United States Securities and Exchange Commission v. Paulsen

  1. November 22, 2021

    Ex-Sterne Agee Analyst Banned From Trading Securities

    A New York federal judge on Monday banned a former Sterne Agee managing director from trading securities and ordered him to pay a $100,000 penalty after the court found him liable for aiding and abetting a scheme to bribe a pensions manager.

  2. October 26, 2020

    SEC Victorious In Bribery Trial Against Ex-Sterne Agee Analyst

    A former Sterne Agee managing director lost his legal fight with the U.S. Securities and Exchange Commission on Friday when a New York federal judge found him liable for aiding and abetting a scheme to bribe a pensions manager.

  3. July 16, 2020

    Ex-Sterne Agee Analyst Takes Stand To Deny SEC Bribe Rap

    Former Sterne Agee managing director John Paulsen told a Manhattan federal judge Thursday that he is not liable in a U.S. Securities and Exchange Commission suit claiming he tried to drum up extra business by helping to bribe a pension manager who oversaw $50 billion.

  4. July 01, 2020

    SEC Says Broker Can't Attack Its Investigation In Bribe Trial

    The U.S. Securities and Exchange Commission asked a Manhattan federal court to keep an analyst's upcoming bribery trial limited to his alleged cover-up of an $11,000 ski trip, saying the court should block an anticipated defense centered on the SEC's investigation and the misdeeds of co-conspirators.

  5. April 20, 2020

    SEC Must Take Ski-Trip Bribery Suit Against Analyst To Trial

    A Manhattan federal judge has denied the U.S. Securities and Exchange Commission's request for summary judgment in a civil action accusing a former analyst for a broker-dealer of helping bribe a pension fund strategist with a lavish ski trip.

  6. July 23, 2019

    SEC, Ex-Analyst Clash Over Facts In NY Pension Bribery Suit

    The U.S. Securities and Exchange Commission and a former research analyst squared off on Monday, arguing in competing motions over what facts are actually "undisputed" in the agency's claims that the analyst aided a pay-to-play scheme involving New York's public pension fund.

  7. November 26, 2018

    Analyst Denies Knowing Of NY Pension Director Bribery Plot

    A former analyst at an unnamed broker-dealer has urged a New York federal judge to toss the U.S. Securities and Exchange Commission's suit accusing him of helping with a pay-to-play scheme involving a New York State Common Retirement Fund executive, arguing that he wasn't aware of the plot.

  8. July 27, 2018

    SEC Says Analyst Plied NY Pension Director For Business

    The U.S. Securities and Exchange Commission filed a complaint Thursday against a former higher-up at an unnamed broker-dealer, accusing him of providing gifts and entertainment to the New York State Common Retirement Fund's former director of fixed income in exchange for business.