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 2025 Preliminary Agenda 

Monday, June 23

 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 2025

Peter Crane, President, Crane Data 

Keynote: Is the Money Market Fund Party Over?

Yie-Hsin Hung, President & CEO, State Street Global Advisors

Tokenized MMFs, Stablecoins & MM ETFs

Adam Ackermann, Head of Portfolio Management, Paxos

Teresa Ho, Managing Director, J.P. Morgan Securities 

BlackRock Speaker TBD

Refreshments Sponsored by 

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Repo, Fed RRP & Treasury Clearing Issues 

Travis Keltner, Managing Director, State Street

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

Nathaniel Wuerffel, Head of Market Structure, BNY Mellon

Major Money Fund Issues 2025

Moderator: Peter Crane, President, Crane Data

Laurie Brignac, MD & Senior PM, Invesco

Kevin Gaffney, Money Markets CIO, Fidelity Investments

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

 Reception sponsored by 

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Tuesday, 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 

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Strategists Speak ’25: Fed, Rates & More Repo

Joseph Abate, MD F-I Strategy, Barclays

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

Gennadiy Goldberg, Head of US Rates Strategy, TD Securities

Senior Portfolio Manager Perspectives

Moderator: Peter Crane, President, Crane Data

Doris Grillo, Managing Director, J.P. Morgan Asset Mgmt.

Nafis Smith, Principal, Head of Taxable MMkts, Vanguard 

​John Tobin, Chief Investment Officer, Dreyfus 

 Coffee sponsored by 

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Treasury & Government Money Fund Issues

Tom Katzenbach, Deputy Director ODM, US Dept of Treasury

Lynn Paschen, Senior Portfolio Manager, Schwab Asset Mgmt

Muni & Tax Exempt Money Fund Update  

David Elmquist, Executive Director, J.P. Morgan Securities

Cameron Ullyatt, Senior PM, Charles Schwab Inv. Mgmt.

John Vetter, Structured Analyst, Fidelity Investments

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 Lunch sponsored by 

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Dealer's Choice: Supply, New Securities & CP 

Moderator: Rob Sabatino, Global Liquid Head PM, UBS A.M.

Rob Crowe, Managing Director, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

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

Local Government Investment Pool Briefing

Laura Glenn, Senior Director, Public Trust Advisors

Jeffrey Rowe, Managing Director, PFM Asset Management

Additional Speaker TBD

 Coffee sponsored by 

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Deposits, Brokerage Sweeps & Retail Cash

Michael Berkowitz, MD, Citi Treasury & Trade Solutions 

Additional Speaker TBD

Investors, Portals & Distribution Topics

Vanessa McMichael, Director, Wells Fargo Securities

Greg Fortuna, Head GlobalLink F-I , State Street Fund Connect

Reception sponsored by 

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Wednesday, 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

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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

Ratings Agency Outlook & Trend Review

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

Peter Gargiulo, Senior Director, Fitch Ratings

Michael Masih, Director, S&P Global Ratings

 Coffee sponsored by 

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State of the Money Market Fund Industry

Peter Crane, President, Crane Data

Pia McCusker, Head of MM, State Street Global Advisors

Money Fund Wisdom Demo & Training

Peter Crane, President, Crane Data

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