2026 Agenda

Wednesday, June 24

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 2026

Peter Crane, President, Crane Data

Keynote: Money Funds Staying Hot in ’26

Speaker TBD (JPMAM Invite or NY Fed’s Williams)

Repo Review: RRP, FICC & Trading Platforms

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

Refreshments Sponsored by

European, French & Global MMF Overview

Laurie Brignac, MD & Senior PM, Invesco

Alastair Sewell, Liq Strategist, Aviva Investors & Chair, IMMFA

Major Money Fund Issues 2026

Moderator: Peter Crane, President, Crane Data

Deborah Cunningham, MM CIO, Federated Hermes

Kevin Gaffney, Money Markets CIO, Fidelity Investments

John Tobin, Chief Investment Officer, BNY Dreyfus

Reception sponsored by

Thursday, June 25

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

State of the Money Market Fund Industry

Peter Crane, President, Crane Data

Senior Portfolio Manager Perspectives

Moderator: Robert Callagy, Assoc. MD FIs, Moody’s Ratings

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

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

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

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: Dan LaRocco, Head of US Liquidity, Northern Trust

Rob Crowe, Managing Director, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

Tyan Yun, Executive Director, J.P. Morgan Securities

Treasury Clearing Issues, More Repo & T-Bills

Travis Keltner, Senior Vice President, State Street

Nathaniel Wuerffel, Head of Product, Global Collateral, BNY

Tom Katzenbach, Deputy Director ODM, US Dept of Treasury

Coffee sponsored by

Money Market & Ultra-Short ETFs

Bob Cousart, Director, BlackRock

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

Michael Masih, Director, S&P Global Ratings

Stablecoin Reserves & Tokenized Money Funds

Adam Ackermann, Head of Portfolio Management, Paxos

Brenden Carroll, Partner, Dechert LLP

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

Reception sponsored by

Friday, June 26

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

Strategists Speak ’26: Rates, More Repo, Supply

Sam Earl, US Short Rates Strategist, Barclays

Gennadiy Goldberg, MD, Head of Rates Strategy, TD Securities Ian Lyngen, Head of US Rates Strategy, BMO Capital Markets

Ultra-Shorts, LGIPs, SMAs & Alt-Cash Options

Peter Gargiulo, Senior Director, Fitch Ratings

Jeffrey Rowe, Managing Director, PFM Asset Management

Coffee sponsored by

Investors, Portals & Distribution Topics

Justin Brimfield, Chief Marketing Officer, Tradeweb ICD Portal

Vanessa McMichael, MD, Wells Fargo Securities

Money Fund Statistics, Technology & News

Peter Crane, President, Crane Data