United States: Fund Management/ REITs

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Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

President Trump Signs Executive Order Directing Review Of Alleged "Debanking"

On August 7, 2025, President Trump signed an executive order, Guaranteeing Fair Banking for All Americans (the EO), in response to alleged cases of major banks...

United States Finance

SJ

Steptoe LLP

Executive Order Directs Regulators To Expand Access To Alternative Assets In 401(k) Plans

On August 7, 2025, President Donald J. Trump issued a much-anticipated Executive Order Democratizing Access for 401(k) Investors (the "Executive Order") emphasizing the President's view that it is important that all Americans...

United States Employment

GG

Groom Law Group

FCA Publishes Its Findings On TCFD Climate Reporting Following A Multi-Firm Review

On August 6, the UK Financial Conduct Authority ("FCA") released its findings following a multi-firm review of climate reporting by asset managers, life insurers and FCA-regulated pension providers

United States Finance

JD

Jones Day

Derivatives And Securities Dealers' Pre-Hedging Of Client Trades Faces Potential New Rules

Derivatives and securities dealers and some of their market users are locked in a potentially consequential debate over what legal standards should be adopted to govern pre-hedging...

United States Finance

B

Bracewell

Alternatives: A New Type Of Diversification For High-net-worth Investor Portfolios

United States Finance

KR

Kaufman Rossin

LP-led Fund Secondaries – What You Need To Know

United States Finance

KL

Herbert Smith Freehills Kramer LLP

Sustainability Under The Microscope: ESMA's Reality Check

United States Finance

PR

Proskauer Rose LLP

CRD VI—European Banking Authority Report On Direct Provision Of Services From Third Country Institutions

European Union Finance

AO

A&O Shearman

Visionary Perspectives: The Future Of Private Credit

United States Wealth Mgt

D

Dechert

Capital Solutions: Five Surprising Takeaways

United States Commercial

AG

Akin Gump Strauss Hauer & Feld LLP

Federal Bank Regulatory Agencies Issue Joint Statement On Crypto-Asset Safekeeping By Banking Organizations

United States Finance

GP

Goodwin Procter LLP

Joint Ventures For Public REITs: Opportunities And Challenges

United States Finance

GP

Goodwin Procter LLP

European Central Bank Plans To Fine Banks For Failures To Address Climate Change

United States Finance

M

Mintz

Further Reform For UK Private Fund Managers: The Government's Road Map For Growth In Financial Services

United States Finance

GP

Goodwin Procter LLP

Summary - Tax Provisions In The One Big Beautiful Bill

United States Tax

HE

Hall Estill

Business Tax Law Provisions Of The OBBA

United States Commercial

OK

Offit Kurman

From Copyright Case To AI Data Crisis: How The New York Times v. OpenAI Reshapes Companies' Data Governance And EDiscovery Strategy

United States Technology

NM

Nelson Mullins Riley & Scarborough LLP

ALERT: Key Tax Provisions Provided For In "One Big Beautiful Bill Act"

United States Employment

DP

Dilworth Paxson LLP

Protectionism Or Free Trade?

United States International

BG

Braumiller Law Group, PLLC

Bank Secrecy Act Postponed For Investment Advisers And Exempt Reporting Advisers

On July 21, the United States Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) announced its intent to postpone compliance with new regulatory requirements imposing certain anti-money...

United States Government

LS

Lowenstein Sandler

FINRA Finalizes SLATE Rule 6540: The Definitive Guide To Securities Lending Transparency Requirements (Effective 2026)

On April 2, 2026, FINRA Rule 6540 under the new SLATE (Securities Lending and Transparency Engine) Rule 6500 Series will take effect, ushering in a new era of regulatory transparency in the securities lending market.

United States Finance

AP

Anderson P.C.

Dissolving Your Business: Essential Legal Steps To Protect Your Interests

If you're considering closing your business, it's crucial to understand that simply shutting your doors does not end your legal obligations.

United States Finance

SH

Scarinci Hollenbeck LLC

The Tax Joys Of Opportunity Zones

The 2025 tax bill extends and expands the tax benefits to taxpayers that have capital gain and invest an amount equal to the realized gain to acquire an interest...

United States Tax

GG

Greenberg Glusker Fields Claman & Machtinger

Jonathan Gould Confirmed As Comptroller Of The Currency

United States Finance

BS

Ballard Spahr LLP

The One Big Beautiful Bill Becomes Law: Key Real Estate Tax Changes

United States Tax

JD

Jones Day

New And Emerging Manager Guide 2025 - The Fund Raising Process In Eight Stages

United States Finance

PR

Proskauer Rose LLP

Multi-Entity Fund Complexes And The Investment Company Act: Look-Through Rules, Integration Doctrine And Related Considerations

United States Finance

LS

Lowenstein Sandler

2024 Benchmark Survey Of Financial Services Transactions Between US Financial Services Providers And Foreign Persons (Form BE-180) – Due July 31, 2025

United States Finance

SR

Schulte Roth & Zabel LLP

2025 Compliance Reminder: BE-180 Survey Of Cross-Border Financial Services Transactions

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Weil Private Funds Regulatory Review

United States Commercial

WG

Weil, Gotshal & Manges LLP

New Option For Excess Fee Income Rebates In Private Equity Funds For Non-US And US Tax-Exempt Investors

United States Tax

M

Mintz

Dan Hunter In Hedge Fund Alert On The Increase In Break Fees And Spinout Agreements

United States Finance

SR

Schulte Roth & Zabel LLP

One Big Beautiful Bill Act – Tax Considerations For Investment Funds

United States Tax

FL

Foley & Lardner

Weil Private Funds Regulatory Review

Like much of the federal government, the Securities and Exchange Commission (the "SEC" or "Commission") has undergone significant and rapid change in the first six months of the Trump administration.

