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Thursday, 22 September 2011

‘Massive’ ETF Insider Trading, Google Ad Rates, UBS Board: Compliance

A former Goldman Sachs Group Inc. (GS) trader and his father were accused by U.S. regulators of making illegal trades based on confidential information related to the Wall Street firm’s exchange-traded fund investments.
Spencer Mindlin, 33, and Alfred Mindlin, 68, reaped at least $57,000 in illicit profits by trading in December 2007 and March 2008 “with knowledge of massive, market-moving trades” that Goldman Sachs planned to execute in four securities, the Securities and Exchange Commission said yesterday in a statement. The claims were outlined in an administrative proceeding filed by the SEC’s enforcement unit.

The younger Mindlin, who worked on Goldman Sachs’s ETF desk, learned of the firm’s plans to buy and sell large amounts of securities underlying an exchange traded fund, or ETF, known as SPDR S&P Retail ETF, according to the order. He tipped his father, and the two took long and short positions depending on whether Goldman Sachs intended to buy or sell, the order said. The insider-trading claims are the SEC’s first involving ETFs, the SEC said. The agency is seeking disgorgement of ill-gotten gains and unspecified penalties.
Robert Knuts, an attorney for the Mindlins at Park & Jensen LLP, didn’t immediately return a call for comment on the claims.
Goldman Sachs spokeswoman Andrea Raphael said in an e- mailed statement that the firm “fully cooperated” with the SEC’s investigation.
“All of the trading was conducted in private, undisclosed accounts held outside of Goldman Sachs and none of the trading involved client information,” Raphael said.
Spencer Mindlin left Goldman Sachs in 2009, according to the administrative order.

Compliance Policy

Failing Banks’ Derivative Trades May Face EU Write Downs
European Union regulators may write down the value of outstanding derivatives contracts issued by banks in crisis as part of broader plans to protect taxpayers from having to bail out failing lenders.
Bank supervisors should be given power to impose losses on “as wide a range of the unsecured liabilities of a failing institution as possible,” to help cover winding-up costs, according to a draft EU document outlining the plans. This may include liabilities from “derivatives that are not fully secured by collateral,” as well as unsecured senior bonds, according to the document obtained by Bloomberg News.
Unsecured derivatives “should, in principle, be within the scope of the debt write down powers,” the document said. Exceptions could apply if imposing losses would have a negative impact on the banking system, adversely affect counterparties or harm clearinghouses, according to the EU document.
The European Commission delayed publishing the plans this month because of concerns the measures may spook investors at a time of market turbulence and that they need more work, according to two people familiar with the situation. The final proposals may be released next month.
Derivatives are financial instruments derived from stocks, bonds, loans, currencies and commodities, or linked to specific events like changes in interest rates.
Chantal Hughes, a spokeswoman for Michel Barnier, the EU’s financial services chief, declined to immediately comment.
ESRB Says Risks to Financial System Increased ‘Considerably’
The European Systemic Risk Board said risks to Europe’s financial system have increased “considerably” as the sovereign debt crisis weakens economic growth and pressures banks.
“Key risks stem from potential further adverse feedback effects between sovereign risks, funding vulnerabilities within the European Union banking sector, and a weakening of growth outlooks both at global and EU levels,” the ESRB, hosted by the Frankfurt-based European Central Bank, said yesterday in a statement. “Decisive and swift action is required from all authorities,” it said, urging a full and rapid implementation of measures agreed at a leaders’ summit on July 21. “Authorities must act in unison with a total commitment to safeguard financial stability.”
The ESRB said supervisors should coordinate efforts to strengthen bank capital. “If necessary, this could benefit from the possibility for the European Financial Stability Facility to lend to governments in order to recapitalize banks, including in non-program countries,” it said.

