Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB878

Introduced
1/5/24  
Refer
1/5/24  
Report Pass
1/19/24  

Caption

Fund of funds investment program. (FE)

Impact

The proposed changes would significantly alter the operational framework of the Badger fund, establishing strict guidelines for how investments must be made and managed. By consolidating and revising existing statutes, the bill seeks to enhance the state’s economic development by insisting that venture capital investments are not only made within Wisconsin but also compel receiving businesses to maintain significant employment levels within the state. This creates a stronger nexus between state economic interests and capital investment, with an overarching goal of stimulating local economic growth through enhanced access to funding for smaller businesses and startups.

Summary

Senate Bill 878 aims to amend the statutes relating to the fund of funds investment program in Wisconsin. This legislation requires the investment manager of the Badger fund of funds to hold in escrow gross proceeds from its investments, specifically targeting $25 million from fiscal year 2013-14 and another $25 million from fiscal year 2023-24. The bill mandates that 90% of these gross proceeds must be allocated to investments specifically in venture capital funds headquartered within the state. Moreover, it requires a progress report due to the joint committee on finance by March 1, 2024, ensuring transparency and accountability in fund management.

Conclusion

Ultimately, SB878 represents a targeted effort to reinforce economic ties between state-operated funds and Wisconsin businesses, which could yield significant benefits for economic growth in the region. However, the implications of such legislative mandates raise important discussions on the balance between regulatory oversight and market freedom.

Contention

While proponents argue that SB878 will foster greater investment in local businesses, there are potential concerns regarding the feasibility of the mandated requirements. Critics may view the bill as placing undue restrictions on venture capital funds, possibly discouraging investment due to the stipulations that necessitate businesses to maintain their headquarters and workforce levels within Wisconsin. Additionally, the requirement for the investment manager's fee to be capped at 1% may raise questions about the attractiveness of managing the fund to potential investment managers who might prefer greater financial returns.

Companion Bills

No companion bills found.

Previously Filed As

WI AB890

Fund of funds investment program. (FE)

WI AB2851

State funds: investments.

WI AB2332

State funds: investments.

WI HB2058

PUBLIC FUNDS-AUTH INVESTMENTS

WI HB1718

Relating to rural development funds and insurance tax credits for certain investments in those funds; authorizing fees.

WI AB869

State funds: investments.

WI SB997

Investments; prohibiting investments of public funds in communist governments and organizations. Effective date.

WI SB997

Investments; prohibiting investments of public funds in communist governments and organizations. Effective date.

WI AB1176

State funds: investments.

WI HB4735

Relating to rural development funds and insurance tax credits for certain investments in those funds; authorizing fees.

Similar Bills

No similar bills found.