Focus Areas
- “SEC Proposes Standardized ESG Disclosure for Funds and Advisers,” Thompson Hine Investment Management Update, June 2022
- “SEC Marks Important Milestone with a Decade of EXAMS,” Thompson Hine Investment Management Update, May 2022
- “SEC Proposes Amendments to Form PF,” Thompson Hine Investment Management Update, March 2022
- “SEC Announces 2021 Exam Priorities,” Thompson Hine Investment Management Update, March 2021
- “Chaos to Cohesion: Dramatic Improvements and Clarity Brought to Private Placement Regulation,” Thompson Hine Business Law Update, Winter 2021
- “SEC Modernizes Framework for Fund Valuation Practices,” Thompson Hine Investment Management Update, December 2020
- “SEC Adopts New Fund Derivatives Rule,” Thompson Hine Investment Management Update, December 2020
- “SEC Proposes Rule to Establish Framework for Fund Valuation Practices,” Thompson Hine Investment Management Update, May 2020
- “SEC Extends Relief Overriding In-Person Board Meeting Requirements,” Thompson Hine COVID-19 Update, March 2020
- “OCIE Announces 2020 Examination Priorities,” Thompson Hine Investment Management Update, January 2020
- “SEC Proposes Revisions to the Advertising Rules for Investment Advisers,” Thompson Hine Investment Management Update, December 2019
- Presenter, “Protecting Your Intellectual Property – Beware the Trolls,” Thompson Hine’s Investment Management Coffee Chat Webinar Series, May 2021
Professional Associations
- John Mercer Langston Bar Association, Board Member (2019 to present)
- Women For Economic and Leadership Development (WELD, National Advisory Committee Member (2019 to present)
- WELD Government Board & Commissions Training (2019)
Community Activities
- Tenant Advocacy Project, Legal Aid Society of Columbus
Education
- Capital University, J.D., 2019
- The Ohio State University, B.A., 2009
Bar Admissions
- Ohio
- SEC Proposes Standardized ESG Disclosure for Funds and Advisers,
Investment Management Update
, June 29, 2022 - SEC Marks Important Milestone with a Decade of EXAMS,
Investment Management Update
, May 4, 2022 - SEC Proposes Amendments to Form PF,
Investment Management Update
, March 2, 2022 - SEC Announces 2021 Exam Priorities,
Investment Management Update
, March 19, 2021 - Business Law Update – Winter 2021,
Thompson Hine Newsletter
, January 14, 2021 - SEC Modernizes Framework for Fund Valuation Practices,
Investment Management Update
, December 14, 2020 - SEC Adopts New Fund Derivatives Rule,
Investment Management Update
, December 1, 2020 - SEC Proposes Rule to Establish Framework for Fund Valuation Practices,
Investment Management Update
, May 12, 2020 - SEC Extends Relief Overriding In-Person Board Meeting Requirements,
COVID-19 Update
, March 16, 2020 - OCIE Announces 2020 Examination Priorities,
Investment Management Update
, January 27, 2020