Morgan Lewis

P. Georgia Bullitt

Email: gbullitt@morganlewis.com
New York
101 Park Avenue
New York, NY 10178-0060
Phone: 212.309.6683
Fax: 212.309.6001


Publications
Date Type Title
09/27/2011 Presentation Research, Marketing, Financing and Selling Restrictions Relating to ETFs, presented for Morgan Lewis's ETF Breakfast Roundtable, Session II
09/20/2011 Presentation Issues for Broker-Dealers acting as APs or LMMs for ETFs, presented for Morgan Lewis's ETF Breakfast Roundtable, Session I
August 2011 Outside Publication Broker-Dealers Will Shoulder Bulk of Responsibility under SEC’s New “Large Trader” Reporting System, Wall Street Lawyer
09/02/2011 LawFlash/Client Alert SEC Concept Release Requests Industry Comments on Funds’ Use of Derivatives
08/02/2011 LawFlash/Client Alert SEC Adopts Large Trader Reporting System
06/08/2011 LawFlash/Client Alert Time Running Out on Retail Currency Business for SEC-Registered Broker-Dealers
04/19/2011 Presentation ETFs 360° - Formation, Regulation and Trading
09/20/2010 LawFlash/Client Alert CFTC Requests Comment on NFA Petition to Restrict Exclusions from Commodity Pool Operator Definition
08/19/2010 LawFlash/Client Alert NFA Revises Petition to Restrict Exclusions from Commodity Pool Operator Definition
August 2010/October 2010 Outside Publication Legal Considerations for Registered Investment Companies Investing in Derivatives, Investment Lawyer, Vol. 17, Nos. 8 & 10
07/01/2010 LawFlash/Client Alert NFA Petitions the CFTC to Restrict Exclusions from the Commodity Pool Operator Definition for Investment Companies
06/29/2010 LawFlash/Client Alert Financial Regulatory Reform Heads Down the Homestretch
07/17/2009 LawFlash/Client Alert Legislation Proposed by U.S. Treasury Would Require Private Fund Advisers to Register with the SEC
05/15/2009 LawFlash/Client Alert SEC Proposes Strengthening of Advisers Act Custody Rule
04/22/2009 LawFlash/Client Alert Eleven Steps for Addressing Treasury Fail Penalties
11/11/2008 LawFlash/Client Alert SEC Adopts Interim Reporting Requirement for Short Sales
10/27/2008 LawFlash/Client Alert Securities and Exchange Commission Staff Permit Exchange-Traded Funds to Track Their Indexes by Investing in Other Exchange-Traded Funds
10/17/2008 LawFlash/Client Alert SEC Adopts Interim Reporting Requirement for Short Sales
10/16/2008 LawFlash/Client Alert SEC Adopts Interim Close-Out Requirements for Short Sales
09/25/2008 LawFlash/Client Alert SEC Staff Provides Guidance on Short Sale Emergency Orders: Supplement to FYIs of September 21 and 22, 2008
09/22/2008 LawFlash/Client Alert UPDATED as of 12:00 p.m. - SEC Emergency Orders: Implications for Buyside and Sellside Firms
09/21/2008 LawFlash/Client Alert SEC Emergency Orders: Implications for Buyside and Sellside Firms
09/09/2008 LawFlash/Client Alert Implications of U.S. Government’s Takeover of Fannie Mae and Freddie Mac
07/22/2008 LawFlash/Client Alert SEC Staff Confirms that Hedge Fund Solicitors Are Not Subject to the Cash Solicitation Rule
07/17/2008 LawFlash/Client Alert SEC Issues Emergency Order to Deter Uncovered Short Sales in Certain Financial Institutions
07/08/2008 LawFlash/Client Alert FSA Proposes Extension of UK Major Shareholder Notification Requirements to Equity Contracts for Differences (Including Equity Swaps and Other Equity Derivatives)
05/29/2008 LawFlash/Client Alert CFTC Authority Extended over Retail Forex and Energy Trading
05/16/2008 LawFlash/Client Alert FINRA Issues Proposals on Rulebook Consolidation
03/05/2008 LawFlash/Client Alert SEC Proposes Rules to Allow Index-Based and Fully Transparent Actively Managed ETFs
02/05/2008 LawFlash/Client Alert SEC Issues First Notice for Actively Managed ETFs
11/06/2007 Presentation Internal Controls for Broker-Dealers, presented at the FINRA Institute at Wharton Certificate Program, Philadelphia
10/10/2007 Presentation Fee-Based Brokerage Accounts and the Elimination of Rule 202(a)(11)-1, presented at the Financial Markets World 20th Annual Small Firms Conference, San Antonio, TX
11/15/2006 Presentation Monitoring, Managing, and Retaining Email and Other Electronic Activity to Comply with Advisors Act, presented at the 3rd National Forum on Hedge Fund Compliance, New York
11/02/2006 Presentation IA and Investment Company CCOs, presented at the Investment Advisor Association's Compliance Workshop (multiple cities)
09/21/2006 Presentation How Firms Are Adapting to the Rule and a Look Towards the Future, presented at the SIA Fee Based Accounts Forum, New York
April 2006 Outside Publication New Rules of the Road for Brokers Offering Investment Advice, Wall Street Lawyer: Securities in the Electronic Age, Vol. 10, No. 4