1st Quarter - Report

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
—
Expenses
$940,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
1st Quarter - Report (this page) Apr 20, 2023 $940,000 Replaced
1st Quarter - Amendment Jul 20, 2023 $940,000 Yes

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

Legislative oversight of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Capital markets regulatory reform in non-U.S. jurisdictions. 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. Activities-based rules for non-bank financial institutions. 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)

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
RYAN HEDGEPETH —
ERIK L. JOHNSON —

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Taxation/Internal Revenue Code TAX

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. Research and development expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
RYAN HEDGEPETH —
ERIK L. JOHNSON —
JOSEPH EDWARD SCHWARTZ —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Agriculture AGR

Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Data protection.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
RYAN HEDGEPETH —
ERIK L. JOHNSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Labor Issues/Antitrust/Workplace LBR

Noncompete agreements.

LobbyistCovered position, as disclosed
JILLIEN WILLIAMS FLORES —
RYAN HEDGEPETH —
ERIK L. JOHNSON —

Contacted: SENATE; 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.