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External Meetings: Meeting with Managed Funds Association and Investment Advisor Association
Rulemaking(s):
XXVII. Investment Adviser Reporting
Visitor(s):
Cary Meer, K&L Gates
Karen Barr, Investment Adviser Association
Jennifer Choi, Investment Adviser Association
Jennifer Han, Managed Funds Association
Larry Patton, K&L Gates
Organization(s):
Investment Adviser Association
Managed Funds Association
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Participants discussed changes to Commission Rules 4.5, 4.13, and 4.14