Issues lobbied + lobbyists
TAX — Taxation/Internal Revenue Code
Corporate and international tax changes, including Section 899 proposals. Retirement savings incentives. Tax treatment of certain precious metal-backed ETFs.
Lobbyists: mr JOSEPH J BARRY; MELISSA KAHN; STEVEN PATTERSON; KAROLINA ARIAS
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
Financial services regulatory issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. Securities and Exchange Commission (SEC) liquidity and safeguarding rules.
Lobbyists: mr JOSEPH J BARRY; STEVEN PATTERSON; MELISSA KAHN; KAROLINA ARIAS
Government entities lobbied: Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
RET — Retirement
Retirement savings incentives, including: Retirement Fairness for Charities and Educational Institutions Act of 2025; SECURE 3.0; private markets legislation; litigation reform; One Big Beautiful Bill Act.
Lobbyists: mr JOSEPH J BARRY; MELISSA KAHN; STEVEN PATTERSON; KAROLINA ARIAS
Government entities lobbied: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE
BAN — Banking
Issues related to systemic risk and resolution of large banks. Anti-money laundering issues. Bank capital and liquidity regulations.
Lobbyists: mr JOSEPH J BARRY; STEVEN PATTERSON; KAROLINA ARIAS
Government entities lobbied: Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); SENATE; Treasury, Dept of
TRD — Trade (domestic/foreign)
Trade/market access issues.
Lobbyists: STEVEN PATTERSON; mr JOSEPH J BARRY; KAROLINA ARIAS
Government entities lobbied: Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Natl Security Council (NSC); SENATE; Treasury, Dept of