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 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

Tony Wong, Head of Fixed Income, Invesco

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

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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

Dan LaRocco, Head of US Liquidity, Northern Trust A.M.

John Tobin, Money Market CIO, Dreyfus

 Reception sponsored by 

Bank of America

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 

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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 

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 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 

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 Dealer's Choice: Supply, New Securities & CP 

 Rob Crowe, Director MM, Citi Global Markets

 Stewart Cutler, Head of Origination, Barclays  

 Additional Speaker TBD

Local Government Investment Pools & SMAs

Laura Glenn, Managing Director, Public Trust Advisors

Guyna Johnson, Director, S&P Global Ratings 

Jon Perregaux, Senior PM, Georgia Office of State Treasurer

 Coffee sponsored by 

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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

Additional Speaker TBD

Reception sponsored by 

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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 

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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 

 Coffee sponsored by 

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Trading Platforms, Portals & More Repo

Sal Giglio, Chief Operating Officer, GLMX

Joanne Crisafi, MD Money Markets, Tradeweb

Corporate Liquidity Update, D&I Discussion

Tom Hunt, VP & Chief Operating Officer, AFP

Peter Crane, President, Crane Data

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