BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 398
                                                                  Page  1

          Date of Hearing:   July 5, 2011

                  ASSEMBLY COMMITTEE ON ELECTIONS AND REDISTRICTING
                                  Paul Fong, Chair
                   SB 398 (Hernandez) - As Amended:  March 24, 2011

           SENATE VOTE  :   39-0
           
          SUBJECT  :   Retirement: placement agents.

           SUMMARY  :   Revises the definition of "placement agent" and 
          "external manager," makes conforming changes to the definition 
          of "placement agent" and "external manager" in the Political 
          Reform Act of 1974 (PRA), and exempts placement agents, as 
          specified, from local government reporting and registration 
          requirements.  Specifically,  this bill  :   

          1)Revises the definition of "external manager" to include a 
            person who is seeking to be, or is, retained by an investment 
            vehicle to manage a portfolio of securities or other assets 
            for compensation, or a person who manages an investment fund 
            and who offers, sells, or has offered and sold, an ownership 
            interest in the investment fund to an investment vehicle.

          2)Defines "investment fund" to mean a private equity or public 
            equity fund, venture capital fund, hedge fund, fixed income 
            fund, real estate fund, infrastructure fund, or other similar 
            pooled investment entity that is primarily engaged in the 
            business of investing, owning, holding, or trading securities 
            or other assets.

          3)Excludes investment companies registered with the Securities 
            and Exchange Commission (SEC), as specified that make public 
            offerings of their securities, from the definition of 
            "investment fund."

          4)Defines "investment vehicle" as a corporation, partnership, 
            limited partnership, limited liability company, association, 
            or other domestic or foreign entity that is managed by an 
            external manager, as specified.

          5)Revises the definition of "placement agent" to mean a person 
            directly or indirectly hired, engaged, or retained by, an 
            external manager or an investment fund managed by an external 
            manager, and who acts for compensation as a finder, solicitor, 








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            marketer, consultant, broker or other intermediary in 
            connection with the offer or sale to a board or investment 
            vehicle the investment management services of the external 
            manager or an ownership interest in an investment fund managed 
            by the external manager, as specified.

          6)Revises 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.

          7)Makes other conforming changes.

           EXISTING LAW  :

          1)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.

          2)Defines "placement agent" as a person or entity hired, 
            engaged, or retained by an external manager or other placement 
            agent to raise money or investments from a public retirement 
            system in California.

          3)Excludes from the definition of "placement agent" employees, 
            officers, or directors of specified external investment 
            managers, or of affiliates of the external managers.

          4)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 PRA.

          5)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.

          6)Prohibits compensation paid to placement agents that is 
            contingent upon defeat, enactment, or the outcome of any 








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            proposed investment action.

          7)Allows payments of fees for contractual services provided to 
            an investment manager by a placement agent registered with the 
            SEC and regulated by the Financial Industry Regulatory 
            Authority.

          8)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.

          9)Requires a report from the California Public Employees' 
            Retirement System (CalPERS) and the 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.

          10)Makes a violation of the PRA subject to administrative, civil 
            and criminal penalties.

           FISCAL EFFECT  :   According to the Senate Appropriations 
          Committee, pursuant to Senate Rule 28.8, negligible state costs; 
          contains a crimes and infractions disclaimer.

           COMMENTS  :   

           1)Purpose of the Bill  :  According to the author: "SB 398 revises 
            the definitions of Placement Agents, Investment Funds and 
            External Managers to clarify that the new law �AB 1743 
            (Hernandez), Chapter 668, Statutes of 2010] 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)."
           2)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.

           3)Clean-up Legislation  :  Following allegations and 
            investigations nationwide regarding placement agents that may 








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            have improperly attempted to sway the investment decisions of 
            public retirement systems, the Legislature passed, and the 
            Governor signed, legislation (AB 1743 (Hernandez), Chapter 
            668, Statutes of 2010) to require 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.

            According to information provided by the author's office, the 
            intent of AB 1743 was to identify and regulate the activities 
            of individuals soliciting investments for external managers.  
            However, as implemented, there is concern that this new law 
            also regulates the routine trading and sales of securities by 
            a brokerage firm.  This bill revises several definitions in 
            current law and in the PRA to clarify that the requirements 
            put into statute via AB 1743 only apply to placement agents 
            who solicit investments for external managers. 

           4)Previous Legislation  :  AB 1743 (Hernandez), Chapter 668, 
            Statutes of 2010, 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 PRA, and 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 
            pursuant to the PRA.

          AB 1584 (Assembly Public Employees, Retirement and Social 
            Security Committee), Chapter 301, Statutes of 2009, makes 
            numerous changes aimed at increasing disclosure and 
            accountability of investment placement agents, board members, 
            and others associated with public pension funds in California.

           5)Arguments in Support  :  In support of this bill, the CalPERS 
            Board of Administration writes:

               A drafting error in the last amended version of �AB 1743] 
               that was eventually chaptered into law has raised concerns 
               by our partners in the investment industry that 
               broker-dealers engaged in general secondary and primary 
               securities transactions may have inadvertently been 
               captured in the definition of placement agent.  It was 
               never the intent of AB 1743 to have broker-dealers involved 








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               in these types of transactions to register as lobbyists. 

               Applying the definition of Placement Agent to 
               broker-dealers who execute transactions on public 
               retirement systems' behalf could impair CalPERS ability to 
               buy and sell securities in the public markets.  SB 398 
               clarifies existing law to ensure we are able to conduct 
               business in a timely manner with our investment industry 
               partners.

           6)Double-Referral  :  This bill was heard in the Assembly Public 
            Employees, Retirement, and Social Security Committee on June 
            22, 2011, and was approved by the committee by a 6-0 vote.  
           
           7)Political Reform Act of 1974  :  California voters passed an 
            initiative, Proposition 9, in 1974 that created the FPPC and 
            codified significant restrictions and prohibitions on 
            candidates, officeholders and lobbyists. That initiative is 
            commonly known as the PRA.  Amendments to the PRA that are not 
            submitted to the voters, such as those contained in this bill, 
            must further the purposes of the initiative and require a 
            two-thirds vote of both houses of the Legislature.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Public Employees' Retirement System Board of 
          Administration
          California State Controller John Chiang
          California State Treasurer Bill Lockyer
          Fair Political Practices Commission
            Securities Industry and Financial Markets Association  

            Opposition 
           
          None on file.

           Analysis Prepared by  :    Maria Garcia / E. & R. / (916) 319-2094