4th Quarter - Report

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

Firm
Client
Income
—
Expenses
$1,130,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act H.R. 7092, Protecting Private Job Creators Act H.R. 7758, No China in Index Funds Act H.R. 7759, PRC Military and Human Rights Capital Markets Sanctions Act of 2024 H.R. 7760, No Capital Gains Allowance for American Adversaries Act H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 H.R. 9162, PRC Risk Transparency Act H.R. 10545, American Relief Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act S. 4638, National Defense Authorization Act for Fiscal Year 2025 S. 5016, Combat Chinese Economic Aggression Act of 2024 S. 5139, Empowering Main Street in America Act of 2024 Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Artificial Intelligence. Retail access to alternatives. Significant risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
ERIK L. JOHNSON —
GEORGETTE PERROS SIERRA —

Contacted: Federal Reserve System; Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Bills named: H.R. 10545 (118th), S. 3286 (118th), S. 3554 (118th), H.R. 7758 (118th), S. 2309 (118th), H.R. 9162 (118th), S. 5139 (118th), H.R. 7759 (118th), H.R. 7760 (118th), S. 5016 (118th), H.R. 7092 (118th), S. 4638 (118th), H.R. 6349 (118th), H.R. 8773 (118th)

Taxation/Internal Revenue Code TAX

H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
ERIK L. JOHNSON —
JOSEPH EDWARD SCHWARTZ —
GEORGETTE PERROS SIERRA —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 5333 (118th), H.R. 7024 (118th), H.R. 9956 (118th)

Agriculture AGR

H.R. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data. Custody proposal.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
ERIK L. JOHNSON —
GEORGETTE PERROS SIERRA —

Contacted: HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); SENATE

Bills named: H.R. 8773 (118th), S. 2309 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.