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 & Reforms

Vanessa Hubbard McMichael, Director, Wells Fargo Securities

Priya Misra, Global Head, Rates Strategy, TD Securities

Blake Gwinn, Head of Rates Strategy, RBC Capital Markets

Refreshments Sponsored by

Fidelity.jpg

Corporate Investors, Portals, D&I Discussion

Laurie Brignac, MD & Senior PM, Invesco

Tory Hazard, CEO, ICD

Tom Hunt, VP & Chief Operating Officer, AFP

Major Money Fund Issues 2022   

Moderator: Peter Crane, President, Crane Data

Deborah Cunningham, MM CIO, Federated Hermes 

John Tobin, Money Market CIO, Dreyfus

Peter Yi, Executive Vice President, Director Short F-I, Northern Trust AM

 Reception sponsored by 

Nearwatercapital.jpeg

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 

JP Mprgan.jpg

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: Alex Rover, MD, J.P. Morgan Securities 

Doris Grillo, Managing Director, J.P. Morgan Asset Mgmt. Jeff Plotnik, Senior PM, U.S. Bancorp Asset Mgmt.

Pia McCusker, Senior MD & Global Head of Cash, SSGA

 Coffee sponsored by 

FAF_Logo_RGB.png

 Government Money Fund & Repo Issues

 Joseph Abate, MD F-I Strategy, Barclays

 Mike Bird, Senior Portfolio Manager, Allspring Funds

 Geoff Gibbs, MD & Head of Liquidity, DWS

 Muni & Tax Exempt Money Fund Update 

 Colleen Meehan, Portfolio Manager, Dreyfus  

 John Vetter, Structured Analyst, Fidelity Investments 

 Sean Saroya & David Elmquist , J.P. Morgan Securities 

 Lunch sponsored by 

Dreyfus_Logo w-o Endorser_150ppi.jpg

 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 

 Dean Ungar, VP, Sr Credit Officer, Moody’s Investors Service 

 Peter Gargiulo, Director, Fitch Ratings

 Michael Masih, Director, S&P Global Ratings 

 Coffee sponsored by 

Bank of America

Ultra-Short Bond & European MMF Update

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

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Dennis Gepp, CIO & MD, Federated Hermes (UK) LLP

 Brokerage Sweeps, AMAs & Deposit Issues 

 Chris Melin, Director of Cash Products, Ameriprise Financial

 Michael Berkowitz, MD, Citi Treasury & Trade Solutions

 Eric Edstrom, US Director Cash Mgmt, RBC Wealth Mgmt

Reception sponsored by 

Barclays.jpg

Wednesday, June 22

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 

Federated_Hermes_logo.svg (1).png

The State of the Money Fund Industry

Peter Crane, President, Crane Data

Kerry Pope, Director Inst PM, Fidelity Investments

Regulations: Money Fund Reforms Round III

Brenden Carroll, Partner, Dechert LLP

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

 Coffee sponsored by 

Moodys.png

FICC Repo Update & Repo Trading Platforms

Jeff Sowell, VP, Funding & Collateral, State Street

Sal Giglio, Chief Operating Officer, GLMX

Shiv Rao, Chairman, Sunthay Holdings

Statistics, Software & Disclosures

Peter Crane, President, Crane Data