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ASKramer Law

Tax-Loss Harvesting Part III: Investment Strategies

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Taxpayers invest to make money and hope to earn a decent return on their investments. Tax-loss harvesting can be used as part of a taxpayer’s overall investment strategy without affecting investment  returns, while offsetting...more

Goodwin

Shareholder Activism in the REIT Sector: An Evolving Landscape

Goodwin on

Shareholder activism in the public REIT sector has evolved from a marginal tactic employed by a small number of high-profile hedge funds into a persistent, structural feature of corporate life. The public REIT model, long...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Driving Growth with Corbin Capital Partners’ Tracy Stuart

Over the past 20 years, as Managing Partner and CEO, Tracy Stuart has transformed Corbin Capital Partners from a few hundred million to over $9 billion in AUM. In this episode, we explore what has driven Corbin’s success and...more

Snell & Wilmer

SEC Division of Examinations Priorities for 2025: Examinations Will Prioritize New Rules for Form PF and Regulation S-P, Fiduciary...

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On October 21, 2024, the Division of Examinations (the “Division”) of the U.S. Securities and Exchange Commission (the “SEC”) issued its annual examination priorities for fiscal year 2025. As with its 2024 examination...more

White & Case LLP

Amendments to the Mexican Securities Market Law and the Investment Funds Law

White & Case LLP on

On December 28, 2023, a decree was published to reform and add several provisions to the Mexican Securities Market Law (Ley del Mercado de Valores) and the Investment Funds Law (Ley de Fondos de Inversión) (the "Reform...more

A&O Shearman

SFC and HKMA’s joint circular on streamlined approach for dealing with sophisticated professional investors (SPIs)

A&O Shearman on

Wealth managers and advisers, and distributors in relation to non-retail investment products, for example interests in private equity funds or hedge funds, sustainability linked bonds and other private capital related...more

Katten Muchin Rosenman LLP

Financial Markets and Funds Quick Take - April 2022

Welcome to the inaugural issue of Katten’s Financial Markets and Funds Quick Take. Each month, Quick Take will highlight key noteworthy developments potentially affecting financial markets and funds. ...more

Proskauer Rose LLP

SEC Chair Gensler Signals SEC Policies for Private Funds

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On November 10, 2021, in prepared remarks before a meeting sponsored by the Institutional Limited Partners Association (ILPA), Securities and Exchange Commission (SEC) Chair Gary Gensler presented his views on the role and...more

Robins Kaplan LLP

Financial Daily Dose 8.23.2021 | Top Story: CA Judge Declares Gig-Economy-Friendly Prop 22 Unconstitutional

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A California state court judge dealt Uber, Lyft, and the rest of gig-economy employers a blow on Friday, ruling that the recent Prop. 22-driven state law “that ensures many gig workers are considered independent contractors,...more

Hogan Lovells

AIFMD 2 has arrived!

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Pre-marketing and reverse solicitation of alternative investment funds in Europe. The European Commission originally announced a proposal for a supplementary AIFM Directive (AIFMD 2) approximately sixteen months ago. After...more

Akin Gump Strauss Hauer & Feld LLP

Podcast: Akin Gump Post-Funds Conference Report

In this episode, Akin Gump investment management partners Kelli Moll and Stephen Vine report on the firm’s recent New York Private Investment Funds Conference, the topics covered from the dais and the hot topics going into...more

Troutman Pepper Locke

A Strategic Comparison Of Private Investment Fund Models

Troutman Pepper Locke on

Our law firm, Pepper Hamilton, regularly advises prospective private equity and hedge fund managers on the various legal structure options associated with launching a new private investment fund. In our experience, first-time...more

Allen Matkins

California Legislature Mulls Anti-Short Selling Bill

Allen Matkins on

In April, I wrote about a bill, SB 726 (Hueso), that would have added a new section to the Corporate Securities Law banning false statements to government officials for the purpose of manipulating the price of a company’s...more

Cadwalader, Wickersham & Taft LLP

New 871(m) Regulations Finalize Dividend Equivalent Payment Withholding Rules for Equity Derivatives

On September 17, 2015, the IRS and the Treasury Department issued final, temporary, and proposed regulations under section 871(m) of the Internal Revenue Code (collectively, the “new regulations”) that provide the rules for...more

Adler Pollock & Sheehan P.C.

Glossary of Important Securities Regulation Terms and Definitions

This Glossary is designed to provide law students taking Securities Regulation with a tool that will assist them in learning the basic language of securities law and achieve a working knowledge of the fundamental principles...more

Katten Muchin Rosenman LLP

Corporate & Financial Weekly Digest - Volume X, Issue 22

In This Issue: - SEC Staff Releases Analysis Related to Pay Ratio Disclosure Rules - States Challenge Blue Sky Preemption Under Regulation A+ - FINRA Proposes Revised BrokerCheck Hyperlink Rule -...more

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