Sort the Following Results By:

DateTitleKnowledge Type
17 November 2015
SEC Adopts Final Crowdfunding Rules Legal Alerts
18 June 2015
SEC Proposes Changes to Form ADV Legal Alerts
14 July 2014
North Carolina JOBS Act: Pioneering Investment Crowdfunding Legislation
Source: Kilpatrick Townsend & Stockton
28 February 2014
SEC Provides No-Action Relief for M&A Brokers Legal Alerts
14 January 2014
SEC Releases 2014 Exam Priorities Legal Alerts
15 July 2013
SEC Opens the Door to General Solicitation and Advertising in Private Placements Legal Alerts
23 July 2012
Investment Management Blog Blogs
17 January 2012
New Department of Labor Regulations Offer More Investment Advisers the Opportunity to Provide Advice to Participants in 401(K) Plans and IRAs Legal Alerts
23 September 2011
Private Equity Firms Should Prepare for Exemption Changes
Source: Triad Business Journal
20 September 2011
Deadline for Meeting the New Investment Adviser Regulatory Requirements Under the Dodd-Frank Act is Quickly Approaching Legal Alerts
09 November 2010
SEC Adopts New Form ADV, Part 2 Legal Alerts
30 September 2010
SEC Proposes New Approach to Mutual Fund Asset-Based Distribution Fees Legal Alerts
13 July 2010
The SEC Targets the Advertising of “Target Date Funds” with New Proposed Rules Legal Alerts
19 January 2010
The SEC Amends Custody Rule for Registered Investment Advisers Legal Alerts
11 September 2009
Investment Companies May Provide Summary Prospectuses to 401(k) and Other ERISA Plans Offering Their Funds Legal Alerts
12 August 2009
UPDATE: IRS Extends Deadline for FBAR Reporting Requirements for Hedge Funds, Private Equity Funds and Similar Commingled Investments Legal Alerts
13 July 2009
SEC Proposes Amendments to Money Market Fund Regulation Legal Alerts
25 June 2009
UPDATE: IRS Modifies FBAR Reporting Requirements for Hedge Fund and Similar Investments Legal Alerts
24 June 2009
Recently Announced FBAR Reporting Requirements for Hedge Fund and Similar Investments – Due June 30, 2009 Legal Alerts
05 March 2009
SEC Adopts Revisions to Form D and Mandates Electronic Filing Legal Alerts
17 February 2009
Implementing E Proxy in 2009—Some Practical Considerations Legal Alerts
31 December 2008
SEC Adopts New Disclosure Rules for Mutual Funds Legal Alerts
25 November 2008
Mutual Fund Boards Should Consider Proposed Guidance Regarding Fund Brokerage Trading Practices Legal Alerts
30 April 2008
SEC Proposes New Changes to Form ADV Part II Legal Alerts
31 March 2008
SEC Accepts Comments Regarding Proposed “Summary Prospectus” and Related Proposed Amendments Legal Alerts
23 January 2008
No Private Right of Action Under Section 10(b) Against Third Party Wrongdoers Legal Alerts
10 October 2007
Heightened SEC Oversight and New Rules to Benefit Investors Legal Alerts
27 August 2007
New Developments in Private Fund Regulation, FINRA and New Proxy Solicitation Rules Legal Alerts
20 July 2007
SEC Publishes Compliance Alert Legal Alerts
21 May 2007
Court Vacates SEC Rule 202(a)(11)-1 that Excluded Certain Brokers from the Definition of an Investment Adviser Under the Investment Advisers Act of 1940 Legal Alerts
08 February 2007
SEC Proposes New Rules Regarding Fraud by Advisers to Pooled Investment Vehicles and Raising the Asset Minimum for “Accredited Investors” to $2.5 million Legal Alerts
04 August 2006
SEC Adopts Interpretive Release RE: Soft Dollars Safe Harbor Legal Alerts
01 December 2001
Money Managers and Information Technology Outsourcing Agreements
Source: The Investment Lawyer
01 October 2001
Leveraging Technology for Knowledge Management
Source: Paper and Panelist
01 July 2001
Drafting for a Long-Term Relationship: Money Managers and IT Outsourcing Agreement
Source: Investment Lawyer
01 September 1995
Why the Best Interests Standard Should Survive Peterson v. Rogers
Source: North Carolina Law Review
01 June 1995
Resolving the Doubt about the True Doubt Rule in Director, Office of Workers' Compensation v. Greenwich Collieries
Source: North Carolina Law Review

Who We Are

1001 West Fourth Street
Winston-Salem, NC, 27101-2400
t +1 336.607.7512
f +1 336.734.2608
Suite 2800, 1100 Peachtree Street NE
Atlanta, GA, 30309-4528
t +1 404.815.6414

Jeffrey T. Skinner

Experience Highlights

Mutual fund and investment management disputes for large financial institution
Represented multi-billion dollar mutual fund family for a Fortune 500 financial institution in action alleging inappropriate investments in more
Investment partnership
Served as counsel to family office investment management company providing private wealth management services. more
$300 million merger between First Financial Holdings, Inc. and SCBT Financial Corporation
Represented First Financial Holdings, Inc. in a merger with SCBT Financial Corporation. The $300 million transaction combines two of South Carolina’s more
Improper trading activity by an investment adviser
Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager. more