Agenda 

Tuesday, September 21

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

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

 Joseph Abate, MD F-I Strategy, Barclays

Refreshments Sponsored by .

 Regulatory Scenarios & Fed Support Review

 Stephen Cohen, Partner, Dechert LLP

 Ken Anadu, Assistant V.P., Federal Reserve Bank of Boston

 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 

Wednesday, September 22

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

Senior Portfolio Manager Perspectives

Moderator: Peter Crane, President, Crane Data

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

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

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

 Coffee sponsored by 

 Government & Treasury Money Fund Issues

 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

Laurie Brignac, CIO and Head of Global Liquidity, Invesco

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

Pat O’Callaghan, Vice President, Goldman Sachs A.M

 European, ESG & Corporate Issues 

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

 Veronica Iommi, Secretary General, IMMFA

 Tom Hunt, VP & Chief Operating Officer, AFP

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Reception sponsored by 

Thursday, September 23

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

 Vanessa McMichael, Strategist, Wells Fargo Securities

 Priya Misra, Global Head, Rates Strategy, TD Securities

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

 Brokerage Sweeps, Bank Deposits & Fin-Tech

 Chris Melin, Director of Cash Products, Ameriprise Financial

 Kevin Bannerton, Partner, Total Bank Solutions

 Coffee sponsored by 

 FICC Repo & Agency Roundtable

 Robert Dolecki, Director, FHLBanks Office of Finance

 Matthew Peabody, Director PSF, BNY Mellon Markets

 State Street Speaker TBD

 Money Fund Statistics & Disclosures 

 Peter Crane, President, Crane Data 

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