Overview
Lobbying Costs
900,000€ - 999,999€
Financial year: Oct 2022 - Sep 2023
Lobbyists (Full time equivalent)
1.95 Fte (6)
Lobbyists with EP accreditation
0
High-level Commission meetings
30
Lobbying Costs over the years
-
Info
Managed Funds Association (MFA)
EU Transparency Register
041415315167-65 First registered on 05 Dec 2014
Goals / Remit
MFA represents the global alternative investment industry and its investors by advocating for public policies that foster efficient, transparent, fair capital markets, and competitive tax and regulatory structures. MFA’s mission is to advance the ability of alternative asset managers to raise capital, invest, and generate returns for their beneficiaries. MFA advocates on behalf of its membership and convenes stakeholders to address global regulatory, operational, and business issues. Member firms help pension plans, university endowments, charitable foundations, and other institutional investors to diversify their investments, manage risk, and generate attractive returns over time. MFA has a global presence with offices in Washington, New York, London, and Brussels, supporting a global policy environment that fosters growth in the alternative asset management industry.
Main EU files targeted
MFA represents participants in the alternative investment industry and tracks and advocates on their behalf, regulatory and legislative matters and dossiers affecting that industry, including, but not limited to:
Alternative Investment Fund Managers Directive,
European Commission’s Short Selling Regulation,
European Markets Infrastructure Regulation,
Markets in Financial Instruments Directive,
Market Abuse Directive,
Financial Transaction Tax,
Capital Markets Union,
Sustainable Finance Disclosure Regulation (SFDR),
Corporate Sustainability Due Diligence Directive (CSDDD),
Corporate Sustainability Reporting Directive (CSRD),
Non-Bank Financial Intermediation,
Securitisation,
Regulation on Wholesale Market Integrity and Transparency (REMIT),
Retail Investment Strategy (RIS).Address
Head Office
1301 Pennsylvania Avenue Suite 350
Washington, D.C. 20004
UNITED STATESEU Office
Rue d'Arlon 40
Brussels 1000
BELGIUMWebsite
-
People
Total lobbyists declared
6
Employment time Lobbyists 75% 1 50% 1 25% 2 10% 2 Lobbyists (Full time equivalent)
1.95
Lobbyists with EP accreditation
All Lobbyists with EP accreditation over time
0 accreditations were / are live (in bold) for the selected state of 17 Sep 2024
Name Start date End Date Mr Taggart DAVIS 14 Mar 2023 14 Mar 2024 Complementary Information
Managed Funds Association works with outside consultancies for occasional assistance with activities covered by the register. While our expenditures on such external consultancies are included in our declaration of annual costs, the FTE count in this section does not include our outside consultants’ staff working on activities covered by the Register.
Person in charge of EU relations
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
-
Categories
Category
Trade and business associations
-
Networking
Affiliation
• European Capital Markets Institute (ECMI) which is affiliated with the Centre for European Policy Studies (CEPS) https://www.ecmi.eu/ & https://www.ceps.eu/
• MFA supports the work of New Financial (think tank) https://newfinancial.org/
• Third County Network Exchange. Bi-annual meeting of third-country financial services stakeholders.
• QED: https://www.qed.eu/Member organisations
https://www.mfaalts.org/about-mfa/membership/member-directory/
MFA members are all natural persons. MFA’s website, listed above, includes a list of organizations affiliated with MFA natural person members in our Founders Council, Strategic Partner and Sustaining Member membership classes. -
Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Oct 2022 - Sep 2023
Lobbying costs for closed financial year
900,000€ - 999,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount sidley austin 10,000€ - 24,999€ fti consulting 50,000€ - 99,999€ penta 50,000€ - 99,999€ fourtold 50,000€ - 99,999€ Intermediaries for current year
Name penta fti consulting sidley austin fourtold Closed year Costs
900,000€ - 999,999€
Other financial info
None declared
-
EU Structures
Groups (European Commission)
none
Groups (European Parliament)
N/A
Communication activities
MFA held a conference titled Global Summit which took place in Paris on May 16th 2023.
