MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION
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. 8773/S. 2309, Financial Services and General Government Appropriations Act, 2025 S. 3286, Disclosing Investments in Foreign Adversaries Act of 2023 S. 3554, Financial Artificial Intelligence Risk Reduction (FAIRR) Act Predictive Data Analytics proposal. Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) policies. Nonbank regulation. Private fund adviser rule. Dealer definition rule. Form PF rule. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbankfinancial companies. Artificial Intelligence. Credit risk transfers. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328). Custody proposal. Securities lending. Private credit regulation. Syndicated loans regulation. Treasury market structure.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JILLIEN WILLIAMS FLORES | — |
| ERIK L. JOHNSON | — |
| GEORGETTE PERROS SIERRA | — |
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. 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.
| 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.