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May 16, 2013 Investment Management Regulatory Update
Client Newsletter
Client Publications
May 16, 2013 SEC Proposes Cross-Border Security-Based Swap Rules
Client Publications
May 13, 2013 The SEC’s Northern Lights Enforcement Action: Implications For Fund Directors
Client Memorandum
Client Publications
May 2, 2013 FINRA Releases Additional Guidance Regarding the Use of Pre-Inception Index Performance in Institutional Communications
Client Newsflash
Client Publications
April 29, 2013 Investment Management Regulatory Update
Client Newsletter
Client Publications
April 23, 2013 Recent European Compensation Developments: Financial Institutions and Beyond
Client Memorandum
Client Publications
April 1, 2013 Designation of Asset Managers and Funds As Systemically Important Non-Bank Financial Institutions: Process and Industry Implications: Part 2 of 2
Investment Lawyer | Vol. 20, No. 4 | April 2013
Publications
March 25, 2013 Investment Management Regulatory Update
Client Newsletter
Client Publications
March 11, 2013 An Asset Manager’s Guide to Swap Trading in the New Regulatory World
Client Publications
March 1, 2013 Designation of Asset Managers and Funds As Systemically Important Non-Bank Financial Institutions: Process and Industry Implications: Part 1 of 2
Investment Lawyer | Vol. 20, No. 3 | March 2013
Publications
February 27, 2013 Investment Management Regulatory Update
Client Newsletter
Client Publications
February 25, 2013 Basel Committee and IOSCO Release Second Consultative Paper on Uncleared Derivatives Margin
Client Memorandum
Client Publications
February 15, 2013 FINRA Requests Comment on Proposed Rules Governing Markups, Commissions and Fees
Client Memorandum
Client Publications
January 24, 2013 CCOs Must Take Heed of Morgan Keegan Valuation Case
Ignites
Publications
January 23, 2013 FINRA Issues Voluntary Interim Form for Crowdfunding Portals
Client Memorandum
Client Publications
January 22, 2013 Investment Management Regulatory Update
Client Newsletter
Client Publications
January 3, 2013 SEC Adopts New Obligations for Broker-Dealers Regarding Lost Securityholders and Unresponsive Payees
Client Memorandum
Client Publications
December 20, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
December 17, 2012 SEC Charges Mutual Fund Directors for Inadequate Valuation Oversight
Client Newsflash
Client Publications
November 27, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 19, 2012 Treasury Issues FX Swap and FX Forward Exemption
Client Newsflash
Client Publications
October 17, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
September 26, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
September 12, 2012 CFTC Clarifies Swap Dealer Registration Timing
Client Memorandum
Client Publications
September 4, 2012 SEC Issues Proposal to Eliminate General Solicitation Ban as Mandated by the JOBS Act
Client Newsflash
Client Publications
August 22, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
July 30, 2012 CFTC Begins Implementation of Mandatory Clearing of Swaps
Client Newsflash
Client Publications
July 19, 2012 CFTC Addresses Compliance Dates for CPO/CTA Registration; Swap Definitions Finalized; CFTC Provides Cross-Border Guidance
Client Newsflash
Client Publications
July 19, 2012 SEC Adopts Rule Requiring Consolidated Audit Trail
Client Memorandum
Client Publications
July 16, 2012 Federal Reserve Issues Guidance on Pre-Filing Review Process
Client Newsflash
Client Publications
July 16, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
July 11, 2012 SEC and CFTC Finalize Swap Product Definitions: the Title VII Swap Countdown Begins
Client Newsflash
Client Publications
July 10, 2012 Basel Committee and IOSCO Release Consultation Paper on Uncleared Derivatives Margin; CFTC Reopens Comment Period on Uncleared Swap Margin Proposal
Client Newsflash
Client Publications
July 3, 2012 CFTC Proposes Cross-Border Guidance and Exemptive Order
Client Newsflash
Client Publications
June 19, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
June 6, 2012 SEC Approves “Limit Up-Limit Down” Plan and Tighter Circuit Breakers
Client Newsflash
Client Publications
June 5, 2012 CFTC Adopts Historical Swap Recordkeeping and Reporting Requirements
Client Memorandum
Client Publications
May 22, 2012 CFTC Proposes Exemptions from Aggregation under Its Position Limits Rule
Client Memorandum
Client Publications
May 17, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
May 16, 2012 SEC Approves MSRB Interpretive Notice on Municipal Security Underwriters
Client Memorandum
Client Publications
April 20, 2012 Volcker Rule Conformance Period Guidelines
Client Memorandum
Client Publications
April 19, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
April 18, 2012 SEC Approves Amendments to FINRA Communications Rules
Client Memorandum
Client Publications
April 9, 2012 Federal Reserve Issues Supplemental Notice of Proposed Rulemaking on Requirements for Determining Whether Companies are Predominantly Engaged in Financial Activities
