2020 Agenda 

Wednesday, June 24

1:00 - 2:00pm

2:00 - 2:50pm

2:50 - 3:20pm

3:20 - 4:10pm

4:10 - 5:00pm

5:00 - 6:00pm

Keynote: Money Funds, Banking & Funding

Jim Palmer, MD, Head of Taxable F-I, U.S. Bancorp A.M. Additional Speaker TBD, U.S. Bancorp 

​Peter Crane, President, Crane Data 

 Treasury Issuance & Repo Update 

 Mark Cabana, U.S. Rates, Bank of America Merrill Lynch

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

Refreshments Sponsored by

 Corporate Investor, Portal & ESG MMF Discussion 

 Tom Callahan, Managing Director, BlackRock

 Tom Hunt, VP & Chief Operating Officer, AFP  

 Mark Adamson, Senior MD, Wells Fargo Securities   

Major Money Fund Issues 2020

Moderator: Peter Crane, President, Crane Data

Tracy Hopkins, COO, Dreyfus/BNY Mellon CS

Jeff Weaver, Head of MFs & Short Duration, Wells Fargo A.M.

Peter Yi, Senior VP, Director Short, F-I, Northern Trust AM   

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 - 2:15pm

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  

Deborah Cunningham, MM CIO, Federated Investors    

Senior Portfolio Manager Perspectives

Linda Klingman, Head of Taxable MM, Charles Schwab I.M.

Nafis Smith, Portfolio Manager, Vanguard  

John Tobin, MM CIO, J.P. Morgan Asset Mgmt.  

Coffee sponsored by 

Government & Treasury Money Fund Issues

Mike Bird, Portfolio Manager, Wells Fargo 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 

Dealer's Choice Supply, New Securities & CP 

Mod: 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

 Fund 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, MD & Senior PM, Invesco

Michael Morin, Inst Port Manager, Fidelity Investments 

Brokerage Sweeps, Bank Deposits & Fin-Tech 

Chris Melin, Senior VP, Ameriprise Financial

Speaker TBD

Reception sponsored by 

Friday, June 26

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 ‘20: Fed & Rates, Repo & SO

Joseph Abate, MD F-I Strategy, Barclays  

Priya Misra, Global Head, Rates Strategy, TD Securities

Garret Sloan, Strategist, Wells Fargo Securities  

Regulatory & Misc. Issues: ESG, ETF, European 

Brenden Carroll, Partner, Dechert LLP

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Speaker TBD 

Coffee sponsored by 

Additional Session TBD

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Money Fund Statistics & Disclosures 

Peter Crane, President, Crane Data 

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