URGENT Member Webinar – HW&M’s Proposal Impacts All Non-Listed Offerings

Speakers

• Anya Coverman SVP, Government Affairs and General Counsel, IPA
  

  Anya Coverman

  SVP, Government Affairs and General Counsel, IPA

  Anya 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.

• Doyle Bartlett Managing Shareholder DC, GrayRobinson
  

  Doyle Bartlett

  Managing Shareholder DC, GrayRobinson

  Doyle 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.

• Greg Mesack Senior Government Affairs Consultant, GrayRobinson
  

  Greg Mesack

  Senior Government Affairs Consultant, GrayRobinson

  Greg Mesack has 20 years of experience in legislative and policy making in Washington, DC, serving in capacities both on and off Capitol Hill.

  Greg began his career on Capitol Hill after graduating from Miami University, in Ohio. His career in politics began as an intern for Congressman Dave Camp, and then moved to staff assistant for Congressman Wally Herger. Greg then honed his political skills at the House Republican Conference as a legislative analyst for members of Congress.

  In February 2001, Greg began work for Congressman Bob Ney as his legislative assistant, handling the policy portfolio of the Financial Services Committee. Soon after, he was named legislative director, where he oversaw Congressman Ney’s legislative staff and operations. During his time working for Congressman Ney Greg staffed the Conference Committee for critical legislation including Sarbanes-Oxley, TRIA and the FACT Act.

  Greg left Capitol Hill in 2004 to work at America’s Community Bankers, a trade association representing banks across the nation. He was promoted to Director of Government Relations in 2006 and to Vice President in 2007. In 2007 Greg was named one of the top association lobbyists by The Hill newspaper.

• Kevin Walsh Principal, Groom Law Group
  

  Kevin Walsh

  Principal, Groom Law Group

  Kevin L. Walsh advises clients on a wide range of fiduciary matters and other issues involving benefit plans. His practice encompasses helping asset managers and other entities that design investment products build innovative investment offerings designed to enable defined contribution plan participants access to asset classes, like private equity and digital assets, that have traditionally only been available to defined benefit plans.

  While Kevin counsels clients primarily on issues related to Title I of ERISA, he also works with clients on the intersection of ERISA and other federal statutes such as securities laws, sanctions laws, and other laws that impact retirement plan investments. Kevin is also a member of Groom’s Policy and Legislation Group, where he leverages his deep legislative experience on behalf of clients by providing technical legislative drafting services and strategic advice on interacting with the legislative and executive branches.

  Recently, he has been involved in drafting comment letters related to Securities Exchange Commission and Employee Benefit Security Administration efforts to regulate environmental, social, and governance (“ESG”) investing.

• Tony Chereso President & CEO, IPA
  

  Tony Chereso

  President & CEO, IPA

  Tony Chereso is President and CEO of the Institute for Portfolio Alternatives and oversees all business operations. He brings an executive management track record of over 20 years to the IPA, along with a passion for excellence. Tony’s vision for the dynamic and rapidly changing PDI industry makes him a leading voice on critical legislative and regulatory issues. He has an unwavering commitment to expanding opportunities for the advancement of industry objectives. Tony has deep experience with privately offered securities and alternative asset capital markets, tax, due diligence, finance, audit and sales and marketing. Previously he was the President and CEO of FactRight, a leading third party independent due diligence and research firm. He also served as the Director of National Sales for a national real estate syndicator.

  Tony is a graduate of the DePaul University School of Commerce and attended business school at the University of Dallas. He is recognized as a distinguished instructor for the Institute of Internal Auditors.