Client Memorandum
Client Publications
April 5, 2012 CFTC Adopts Swap Clearing Documentation, Timing and Risk Management Rules
Client Memorandum
Client Publications
April 5, 2012 JOBS Act Becomes Law
Client Newsflash
Client Publications
April 4, 2012 FSOC Issues Final Rule on Designation of Systemically Important Nonbank Financial Companies
Client Memorandum
Client Publications
March 30, 2012 The STOCK Act: Implications for Trading on Political Intelligence
Client Memorandum
Client Publications
March 30, 2012 U.S. Supreme Court Holds that the Statute of Limitations for Section 16(b) Short-Swing Liability Claims Is Not Tolled
Client Newsflash
Client Publications
March 27, 2012 Congress Passes the JOBS Act
Client Newsflash
Client Publications
March 23, 2012 Senate Passes Legislation To Raise the 500 Shareholder Threshold for SEC Registration and To Relax General Solicitation Prohibition in Reg D Offerings
Client Newsflash
Client Publications
March 21, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
February 23, 2012 CFTC Adopts Amendments to Registration Exemptions for CPOs and CTAs and Proposes Harmonization Rules for Registered Fund CPOs
Client Memorandum
Client Publications
February 21, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
January 23, 2012 Investment Management Regulatory Update
Client Newsletter
Client Publications
January 20, 2012 New Regulations Address Withholding on “Dividend Equivalents”
Client Newsflash
Client Publications
January 11, 2012 CFTC Adopts Rules Establishing Swap Reporting Regime
Client Memorandum
Client Publications
December 7, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 18, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 7, 2011 CFTC Adopts Final Position Limits for 28 Physical Commodity Futures, Options, and Swaps
Client Memorandum
Client Publications
November 3, 2011 Proposed Treasury Regulations Clarify U.S. Taxation of Investments by Foreign Governments
Client Newsflash
Client Publications
October 27, 2011 SEC Approves Private Fund Systemic Risk Reporting
Client Newsflash
Client Publications
October 17, 2011 FSOC's Proposed Rules for SIFI Designations
Client Memorandum
Client Publications
October 14, 2011 Investment Management Regulatory Update
Client Publications
October 7, 2011 Leaked Volcker Release – Funds
Client Memorandum
Client Publications
October 7, 2011 Leaked Volcker Release – Proprietary Trading
Client Memorandum
Client Publications
October 5, 2011 SEC Large Trader Rule: Impact on Corporations and Related Individuals
Client Memorandum
Client Publications
October 4, 2011 Tighter Circuit Breakers in Equities Markets
Client Newsflash
Client Publications
September 19, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
September 7, 2011 Federal Reserve Interim Final Rule Adopts Regulations for Savings and Loan Holding Companies
Client Memorandum
Client Publications
September 2, 2011 SEC Seeks Public Comment on Mutual Fund Derivatives Use and Asset-Backed Issuers and Mortgage-Related Pools under the Investment Company Act
Client Newsflash
Client Publications
August 12, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
August 1, 2011 SEC Adopts Large Trader Reporting Requirements
Client Memorandum
Client Publications
July 13, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
June 29, 2011 SEC Issues Final Rules Implementing Dodd-Frank Amendments to the Investment Advisers Act of 1940
Client Memorandum
Client Publications
June 13, 2011 Supreme Court Limits False Statement Liability Under Rule 10b-5 To Those Who Actually Make Misstatements
Client Newsflash
Client Publications
June 10, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
June 9, 2011 SEC Adopts Rule on Beneficial Ownership of Security-Based Swaps
Client Newsflash
Client Publications
May 17, 2011 60 Days - Over 175 New Derivatives Provisions
Client Memorandum
Client Publications
May 17, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
April 25, 2011 Dodd-Frank Act May Require New SEC Registration for Non-U.S. Advisers
Client Memorandum
Client Publications
April 20, 2011 CFTC Releases Swap Margin Proposal
Client Newsflash
Client Publications
April 15, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
April 14, 2011 Regulators Propose Swap Margin and Capital Rules
Client Memorandum
Client Publications
March 31, 2011 Federal Agencies Finalize Proposed Interagency Rule on Incentive-Based Compensation for Financial Institutions
Client Newsflash
Client Publications
March 15, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
March 3, 2011 Federal Agencies Propose Interagency Rule on Incentive-Based Compensation for Financial Institutions
Client Memorandum
Client Publications
February 14, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
February 14, 2011 Summary of the Federal Reserve’s Final Regulations on the Conformance Period for the Volcker Rule
Client Publications
