Insights & Regulatory Updates

Under the Radar: SEC Penalizes Adviser for Weak MNPI Controls in CLO Trades
Anderson Insights K. Braeden Anderson Anderson Insights K. Braeden Anderson

Under the Radar: SEC Penalizes Adviser for Weak MNPI Controls in CLO Trades

Managing MNPI risk is no longer just about avoiding direct trades on inside information; it’s about creating robust, tailored safeguards that address the way MNPI can impact related investments, particularly in intricate vehicles like CLOs. With the SEC placing renewed focus on MNPI in credit markets, now is the time to ensure your compliance protocols are more than just routine. This article unpacks the SEC’s action against Sound Point and provides essential takeaways for investment advisers on avoiding similar pitfalls.

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SEC Charges North Carolina Resident with Insider Trading in Biopharmaceutical Company
Anderson Insights K. Braeden Anderson Anderson Insights K. Braeden Anderson

SEC Charges North Carolina Resident with Insider Trading in Biopharmaceutical Company

In a recent enforcement action, the Securities and Exchange Commission (SEC) charged Matthew Groom, a North Carolina resident, with insider trading involving the Massachusetts-based biopharmaceutical company, Spero Therapeutics, Inc. According to the SEC’s complaint, Groom used confidential information obtained during his role as an IT consultant for Spero to avoid substantial financial losses ahead of a significant corporate announcement.

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Recent SEC Enforcement Action Highlights the Importance of Robust MNPI Policies in CLO Trading
SEC Enforcement Update K. Braeden Anderson SEC Enforcement Update K. Braeden Anderson

Recent SEC Enforcement Action Highlights the Importance of Robust MNPI Policies in CLO Trading

In a significant enforcement action, the U.S. Securities and Exchange Commission (SEC) has sanctioned a private fund manager for failing to implement adequate policies and procedures to prevent the misuse of material nonpublic information (MNPI) while trading securities issued by collateralized loan obligation vehicles (CLOs). This case underscores the SEC’s focus on credit managers and emphasizes the importance of strong compliance frameworks for preventing MNPI violations in CLO trading.

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SEC Issues $24 Million in Whistleblower Awards: A Testament to the Power of Insider Cooperation
SEC Enforcement Update K. Braeden Anderson SEC Enforcement Update K. Braeden Anderson

SEC Issues $24 Million in Whistleblower Awards: A Testament to the Power of Insider Cooperation

The Securities and Exchange Commission (SEC) continues to underscore the vital role that whistleblowers play in the enforcement of securities laws. On August 26, 2024, the SEC announced awards totaling more than $24 million to two whistleblowers whose information and assistance were instrumental in leading to successful enforcement actions, both by the SEC and another federal agency. This development is a compelling reminder of the significant public service provided by whistleblowers and the robust framework established to protect and reward them.

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