2022 Agenda 
 

Monday, June 20

 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 2022

Peter Crane, President, Crane Data 

 Keynote: The Brave New World in Liquidity

 Joe Sullivan, CEO, Allspring Global Investments

 Yeng Felipe Butler, Head of Liquidity, Allspring Global

Strategists Speak ‘22: Fed, Rates, SOFR

Vanessa McMichael, Director, Wells Fargo Securities

Priya Misra, Global Head, Rates Strategy, TD Securities

Alex Roever, Managing Director, J.P. Morgan Securities

Refreshments Sponsored by

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Corporate Investor, Portal & ESG MF Discussion

Tom Callahan, Managing Director, BlackRock

Tory Hazard, CEO, Institutional Cash Distributors

Tom Hunt, VP & Chief Operating Officer, AFP

Major Money Fund Issues 2022   

Moderator: Peter Crane, President, Crane Data

Deborah Cunningham, MM CIO, Federated Hermes Investors

John Tobin, MM  CIO, BNY Mellon Cash Investment Strategies Peter Yi, Senior VP, Director Short F-I, Northern Trust AM

 Reception sponsored by 

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Tuesday, June 21

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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Treasury Issuance & Fed Repo Update

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

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

Tom Katzenbach, Debt Manager, U.S. Dept. of the Treasury

Senior Portfolio Manager Perspectives

Moderator: Peter Crane, President, Crane Data

Linda Klingman, Head of Money Markets, Charles Schwab I.M. Jeff Plotnik, Senior PM, U.S. Bancorp Asset Mgmt.

Nafis Smith, Head of Taxable MM & Senior PM, Vanguard

 Coffee sponsored by 

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 Government Money Fund & Repo Issues

 Joseph Abate, MD F-I Strategy, Barclays

 Mike Bird, Portfolio Manager, Allspring Funds

 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 

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 Dealer's Choice: Supply, New Securities & CP 

 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 

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Ultra-Short Bond & European MMF Update

Laurie Brignac, MD & Senior PM, Invesco

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Speaker TBD

 Brokerage Sweeps, Deposits & AMAs

 Chris Melin, Director of Cash Products, Ameriprise Financial

 Speaker TBD

Reception sponsored by 

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Wednesday, June 22

8:00 - 9:00am

9:00 - 9:50am

9:50 - 10:40am

10:40 - 11:10am

11:10 - 12:00pm

 Breakfast sponsored by 

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The State of the Money Fund Industry

Peter Crane, President, Crane Data

Michael Morin, Head Liq Mgmt Sols, Fidelity Investments

Regulatory & Misc. Issues: ESG, ETF, European

Brenden Carroll, Partner, Dechert LLP

Speaker TBD

 Coffee sponsored by 

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Statistics, Software & Disclosures

Peter Crane, President, Crane Data Speaker TBD