Melissa Hall

Melissa Hall

Morgan Lewis

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Latest Posts › Investment Funds


Volcker Rule: New FAQs Regarding Foreign Public Funds and Joint Venture Covered Fund Exclusions

Additional guidance issued five weeks before the July 21, 2015 conformance date. On June 12, the five federal agencies jointly responsible for implementing the Volcker Rule (the Agencies) released two new “Frequently...more

6/16/2015 - Covered Financial Institutions Covered Funds Exclusions Financial Institutions Investment Funds Public Funds Volcker Rule

OCC Issues Updated Guidance on Collective Investment Funds

The update to the Comptroller’s Handbook highlights the Office of the Comptroller of the Currency’s enhanced expectations regarding the overall risk management of collective investment fund activity and provides insight into...more

6/9/2014 - Investment Funds OCC Risk Management

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