2024 Agenda

Wednesday, June 12

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 2024

Peter Crane, President, Crane Data

Keynote: Fifty Years of Managing Money Funds

Chris Donahue, President & CEO, Federated Hermes

Alt-Cash: Ultra-Short Bonds, SMAs & Offshore

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

Rob Sabatino, Global Liquid Head PM, UBS Asset Mgmt

Jeff Weaver, Head of Short Duration, Allspring Global

Refreshments Sponsored by

Local Government Investment Pool Briefing

Laura Glenn, Senior Director, Public Trust Advisors

Marty Margolis, Founder, Public Funds Investment Institute

Jeffrey Rowe, Managing Director, PFM Asset Management

Major Money Fund Issues 2024

Moderator: Peter Crane, President, Crane Data

Laurie Brignac, MD & Senior PM, Invesco

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

John Tobin, Senior Portfolio Manager, Dreyfus

Reception sponsored by

Thursday, June 13

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 ‘24: Fed, Rates & Reforms

Joseph Abate, MD F-I Strategy, Barclays

Mark Cabana, MD, Head of US Rates Strategy, BofA Securities

Gennadiy Goldberg, Head of US Rates Strategy, TD Securities

Senior Portfolio Manager Perspectives

Deborah Cunningham, MM CIO, Federated Hermes

Dan LaRocco, Head of US Liquidity, Northern Trust A.M.

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

Coffee sponsored by

Government Money Fund & Repo Issues

Moderator: Chris Horvatin, Managing Director, Goldman Sachs

Mike Bird, Senior PM, Allspring Global Investments

Geoff Gibbs, MD & Head of Liquidity, DWS

Lynn Paschen, Senior Portfolio Manager, Schwab Asset Mgmt

Muni & Tax Exempt Money Fund Update

Mary Jo Ochson, CIO Tax-Ex Money Markets, Federated Hermes

John Vetter, Structured Analyst, Fidelity Investments

David Elmquist, Executive Director, J.P. Morgan Securities

Lunch sponsored by

Dealer's Choice: Supply, New Securities & CP

Moderator: Pia McCusker, Senior MD & Head of Cash, SSGA

Rob Crowe, Managing Director, Citi Global Markets

Stewart Cutler, Head of Origination, Barclays

John Kodweis, Managing Director, J.P. Morgan Securities

Ratings Agency Outlook & Trend Review

Marissa Zuccaro, Associate, S&P Global

Robert Callagy, VP/Sr Analyst, Moody’s Investors

Peter Gargiulo, Senior Director, Fitch Ratings

Coffee sponsored by

Regulations: Money Fund Reforms Round III

Brenden Carroll, Partner, Dechert LLP

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

Jamie Gershkow, Partner, Stradley Ronon

Corporate Investor Concerns & MM Portals

Greg Fortuna, MD, State Street Fund Connect

Tory Hazard, CEO, ICD

Vanessa McMichael, Director, Wells Fargo Securities

Reception sponsored by

Friday, June 14

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

State of the Money Market Fund Industry

Peter Crane, President, Crane Data

Sue Hill, Senior Portfolio Manager, Federated Hermes

Treasury vs. RRP Issuance, Clearing Issues

Tom Katzenbach, Deputy Director ODM, US Dept of Treasury

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

Nathaniel Wuerffel, Head of Market Structure, BNY Mellon

Coffee sponsored by

Deposits, Brokerage Sweep & Stablecoins

Michael Berkowitz, MD, Citi Treasury & Trade Solutions

Adam Ackermann, Head of Portfolio Management, Paxos

Money Fund Wisdom Demo & Training

Peter Crane, President, Crane Data