top of page

 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: Money Market Funds Bigger Than Ever

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 

Bob Cousart, Director, BlackRock

Refreshments Sponsored by 

Fidelity.jpg

Repo, Fed RRP & Treasury Clearing Issues 

Moderator: Sue Hill, Sr. Portfolio Manager, Federated Hermes

Travis Keltner, Senior Vice President, 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 

State_Street_v_sm_rgb - resized.png

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 

JP Mprgan.jpg

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, MD, 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.

Frank Gutierrez, Sr. Director, Head of PM & Trading, Dreyfus

Nafis Smith, Principal, Head of Taxable MMkts, Vanguard 

 Coffee sponsored by 

BMO-MB_2.jpg

Treasury & Government Money Fund Issues

Mike Bird, Senior PM, Allspring Global Investments

Geoff Gibbs, Managing Director, DWS Group

Tom Katzenbach, Deputy Director ODM, US Dept of Treasury

​

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

​

 Lunch sponsored by 

bny_investments_dreyfus_lockup_pos_RGB.png

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, Laura Glenn, Director Liquidity Mgmt, RBC Global Asset Mgmt

Marty Margolis, Founder, Public Funds Investment Institute

Jeffrey Rowe, Managing Director, PFM Asset Management ​

 Coffee sponsored by 

Federated_Hermes_logo.svg (1).png

Deposits, Brokerage Sweeps & Retail Cash

Michael Berkowitz, MD, Citi Treasury & Trade Solutions 

Chris Melin, Director Cash Products, Ameriprise Financial

Investors, Portals & Distribution Topics

Vanessa McMichael, Director, Wells Fargo Securities

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

Reception sponsored by 

Barclays.jpg

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

NearwaterCapital.png

Regulations: Money Fund Reforms’ Aftermath

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, Associate MD Financial Insts, Moody’s Ratings

Peter Gargiulo, Senior Director, Fitch Ratings

Michael Masih, Director, S&P Global Ratings

 Coffee sponsored by 

BNY.png

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

bottom of page