Reversing Chevron Deference: What It Means for Investment Advisers

July 25, 2024 from 2:00 PM to 3:00 PM (ET)

Join attorneys Kelly Dunbar and Mark Cahn from WilmerHale for insights into what the Supreme Court’s reversal of the longstanding requirement for courts to defer to an agency’s interpretation of a statute will mean for the investment adviser industry. Gail Bernstein, the IAA’s General Counsel, will moderate the panel.

IACCP® CE Credit
This webinar is approved for one hour of General CE credit towards NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation. IACCP designees have primary responsibility for reporting continuing education activities by the reporting period deadline. Instructions for reporting CE activities are available in the IACCP CE Guide, which is available on the IACCP CE portal.

If you have questions about this webinar or need help registering, please contact Lisa Gillette at lisa.gillette@investmentadviser.org.

Webinar Speakers

Gail C. Bernstein is general counsel of the Investment Adviser Association (IAA), the leading association advancing the interests of fiduciary investment adviser firms. Bernstein has responsibility 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. She 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.

Mark D. Cahn is a partner at WilmerHale. His practice focuses on government and internal investigations, enforcement proceedings and litigation involving financial institutions, individuals and public companies. Throughout his legal career, Cahn has represented clients in internal corporate investigations, enforcement proceedings involving the SEC, FINRA and other regulatory bodies, and in federal and state court litigation. He first joined WilmerHale in 1988 and rejoined the firm after serving as General Counsel at the SEC from 2011 to 2013, and as Deputy General Counsel for Litigation and Adjudication at the SEC from 2009 to 2011, overseeing the SEC’s litigation, appellate and adjudication functions. He earned a B.A. from Tufts University and a J.D. from Yale Law School.

Kelly Dunbar is a partner and leader of WilmerHale’s Administrative Law Group. His practice focuses on government and regulatory litigation, administrative rulemakings, general constitutional and civil litigation, and appellate matters. He regularly counsels clients regarding regulatory strategy and litigation, represents them before administrative agencies, and litigates APA, constitutional, and other matters in federal district and appellate courts across the country in cases involving state or federal agencies or regulatory regimes. Dunbar joined the firm after serving as an attorney-adviser in the Office of Legal Counsel at the Department of Justice, where he worked on a range of APA, constitutional, executive privilege, and statutory issues. He earned a B.A. and M.A. from Baylor University, and a J.D. from Yale Law School.

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