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
Moderator: Mark Cabana, U.S. Rates, BofA Securities
Joseph Abate, MD F-I Strategy, Barclays
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
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.
Ken Anadu, Assistant V.P., Federal Reserve Bank of Boston
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