Compliance Action

Google Ad Rate for Microsoft Said to Be Investigated by U.S.
U.S. antitrust enforcers are investigating whether Google Inc. (GOOG) illegally increased advertising rates 50-fold for rival Microsoft Corp. (MSFT), according to a person familiar with the matter.
The Federal Trade Commission is probing the increase, along with other allegations against Google related to advertising, as a result of complaints from Microsoft, according to the person, who wasn’t authorized to publicly comment. The complaints are being examined as part of a larger antitrust probe into Google that began earlier this year, the person said.
If true, the Microsoft allegations could be used to help the FTC build a case showing that Google abused its power as the owner of the world’s most popular search engine, violating the Sherman Act and other antitrust laws, said Andre Barlow, an antitrust lawyer at Doyle, Barlow & Mazard PLLC in Washington.
When investigating the ad complaint, the FTC will consider the motives for the accusations by Microsoft, the world’s largest software maker and one of Google’s biggest competitors, said Barlow.
Adam Kovacevich, a spokesman for Mountain View, California- based Google, said that while company officials didn’t know the details of Microsoft’s allegations about ads, rates are usually determined in part by how closely related an ad is to a user’s search.
Jack Evans, a spokesman for Redmond, Washington-based Microsoft, confirmed the company had made advertising complaints against Google and declined to discuss specifics. Cecelia Prewett, an FTC spokeswoman, declined to comment on her agency’s investigation.
For more, click here.
IRS Lets Employers Come Clean on Contractor Payroll Taxes
The Internal Revenue Service is giving companies that have been misclassifying employees as independent contractors a chance to pay a fraction of back taxes to avoid interest, penalties and audits for previous years.
Under the program announced yesterday by IRS Commissioner Douglas Shulman, U.S. companies would have to agree to treat the workers as employees going forward and pay 10 percent of the previous year’s payroll taxes. The program is open to employers of all sizes, though Shulman said he is trying to encourage smaller businesses to participate.
Worker misclassification is a particularly complex area of the tax code without clear rules to guide businesses, Shulman said. Since 1978, Congress has prohibited the IRS from issuing general clarifying regulations.
Employers are responsible for paying part of the payroll tax as well as paying federal unemployment taxes for their workers. Independent contractors pay both the employee and employer shares of the payroll tax.
Shulman said he didn’t have estimates of how many employers would join the voluntary compliance program or how much money it would generate. The program has no deadline.
Gruebel Meets With UBS Board After Singapore Expresses ‘Concern’
Oswald Gruebel, chief executive officer of UBS AG (UBSN), may face pressure to cut risk and shrink the investment bank as the board meets in Singapore, less than a week after a $2.3 billion loss from unauthorized trading.
The CEO met Sept.20 with members of senior management of the Government of Singapore Investment Corp., the company’s biggest investor, which “expressed disappointment and concern about the lapses and urged UBS to take firm action to restore confidence in the bank,” according to a statement from the sovereign wealth fund after the meeting with Gruebel.
The encounter marks a shift for the 67-year-old Gruebel, brought in 2 1/2 years ago to rebuild Zurich-based UBS after record losses on U.S. subprime mortgage securities led to a state rescue. Gruebel earned the moniker “Saint Ossie” in Switzerland for helping to restore Credit Suisse Group AG (CSGN)’s profits and reputation in his previous CEO role, and for a trading acumen that included spotting the subprime debacle early.
Gruebel, reached by phone, confirmed that the company’s executive board met yesterday and declined to comment further. The meeting continues in Singapore today. Tatiana Togni, a bank spokeswoman, said she wouldn’t comment on “speculation” regarding succession at UBS when asked about Gruebel’s position.
Chairman Kaspar Villiger, speaking to reporters in Singapore yesterday, said it will be a “normal” board meeting. When asked whether there has been any pressure from investors following disclosure of the trading loss, he said “thankfully, no.” The bank is “solid,” he said.
For more, click here.

Courts

Texas Sues U.S. to Block EPA’s Power Plant Pollution Rules
Texas, the second-most populous U.S. state, sued the U.S. Environmental Protection Agency, seeking to block rules aimed at curbing air pollution.
State Attorney General Greg Abbott’s office yesterday filed a petition for review of the regulation at the U.S. Court of Appeals in Washington. A request to bar its enforcement was expected to be filed late in the day yesterday, a spokeswoman for the attorney general, Lauren Bean, said yesterday in a telephone interview.
Abbott “is deeply concerned about these new federal regulations’ impact on the State of Texas, its electric grid and the Texans whose access to something as basic as electricity is threatened,” the attorney general said in an e-mailed statement.
The regulation has been challenged in a lawsuit by Luminant Generation Co., an Energy Future Holdings Corp. unit, which claims the measure will cost it $1.5 billion through 2020 and force it to eliminate at least 500 jobs.
Wyn Hornbuckle, a spokesman for the U.S. Justice Department, declined to comment on yesterday’s filing.
The case is State of Texas v. U.S. Environmental Protection Agency, 11-1338, U.S. Court of Appeals for the District of Columbia (Washington). 

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