February 9, 2011 Summary of Federal Reserve Proposed Rule on Definitions Related to Nonbank Financial Companies and Interconnectedness of Systemically Important Firms
Client Publications
January 20, 2011 Summary of the Volcker Rule Study – Hedge Funds and Private Equity Funds
Summary as of January 19, 2011
Client Publications
January 13, 2011 Investment Management Regulatory Update
Client Newsletter
Client Publications
December 17, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 24, 2010 SEC Issues Proposal Implementing Advisers Act Registration and Reporting Amendments Under the Dodd-Frank Act
Client Memorandum
Client Publications
November 24, 2010 SEC Proposes Rules Implementing New Exemptions from Advisers Act Registration Under the Dodd-Frank Act
Client Memorandum
Client Publications
November 12, 2010 CFTC Proposes Swap Dealer and Major Swap Participant Rules
Client Newsflash
Client Publications
November 12, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 5, 2010 SEC Limits Direct Market Access
Client Memorandum
Client Publications
November 3, 2010 MSRB Extends Application of Its Rules and Registration to Municipal Advisors
Client Newsflash
Client Publications
October 20, 2010 SEC Proposes Say-on-Pay Rules for Companies and Proxy Vote Reporting Rules for Investment Managers
Client Memorandum
Client Publications
October 15, 2010 SEC and CFTC Adopt Interim Final Rules on Reporting and Recordkeeping for Pre-Dodd-Frank Swaps
Client Newsflash
Client Publications
October 12, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
September 16, 2010 Impact of the Dodd-Frank Act on Private Equity Funds, Hedge Funds and Their Investment Advisers
Private Equity Newsletter
Client Publications
September 13, 2010 Investment Management Regulatory Update
Newsletter
Client Publications
August 17, 2010 New York State Amends 2009 Power of Attorney Statute
Client Newsflash
Client Publications
August 16, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
July 29, 2010 Davis Polk Launches Dodd-Frank Webcast Series
Client Publications
July 26, 2010 SEC Proposes New Regulatory Scheme for 12b-1 Mutual Fund Fees
Client Newsflash
Client Publications
July 23, 2010 Exploring the Volcker Rule’s Effect on Banks: WSJ Video Interview
Client Newsflash
Client Publications
July 9, 2010 Davis Polk Regulatory Implementation Slides
Client Memorandum
Client Publications
July 9, 2010 Summary of the Dodd-Frank Wall Street Reform and Consumer Protection Act, Passed by the House of Representatives on June 30, 2010
Client Memorandum
Client Publications
June 10, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
June 2, 2010 Financial Reform Side-by-Side Comparison Chart – Key Senate and House Bill Issues
Client Memorandum
Client Publications
May 10, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
April 6, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
March 11, 2010 New “PROP Trading Act” Would Expand “Volcker” Prohibitions
Client Memorandum
Client Publications
March 9, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
February 5, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
January 7, 2010 Investment Management Regulatory Update
Client Newsletter
Client Publications
December 4, 2009 Investment Management Regulatory Update
Client Newsletter
Client Publications
November 11, 2009 Investment Management Regulatory Update
Client Publications
November 9, 2009 Investor Protection Act Passes House Financial Services Committee
Client Memorandum
Client Publications
October 9, 2009 Investment Management Regulatory Update
Client Publications
October 6, 2009 Representative Kanjorski Releases Investor Protection, Private Investment Fund Advisers Registration and Federal Insurance Office Proposals
Client Memorandum
Client Publications
September 23, 2009 IRS Releases Internal Memorandum Regarding Lending in the United States by Foreign Persons
Client Newsflash
Client Publications
September 21, 2009 SEC Proposes to Ban “Flash” Orders; Announces Broad Review of Market Structure Issues
Client Newsflash
Client Publications
September 3, 2009 Investment Management Regulatory Update
Client Publications
August 31, 2009 Short Sales: SEC Staff Provides Guidance on Short Sale Order-Marking Issues, Updates Regulation SHO FAQs
Client Newsflash
Client Publications
August 5, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
July 28, 2009 Short Sales: SEC Adopts Final Rule 204, Allows Rule 10a-3T (Form SH) to Expire and Announces Other Short Sale Initiatives
Client Newsflash
Client Publications
July 17, 2009 Private Fund Investment Advisers Registration Act
Client Newsflash
Client Publications
July 13, 2009 Investor Protection Act of 2009
Client Newsflash
Client Publications
July 1, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 24, 2009 Extension of FBAR Filing Deadline for Certain Offshore Investments
Client Memorandum
Client Publications
June 8, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 1, 2009 Derivatives Provisions in the American Clean Energy and Security Act of 2009
Client Memorandum
