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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 270 PARK AVENUE, 29th FLOOR |
Address2 | |
| City | NEW YORK |
State | NY |
Zip Code | 10017 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 25807-12
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6. House ID# 312800000
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| TYPE OF REPORT | 8. Year | 2008 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date | 03/31/2008 |
11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Daniel J. Ekstein, VP |
Date | 02/09/2009 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BAN
16. Specific lobbying issues
S 1395 "Stop Unfair Credit Card Practices" and HR 2146 "Universal Default Prohibition Act" - address concerns and educate Members and staff on credit card pricing and marketing practices;
HR 5546 "Credit Card Fair Fee Act" - educate Members and staff on the role of interchange in the electronic payments network;
HR 3915 "Mortgage Reform and Anti-Predatory Lending Act" and HR 2452 "Home Ownership Preservation and Protection Act" - protect homebuyers from predatory lending practices and support legislation providing for federal preemption of state laws;
HR 1066 "Depository Institution Community Development Investments Enhancement Act" and S 2487 "Public Welfare Investments" - relate to the Community Reinvestment Act;
HR 948 "Social Security Number Protection Act" and HR 3046 "Social Security Number Privacy and Identity Theft Protection Act" - legislation to restrict the commercial use of Social Security numbers;
S 473 "Combatting Money Laundering and Terrorist Financing Act" - improve the prohibitions on money laundering, and for other purposes;
HR 946 "Conumer Overdraft Protection Fair Practices Act" - educate Members and staff on legislation to increase regulation of overdraft protection programs;
Educate administration and Members on industry response to crisis in mortgage lending including loan modification;
Discuss mortgage and housing rescue proposal to allow FHA to guarantee "underwater" mortgages that have been discounted by the original lender.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Office of the Comptroller of the Currency (OCC), Treasury - Dept of, Federal Reserve System
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rick |
Lazio |
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Naomi |
Camper |
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Stephen |
Ruhlen |
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Robert |
Griner |
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Steven |
Patterson |
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Alan |
Keller |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BNK
16. Specific lobbying issues
HR 3609 "Emergency Home Ownership and Mortgage Equity Protection Act" and S 2136 "Helping Families Save Their Homes in Bankruptcy Act" - educate Members and staff on the impact of revising the bankruptcy code to allow for modification of mortgages.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Stephen |
Ruhlen |
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Robert |
Griner |
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Steven |
Patterson |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CPT
16. Specific lobbying issues
HR 1908 and S 1145 "Patent Reform Act" - provide for patent reform.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Commerce - Dept of (DOC), Justice - Dept of (DOJ)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rick |
Lazio |
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Naomi |
Camper |
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Steven |
Patterson |
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Alan |
Keller |
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Stephen |
Ruhlen |
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Robert |
Griner |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CSP
16. Specific lobbying issues
HR 3010 and S 1782 "Arbitration Fairness Act" - educate Members and staff on value of the use of arbitration for dispute resolution.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Robert |
Griner |
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Alan |
Keller |
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Steven |
Patterson |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code EDU
16. Specific lobbying issues
HR 5 "College Student Relief Act," HR 2669 "College Cost Reduction Act," HR 890 "Student Loan Sunshine Act," S 1642 "Higher Education Amendments" - reform the Federal Family Education Loan Program, student lending practices, and private student lending;
S 1561 - non-dischargeability of private student loans in bankruptcy;
HR 5715 - increases access to federally-guaranteed student loans by increasing marketplace liquidity and raising loan limits.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rick |
Lazio |
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Naomi |
Camper |
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Stephen |
Ruhlen |
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Robert |
Griner |
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Steven |
Patterson |
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Alan |
Keller |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code ENG
16. Specific lobbying issues
S 2730 "Clean Energy Investment Bank Act" - advocate the creation of an energy infrastructure bank;
Discuss tax incentives for alternative energy investments;
Work to implement the Dept. of Energy's Title 17 loan guarantee program to improve energy industry.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Robert |
Griner |
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Steven |
Patterson |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code ENV
16. Specific lobbying issues
S 280 "Climate Stewardship and Innovation Act" - educate Members and staff on aspects of proposed "cap and trade" regime to reduce the emission of green house gasses.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Robert |
Griner |
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Steven |
Patterson |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
S 577 "Oil and Gas Traders Oversight Act", HR 594 "Prevent Unfair Manipulation of Prices Act" , HR 2419 "Food and Energy Security Act" - amend the Commodity Exchange Act to add provision relating to reporting and recordkeeping for positions involving energy commodities;
In advance of April 3 hearing, gave JPMorgan Chase perspective on the Bear Stearns merger;
HR 3185 "401(k) Fair Disclosure for Retirement Security Act" - provides for the "unbundling" of 401(k) fees and mandates inclusion of index fund;
HR 1427 "Federal Housing Finance Reform Act" - reform regulation of government-sponsored enterprises;
Advocate for Rural Utility Service loan guarantee for broadband project sponsored by One Equity Partners;
Educate Members and staff on proposal to transfer and stabilize pension liabilities from financially troubled corporations;
Educate Members and staff on JPMorgan Chase's experience with the current bond insurance system in advance of hearing in the House Financial Services Committee;
Address proposals advanced for the comprehensive reform of market regulation to address recent market turmoil;
Discuss ideas to ensure U.S. global economic competitiveness.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Agriculture - Dept of (USDA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rick |
Lazio |
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Stephen |
Ruhlen |
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Naomi |
Camper |
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Steven |
Patterson |
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Robert |
Griner |
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Alan |
Keller |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HOU
16. Specific lobbying issues
HR 1227 and S 1668 "Gulf Coast Hurricane Housing Recovery Act" - FHA conveyance of Katrina properties;
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Highway Administration (FHA), Housing & Urban Development - Dept of (HUD)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Robert |
Griner |
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Naomi |
Camper |
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Steven |
Patterson |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code IMM
16. Specific lobbying issues
S 1639 - raise quota of H-1B visas
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Stephen |
Ruhlen |
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Alan |
Keller |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
HR 5267 "Business Activity Tax Simplification Act" - Legislation would create a physical presence standard under which a state may tax the income of business;
S 940, HR 1509 - extend the active finance exception to Subpart F of the Internal Revenue Code, which requires current taxation of income earned overseas;
HR 1677 "Taxpayer Protection Act" - educate Members and staff on the impact of restrictions on regulated, short-term loan products;
Discuss deferred compensation.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Naomi |
Camper |
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Stephen |
Ruhlen |
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Alan |
Keller |
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Robert |
Griner |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 4 | 7 |
| 2 | 5 | 8 |
| 3 | 6 | 9 |
FOREIGN ENTITIES
27. Add the following foreign entities:
| Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
| 1 | 7 | 13 |
| 2 | 8 | 14 |
| 3 | 9 | 15 |
| 4 | 10 | 16 |
| 5 | 11 | 17 |
| 6 | 12 | 18 |