2026 Agenda

Wednesday, June 24

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 2026

Peter Crane, President, Crane Data

Keynote: Money Funds Stay Hot (& Cool) in ’26

Chris Tufts, MD, J.P. Morgan Asset Management

World Cup of MMF Markets: Ireland vs. France

Joseph Madrid, Senior Portfolio Manager, Invesco

Alastair Sewell, Liq Strategist, Aviva Investors & Chair, IMMFA

Refreshments Sponsored by

Repo Developments: RRP, FICC & Platforms

Joseph Abate, Senior Rates Strategist, SMBC

Travis Keltner, Senior Vice President, State Street

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

Major Money Fund Issues 2026

Moderator: Peter Crane, President, Crane Data

Deborah Cunningham, MM CIO, Federated Hermes

Rob Sabatino, Global Liquidity Head PM, UBS Asset Mgmt.

John Tobin, Chief Investment Officer, BNY Dreyfus

Reception sponsored by

Thursday, June 25

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 - 2:10pm

2:10 - 3:00pm

3:00 - 3:30pm

3:30 - 4:20pm

4:20 - 5:10pm

5:10 - 6:10pm

Breakfast sponsored by

Stablecoin Reserves & Tokenized Money Funds

Moderator: Brenden Carroll, Partner, Dechert LLP

Adam Ackermann, Head of Portfolio Management, Paxos

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

Rob Zambarano, MD & Rates Strategist, Ripple

Senior Portfolio Manager Perspectives

Moderator: Robert Callagy, Assoc. MD FIs, Moody’s Ratings

Todd Bean, Money Markets CIO, State Street Inv. Mgmt.

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

Nafis Smith, Principal, Head of Taxable MMkts, Vanguard

Coffee sponsored by

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

Money & Market Update: New York Fed’s View

John Williams, President, Federal Reserve Bank of New York

Treasury Clearing Issues, Impact on Repo, T-Bills

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

Laura Klimpel, MD & Head of F-I & Financing at FICC, DTCC

Nathaniel Wuerffel, Head of Product, Global Collateral, BNY

Coffee sponsored by

Money Market & Ultra-Short ETFs

Bob Cousart, Director, BlackRock

Jon-Luc Dupuy, Partner, K&L Gates LLP

Michael Masih, Director, S&P Global Ratings

Dealer’s Choice: Supply, New Securities & CP

Moderator: Dan LaRocco, Head of US Liquidity, Northern Trust

Rob Crowe, Managing Director, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

Tyan Yun, Executive Director, J.P. Morgan Securities

Reception sponsored by

Friday, June 26

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 11:50pm

11:50 - 12:30pm

Breakfast sponsored by

Strategists Speak ’26: Rates, More Repo, Supply

Sam Earl, US Short Rates Strategist, Barclays

Gennadiy Goldberg, MD, Head of Rates Strategy, TD Securities Ian Lyngen, Head of US Rates Strategy, BMO Capital Markets

Ultra-Shorts, LGIPs, SMAs & Alt-Cash Options

Peter Gargiulo, Senior Director, Fitch Ratings

Marty Margolis, Founder, Public Funds Investment Institute

Jeffrey Rowe, Managing Director, PFM Asset Management

Coffee sponsored by

Investors, Portals & Distribution Topics

Ed Baldry, Managing Director, Tradeweb ICD Portal

Vanessa McMichael, MD, Wells Fargo Securities

Speaker TBD

State of the Money Fund Industry

Peter Crane, President, Crane Data