financial Services and General Government Appropriations Act, 2026 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
ERISA plan access to alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.
ERISA plan access to alternatives.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Consolidated audit trail. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Noncompete agreements.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Noncompete agreements.
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)