2020 Agenda 

Monday, August 24

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 2020

Peter Crane, President, Crane Data 

Keynote: Money Funds through the Decades

Paul Schott Stevens, President, Investment Company Institute

 Treasury Issuance & Repo Update 

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

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

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

Refreshments Sponsored by

 Corporate Investor, Portal & ESG MMF Discussion 

 Tom Callahan, Managing Director, BlackRock

 Tom Hunt, VP & Chief Operating Officer, AFP  

 Mark Adamson, Senior MD, Wells Fargo Securities   

Major Money Fund Issues 2020

Moderator: Ed Baldry, Co-Founder, EPBComms

Tracy Hopkins, COO, Dreyfus/BNY Mellon CIS

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, August 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 

The State of the Money Fund Industry 

Peter Crane, President, Crane Data  

Deborah Cunningham, MM CIO, Federated Investors

Michael Morin, Head Liq. Mgmt. Solutions, Fidelity Investments 

Senior Portfolio Manager Perspectives

Moderator: Peter Crane, President, Crane Data

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

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

John Tobin, MM CIO, J.P. Morgan Asset Mgmt.  

Coffee sponsored by 

Government & Treasury Money Fund Issues

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

Mike Bird, Portfolio Manager, Wells Fargo Funds

Geoff Gibbs, Portfolio Manager, DWS 

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 

Mod: Jeff Plotnik, Senior PM, U.S. Bancorp Asset Mgmt.

Rob Crowe, Director MM, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

John Kodweis, Managing Director, J.P. Morgan Securities

Fund Ratings Focus: Governance, Global & LGIPs 

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

Greg Fayvilevich, Senior Director, Fitch Ratings

Michael Masih, Director, S&P Global Ratings 

Coffee sponsored by 

Ultra-Short, ETFs & Alt-Cash Update

Alex Roever, Managing Director, J.P. Morgan Securities Laurie Brignac, MD & Senior PM, Invesco

Brokerage Sweeps, Bank Deposits & Fin-Tech 

Chris Melin, Director of Cash Products, Ameriprise Financial

Kevin Bannerton, Partner, Total Bank Solutions

Speaker TBD

Reception sponsored by 

Wednesday, August 26

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 12:00pm

12:00 - 12:30pm

Breakfast sponsored by 

Strategists Speak ‘20: Fed Rates, Repo, SOFR

Priya Misra, Global Head, Rates Strategy, TD Securities

Garret Sloan, Strategist, Wells Fargo Securities  

Speaker TBD

Regulatory & Misc. Issues: ESG, ETF, European 

Brenden Carroll, Partner, Dechert LLP

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

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Coffee sponsored by 

FICC Repo & Agency Roundtable

Owen Nichols, Managing Director, State Street Global Markets

Kyle Lynch, Cap. Mkts. Strategist, FHLBanks Office of Finance

​

Money Fund Statistics & Disclosures 

Peter Crane, President, Crane Data 

​