2024 Agenda
The 2025 Agenda will be posted in the fall.
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 2024
Peter Crane, President, Crane Data
Keynote: Fifty Years of Managing Money Funds
Chris Donahue, President & CEO, Federated Hermes
Alt-Cash: Ultra-Short Bonds, SMAs & Offshore
Teresa Ho, Managing Director, J.P. Morgan Securities
Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt
Jeff Weaver, Head of Short Duration, Allspring Global
Refreshments Sponsored by
Local Government Investment Pool Briefing
Laura Glenn, Senior Director, Public Trust Advisors
Marty Margolis, Founder, Public Funds Investment Institute
Jeffrey Rowe, Managing Director, PFM Asset Management
Major Money Fund Issues 2024
Moderator: Peter Crane, President, Crane Data
Laurie Brignac, MD & Senior PM, Invesco
Doris Grillo, Managing Director, J.P. Morgan Asset Mgmt.
Frank Gutierrez, Head of Portfolio Mgmt & Trading, Dreyfus
Reception sponsored by
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
Strategists Speak ‘24: Fed, Rates & Reforms
Joseph Abate, MD F-I Strategy, Barclays
Mark Cabana, MD, Head of US Rates Strategy, BofA Securities
Gennadiy Goldberg, Head of US Rates Strategy, TD Securities
Senior Portfolio Manager Perspectives
Deborah Cunningham, MM CIO, Federated Hermes
Dan LaRocco, Head of US Liquidity, Northern Trust A.M.
Nafis Smith, Head of Taxable MM & Senior PM, Vanguard
Coffee sponsored by
Government Money Fund & Repo Issues
Moderator: Chris Horvatin, Managing Director, Goldman Sachs
Mike Bird, Senior PM, Allspring Global Investments
Geoff Gibbs, MD & Head of Liquidity, DWS
Lynn Paschen, Senior Portfolio Manager, Schwab Asset Mgmt
Muni & Tax Exempt Money Fund Update
Mary Jo Ochson, CIO Tax-Ex Money Markets, Federated Hermes
John Vetter, Structured Analyst, Fidelity Investments
David Elmquist, Executive Director, J.P. Morgan Securities
Lunch sponsored by
Dealer's Choice: Supply, New Securities & CP
Moderator: Peter Crane, President, Crane Data
Rob Crowe, Managing Director, Citi Global Markets
Stewart Cutler, Head of Origination, Barclays
John Kodweis, Managing Director, J.P. Morgan Securities
Ratings Agency Outlook & Trend Review
Robert Callagy, VP/Sr Analyst, Moody’s Investors
Peter Gargiulo, Senior Director, Fitch Ratings
Michael Masih, Director, S&P Global Ratings
Coffee sponsored by
Regulations: Money Fund Reforms Round III
Brenden Carroll, Partner, Dechert LLP
Jon-Luc Dupuy, Partner, K&L Gates LLP
Jamie Gershkow, Partner, Stradley Ronon
Corporate Investor Concerns & MM Portals
Greg Fortuna, MD, State Street Fund Connect
Tory Hazard, CEO, ICD
Vanessa McMichael, Director, Wells Fargo Securities
Reception sponsored by
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
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State of the Money Market Fund Industry
Peter Crane, President, Crane Data
Sue Hill, Senior Portfolio Manager, Federated Hermes
Treasury vs. RRP Issuance, Clearing Issues
Tom Katzenbach, Deputy Director ODM, US Dept of Treasury
Dina Marchioni, Director of MM, Federal Reserve Bank of NY
Nathaniel Wuerffel, Head of Market Structure, BNY Mellon
Coffee sponsored by
Deposits, Brokerage Sweep & Stablecoins
Michael Berkowitz, MD, Citi Treasury & Trade Solutions
Adam Ackermann, Head of Portfolio Management, Paxos
Money Fund Wisdom Demo & Training
Peter Crane, President, Crane Data