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| Crane's Money Fund
Symposium Conference Agenda |
Wednesday, June 19 |
1:00-1:15 pm
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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
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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 |
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