2025 Preliminary Agenda

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 2025

Peter Crane, President, Crane Data

Keynote: Will the Money Fund Party Keep Going?

Yie-Hsin Hung, President & CEO, State Street Global Advisors

Repo, Fed RRP & Treasury Clearing Issues

Travis Keltner, Managing Director, State Street

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

Nathaniel Wuerffel, Head of Market Structure, BNY Mellon

Refreshments Sponsored by

New Frontier: Tokenized MMFs & MM ETFs

Adam Ackermann, Head of Portfolio Management, Paxos

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

Speaker TBD

Major Money Fund Issues 2025

Moderator: Peter Crane, President, Crane Data Laurie Brignac, MD & Senior PM, Invesco Kevin Gaffney, Money Markets CIO, Fidelity Investments

John Tobin, Chief Investment Officer, 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 ‘25: Rates, Repo & Risks

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

Moderator: Peter Crane, President, Crane Data

Deborah Cunningham, MM CIO, Federated Hermes

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

Coffee sponsored by

Treasury & Government Money Fund Issues

Mike Bird, Senior PM, Allspring Global Investments

Tom Katzenbach, Deputy Director ODM, US Dept of Treasury

Nafis Smith, Principal, Head of Money Mkts, Vanguard

Muni & Tax Exempt Money Fund Update

Cameron Ullyatt, Senior Portfolio Mgr, Schwab Asset Mgmt

John Vetter, Structured Analyst, Fidelity Investments

David Elmquist, Executive Director, J.P. Morgan Securitiess

Lunch sponsored by

Dealer's Choice: Supply, New Securities & CP

Moderator: Rob Sabatino, Global Liquid Head PM, UBS A.M.

Rob Crowe, Managing Director, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

John Kodweis, Managing Director, J.P. Morgan Securities

Local Government Investment Pool Briefing

Laura Glenn, Senior Director, Public Trust Advisors

Jeffrey Rowe, Managing Director, PFM Asset Management

Additional Speaker TBD

Coffee sponsored by

Deposits, Brokerage Sweeps & Retail Cash

Michael Berkowitz, MD, Citi Treasury & Trade Solutions

Additional Speaker TBD

Investors, Portals & Distribution Topics

Vanessa McMichael, Director, Wells Fargo Securities

Greg Fortuna, Head GlobalLink F-I , State Street Fund Connect

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

Regulations: Money Fund Reforms Round III

Brenden Carroll, Partner, Dechert LLP

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

Jamie Gershkow, Partner, Stradley Ronon

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

State of the Money Market Fund Industry

Peter Crane, President, Crane Data

Pia McCusker, Head of MM, State Street Global Advisorss

Money Fund Wisdom Demo & Training

Peter Crane, President, Crane Data