United States Commercial

WG

Weil, Gotshal & Manges LLP

New Option For Excess Fee Income Rebates In Private Equity Funds For Non-US And US Tax-Exempt Investors

This update discusses a new and interesting development with respect to how certain non-US and US tax-exempt investors can receive a "rebate" of previously paid management fees with respect...

United States Tax

M

Mintz

Dan Hunter In Hedge Fund Alert On The Increase In Break Fees And Spinout Agreements

In the competitive landscape for top investment professionals, negotiations between star portfolio managers and major hedge fund operators are increasingly focused...

United States Finance

SR

Schulte Roth & Zabel LLP

One Big Beautiful Bill Act – Tax Considerations For Investment Funds

On July 4, 2025, President Donald Trump signed into law extensive tax legislation as part of the One Big Beautiful Bill Act (OBBBA) that will impact the investment fund industry.

United States Tax

FL

Foley & Lardner

International Fund Formation: Cross-Border Legal Considerations

Worldwide Finance

FL

Fridman Law Firm

Regulatory Monitoring

The EBA published a keynote speech delivered by its Chairperson, José Manuel Campa, at a high-level meeting for European supervisors in Ljubljana, Slovenia, on the importance...

United States Finance

AO

A&O Shearman

ESMA Report On The Integration Of Sustainability Risks And Disclosures Under SFDR

The funds industry continues to wait for regulators and legislators to review and fix the multiple flaws in the existing SFDR regime.

United States Finance

JD

Jones Day

Landmark FinCEN Orders Prohibit Fund Transfers Involving Three Mexican Financial Institutions Based On Illicit Opioid Trafficking Concerns

On June 25, 2025, the Financial Crimes Enforcement Network of the U.S. Department of the Treasury ("FinCEN") issued three orders (the "FinCEN Orders") targeting...

United States Finance

ML

Milbank LLP

Alumni Reflections: Capitalizing On Connections With Kerry Shriver And Meredith Moran

In this friendly and candid exchange, Proskauer partner Kerry Shriver and alumna Meredith Moran, Vice President & Counsel at Wellington Management...

United States Finance

PR

Proskauer Rose LLP

Shareholder Activism In The REIT Sector: An Evolving Landscape

United States Finance

GP

Goodwin Procter LLP

Federal Reserve Board Removes Reputational Risk From Examination Ratings

United States Finance

SM

Sheppard Mullin Richter & Hampton

OCC Enters Consent Orders Against New York-Based Bank

United States Finance

SM

Sheppard Mullin Richter & Hampton

Financial Markets And Funds Quick Take | Issue 39

United States Finance

KM

Katten Muchin Rosenman LLP

Why Don't More 401(k) Plans Have Lifetime Income Options?

United States Finance

CB

Cohen & Buckmann

Alternative Investments And 401(k) Plans: How Fiduciaries Can Navigate ERISA's Waters

United States Finance

CB

Cohen & Buckmann

OFAC Imposes Largest-Ever Penalty On Nonbank Financial Institution For Egregious And Sustained Sanctions Violations—a $216M Warning To U.S. Fund Managers: Know Your Investors

Worldwide International

LS

Lowenstein Sandler

Financing Your Private Debt Platform

United States Finance

D

Dechert

Emerging Manager Minute (Video)

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

SEC And CFTC Extend Compliance Date For Amendments To Form PF

United States Finance

D

Dechert

SEC Extends Compliance Date For Form PF Amendments To October 1, 2025

United States Commercial

FH

Foley Hoag LLP

Proposed Changes To Interest Rate Tax Treatment For RICs

United States Finance

PR

Proskauer Rose LLP

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

Schulte Roth & Zabel LLP

Regulation Round Up

United States Finance

PR

Proskauer Rose LLP

Preparing For UCITS VI

United States Finance

D

Dechert

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Latest Videos

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Emerging Manager Minute (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Fund Finance Friday: Industry Conversations – Brickfield Recruitment's Fund Finance Banker's Compensation Report (Video)

CW

Cadwalader, Wickersham & Taft LLP

Trending Video: Active Nontransparent ETFs (Video)

RG

Ropes & Gray LLP

Cannabis Investor Considerations For Private Fund Managers (Video)

FH

Foley Hoag LLP

Do I Need To Register? And Other Tips For Newly Registered Investment Advisers (Video Content)

FL

Foley & Lardner

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