2023 Agenda
2024 Agenda to be posted by late fall.
Wednesday, June 21
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 2023
Peter Crane, President, Crane Data
Keynote: The Elevation of Money Funds II
Laurie Brignac, MD & Senior PM, Invesco
Tony Wong, Senior MD & Co-Head of Investments, Invesco
Repo Update: Fed RRP, FICC and Other Repo
Moderator: Joseph Abate, MD F-I Strategy, Barclays
Dina Marchioni, Director of MM, Federal Reserve Bank of NY
Shiv Rao, Chairman, Sunthay Holdings
Jeff Sowell, VP, Funding & Collateral, State Street
Refreshments 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
Major Money Fund Issues 2023
Moderator: Peter Crane, President, Crane Data
Frank Gutierrez, Head of Portfolio Management, Dreyfus
Linda Klingman, Head of Money Markets, Charles Schwab I.M
Dan LaRocco, Head of US Liquidity, Northern Trust A.M.
Reception sponsored by
Thursday, June 22
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 ‘23: Fed, Rates & Reforms
Mark Cabana, MD, Head of US Rates Strategy, BofA Securities
Vanessa Hubbard McMichael, Director, Wells Fargo Securities
Gennadiy Goldberg, Senior US Rates Strategist, TD Securities
Senior Portfolio Manager Perspectives
Moderator: Robert Callagy, VP/Sr Analyst, Moody’s Investors
Deborah Cunningham, MM CIO, Federated Hermes
Doris Grillo, Portfolio Manager, J.P. Morgan Asset Mgmt.
Nafis Smith, Head of Taxable MM & Senior PM, Vanguard
Coffee sponsored by
Government Money Fund & Repo Issues
Mike Bird, Senior Portfolio Manager, Allspring Funds
Geoff Gibbs, MD & Head of Liquidity, DWS
Marques Mercier, Senior Portfolio Manager, Invesco
Muni & Tax Exempt Money Fund Update
John Vetter, Structured Analyst, Fidelity Investments
Sean Saroya, Executive Director, J.P. Morgan Securities
Lunch sponsored by
Dealer's Choice: Supply, New Securities & CP
Rob Crowe, Director MM, Citi Global Markets
Stewart Cutler, Head of Origination, Barclays
Randy Harrison, Managing Director, BNY Mellon
Local Government Investment Pools & SMAs
Moderator: Guyna Johnson, Director, S&P Global Ratings
Laura Glenn, Managing Director, Public Trust Advisors
Jon Perregaux, Senior PM, Georgia Office of State Treasurer
Jeffrey Rowe, Managing Director, PFM Asset Management
Coffee sponsored by
Ultra-Short Bond Funds & Beyond Cash
Dave Martucci, PM & Head of Mgd Res, J.P. Morgan A.M.
Jeff Weaver, Senior PM, Head of Liquidity Solutions, Allspring Global
European & Asian Money Fund Update
Peter Crane, President, Crane Data
Peter Gargiulo, Senior Director, Fitch Ratings
Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt
Reception sponsored by
Friday, June 2023
8:00 - 9:00am
9:00 - 9:50am
9:50 - 10:40am
10:40 - 11:10am
11:10 - 11:55am
11:55 - 12:40pm
Breakfast sponsored by
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State of the Money Fund (& Deposit) Industry
Peter Crane, President, Crane Data
Michael Berkowitz, MD, Citi Treasury & Trade Solutions
Treasury Issuance & Macro MM Overview
Tom Katzenbach, Debt Manager, U.S. Dept. of the Treasury Blake Gwinn, Head of Rates Strategy, RBC Capital Markets
Coffee sponsored by
Trading Platforms, Portals & Repo Trading
Joanne Crisafi, MD Repo & Money Markets, Tradeweb
Jason Owen, Vice President, ICD
Joe Russo, Money Markets, GLMX
Corporate Liquidity Survey, D&I Discussion
Peter Crane, President, Crane Data