2021 Preliminary Agenda
Wednesday, June 23
1:00 - 1:10pm
1:10 - 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 2021
Peter Crane, President, Crane Data
Keynote: Adapting to Regulations, Tech & ESG
Moderator: Peter Crane, President, Crane Data
Tom Callahan, Managing Director, BlackRock
Deborah Cunningham, MM CIO, Federated Hermes
Treasury Issuance & Repo Update
Mark Cabana, U.S. Rates, BofA Securities
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 Update and Discussion
Tom Hunt, VP & Chief Operating Officer, AFP
Speaker TBD
Major Money Fund Issues 2021
Moderator: Ed Baldry, Co-Founder, EPBComms
Tracy Hopkins, COO, Dreyfus/BNY Mellon CIS
Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt
Jeff Weaver, Head of MFs & Short Duration, Wells Fargo A.M.
Reception sponsored by
Thursday, June 24
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
Michael Morin, Head Liq. Mgmt. Solutions, Fidelity Investments
Peter Yi, Senior VP, Director Short F-I, Northern Trust AM
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
Speaker TBD
Coffee sponsored by
Government & Treasury Money Fund Issues
Moderator: Joseph Abate, MD F-I Strategy, Barclays
Adam Ackermann, Executive Director, J.P. Morgan Asset Mgmt
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
Moderator: 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
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, CIO and Head of Global Liquidity, 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
Friday, June 25
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 ‘21: Fed Rates, Repo, SOFR
Priya Misra, Global Head, Rates Strategy, TD Securities
Garret Sloan, Strategist, Wells Fargo Securities
Speaker TBD
European, ESG & ETF Issues
Brenden Carroll, Partner, Dechert LLP
Jonathan Curry, Global CIO Liquidity, HSBC Global A.M.
Speaker TBD
Coffee sponsored by
FICC Repo & Agency Roundtable
Kyle Lynch, Cap. Mkts. Strategist, FHLBanks Office of Finance
Money Fund Statistics & Disclosures
Peter Crane, President, Crane Data