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2014 Crane's Money Fund Symposium Conference Agenda
 

Sunday, June 22

5:30-8:00 pm
 
World Cup Party & Pre Conference Reception
Sponsored by Rabobank

Monday, June 23
1:00-1:10 pm
 
Welcome to Money Fund Symposium 2014
Peter Crane, President, Crane Data
1:10-1:45 pm Keynote: Money Market Funds-Past & Future
Nancy Prior, President MM Group, Fidelity Investments
1:45-2:45 pm Strategists Speak '14: Fed Taper, Repos, Regs
Brian Smedley, U.S. Rates, Bank of America Merrill Lynch
Joseph Abate, Director F-I Strategy, Barclays Capital
Garret Sloan, F-I Market Strategy, Wells Fargo Securites
2:45-3:15 pm Refreshments
sponsored by Fidelity Investments
3:15-4:00 pm
 
The Growing Role of Online Trading Portals
Moderator: Dave Agostine, President, Cachematrix
Greg Fortuna, MD, State Street Fund Connect
Justin Meadows, Chief Executive, MyTreasury
Jonathon Spirgel, MD, BNY Mellon Liquidity Services
4:00-5:00 pm Major Money Fund Issues 2014
Moderator: Roger Merritt, Managing Director, Fitch Ratngs
Charlie Cardona, CEO, BNY Mellon CIS
Andrew Linton, Exec. Director, J.P. Morgan A.M.
Steve Meier, CIO, State Street
5:00-6:00 pm Reception
Sponsored by Bank of America Merrill Lynch
 

Tuesday, June 24

8:00-9:00 am
 
Breakfast
sponsored by Blackrock
9:00-9:55 am The State of the Money Fund Industry
Peter Crane, President, Crane Data
Debbie Cunningham, MM CIO, Federated Investors
Alex Roever, Managing Director, J.P. Morgan Securities
9:55-10:45 am Senior Portfolio Manager Perspectives
Moderator: Joel Friedman, Standard & Poor's Ratings
Rick Mejzak, Co-Head of Portfolio Management, BlackRock
Rob Sabatino, Managing Director, UBS Global A.M.
John Tobin, Managing Director, J.P. Morgan A.M.
10:45-11:15 am Coffee
sponsored by Wells Fargo
11:15-12:00 pm Government MF Issues & Repo Update
Andrew Hollenhorst, Strategist, Citi
Marques Mercier, Portfolio Manager, Invesco
Mike Bird, Portfolio Manager, Wells Fargo Advantage Funds
12:00-12:30 pm Treasury Dept. on FRNs & Risk Agenda
James Clark, Deputy Asst. Secretary, U.S. Department of Treasury
12:30-1:30 pm
 
Lunch
sponsored by Dreyfus
1:30-2:25 pm Dealer Panel: Supply Outlook, New Products
Moderator: Dave Sylvester, Head of Money Funds, Wells Fargo
Chris Conetta, Managing Director, Barclays
John Kodweis, Managing Director, J.P. Morgan Securities
Jean-Luc Sinniger, Director, Citi Global Markets
2:25-3:00 pm Accounting Issues & Disclosure & Floating NAVs
Chris May, Partner, PriceWaterhouseCoopers
3:00-3:30 pm Break
sponsored by Invesco
3:30-4:20 pm Enhance Cash, ETF & Ultra-Short Bond Growth
Alex Roever, Managing Director, J.P. Morgan Securities
Jonathon Carlson, MD, BofA Global Capital Management
David Fishman, MD, Co-Head Liquidity, Goldman Sachs A.M.
Peter Yi, Director Money Markets, Northern Trust
4:20-5:10 pm European & Global Money Fund Outlook
Jonathan Curry, Chairman, Institutional MM Fund Association
Dan Morrissey, Partner & Head of Asset Mgmt., William Fry
5:10-6:10 pm Reception
sponsored by Barclays

Wednesday, June 25
8:00-9:00 am Breakfast
sponsored by Federated Investors
9:00-9:45 am Money Fund Reforms A Look at the Final Rule
Stephen Keen, Partner, Reed Smith
Jack Murphy, Partner, Dechert LLP
9:45-10:45 am Regulatory Roundtable: Discussing New Rules
Jane Heinrichs, Counsel, Investment Co. Institute
Kevin Meagher, SVP, Deputy General Counsel, Fidelity
Sarah ten Siethoff, Sr. Special Counsel, U.S. S.E.C
10:45-11:15 am Coffee
sponsored by Cachematrix
11:15-12:00 pm Corporate Cash Investor Issues & Alternatives
Tony Carfang, Director, Treasury Strategies
Lance Pan, Director of Research, Capital Advisors
Jamie Cortas, Director of WW Inv. Port., EMC Corp.
12:00-12:45 pm FDIC, Brokerage & Retail MMF Update
Rick Holland, MD & Portfolio Strategist, Charles Schwab
Ted Hamilton, Senior MD, Promontory Interfinancial Network
Tim Schiltz, Director Brokerage, Ameriprise Financial

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