Policy, Legal and Regulatory Affairs Updates: Strategic Initiatives for 2021
While you may have read about the IPA’s 2021 strategic legislative and regulatory priorities, hear directly from our policy and government affairs leadership team on the strategies and tactics we will be using moving forward this year to advance each of those issues, including broadly engaging membership and effectively using our advocacy resources. We covered our policy priorities – Fiduciary Standards, Tax Policy, FIRPTA Parity, Retirement Savings, State Advocacy, and Regulatory Guidance – as well as the current Administration’s priorities, and what we know today about the political makeup of relevant committees and agencies impacting our agenda.
Speakers
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Anya CovermanSVP, Government Affairs and General Counsel, IPAAnya is the IPA’s Senior Vice President for Government Affairs and General Counsel. Anya leads the IPA’s legislative, regulatory and legal initiatives, including the IPA’s Political Action Committee (PAC). Anya serves as the primary liaison and senior policy representative before Congress, the Administration, and federal and state financial and self-regulatory agencies on all aspects of financial services policy affecting the PDI industry. Anya also counsels the IPA on all internal legal matters. She is a regular speaker at conferences and public events and is often quoted in financial news and industry publications.
Prior to joining the IPA, Anya was the Deputy Director of Policy and Associate General Counsel at the North American Securities Administrators Association (NASAA), the national association representing state financial regulators. She also has practiced corporate and securities law at the international law firm Greenberg Traurig LLP in Washington, D.C., and, prior to that, at a boutique financial services law firm in New York City.
Anya received her J.D. from American University’s Washington College of Law and her B.A. from the University of Miami. She is admitted to practice law in the District of Columbia, Virginia, New York and Texas. Anya enjoys travel, oil painting and spending time with her family.
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Daniel CullenPartner, Baker & McKenzieDaniel Cullen has over 20 years of experience in tax planning for
structured real estate transactions and related securities law matters.
Mr. Cullen serves as a REIT columnist for the Journal of Passthrough
Entities and is viewed as a leading professional in the taxation of REITs
and related structures. Mr. Cullen received the Best Panel Award, for
the presentation “An In-Depth Look at DSTs” at the 2013 ADISA Annual
Conference. Mr. Cullen also serves as an adjunct professor at
Northwestern University School of Law and DePaul University College
of Law, teaching the Taxation of Structured Real Estate Transactions.Practice focus
Mr. Cullen has experience in all aspects of tax planning for inbound
and outbound real estate projects, including real estate investment
funds, leveraged partnerships, joint ventures, Qualified Opportunity Zone Funds (QOZs) REITs and Section 1031 structures such as tenancy-in-common arrangements and Delaware Statutory Trust (DST) offerings. In addition, he handles tax matters related to lease financings of real estate, aircraft, railcars, school buses, cell towers and other telecommunications equipment, synthetic
lease structures and the related tax aspects of derivatives and financial products. -
Doyle BartlettManaging Shareholder DC, GrayRobinsonDoyle is a member of the Firm’s government affairs and lobbying group and leads the federal lobbying arm of GrayRobinson. In his early career, Doyle served for five years as Chief of Staff to Representative Bill McCollum, supporting Congressman McCollum’s work as vice chair of the House Banking Commit t ee and chair of the House Judiciary Committee’s Crime Subcommittee. He oversaw Bill McCollum’s rac e for the U.S. Senate in 1999-2000 and his successful campaign for Florida Attorney General in 2006. Doyle cofounded the Eris Group in 2003 which was acquired by GrayRobinson in 2019. From 1988 to 1994, Doyle was general counsel and senior vice president for Legislat ive Servic es wit h the Conference of State Bank Supervisors, the professional association of state banking regulators. Before his time there, he was Manager of State Government Relations at Freddie Mac . Doyle c ame t o Washington in 1984 as staff to the House Banking Committee, supporting Congressman Bill McCollum in his position as ranking member of the Subcommittee on Domestic Monetary Policy. He had previously served as McCollum’s district representative in Orlando, Florida. Background A Florida native, Doyle holds a degree in finance from the University of Florida and a law degree from the National Law Center at George Washington University. Doyle is a member of the Bar in both Oklahoma and the District of Columbia. He is an adjunct professor at the University of Florida’s Department of Political Science where he teaches a graduate level seminar of federal advocacy.
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Jason GoodePartner, Alston & Bird LLPJason Goode has more than a decade of industry-focused practice representing companies (including REITs) in their fund formation, public securities offerings, and private placements. Jason also represents corporations and private equity firms in acquisitions, divestitures, mergers, financings, and leveraged buyouts. He regularly advises boards of directors on corporate governance issues and also counsels broker-dealers on compliance with applicable FINRA rules. He is a frequent speaker on securities and corporate governance issues.
Jason influences the real estate industry through his leadership with the Institute for Portfolio Alternatives (IPA), where he is the co-chair for the Policy and Government Affairs Committee and is the former chair of the Legal and Regulatory Committee. He interviewed Robert Telewicz, a top official at the SEC, during IPAVision 2020. Jason serves as a director of ACG Atlanta, a chapter of the Association for Corporate Growth, and as vice-chair of M&A South (formerly ACG Capital Connection), the premiere networking event in the South for deal makers.
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Mark QuinnDirector of Regulatory Affairs, Cetera Financial GroupMark Quinn is the Director of Regulatory Affairs for Cetera Financial Group, the corporate parent of a group of broker-dealers and Registered Investment Advisors with more than 8,000 financial advisers located across the United States. In that role, he manages a team of professionals handling interactions with agencies including the SEC, FINRA, U.S. Department of Labor, and state regulatory authorities. He also manages advocacy with respect to regulatory and legislative policy on behalf of Cetera.
Prior to joining Cetera, Mr. Quinn was the Chief Risk Officer of First Allied Securities, Inc., and prior to that, General Counsel of Royal Alliance Associates. In those roles and in private law practice, he has focused on representation of broker-dealers, investment advisers, and registered representatives in arbitration, litigation, and regulatory matters. He is a past Chairman of the Compliance Council of the Financial Services Institute and the Retirement Plans and Tax Regulatory Committee of the Insured Retirement Institute, and a current member of the District Committee for FINRA District No. 2. Mr. Quinn holds a B.S. in Finance from Arizona State University and M.B.A. and J.D. degrees from the University of Denver. He is a member of the Colorado, New York, and Florida bars.