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© 2026 Legalease Ltd. All rights reserved

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Registered address: 188 Fleet Street, London, EC4A 2AG

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  • Article

    Leveraging Success With Sophisticated Financing Strategies

    At the 2025 Private Credit Summit, hosted in New York by Dechert, ING and KBW/Stifel, Dechert's Jay Alicandri moderated a panel discussion focused on current trends...
    United StatesWealth Management
    Dechert
    Dechert
  • Article

    SEC Crackdown On Texting Violations: Asset Managers And Rating Agencies Brace For Next Round Of Fines

    The SEC's relentless pursuit of record-keeping violations has reached new heights, as asset managers and rating agencies find themselves in the crosshairs of the regulator's expanding probe into the
    United StatesWealth Management
    Gesmer Updegrove LLP
Gesmer Updegrove LLP
  • Article

    Tax Tips

    Most college packing lists do not include an estate plan; however, a few basic documents can give you peace of mind as your son or daughter heads off to college.
    United StatesWealth Management
    ORBA
    ORBA
  • Article

    The Artist’s Legacy – Business And Legal Planning Issues

    Sheppard Mullin attorneys Christine Steiner and Lauren Liebes recently joined Weston Naef, Getty Photography Curator Emeritus, and ASA appraiser Jennifer Stoots for "What Will Become of Your Legacy", a panel discussion at Los Angeles Center of Photography.
    United StatesWealth Management
    Sheppard
    Sheppard
  • Article

    US Asset Management Regulatory Year In Review 2023

    It is a dramatic understatement to describe 2023 as a busy year in the United States for asset management regulation. With 24 rules adopted and 18 new rules or rule amendments proposed...
    United StatesWealth Management
    K&L Gates
    K&L Gates
  • Article

    Visionary Perspectives: The Future Of Private Credit

    Bock emphasized that bad news doesn't improve with time and that indecision is itself a decision. He noted that the difference between good and great often lies in taking action or failing to act.
    United StatesWealth Management
    Dechert
    Dechert
  • Article

    More Standardisation Required For ESG Scoring In Asset Management – Comparative Study

    Christian Buhagiar, who recently completed his Master's dissertation at the London School of Business and Finance, said that ESG information is increasingly valuable for corporations, the public...
    GlobalWealth Management
    Finance Malta
    Finance Malta
  • Article

    Focus On ESG Will Continue To Grow Under Biden Administration

    In 2021, the global impact of environmental, social and corporate governance ("ESG") investing will continue to grow, with key implications for the asset management industry.
    United StatesCorporate/Commercial Law
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    SEC's Division Of Investment Management To Host Inaugural Conference On Emerging Trends In Asset Management

    Continuing its focus on the fund industry, the Securities and Exchange Commission's Division of Investment Management will hold its inaugural Conference on Emerging...
    United StatesCorporate/Commercial Law
    Mayer Brown
    Mayer Brown
  • Article

    SEC Highlights Importance Of Investor Protections In Asset Management Regulation

    He urged the AMAC to identify specific ways that the SEC can enhance efficiency, capital formation and investor protections.
    United StatesCorporate/Commercial Law
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    The SEC Adopts New Short Sale Reporting Requirements For Institutional Investment Managers

    On October 13, 2023, the SEC adopted Rule 13f-2 which will require institutional investment managers ("Institutional Managers") to report on new Form SHO specified short position...
    United StatesCorporate/Commercial Law
    Katten
    Katten
  • Article

    Milbank Represents Transportadora De Gas Internacional S.A. E.S.P. In Landmark $750M Rule 144A/Reg S Offering

    Milbank, Tweed, Hadley & McCloy LLP represented TGI, Colombia's largest natural gas transmission, in connection with the $750 million Rule 144A/Reg S offering of 5.550% senior notes due 2028.
    United StatesEnergy and Natural Resources
    Milbank
    Milbank
  • Article

    High-Level Overview Of The Proposed Regulations On Interest Deduction Limitation Rules

    On November 26, 2018, the Department of Treasury and US Internal Revenue Service released proposed regulations that flesh out the new Section 163(j) interest limitation rule
    United StatesFinance and Banking
    Mayer Brown
    Mayer Brown
  • Article

    Proxy Advisory Firms And Other Updates From The Commission's Investment Management Division

    At the ICI Conference, Dalia Blass, Director of the Securities and Exchange Commission's Division of Investment Management, provided some insights on upcoming rulemaking initiatives.
    United StatesFinance and Banking
    Mayer Brown
    Mayer Brown
  • Article

    US NAIC Spring 2023 National Meeting Highlights: Statutory Accounting Principles (E) Working Group

    At the Spring 2023 National Meeting of the US National Association of Insurance Commissioners ("NAIC"), the NAIC Statutory Accounting Principles (E) Working Group (the "SAP WG")...
    United StatesInsurance
    Mayer Brown
    Mayer Brown
  • Article

    Injunctive Relief Denied In Trade Secret Theft Case

    Chief Judge Frank P. Geraci, of the Western District of New York, recently denied a temporary restraining order and preliminary injunction sought by irth Solutions, LLC to protect the "unique combination" trade secret...
    United StatesIntellectual Property
    Holland & Knight
    Holland & Knight
  • Article

    CFIUS Clearance: Brookfield Business Partners L.P. And Westinghouse Electric Company

    On January 4, 2018, Brookfield Business Partners L.P., "the listed business [(TSX, NYSE:BBU)] services and industrials company of Brookfield Asset Management Inc.," (TSX, NYSE:BAM)...
    United StatesLaw Department Performance
    Squire Patton Boggs LLP
    Squire Patton Boggs LLP
  • Article

    Complementary Philanthropy Using Both Donor-Advised Funds And Private Foundations

    Many investment firms and community foundations sponsor DAFs.
    United StatesTax
    Day Pitney LLP
    Day Pitney LLP
  • Article

    Asset Protection Planning: Removing Risk From Your Rewards

    Asset protection planning can be an element of your estate plan designed to minimize economic exposure.
    United StatesWealth Management
    Reinhart, Boerner, Van Deuren SC
    Reinhart, Boerner, Van Deuren SC
  • Article

    August 31 Amnesty Deadline For Indian Bank Accounts: DOJ And IRS Pair Up To Target Indian Off-Shore Bank Accounts At HSBC

    Anyone with an off-shore bank or brokerage account in India who has not yet reported the account on his or her tax return has until August 31, 2011 to take advantage of a U.S. government-sponsored amnesty program to remedy that situation.
    United StatesWealth Management
    Foley & Lardner LLP
    Foley & Lardner LLP
  • Showing 261–280 of 1291 results

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