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SEC punts on Morrison redo, sends ball of wax to Congress

4/12/2012 COMMENTS (0)

April 12 (Reuters) - If you're looking for a detailed and thoughtful analysis of the background and impact of the U.S. Supreme Court's 2010 ruling in Morrison v. National Australia Bank, spend a couple of hours with the Securities and Exchange Commission's 106-page report on the ruling, mandated by Dodd-Frank and issued Wednesday afternoon. The decision, as you know, pretty much wiped out U.S. securities fraud claims against foreign companies, and the SEC report on its effect is so comprehensive that George Conway III of Wachtell, Lipton, Rosen & Katz, who won Morrison at the Supreme Court, told me the report could serve as a law school syllabus on transnational securities litigaton.

"The SEC staff did an absolutely fabulous job," Conway said. "The report is thorough and sagacious...It is going to be an excellent starting point if Congress ever chooses to look into the issue."

But the report provides little impetus for Congress to do that.

The SEC commissioners did not adopt specific recommendations about how to reform the securities laws to provide U.S. investors with a cause of action against companies whose shares trade on foreign exchanges. Indeed, the options the SEC staff presents in the report range from doing nothing to codifying a version of the domestic conduct and effects test that was in effect before the high court's Morrison ruling. That encompasses pretty much every legislative possibility, but instead of offering Congress some guidance on which route to take, the commissioners passed the report along without even indicated that they'd voted on it.

Commissioner Luis Aguilar was so irritated at his colleagues' namby-pamby-ness that he issued a dissent-like statement along with the report. Aguilar called for reinstatement of the conduct and effects test -- and harshly criticized the rest of the commissioners for failing to take a stand. "I write to convey my strong disappointment that the study fails to satisfactorily answer the Congressional request, contains no specific recommendations, and does not portray a complete picture of the immense and irreparable investor harm that has resulted, and will continue to result, due to Morrison v. National Australia Bank," Aguilar wrote. "The study falls far short of providing Congress with an informed recommendation and falls far short in fulfilling the Commission's mission to protect investors. I am particularly astonished that the study states that an option 'would be for Congress to take no action,' and, thus, would continue to deny American investors who have been harmed by fraud the ability to seek redress in court." (Aguilar's dissent certainly makes me wonder what kind of negotiations went on between the three Democratic commissioners and their two Republican colleagues before they decided to send the report to Congress without a formal vote.)

Congress usually needs a compelling reason to meddle with the securities laws, which, you'll recall, were passed way back in the 1930s. Morrison was enough of a concern that the Dodd-Frank Act took care to specify that the ruling's bar on extraterritorial application of securities laws doesn't apply to Justice Department and SEC criminal and enforcement actions. But without the financial meltdown that led to Dodd-Frank, and without a strong call for reform from the SEC in this report, it's not likely that the House of Representatives, in particular, will pass any Morrison rollback.

On the other hand, the report notes that major state pension funds are advocating a rollback, and they have some clout even with Republicans. Thomas Dubbs of Labaton Sucharow, who lost the Morrison case at the U.S. Supreme Court and has been calling for a legislative rollback ever since, told me Thursday that in the long run, the SEC report should help that cause. "The commission report was, on balance, helpful," he said. "The staff laid out a variety of options, most of which advocate changes of one form or another. This will advance political dialogue on this issue."

(Reporting by Alison Frankel)

Follow us on Twitter: @AlisonFrankel, @ReutersLegal


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