Client Publications
May 8, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
May 4, 2009 Administration's Proposals Regarding the Taxation of U.S. Groups' Foreign Income
Client Newsflash
Client Publications
April 22, 2009 Proposed Regulations on Partnership Allocations When Partners’ Interests Change During a Taxable Year
Client Newsflash
Client Publications
April 13, 2009 Update on “Carried Interest” Legislation: New Levin Bill
Client Memorandum
Client Publications
April 7, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
March 6, 2009 Proposed Tax Legislation Affecting Hedge Funds
Client Newsflash
Client Publications
March 3, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
February 9, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
January 13, 2009 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
December 17, 2008 FTC Fines Two Investment Funds for Failure to File Under HSR Act; $800,000 Penalty
Client Newsflash
Client Publications
December 17, 2008 New York State Proposes to Tax Carried Interest Earned by Non-resident Partners
Client Newsflash
Client Publications
December 3, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
December 1, 2008 Credit Default Swap and Regulatory Restructuring Bills Proposed by Senator Harkin and Senator Collins
Client Memorandum
Client Publications
November 1, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
October 30, 2008 In re Bilski: Federal Circuit Narrows Patentability of Business Methods
Client Newsflash
Client Publications
October 22, 2008 Section 457A
Client Memorandum
Client Publications
October 21, 2008 SEC Adopts Final Short Sale Rules
Client Memorandum
Client Publications
October 20, 2008 SEC Issues Interim Final Temporary Rule Extending Short Sale Reporting
Client Newsflash
Client Publications
October 8, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
October 7, 2008 Treasury Solicits Asset Managers and Other Agents for Troubled Asset Relief Program
Client Newsflash
Client Publications
September 22, 2008 New Short Sale Reporting Requirements
Client Newsflash
Client Publications
September 8, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
August 4, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
July 17, 2008 SEC Issues Interpretative Letter Regarding the Cash Solicitation Rule
Client Newsflash
Client Publications
July 14, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 13, 2008 Court Requires Activist Hedge Funds to Disclose Swaps in CSX
Client Newsflash
Client Publications
June 5, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
May 20, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
April 14, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
March 14, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
February 15, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
February 15, 2008 Private Equity Newsletter
What are the Practical Implications of the Recent Amendments to Rules 144 and 145?
Client Publications
January 16, 2008 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
December 13, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
November 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
October 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
September 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
August 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
July 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
May 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
April 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
March 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
February 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
January 1, 2007 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
December 1, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
November 9, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
October 5, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
September 11, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
August 4, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
July 13, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 13, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
May 5, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
April 12, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
March 1, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
January 18, 2006 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
December 15, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
November 3, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
October 13, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
September 1, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
August 10, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
July 1, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
June 7, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications
May 10, 2005 Investment Management Regulatory Update
A Summary of Current Investment Management Regulatory Developments
Client Publications