
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
Additional Speaker TBD
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

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
John Tobin, Money Market CIO, Dreyfus
Peter Yi, Executive Vice President, Director Short F-I, Northern Trust AM
Reception sponsored by

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

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

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

Dealer's Choice: Supply, New Securities & CP
Rob Crowe, Director MM, Citi Global Markets
Stewart Cutler, Head of Origination, Barclays
Local Government Investment Pools & SMAs
Laura Glenn, Managing Director, Public Trust Advisors
Guyna Johnson, Director, S&P Global Ratings
Coffee sponsored by

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
Kim Hochfeld, MD, State Street Global Advisors, Chair, IMMFA
Additional Speaker TBD
Reception sponsored by

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 Additional Speaker TBD
Coffee sponsored by

Trading Platforms, Portals & More Repo
Sal Giglio, Chief Operating Officer, GLMX
Additional Speaker TBD
Corporate Liquidity Update, D&I Discussion
Tom Hunt, VP & Chief Operating Officer, AFP
Peter Crane, President, Crane Data