BILL ANALYSIS                                                                                                                                                                                                    �






                         SENATE COMMITTEE ON ELECTIONS 
                         AND CONSTITUTIONAL AMENDMENTS
                           Senator Lou Correa, Chair


          BILL NO:   SB 398            HEARING DATE: 5/3/11
          AUTHOR:    HERNANDEZ         ANALYSIS BY:  Frances Tibon 
          Estoista
          AMENDED:   3/24/11
          FISCAL:    YES
          
                                     SUBJECT
           
          Retirement: placement agents

                                   DESCRIPTION  
          
           Existing law  requires all public pension systems to adopt a 
          policy, on or before June 30, 2010, requiring the 
          disclosure of fees paid to investment placement agents.

           Existing law  defines "placement agent" as a person or 
          entity hired, engaged, or retained by an external manager 
          or another placement agent to raise money or investments 
          from a public retirement system in California.

           Existing law  excludes from the definition of "placement 
          agent" employees, officers, or directors of specified 
          external investment managers, or of affiliates of the 
          external managers.

           Existing law  prohibits a person from acting as a placement 
          agent in connection with any potential investment made by a 
          state public retirement system unless that person is 
          registered as a lobbyist in accordance with, and is in full 
          compliance with, the requirements of the Political Reform 
          Act (PRA).

           Existing law  requires placement agents connected with 
          investments made by local public retirement systems to 
          comply with any applicable requirements imposed by a local 
          government agency on lobbyists, as defined, pursuant to the 
          PRA.

           Existing law  prohibits compensation paid to placement 
          agents that is contingent upon defeat, enactment, or the 









          outcome of any proposed investment action.

           Existing law  allows payments of fees for contractual 
          services provided to an investment manager by a placement 
          agent registered with the Securities and Exchange 
          Commission (SEC) and regulated by the Financial Industry 
          Regulatory Authority.

           Existing law  defines "external manager" as a person or 
          entity, as specified, who is seeking to be, or is, retained 
          by a state public retirement system to invest, hold or 
          trade securities or other assets, or manage a portfolio of 
          securities or other assets for a fee.

           Existing law  requires a report from the California Public 
          Employees' Retirement System (CalPERS) and California State 
          Teachers' Retirement System (CalSTRS) to the Legislature by 
          August 1, 2012, on the use of placement agents in 
          connection with investments, as specified; and makes a 
          violation of the PRA subject to administrative, civil, and 
          criminal penalties.

           This bill  would revise the definition of "external manager" 
          to include a person who seeks, or is retained by a board or 
          investment vehicle to manage a portfolio of securities or 
          other assets for a fee, or a person who manages an 
          investment fund who offers, sells, or has offered and sold 
          an ownership interest in the investment fund to a board or 
          investment vehicle.

           This bill would define "investment fund" to mean a private 
          equity and public equity fund, venture capital fund, hedge 
          fund, fixed income fund, real estate fund, infrastructure 
          fund, or other pooled investment entity that is primarily 
          engaged in the business of investing, owning, holding, or 
          trading securities and other assets;

           This bill  would exempt investment companies registered with 
          the SEC, as specified, that make a public offering of their 
          securities.

           This bill  would define "investment vehicle" as a 
          corporation, partnership, limited partnership, limited 
          liability company, association, or other domestic or 
          SB 398 (HERNANDEZ)                                     Page 
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          foreign entity that is managed by an external manager, as 
          specified.

           This bill  would revise the definition of "placement agent" 
          to include a person or an investment fund managed by an 
          external manager directly or indirectly hired, engaged, or 
          retained for a fee by an external manager to raise money 
          for investment from a public retirement system or an 
          investment vehicle in California.

           This bill  would revise the exemption to local government 
          reporting and registration requirements for placement 
          agents to include an employee, officer, director, or 
          affiliate of an external manager if the external manager is 
          registered with the SEC, as specified, or any appropriate 
          state securities regulator; the external manager is 
          participating in a competitive bidding process, or has been 
          awarded a contract for services and has agreed to a 
          fiduciary standard of care, as specified.

           This bill  would make conforming changes to the definitions 
          of "external manager" and "placement agent" for purposes of 
          the PRA.

                                    BACKGROUND  
          
           What are Placement Agents  ?  Placement agents are persons 
          that are hired by outside investment managers in connection 
          with an investment transaction as a finder, solicitor, 
          marketer, or consultant to raise money from, or to obtain 
          access to, an institutional investor such as a public 
          retirement system.

          In light of growing allegations nationwide that placement 
          agents may have improperly attempted to sway the investment 
          decisions of public retirement systems, the Governor signed 
          legislation (AB 1743, Hernandez, Ch. 668 Statutes of 2010) 
          co-sponsored by CalPERS, the Controller and the Treasurer 
          that requires placement agents that do business with 
          CalPERS or CalSTRS to be subject to the same reporting and 
          ethics rules that govern lobbyists under the PRA.

                                     COMMENTS  
          
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            1. According to the author  , the goal of AB 1743 was to 
             identify and regulate the activities of individuals 
             soliciting investments for external managers.  However, 
             some in the financial community have raised concerns 
             that AB 1743 could be interpreted to include all broker 
             dealers engaged in general secondary and primary 
             securities transactions with state retirement systems.  
             AB 1743 was never intended to cover the routine trading 
             and sales of securities (such as stocks in publicly 
             traded companies) by a brokerage firm.

           SB 398 revises the definitions of placement agents, 
             investment funds and external managers to clarify that 
             the new law applies to placement agents who solicit 
             investments for external managers, not to broker-dealers 
             and underwriters of typical securities, i.e., stocks, 
             bonds, and commodities that are executing transactions 
             on the retirement systems' behalf as originally intended 
             by AB 1743 (Hernandez).
                                         
                                  PRIOR ACTION

           Senate Public Employment and Retirement Committee:5-0

                                    POSITIONS  
          
          Sponsor: Author

           Support: Cal PERS 
                    Security Industry and Financial Markets 
                   Association
                   State Treasurer

           Oppose:  None received








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