MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Taxation/Internal Revenue Code TAX
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILLIEN WILLIAMS FLORES | — |
| ERIK L. JOHNSON | — |
| JOSEPH EDWARD SCHWARTZ | — |
| GEORGETTE PERROS SIERRA | — |
Agriculture AGR
H.R. 4763, Financial Innovation and Technology for the 21st Century Act Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection. Custody proposal. Swaps regulation. International energy market issues.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILLIEN WILLIAMS FLORES | — |
| ERIK L. JOHNSON | — |
| GEORGETTE PERROS SIERRA | — |
Labor Issues/Antitrust/Workplace LBR
Noncompete agreements.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILLIEN WILLIAMS FLORES | — |
| ERIK L. JOHNSON | — |
| JOSEPH EDWARD SCHWARTZ | — |
| GEORGETTE PERROS SIERRA | — |
Financial Institutions/Investments/Securities FIN
H.R. 2670/S. 2226, National Defense Authorization Act for Fiscal Year 2024 H.R. 4664/S. 2309, Financial Services and General Government Appropriations Act, 2024 H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 H.R. 6349, Preventing Adversaries from Developing Critical Capabilities Act S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Artificial Intelligence. Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser proposal. Dealer definition proposal. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILLIEN WILLIAMS FLORES | — |
| ERIK L. JOHNSON | — |
| GEORGETTE PERROS SIERRA | — |
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.