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Jennifer M. Morgan

Insights 10 results

Client Alert

March 28, 2025
New Marketing Rule FAQs Facilitate Compliance on Net Performance

Client Alert

March 20, 2025
SEC Staff No-Action Letter Eases Rule 506(c) Accredited Investor Verification

Client Alert

June 7, 2024
Fifth Circuit Vacates Private Fund Adviser Rules

Article · Source: The Banking Law Journal

November 1, 2023
NAV Facilities: A Potential Liquidity Solution?

Article · Source: Probate & Property

September 1, 2023
Show Me the Money: A Primer on Real Estate Private Equity Funds

Client Alert

July 13, 2023
NAV Facilities

Client Alert

April 12, 2023
Beneficial Ownership Information Reporting Rule Requires Millions of Entities to Report Certain Information to FinCEN Effective January 1, 2024

Client Alert

February 10, 2023
SEC Staff Addresses Net Performance Presentation Requirements for Single Investments Under Marketing Rule

Client Alert

December 12, 2022
SEC Proposes RIA Outsourcing Rule

Client Alert

March 22, 2022
SEC Investment Adviser Marketing Rule: Compliance Date is Nov. 4, 2022

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