• University of Florida, B.S., 2000, with Highest Honors
    • American University Washington College of Law, J.D., 2003
    • District of Columbia
    • Maryland
    • Advisory Board, iMoneyNet
    • Money Market Funds: Regulators Primed for Further Reforms — The Mutual Fund Directors Forum, Webinar (July 15, 2021)
    • Handicapping Money Fund Reforms — Crane Data, Webinar (June 17, 2021)
    • Financial Services and Market Volatility in the Time of COVID — 2020 Virtual California Investment Management Symposium, Webcast (October 27, 2020)
    • Regulatory & ESG Money Funds Update — Crane Data's Mini Fund Symposium, Webcast (August 26, 2020)
    • Market Turmoil and Money Funds: What's Ahead — Ignites, Webcast (April 29, 2020)
    • Money Market Funds – Managing Stress — Dechert LLP, Webinar (March 24, 2020)
    • Money Fund Regulations: 2a‐7 Basics — Crane Data's Money Fund University, Providence, RI (January 24, 2020)
    • FinTech 2019 — Presented by the Practising Law Institute, New York (August 12, 2019)
    • Regulatory Update: Liquidity — Crane’s Bond Fund Symposium, Philadelphia, PA (March 26, 2019)
    • Interval Fund Nuts and Bolts — The Rise of Interval Funds: They're Back and Better Than Ever, New York, NY (December 4, 2018)
    • CCO Forum — Presented by U.S. Bancorp Services, New York, NY (October 23, 2018)
    • Regulatory Issues: Repo, SEC Sweeps, European — Crane’s Money Fund Symposium, Pittsburgh, PA (June 25-27, 2018)
    • Liquidity Risk Management and Reporting Modernization Readiness — U.S. Bancorp Fund Services' Annual Client Conference, Milwaukee, WI (June 6-8, 2018)
    • 29th Annual Conference on the Globalisation of Investment Funds — Presented by the International Bar Association, New York (May 13-15, 2018)
    • Regulatory Update: Form N-PORT, Liquidity — Crane Data’s Bond Fund Symposium, Los Angeles (March 23, 2018)
    • FinTech: The Future is Now — 2017 Los Angeles Investment Management Symposium, Los Angeles, CA (November 29, 2017)
    • Registered Funds — 2017 Los Angeles Investment Management Symposium, Los Angeles, CA (November 29, 2017)
    • Registered Funds Track — 2017 San Francisco Investment Management Symposium, San Francisco, CA (November 28, 2017)
    • CCO Forum — Presented by U.S. Bancorp Services, Atlanta, GA (November 16, 2017)
    • Liquidity Risk Management, Derivatives and the SEC's New Rules — 2017 Cohen Client Conference, Nashville, TN (October 13, 2017)
    • Compliance and Regulatory Updates: SEC Modernization and Liquidity Management Rules — Fund Operations and Technology Leaders Summit 2017, New York (October 3, 2017)
    • The Emerging Regulation of Robo-Advisers: Practical Advice — Dechert LLP, Webinar (May 2, 2017)
    • Regulatory Update: Liquidity, Fees & More — Crane's Bond Fund Symposium, Boston (March 23-24, 2017)
    • New Money-Fund Rules in Place: How's it Going? — 19th Annual Money Market Expo, Orlando, FL (March 8, 2017)
    • The SEC's Investment Company Reporting Modernization Rules and Forms: What You Need to Know — Dechert LLP, Webinar (November 30, 2016)
    • Liquidity Risk Management, Derivatives and the SEC's Proposal — 2016 Cohen Client Conference, Chicago (September 9, 2016)
    • Implementation of the Remaining Amendments to Rule 2a-7 — 18th Annual Money Market Expo, Orlando (March 7, 2016)
    • The SEC's Investment Company Reporting Modernization Proposal: What You Need to Know — Dechert LLP, Webinar (July 28, 2015)
    • Money Market Fund Reforms and Shareholder Proxy Solicitation Implications — ICI's General Membership Meeting, Washington D.C. (May 6, 2015)
    • Revising Those Investment Guidelines — 17th Annual iMoneyNet Money Market Expo, Orlando, FL (March 11, 2015)
    • The New World of Money Market Funds: The SEC Issues New Rules by Split Vote — Presented by West LegalEdcenter, Webinar (September 18, 2014)
    • Business Law Securities Regulation Committee Meeting — New York State Bar Association, New York (September 17, 2014)
    • Overview of the SEC's Money Market Fund Reform Amendments — Dechert LLP, Webinar (August 14, 2014)
    • Money Market Fund Regulation in the Spotlight — Dechert LLP, Webinar (January 7, 2013)
    • Prospects for Money Market Fund Regulation — Dechert LLP, Webinar (September 13, 2012)