Morgan Lewis

Michael Berenson

Email: mberenson@morganlewis.com
Washington, D.C.
1111 Pennsylvania Ave., NW
Washington, DC 20004-2541
Phone: 202.739.5450
Fax: 202.739.3001


Publications
Date Type Title
05/16/2011 Presentation Current Product Development—Trends and Issues for Variable Annuities, presented at the 2011 ALIC Annual Meeting: Surviving and Thriving After Financial Reform, Tuscon, AZ
08/07/2009 LawFlash/Client Alert Proposed Rule under Investment Advisers Act Would Limit “Pay to Play” Practices
08/03/2009 LawFlash/Client Alert The Fate of Fixed Indexed Annuities and Rule 151A
06/17/2009 LawFlash/Client Alert SEC Enforcement Action Provides Guidance on Portfolio Valuation and Disclosure
May 2009 Outside Publication Uncertainty Reigns: The Status of Indexed Universal Life Policies After Rule 151A, Investment Lawyer, Vol. 16, No. 5
05/04/2009 Presentation Rule 151A, presented at the Association of Life Insurance Counsel Annual Meeting, San Diego, CA
04/02/2009 LawFlash/Client Alert Treasury Extends Money Market Fund Guarantee
03/20/2009 LawFlash/Client Alert Securities and Exchange Commission Staff Confirms Ability of iShares ETFs to Use Affiliated Indices as Benchmarks
02/10/2009 Outside Publication After Rule 151A, The Status Of Indexed UL Is Uncertain, National Underwriter (click here to read the article)
12/18/2008 LawFlash/Client Alert SEC Adopts Rule That Would Require Equity Index Annuities to Be Registered Securities
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
10/04/2008 LawFlash/Client Alert Impact of the Emergency Economic Stabilization Act of 2008 on Investment Management Firms
09/29/2008 LawFlash/Client Alert Money Market Funds: Insurance, Liquidity, and Support
07/01/2008 LawFlash/Client Alert SEC Proposes Rule That Would Require Equity Index Annuities to Be Registered Securities
July/August 2006 Outside Publication Equity-Indexed Annuities: Are They Worth the Risk? NSCP Currents
March 2006 Outside Publication Proxies on the Internet: A Harbinger for Investment Company Prospectuses and Reports? The Investment Lawyer, Vol. 13, No. 3
September 2005 Outside Publication Equity Index Annuities Attract New Regulatory Attention, Wall Street Lawyer, Vol. 9, No. 4
May 2005 Outside Publication Point of Sale and Confirmation Disclosure for Mutual Fund Transactions: Effective Disclosure or Information Overload? The Investment Lawyer
02/17/2005 Presentation Disclosure of Portfolio Manager Compensation: Who, What, Where, When & Why, presented at the Mutual Fund Directors Forum, Washington, D.C.
July 2002 Outside Publication To Boldly Go Where No Securities Offering Has Gone Before: Paperless, The Review of Securities & Commodities Regulation, Vol. 35, No. 13
June 2002 Outside Publication Form N-6—Welcome News for Variable Life Issuers, The Investment Lawyer, Vol. 9, No. 6
June 2002 Newsletter Variable Life Registration Forms Get Much-Needed Facelift, Morgan Lewis on Securities
June 2001 Newsletter Substitution or Subterfuge: The SEC Struggles to Decide, Morgan Lewis on Securities