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| Agenda |
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Crane’s Money Fund Symposium is approved for up to 16.2 CTP/CCM recertification credits by the Association of Financial Professionals. |
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| Crane’s Money Fund Symposium Conference Agenda (Preliminary) |
| Monday, July 26 |
| 1:00-1:10 p.m. |
Welcome to Money Fund Symposium
Peter G. Crane, President, Crane Data |
| 1:10-1:50 p.m. |
Washington & The New Regulatory Regime
Paul Schott Stevens, President & CEO, ICI |
| 1:50-2:40 p.m. |
The New Normal in the Money Markets
Debbie Cunningham, MM CIO, Federated Investors
Alex Roever, Managing Director, J.P. Morgan Securities |
| 2:40-3:10 p.m. |
Refreshment Break
sponsored by Capital Advisors |
| 3:10-3:55 p.m. |
Parental Backing, Bailouts
& Support Issues
John Hunt, Counsel,
Goodwin Procter LLP
Jim Bordewick, Chief Compliance Officer, BofA
Funds |
| 3:55-4:40 p.m. |
Financial
Reform, Europe & MM Stresses
Michael Morin, Institutional
PM, Fidelity Investments
Joseph Abate, Director F-I Strategy, Barclays |
| 4:40-5:30 p.m. |
Industry Consolidation & Outlook for MMFs Peter Rizzo, Senior Director, Standard & Poor’s Dave Sylvester, Head of Money Markets, Wells Fargo Funds |
| 5:30-6:30 p.m. |
Reception
sponsored by Bank of America Merrill Lynch |
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| Tuesday, July 27 |
| sponsored by Fidelity Investments |
| 8:00-9:00 a.m. |
Breakfast
sponsored by Barclays Capital |
| 9:00-9:50 a.m. |
State of the Money Market Fund Industry
Peter G. Crane, President
& Publisher, Crane Data
Brian Reid, Chief Economist, Investment Company Institute |
| 9:50-10:50 a.m. |
Portfolio Manager Strategies: Managing Money Funds in an Ultra-Low & Rising Rate Environment
Kevin Kennedy, Lead Portfolio Mgr.
Western Asset Management
Sean Simko, Managing Director, SEI Investments
Peter Yi, Portfolio Mgr, Northern Trust Global Advisors |
| 10:50-11:10 a.m. |
Coffee Break
sponsored by Wells Fargo |
11:10 a.m.
-11:50 a.m.
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Government & Agency Fund Issues Todd Bean, Portfolio Manager, SSgA Funds
Danny Burke,
Portfolio Mgr, Goldman Sachs Asset Management |
| 11:50 a.m.-12:30 p.m. |
Municipal Money Fund Market Update
Colleen Meehan, Portfolio Manager,
Dreyfus
Mary Jo Ochson, Portfolio Manager, Federated Investors
Jeff Previdi,
Senior Director, Standard & Poor’s
Lisa Washburn,
Analyst, Moody’s Investors Service |
| 12:30-1:30 p.m. |
Luncheon
sponsored by Federated Investors |
| 1:30-2:30 p.m. |
Sell-Side Update: CP, Supply & New Issues
Chris Conetta, MD & Head of S-T Credit, Barclays Capital Frank Sansone, Treasurer & Director C&LM, Dexia Bank
Jean-Luc Sinniger, Director Money Markets, Citi Global Mkt
J.P. Borella, MD, Bank of America Merrill Lynch |
| 2:30-3:20 p.m. |
Analyzing Fund Portfolios & Holdings
Viktoria Baklanova, Senior Director, Fitch Ratings
Marty Duffy, V.P., Moody’s Investors Service
Lance Pan, Direstor of
Research, Capital Advisors Group |
| 3:20-3:50 p.m. |
Refreshment Break
sponsored by Standard & Poor’s |
| 3:50-4:40 p.m. |
Money Fund Investors & Due Diligence
Michael Crawford, Sr Cash Mgmt Analyst, Mosaic Company
Adam Dean, President, SVB Asset
Management
Brian Kalish,
Director of Finance Practice,
AFP |
| 4:40-5:30 p.m. |
Global & European Money Fund Issues Andrew Linton, VP & Director of Product, JPMorgan AM Travis Barker, Chairman of the Institutional Money Market Funds Association
Niall O'Leary, Head of Fixed Income, Bank of
Ireland AM |
| 5:30-6:30 p.m. |
Reception
sponsored by JP Morgan Securities |
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| Wednesday, July 28 |
| 8:00-9:00 a.m. |
Breakfast sponsored by J.M. Lummis |
| 9:00-10:00 a.m. |
The Changing Cash Product Landscape: FDIC Sweeps, ETFs, and Floating-Rate Money Funds
Mark Brooks, Senior MD, Promontory Interfinancial
Jerome Schneider, Portfolio Manager, PIMCO
Joe Benevento, Head of MM, Deutsche Asset Mgmt. |
| 10:00-11:00 a.m |
Online Portal Technology & MF Analytics Matt Clay, Director, Clearwater Analytics Greg Fortuna,
MD, State Street Globallink
George Hagerman, CEO, Cachematrix
Bill Hayden,
MD,
Tradeweb |
| 11:00-11:30 a.m. |
Coffee Break
sponsored by Bank of Ireland |
| 11:30 a.m. -12:30 p.m. |
Critical Questions on The New Rule 2a-7
Richard Grueter, Partner, PriceWaterhouse Coopers
Leslie Ross, Counsel, Reed
Smith
Sarah ten Siethoff, Senior
Special Counsel, S.E.C. |
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End of Main Conference |
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| 2:00-4:00 p.m. |
Money Fund Wisdom Free Workshop (Optional) |
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| If you have questions, please contact Devon Binder at Kinsley - 303-798-3664 or devon@kinsleymeetings.com. |
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