Other activities
None declared
Meetings
Meetings
30 meetings found. Download meetings
The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
-
Date 06 Jun 2023 Location Brussels, Belgium Subject CMU, RIS and SSR Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Paul Moley (Cabinet member)
-
Date 13 Jan 2023 Location Brussels Subject Short Selling Regulation, CMU, AIFMD Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
-
Date 20 Jul 2022 Location Brussels Subject AIFMD, MFA in Europe DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 10 May 2022 Location Brussels Subject AIFMD review ELTIF Regulation review MMFs Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
- Peter Power (Cabinet member)
-
Date 13 Sep 2021 Location Brussels, Belgium Subject Discussions concerning an upcoming event DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 30 Apr 2021 Location Brussels Subject Financial services Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
- Nathalie De Basaldua Lemarchand (Cabinet member)
-
Date 16 Jun 2020 Location Virtual meeting Subject CMU, hedge funds, leverage and systemic risk DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 14 Nov 2019 Location Brussels Subject CMU, sustainable finance Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Andrea Beltramello (Cabinet member)
Other Lobbyists -
Date 08 Jul 2019 Location Brussels Subject CMU, Sustainable Finance Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Andrea Beltramello (Cabinet member)
-
Date 08 Jul 2019 Location Brussels Subject CMU and sustainable finance. Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Nathalie De Basaldua Lemarchand (Cabinet member)
-
Date 04 Apr 2019 Location Bucharest Subject Réforme des mesures prudentielles, l’impact du Brexit sur l’activité des fonds d’investissements américains dans l’Union européenne. DG Financial Stability, Financial Services and Capital Markets Union Attending - Olivier Guersent (Director-General)
-
Date 20 Feb 2019 Location Brussels Subject Investment Firm Review (IFR), Brexit Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Jan Ceyssens (Cabinet member)
Other Lobbyists -
Date 26 Jun 2018 Location Brussels Subject Capital Markets Union Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 14 Dec 2017 Location Brussels Subject ESA review, MiFID, prudential regime for investment firms Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Marlene Madsen (Cabinet member)
-
Date 14 Dec 2017 Location Brussels Subject Prudential Regime proposal DG Financial Stability, Financial Services and Capital Markets Union Attending - Olivier Guersent (Director-General)
-
Date 13 Nov 2017 Location Brussels Subject ESAs review; EMIR; Investment Firm Review Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Jan Ceyssens (Cabinet member)
-
Date 22 Jun 2017 Location Brussels Subject CMU mid term review and financial services. Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Marlene Madsen (Cabinet member)
-
Date 22 Jun 2017 Location Brussels Subject CMU, Brexit, AIFMD DG Financial Stability, Financial Services and Capital Markets Union Attending - Olivier Guersent (Director-General)
-
Date 08 Feb 2017 Location Brussels Subject EU priorities Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 16 Sep 2016 Location Brussels Subject CCS follow up with Norway Cabinet Cabinet of Commissioner Carlos Moedas Portfolio Research, Science and Innovation Attending - Robert Schröder (Cabinet member)
-
Date 17 Feb 2016 Location Brussels Subject discussion on the economic outlook and the EU's regulatory agenda in relation to matters of taxation and financial services Cabinet Cabinet of Commissioner Pierre Moscovici Portfolio Economic and Financial Affairs, Taxation and Customs Attending - Maria Elena Scoppio (Cabinet member)
- Ioana Diaconescu (Cabinet member)
Other Lobbyists -
Date 16 Feb 2016 Location Brussels Subject Financial Policy Cabinet Cabinet of Commissioner Jonathan Hill Portfolio Financial Stability, Financial Services and Capital Markets Union Attending - Matthew Baldwin (Cabinet member)
-
Date 01 Oct 2015 Location Brussels Subject Capital Markets Union Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 09 Jun 2015 Location Brussels Subject CMU Cabinet Cabinet of Commissioner Pierre Moscovici Portfolio Economic and Financial Affairs, Taxation and Customs Attending - Ioana Diaconescu (Cabinet member)
-
Date 08 Jun 2015 Location Brussels Subject Markets in Financial Instruments Directive II Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Lee Foulger (Cabinet member)
-
Date 27 Feb 2015 Location New York Subject EU and US Regulatory Agenda in Financial Services Cabinet Cabinet of Commissioner Jonathan Hill Portfolio Financial Stability, Financial Services and Capital Markets Union Attending - Jonathan Hill (Commissioner)
Other Lobbyists -
Date 17 Dec 2014 Location Brussels, Belgium Subject Investment Plan and Capital Markets Union Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 16 Dec 2014 Location Brussels Subject Capital Markets Union Cabinet Cabinet of Commissioner Jonathan Hill Portfolio Financial Stability, Financial Services and Capital Markets Union Attending - Nathalie De Basaldua Lemarchand (Cabinet member)
-
Date 16 Dec 2014 Location Brussels Subject Capital markets union Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Valérie Herzberg (Cabinet member)
Other Lobbyists -
Date 16 Dec 2014 Location Brussels- European Commission Subject CMU Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Jan Ceyssens (Cabinet member)
Other Lobbyists