2nd Quarter - Report

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

Firm
Client
Income
—
Expenses
$1,100,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

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

Bills named: H.R. 3633 (119th), H.R. 3383 (119th), S. 2296 (119th), H.R. 6161 (119th), S. 3578 (119th), H.R. 5748 (119th), H.R. 3838 (119th), H.R. 3682 (119th)

Taxation/Internal Revenue Code TAX

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 445 (119th), H.R. 1091 (119th)

Agriculture AGR

H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

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

Bills named: H.R. 8115 (119th), H.R. 5166 (119th)

Retirement RET

ERISA plan access to alternatives. Department of Labor's proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
JENNIFER GAYLE GLAVIN —
GEORGETTE PERROS SIERRA —
JOHN VAN ETTEN —

Contacted: SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

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.