2023 Agenda

Wednesday, June 21

1:00 - 1:15pm

1:15 - 2:00pm

2:00 - 2:50pm

2:50 - 3:20pm

3:20 - 4:10pm

4:10 - 5:00pm

5:00 - 6:00pm

Welcome to Money Fund Symposium 2023

Peter Crane, President, Crane Data

Keynote: The Elevation of Money Funds II

Laurie Brignac, MD & Senior PM, Invesco
Additional Speaker TBD

Repo Update: Fed RRP, FICC and Other Repo

Moderator: Joseph Abate, MD F-I Strategy, Barclays

Dina Marchioni, Director of MM, Federal Reserve Bank of NY

Shiv Rao, Chairman, Sunthay Holdings

Jeff Sowell, VP, Funding & Collateral, State Street

Refreshments Sponsored by

Regulations: Money Fund Reforms Round III

Brenden Carroll, Partner, Dechert LLP

Jon-Luc Dupuy, Partner, K&L Gates LLP

Jamie Gershkow, Partner, Stradley Ronon

Major Money Fund Issues 2023

Moderator: Peter Crane, President, Crane Data

Linda Klingman, Head of Money Markets, Charles Schwab I.M

John Tobin, Money Market CIO, Dreyfus

Peter Yi, Executive Vice President, Director Short F-I, Northern Trust AM

Reception sponsored by

Thursday, June 22

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 11:50am

11:50 - 12:30pm

12:30 - 1:30pm

1:30 - 2:15pm

2:15 - 3:00pm

3:00 - 3:30pm

3:30 - 4:20pm

4:20 - 5:10pm

5:10 - 6:10pm

Breakfast sponsored by

Strategists Speak ‘23: Fed, Rates & Reforms

Mark Cabana, MD, Head of US Rates Strategy, BofA Securities

Vanessa Hubbard McMichael, Director, Wells Fargo Securities

Priya Misra, Global Head, Rates Strategy, TD Securities

Senior Portfolio Manager Perspectives

Moderator: Robert Callagy, VP/Sr Analyst, Moody’s Investors

Deborah Cunningham, MM CIO, Federated Hermes

Nafis Smith, Head of Taxable MM & Senior PM, Vanguard

Chris Tufts, MD, Global Head PM, J.P. Morgan Asset Mgmt.

Coffee sponsored by

Government Money Fund & Repo Issues

Mike Bird, Senior Portfolio Manager, Allspring Funds

Geoff Gibbs, MD & Head of Liquidity, DWS

Marques Mercier, Senior Portfolio Manager, Invesco

Muni & Tax Exempt Money Fund Update

Colleen Meehan, Portfolio Manager, Dreyfus

John Vetter, Structured Analyst, Fidelity Investments

Sean Saroya, Executive Director, J.P. Morgan Securities

Lunch sponsored by

Dealer's Choice: Supply, New Securities & CP

Rob Crowe, Director MM, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

Local Government Investment Pools & SMAs

Laura Glenn, Managing Director, Public Trust Advisors

Guyna Johnson, Director, S&P Global Ratings

Coffee sponsored by

Ultra-Short Bond Funds & Beyond Cash

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Jeff Weaver, Portfolio Manager, Allspring Global

European & Asian Money Fund Update

Greg Fayvilevich, Director, Fitch Ratings

Kim Hochfeld, MD, State Street Global Advisors, Chair, IMMFA

Additional Speaker TBD

Reception sponsored by

Friday, June 2023

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 11:55pm

11:55 - 12:40pm

Breakfast sponsored by

The State of the Money Fund Industry

Peter Crane, President, Crane Data

Kerry Pope, Director Inst PM, Fidelity Investments

Treasury Issuance & Fed Repo Update

Tom Katzenbach, Debt Manager, U.S. Dept. of the Treasury Blake Gwinn, Head of Rates Strategy, RBC Capital Markets Additional Speaker TBD

Coffee sponsored by

Trading Platforms, Portals & More Repo

Sal Giglio, Chief Operating Officer, GLMX

Additional Speaker TBD

Corporate Liquidity Update, D&I Discussion

Tom Hunt, VP & Chief Operating Officer, AFP

Peter Crane, President, Crane Data