1st Quarter - Report

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

Firm
Client
Income
—
Expenses
$1,250,000
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. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 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. AML issues. 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. Increasing initial public offerings (IPOs). 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). Securities lending. Private credit regulation. Treasury market structure.

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

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

Bills named: H.R. 2246 (119th), S. 1053 (119th)

Taxation/Internal Revenue Code TAX

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. 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.

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 445 (119th), H.R. 1091 (119th), H.Con.Res. 14 (119th)

Agriculture AGR

Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Protection for sensitive and proprietary data.

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

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

Retirement RET

ERISA plan access to alternatives.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.