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Crane's Money Fund Symposium Conference Agenda

Wednesday, June 19
1:00-1:15 pm
 
Welcome to Money Fund Symposium 2013
Peter Crane, President & Publisher, Crane Data
1:15-2:00 pm Moving Forward: Money Funds & Washington
Paul Schott Stevens, President, Investment Co. Institute
2:00-2:45 pm Strategists Speak '13: Fed, Cash Plus & Europe
Alex Roever, Managing Director, J.P. Morgan Securities
Garret Sloan, F-I Market Strategy, Wells Fargo Securities
2:45-3:15 pm Refreshments
sponsored by BlackRock
3:15-4:00 pm
 
Corporate & MMFs: Liquidity Is Still King
Jeff Glenzer, Chief of Content, Assoc. for Financial Professionals
Tony Carfang, Partner, Treasury Strategies
4:00-5:00 pm Major Money Fund Issues 2013
Moderator: Andrew Linton, Exec. Dir., J.P. Morgan A.M.
Charlie Cardona, CEO, BNY Mellon CIS
Debbie Cunningham, MM CIO, Federated Investors
Nancy Prior, President Money Market Group, Fidelity Investments
5:00-6:00 pm Reception
Sponsored by Bank of America Merrill Lynch

Thursday, June 20
8:00-9:00 am
 
Breakfast
sponsored by Wells Fargo
9:00-9:50 am State of The Money Market Fund Industry
Peter Crane, President & Publisher, Crane Data
Dave Sylvester, Head of Money Funds, Wells Fargo Funds
9:50-10:45 am Senior Portfolio Manager Perspectives
Chris Stavrakos, CIO of Cash & Sec Lending, BlackRock
John Tobin, Managing Director, J. P. Morgan Asset Management
Joe Lynagh, Vice President, T. Rowe Price 
10:45-11:15 am Coffee
sponsored by Cachematrix
11:15-12:00 pm Repurchase Agreement & Update 
Joseph Abate, Director F-I Strategy, Barclays Capital
Rob Sabatino, Managing Director, UBS Global Asset Management
Vic Chakrian, Federal Reserve Bank of NY
11:55-12:40 pm Municipal Money Fund Market Update
Helena Condez, VP MM Trading, T. Rowe Price Associates
Colleen Meehan, Sr. Portfolio Manager, Dreyfus Corp.
Ron Vandenhandel, Director, Deutsche Bank
12:40-1:30 pm
 
Lunch
sponsored by Dreyfus
1:30-2:20 pm Dealer Doings: Supply, Innovations, Concerns
Moderator: Lu Ann Katz, Head of Global Liquidity, Invesco
Chris Conetta, Managing Director, Barclays
John Kodweis, Managing Director, J.P. Morgan Securities
Jean-Luc Sinniger, Director, Citi Global Markets
2:20-3:10 pm Government Agency Issuers & Supranationals
Moderator: Dan Davis, Head of Fixed Income Trading, CastleOak Securities
Jonathon Hartley, V.P., FHL Banks Office of Finanace
Regina Gill, V.P., Federal Farm Credit Funding
Michael Schulze, MD, KfW
3:10-3:40 pm Break
sponsored by lnvesco
3:40-4:30 pm Risks & Ratings: Areas of Concern
Roger Merritt, Managing Director, Fitch Ratings
Peter Rizzo, Senior Director, Standard & Poor's
Peter Yi, Director, Money Markets, Northern Trust
4:30-5:20 pm Survivor: Update on European Money Funds
Jonathon Curry, Global CIO Liquidity, HSBC Global Asset Management
Dan Morrissey, Partner & Head of Asset Mgmt., William Fry
5:20-6:20 pm Reception
sponsored by Barclays

Friday, June 21
8:00-9:00 am Breakfast
sponsored by Federated Investors
9:00-9:55 am FOSC Recommendations & Floating Rate Notes
Matt Rutherford, Asst. Secretary, U.S. Dept. of the Treasury
Brian Smeadley, U.S. Rates, Bank of America Merill Lynch
9:55-10:45 am Regulatory Roundtable: Pending & Potential
John McGonigle, Vice Chairman, Federated Investors
Jack Murphy, Partner, Dechert LLP
Sarah ten Siethoff, Sr. Special Counsel, U.S. S.E.C
10:45-11:15 am Coffee
sponsored by Fidelity Investments
11:15-12:00 pm Portal Panel: Beyond MMFs & Transparency
John Carter, Director, Citi Liquidity Mgmt Services
Greg Fortuna, MD, State Street's Fund Connect
Graeme Henderson, MD Business Development, Cachematrix
12:00-12:45 pm Technology Tools & Software Update
Derek Kleinbauer, V.P., Bloomberg
James Morris, Vice President, Inverstortools
Peter Crane, President & Publisher, Crane Data

 
If you have questions, please contact Devon Binder at Kinsley - 303-798-3664 or devon@kinsleymeetings.com.