2021 Preliminary Agenda 

Wednesday, June 23

1:00 - 1:10pm

1:10 - 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 2021

Peter Crane, President, Crane Data 

Keynote: Adapting to Regulations, Tech & ESG

Moderator: Peter Crane, President, Crane Data

Tom Callahan, Managing Director, BlackRock

Deborah Cunningham, MM CIO, Federated Hermes

 Treasury Issuance & Repo Update 

 Mark Cabana, U.S. Rates, BofA Securities

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

 Tom Katzenbach, Debt Manager, U.S. Dept. of the Treasury 

Refreshments Sponsored by

 

 Corporate Investor Update and Discussion

 Tom Hunt, VP & Chief Operating Officer, AFP  

 Speaker TBD

Major Money Fund Issues 2021

Moderator: Ed Baldry, Co-Founder, EPBComms

Tracy Hopkins, COO, Dreyfus/BNY Mellon CIS

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Jeff Weaver, Head of MFs & Short Duration, Wells Fargo A.M.  

Reception sponsored by 

Thursday, 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 

The State of the Money Fund Industry 

Peter Crane, President, Crane Data  

Michael Morin, Head Liq. Mgmt. Solutions, Fidelity Investments

Peter Yi, Senior VP, Director Short F-I, Northern Trust AM

Senior Portfolio Manager Perspectives

Moderator: Peter Crane, President, Crane Data

Linda Klingman, Head of Money Markets, Charles Schwab I.M.

Nafis Smith, Head of Taxable MM & Senior PM, Vanguard  

Speaker TBD

Coffee sponsored by 

Government & Treasury Money Fund Issues

Moderator: Joseph Abate, MD F-I Strategy, Barclays

Adam Ackermann, Executive Director, J.P. Morgan Asset Mgmt

Geoff Gibbs, Portfolio Manager, DWS 

Muni & Tax Exempt Money Fund Update 

Colleen Meehan, Portfolio Manager, Dreyfus/BNY Mellon CIS  

John Vetter, Structured Analyst, Fidelity Investments 

Sean Saroya, Executive Director, J.P. Morgan Securities 

Lunch sponsored by 

Dealer's Choice: Supply, New Securities & CP 

Moderator: Jeff Plotnik, Senior PM, U.S. Bancorp Asset Mgmt.

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 

Robert Callagy, VP, Senior Analyst, Moody’s Investors Service  

Greg Fayvilevich, Senior Director, Fitch Ratings

Michael Masih, Director, S&P Global Ratings 

Coffee sponsored by 

Ultra-Short, ETFs & Alt-Cash Update

Alex Roever, Managing Director, J.P. Morgan Securities

Laurie Brignac, CIO and Head of Global Liquidity, Invesco 

Brokerage Sweeps, Bank Deposits & Fin-Tech 

Chris Melin, Director of Cash Products, Ameriprise Financial

Kevin Bannerton, Partner, Total Bank Solutions

Speaker TBD

Reception sponsored by 

Friday, 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 

Strategists Speak ‘21: Fed Rates, Repo, SOFR

Priya Misra, Global Head, Rates Strategy, TD Securities

Garret Sloan, Strategist, Wells Fargo Securities  

Speaker TBD

European, ESG & ETF Issues

Brenden Carroll, Partner, Dechert LLP

Jonathan Curry, Global CIO Liquidity, HSBC Global A.M.

Speaker TBD

Coffee sponsored by 

FICC Repo & Agency Roundtable

Kyle Lynch, Cap. Mkts. Strategist, FHLBanks Office of Finance

Money Fund Statistics & Disclosures 

Peter Crane, President, Crane Data