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No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Short Sale Transparency and Market Fairness Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · fourth_quarter · Q4
H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions.
Source: Senate LDA
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Families First Coronavirus Response Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Carried Interest Fairness Act of 2019
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Ending the Carried Interest Loophole Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
A bill to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations, and for other purposes.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
A bill to require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Financial CHOICE Act of 2017
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act of 2012. H.R. 238, The Commodity End-User Relief Act - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Commodity End-User Relief Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Protection of Source Code Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · third_quarter · Q3
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Legislation and Regulation Concerning Short Sale Disclosure and Bans, including proposal to expand 13F reports Security-based swaps regulation SEC Climate risk disclosure initiatives H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information Impacts of Pandemic on Credit Markets Activities-based rules for nonbank financial institutions
Carried Interest/Enterprise Value Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · second_quarter · Q2
Carried Interest/Enterprise Value Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Legislation and Regulation Concerning Short Sale Disclosure and Bans, including proposal to expand 13F reports Security-based swaps regulation SEC Climate risk disclosure initiatives H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information Impacts of Pandemic on Credit Markets Activities-based rules for nonbank financial institutions
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · first_quarter · Q1
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation and Regulation Concerning Short Sale Disclosure and Bans Securities and Exchange Commission Investment Adviser Advertising Rule. Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including:
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Financial Transaction Tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · fourth_quarter · Q4
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · third_quarter · Q3
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2020 · first_quarter · Q1
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · fourth_quarter · Q4
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations.
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · third_quarter · Q3
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2019 · first_quarter · Q1
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · fourth_quarter · Q4
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. S. 3732 - To amend the Commodity Exchange Act to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · third_quarter · Q3
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · second_quarter · Q2
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2018 · first_quarter · Q1
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · fourth_quarter · Q4
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · third_quarter · Q3
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) S.1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · second_quarter · Q2
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act of 2012. H.R. 238, The Commodity End-User Relief Act - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2017 · first_quarter · Q1
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax reform on non-U.S. jurisdictions. Pending legislation on international tax reform. Management and control. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. H.R. 7564 - To amend the Investment Advisers Act of 1940 to require the Securities and Exchange Commission to adopt data protection policies for information the Commission receives from investment advisers, and for other purposes. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Securities and Exchange Commission Investment Adviser Advertising Rule. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Post-trade name give up. Legislation to amend the Commodity Exchange Act to require the CFTC to adopt data protection policies for information the agency receives from registrants.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code. Financial Transaction Tax S. 2589 - to amend the Internal Revenue Code of 1986 to restore the limitation on downward attribution of stock ownership in applying the constructive ownership rules to controlled foreign corporations. H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act or the CARES Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. (Tax Titles) H.R. 6201 - Families First Coronavirus Response Act to respond to the COVID-19 (i.e., coronavirus disease 2019) outbreak by providing paid sick leave, tax credits, and free COVID-19 testing; expanding food assistance and unemployment benefits; and increasing Medicaid funding. (Tax Titles)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation and Regulation Concerning Short Sale Disclosure and Bans H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information. Keeping the U.S. Capital Markets Open Impacts of Pandemic on Credit Markets
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure. H.R. 2534 - to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Hart-Scott-Rodino modernization. Protection for sensitive and proprietary data. Legislation to prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena. Legislation concerning short sale disclosure.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of The Tax Cuts and Jobs Act. Carried Interest/Enterprise Value S.1639 - Ending the Carried Interest Loophole Act H.R. 1735 - Carried Interest Fairness Act of 2019 International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. Legislation to prohibit the Commodity Futures Trading Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to that agency unless the agency first issues a subpoena.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 3682 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.) S. 3733 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. Hart-Scott-Rodino modernization. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes. H.R. 4659 - To require the appropriate Federal banking agencies to recognize the exposure-reducing nature of client margin for cleared derivatives. S. 2155 - To promote economic growth, provide tailored regulatory relief, and enhance consumer protections, and for other purposes. S. 1744 - To require the Securities and Exchange Commission to amend certain regulations, and for other purposes. (Provisions concerning short sale disclosure.)
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Section 451(b) of the Internal Revenue Code. Legislative oversight of implementation of rules under 871(m) of the Internal Revenue Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Legislative oversight of implementation of H.R. 1 - The Tax Cuts and Jobs Act. H.R. 1625 - Consolidated Appropriations Act, 2018 - Division U (Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.) Carried Interest/Enterprise Value. International tax reform. Taxation of pass-through entities. Taxation of financial products. Limitations on deductions. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 1 - To provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018: -Carried Interest/Enterprise Value; -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback; -First In, first out (FIFO) accounting change. 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015. H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. H.R. 10 - To create hope and opportunity for investors, consumers, and entrepreneurs by ending bailouts and Too Big to Fail, holding Washington and Wall Street accountable, eliminating red tape to increase access to capital and credit, and repealing the provisions of the Dodd-Frank Act that make America less prosperous, less stable, and less free, and for other purposes. (Protection for sensitive and proprietary data.) H.R. 3948 - To prohibit the Securities and Exchange Commission from compelling a person to produce or furnish algorithmic trading source code or similar intellectual property to the Commission unless the Commission first issues a subpoena, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Carried Interest/Enterprise Value 864(b) safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Tax Reform: -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Commodities and derivatives regulatory reform in non-U.S. jurisdictions. Commodities and derivatives regulatory reform issues, including: -Protection of customer collateral; -Oversight of commodity pool operators; -Protections for sensitive and proprietary data; -Position limits; -International coordination; -CFTC/SEC coordination of CTA, CPO oversight and data collection. Legislation to align exemptions for general solicitation of pf investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups (JOBS) Act of 2012. H.R. 238 - To reauthorize the Commodity Futures Trading Commission to better protect futures customers, to provide end-users with market certainty, to make basic reforms to ensure transparency and accountability at the Commission, to help farmers, ranchers, and end-users manage risks, to help keep consumer costs low, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Legislative oversight of implementation of the Jumpstart Our Business Startups Act of 2012. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Issues related to securities regulation. Equity market structure issues including electronic trading and algorithmic trading. Capital formation legislation. Self Regulatory Organization (SRO) governance. The Financial Creating Hope and Opportunity for Investors, Consumers, and Entrepreneurs (CHOICE) Act.
Carried Interest/Enterprise Value Regulation of passive investment in U.S. securities and other assets by non-U.S. investors. Tax Reform: -International tax reform; -Taxation of pass-through entities; -Taxation of financial products; -Limitations on deductions; -Net operating loss carryback. Unrelated Business Income Tax (UBIT) Legislative oversight of implementation of rules under 871(m) of the U.S. Tax Code. Oversight of 305(c) implementation. OECD BEPS Tax Treaty Project. Technical corrections to partnership audit provisions in the Bipartisan Budget Act of 2015.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of