2019 Agenda

2020 Agenda will be posted in the fall. Please check back. 

Monday, June 24

1:00 - 2:00pm

2:00 - 2:50pm

2:50 - 3:20pm

3:20 - 4:10pm

4:10 - 5:00pm

5:00 - 6:00pm

The State of the Money Fund Industry & MMs

Peter Crane, President, Crane Data

Pia McCusker, Senior MD & Global Head of Cash Mgmt, SSGA

Alex Roever, Managing Director, J.P. Morgan Securities

 Brokerage Sweep: Deposits vs. Money Funds

 Rick Holland, Head MM Strategist, Charles Schwab I.M.

 Joe Hooker, Senior MD, Promontory Interfinancial Network

 Tuyen Tu, Senior VP, Raymond James

Refreshments Sponsored by


 Risks & Ratings: Credit, Liquidity & NAV Moves 

 Robert Callagy, VP, Senior Analyst, Moody's Investors Service

 Greg Fayvilevich, Senior Director, Fitch Ratings

 Michael Masih, Director, S&P Global Ratings   

Major Money Fund Issues 2019

Moderator: Peter Crane, President, Crane Data

Tracy Hopkins, COO, Dreyfus/BNY Mellon CS

Jeff Weaver, Head of MFs & Short Duration, Wells Fargo A.M.

Peter Yi, Senior VP, Director Short, F-I, Northern Trust AM   

Reception sponsored by 

Tuesday, June 25

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 "19: Fed & Rates, Repo & SOFR

Mark Cabana, U.S. Rates, Bank of America Merrill Lynch

Joseph Abate, MD F-I Strategy, Barclays

Chris Chadie, Director, Credit Suisse   

Senior Portfolio Manager Perspectives

Todd Bean, Head of US Trad Cash, State Street Global Advisors

Deborah Cunningham, MM CIO, Federated Investors

Jeff Plotnik, Sr MD Funds Mg, U.S. Bancorp Asset Management

Coffee sponsored by 

Government & Treasury Money Fund Issues

Moderator: Priya Misra, Global Head, Rates Strategy, TD Securities   

Adam Ackermann, Executive Director, J.P. Morgan Asset Mgmt

Mike Bird, Portfolio Manager, Wells Fargo Funds

Muni & Tax Exempt Money Fund Update 

Colleen Meehan, Portfolio Manager, Dreyfus/BNY Mellon CIS  

John Vetter, Structured Analyst, Fidelity Investments 

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

Lunch sponsored by 

Dealer's Choice Supply, New Securities & CP 

Moderator: Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Stewart Cutler, Head of Origination, Barclays

Ron Flynn, Managing Director, J.P. Morgan Securities  

Nick Ro, Managing Director, Toyota Financial Services

Analysts Roundtable: Concerns in Credit

Jimmie Irby, Managing Director, J.P. Morgan Asset Mgmt 

Keith Lawler, Mgr Credit Research. Dreyfus/BNY Mellon CIS

Mathew Plomin, VP, Senior Credit Analyst, DWS

Coffee sponsored by 

SMA & Ultra-Short Update; Bond Fund Regs

Dave Martucci, PM & Head Mgd Res, J.P. Morgan A.M.

Kerry Pope, Inst Port Manager, Fidelity Investments

Brenden Carroll, Partner, Dechert LLP

Corporate Liquidity & Investor Issues

Tom Hunt, VP & Chief Operating Officer, AFP 

Lance Pan, Director Inv. Research & Strategy Capital Advisors   

James Gilligan, Assistant Treasurer, Evergy/KCP&L

Reception sponsored by 

Wednesday, June 26

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 12:00pm

Breakfast sponsored by 

Treasury & FICC Repo Update; Agency Issuance

Tom Katzenbach, Debt Manager, U.S. Dept. of Treasury   

Travis Keltner, MD, Funding & Collateral, State Street

Dave Messerly, Director, FHLBanks - Office of Finance 

European Money Funds After Reforms

John Aherne, Partner Asset Mgmt & Funds, William Fry  

Jonathon Curry, Global CIO Liquidity, HSBC Global A.M.  

Alastair Sewell, Senior Director, Fitch Ratings

Coffee sponsored by 

Technology, Software & Portal Issues

Peter Crane, President, Crane Data 

Greg Fortuna, Senior MD, State Street Fund Connect