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2013 Crane University Agenda. Please check back after
June for the 2014 agenda.
| Crane's Money Fund
University Conference Agenda |
Thursday, January 24 |
9:00-9:45 am
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Welcome to Money Fund
University,
History & Current State of Money Market Mutual Funds
Peter Crane, President & Publisher, Crane Data
Sean Collins, Sr. Economist, Investment Company Institute |
| 9:45-10:30 am |
The Federal Reserve & Money
Markets
Joseph Abate, Director F-I Strategy, Barclays Capital
Brian Smedley, U.S. Rates, Bank of America Merrill Lynch |
| 10:30-11:00 am |
Refreshment Break
sponsored by Fitch Ratings |
| 11:00-11:45 am |
Interest Rate Basics &
Money Fund Math
Brian Smedley, U.S. Rates, Bank of America Merrill Lynch
Phil Giles, Adjunct Professor, Columbia University |
11:45-12:30 pm
|
Ratings, Monitoring & Performance
Ian Rasmussen, Senior Director, Fitch Ratings
Joel Friedman, Senior Director, Standard & Poor's
Peter Crane, President & Publisher, Crane Data |
| 12:30-1:30 pm |
Lunch
sponsored by G.X. Clarke & Co. |
| 1:30-1:50 pm |
Instruments of the Money Markets Intro
Alex Roever, Managing Director, J.P. Morgan Securities |
| 1:50-2:10 pm |
Instruments: Repurchase Agreements
Ellie Boldenow, Executive Director, J.P. Morgan Securities |
| 2:10-2:30pm |
Instruments: Treasuries & Government Agencies
Sue Hill, Senior Portfolio Manager, Federated Investors
Michael Duke, Vice President, G.X Clarke & Co.
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| 2:30-3:00pm |
Instruments: Commerical Paper & ABCP
Rob Crowe, Director, Citi Global Markets
Jean-Luc Sinniger, Director Money Markets, Citi Global Markets |
| 3:00-3:30pm |
Refreshment Break
sponsored by Dreyfus/BNY Mellon
|
| 3:30-4:00pm |
Instruments: CDs, TDs & Bank Debt
Garret Sloan, F-I Strategist, Wells Fargo Securities
Ted Byrne, Money Market Specialist, J.M. Lummis & Co
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| 4:00-4:30pm |
Instruments of the Money Markets: Tax-Exempt Securities, VRDNs, TOBs & Muni Bonds
Collen Meehan, Sr. Portfolio Manager, Dreyfus Corporation
Speaker TBD |
| 4:30-5:10pm |
Credit Analysis & Portfolio Management
Adam Ackermann, VP & Portfolio Manager, J.P. Morgan A.M. |
| 5:10-6:00pm |
Opening Reception
sponsored by Crane Data |
Friday, January 25 |
8:00-9:00 am
|
Breakfast
sponsored by BofA Global Capital Mgmt. |
| 9:00-9:45 am |
Money Fund Regulations: 2a-7 Basics & History
John Hunt, Partner, Nutter, McClennan & Fish LLP
Joan Swirsky, Of Counsel, Stradley Ronon |
| 9:45-10:30 am |
Regualtions II: Recent &
Future Rule Changes
Stephen Keen, Partner, Reed Smith
Joan Swirsky, Of Counsel, Stradley Ronon |
| 10:30-11:00 am |
Refreshments
sponsored by J.P. Morgan Asset Mgmt. |
| 11:00-11:30 am |
Offshore & European Money
Fund Primer
Peter Crane, President & Publisher, Crane Data
John Hunt, Partner, Nutter, McClennan & Fish LLP
|
| 11:30-12:15 pm |
Technology
Tools: Money Market Software
Peter Crane, President & Publisher, Crane Data
Anthony Mossa, V.P., Bloomberg
James Morris, Vice President, Investortools |
| 12:15-12:30 pm |
Graduation |
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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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