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: Money Market Funds Bigger Than Ever
Yie-Hsin Hung, President & CEO, State Street Global Advisors
Tokenized MMFs, Stablecoins & MM ETFs
Adam Ackermann, Head of Portfolio Management, Paxos
Teresa Ho, Managing Director, J.P. Morgan Securities
Bob Cousart, Director, BlackRock
Refreshments Sponsored by
Repo, Fed RRP & Treasury Clearing Issues
Moderator: Sue Hill, Sr. Portfolio Manager, Federated Hermes
Travis Keltner, Senior Vice President, State Street
Dina Marchioni, Director of MM, Federal Reserve Bank of NY
Nathaniel Wuerffel, Head of Market Structure, BNY Mellon
Major Money Fund Issues 2025
Moderator: Peter Crane, President, Crane Data
Laurie Brignac, MD & Senior PM, Invesco
Kevin Gaffney, Money Markets CIO, Fidelity Investments
Dan LaRocco, Head of US Liquidity, Northern Trust A.M.
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: Fed, Rates & More Repo
Joseph Abate, MD F-I Strategy, Barclays
Mark Cabana, MD, Head of US Rates Strategy, BofA Securities
Gennadiy Goldberg, MD, Head of US Rates Strategy, TD Securities
Senior Portfolio Manager Perspectives
Moderator: Peter Crane, President, Crane Data
Doris Grillo, Managing Director, J.P. Morgan Asset Mgmt.
Frank Gutierrez, Sr. Director, Head of PM & Trading, Dreyfus
Nafis Smith, Principal, Head of Taxable MMkts, Vanguard
Coffee sponsored by
Treasury & Government Money Fund Issues
Mike Bird, Senior PM, Allspring Global Investments
Geoff Gibbs, Managing Director, DWS Group
Tom Katzenbach, Deputy Director ODM, US Dept of Treasury
​
Muni & Tax Exempt Money Fund Update
David Elmquist, Executive Director, J.P. Morgan Securities
Cameron Ullyatt, Senior PM, Charles Schwab Inv. Mgmt.
John Vetter, Structured Analyst, Fidelity Investments
​
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, Laura Glenn, Director Liquidity Mgmt, RBC Global Asset Mgmt
Marty Margolis, Founder, Public Funds Investment Institute
Jeffrey Rowe, Managing Director, PFM Asset Management ​
Coffee sponsored by
.png){kind=logo}
Deposits, Brokerage Sweeps & Retail Cash
Michael Berkowitz, MD, Citi Treasury & Trade Solutions
Chris Melin, Director Cash Products, Ameriprise Financial
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’ Aftermath
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, Associate MD Financial Insts, Moody’s Ratings
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 Advisors
Money Fund Wisdom Demo & Training
Peter Crane, President, Crane Data