November 08, 2024 from 1:00 PM to 2:00 PM (ET)
Who wins the White House? Will Democrats hold the Senate and Republicans the House? What does the future hold for a retirement savings and tax policy, SEC regulation, ESG, electronic delivery? IAA’s policy team will explore the ramifications of the elections for investment advisers and their clients.
Registration is now closed. IAA members may email Mary Kanda to request a recording of the webinar.
Karen Barr is president & chief executive officer of the Investment Adviser Association, the leading organization for fiduciary investment advisers. Before assuming the role of president & CEO in 2014, she served as the IAA’s general counsel for 17 years, with responsibility for the wide range of legal and regulatory matters affecting the Association and its members. Prior to joining the IAA, Barr was in private practice at Wilmer, Cutler & Pickering (now WilmerHale), where she represented clients in SEC investigations, securities class action litigation, internal corporate investigations, and securities regulatory matters. She received her B.A. from the University of Pennsylvania and her J.D. from the University of Michigan Law School. Barr is a member of the District of Columbia Bar.
Gail C. Bernstein is general counsel of the IAA, responsible for legal matters affecting the IAA and for the development and execution of the IAA’s regulatory advocacy and engagement on behalf of its members. She is also responsible for working with IAA members on legal, regulatory, and compliance issues affecting investment advisers. Bernstein joined the IAA in 2017 from the law firm of WilmerHale in Washington, D.C., where she had been both a special counsel and a partner in the Securities Department. She earned her law degree from Harvard Law School and, after law school, clerked for the Honorable Douglas P. Woodlock of the U.S. District Court for the District of Massachusetts.
Langston Emerson is a managing partner at Mindset, a policy advisory and advocacy firm in Washington, DC. Emerson leads the asset management practice, where he advocates on federal policy issues important to clients and their investors and shareholders. He also leads a team to conduct due diligence on behalf of private equity and venture capital investments. Previously, he was the head of government affairs for the American Investment Council, advising large private equity firms, and led the financial service government affairs practice at TIAA during the creation of the Dodd Frank Act. Emerson holds a B.A. from Howard University and a J.D. from The George Washington University Law School.
William A. Nelson is director of public policy and associate general counsel at the IAA. Previously, he was assistant general counsel and public policy counsel at CFP Board and chief compliance officer for Mercer Advisors. He has also held roles as an attorney with both the U.S. Departments of Justice and Veterans Affairs. Nelson has served as an adjunct professor at the University of Denver Sturm College of Law and George Washington University Law School. He received his undergraduate degree from the University of Tulsa, his J.D. with Honors from the University of Tulsa College of Law, and his LL.M. from the George Washington University Law School.
Neil A. Simon is the IAA’s vice president, government relations. He has a leading role in the formulation and communication of the IAA’s views on legislative and regulatory issues and is responsible for advocacy before the U.S. Congress. Before joining the IAA, he was director of government relations for the Financial Planning Association and served as executive director of the National Franchise Council. Prior to that, Simon was counsel in the law firm of Hogan & Hartson LLP (now known as Hogan Lovells). He received his B.A., magna cum laude, from Clark University, his J.D. from Georgetown University, and is a member of Phi Beta Kappa.
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