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Agenda
 
Crane’s Money Fund Symposium is approved for up to 16.2 CTP/CCM recertification credits by the Association of Financial Professionals.
 
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
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.
 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
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.
  End of Main Conference
   
2:00-4:00 p.m. Money Fund Wisdom Free Workshop (Optional)
 
If you have questions, please contact Devon Binder at Kinsley - 303-798-3664 or devon@kinsleymeetings.com.