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By Mia Gutierrez and Jessica Morgan – On May 16, 2024, the SEC adopted amendments to Regulation S-P requiring broker-dealers, registered investment companies, registered investment advisers, funding portals, and transfer agents (collectively, “covered institutions”) to...
By Jessica Morgan, Tonkon Torp LLP, and Bill Woodruff, AI Infrastructure Partners – Launching a private equity fund is an exciting yet daunting endeavor; and a General Partner (GP) Advisory Board can be a critical asset...
By Claire Brown, Jessica Morgan, and Kate Roth – Subject to further changes, the Corporate Transparency Act (CTA) is once again voluntary. Reporting obligations under the CTA are currently voluntary pursuant to a preliminary injunction...
Tonkon Torp attorneys Christopher Pallanch, Jarell Hunt, Jessica Morgan, and Kristen Bremer Moore led an informational session on timely topics important to compliance professionals. The educational roundtable was hosted at the Tonkon Torp offices by the Greater Portland...
Tonkon Torp attorneys Christopher Pallanch, Sam Taylor, Jarell Hunt, and Jessica Morgan led a recent informational session on timely topics important to compliance professionals. The educational roundtable was hosted by the Greater Portland Compliance Association at the...
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