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Crane's Money Fund University Conference Agenda

Thursday, January 19
10:30-11:20 am
 

 
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
11:20-12:10 pm Interest Rate Basics & Money Fund Math
Brian Smedley, U.S. Rates, Bank of America Merrill Lynch
Peter Crane, President & Publisher, Crane Data
12:10-1:10 pm Lunch
sponsored G.X. Clarke & Co.
1:10-2:00 pm The Federal Reserve & Money Markets
Joseph Abate, Director F-I Strategy, Barclays Capital
Michael Cloherty, Head of Rates Strategy, RBC Capital Markets
2:00-2:50 pm
 
Money Fund Regulations: 2a-7 Basics & History
John Hunt, Partner, McLaughlin & Hunt LLP
Joan Swirsky, Of Counsel, Stradley Ronan
2:50-3:20 pm Refreshments
sponsored by Invesco
3:20-4:10 pm Regulations II: Interpretations & Recent Changes
Stephen Keen, Partner, Reed Smith
Joan Swirsky, Of Counsel, Stradley Ronan
4:10-5:00 pm Operations: Fund Admin & The Board’s Role
Brian Curran, Managing Director, BNY Mellon
Susan Wyderko, Exec. Director, Mutual Fund Directors Forum
5:00-6:00pm Opening Reception
sponsored by Crane Data

Friday, January 20
8:00-9:00 am
 
Breakfast
sponsored by Fidelity Investments
9:00-9:25 am Instruments of the Money Markets Intro
Alex Roever, Managing Director, J.P. Morgan Securities
9:25-9:50 am Instruments: Repurchase Agreements
Ellie Boldenow, Executive Director, J.P. Morgan Securities
9:50-10:35 am Instruments: Treasuries & Govt Agencies
Sue Hill, Senior Portfolio Manager, Federated Investors
Sal Ursida, Partner, G.X. Clarke & Co.
10:35-11:00 am Coffee
sponsored by Standard & Poor’s
11:00-11:45 am Instruments: Commercial Paper & ABCP
Rob Crowe, Director, Citi Global Mkts.
Jean-Luc Sinniger, Director Money Mkts, Citi Global Mkts
11:45-12:30 pm Instruments: CDs, TDs & Bank Debt
Garret Sloan, F-I Strategist, Wells Fargo Securities
Dave Lummis, President, J.M. Lummis & Co.
12:30-1:30 pm
 
Lunch
sponsored Fitch Ratings
1:30-2:15 pm Instruments of the Money Markets:
Tax-Exempt Securities, VRDNs, TOBs & Muni Bonds

James Randazzo, Senior PM, Wells Capital Management
Ben Schuler, Structured Muni Analyst, Fidelity Investments
2:15-3:00 pm Portfolio Management Strategies
Jeff St. Peters, Portfolio Manager, SSgA
Michael Markowitz, MD & Head STFI, Guggenheim Partners
3:00-3:30 pm Refreshment Break
sponsored by BofA Global Capital
3:30-4:15 pm Credit Analysis & Approved Lists
Bob Piepenburg, Director/Credit Analyst, BofA Global Capital
Jacob Weinstein, Investments Director, F-I, Fidelity Investments
4:15-5:00 pm Ratings, Monitoring & Risk
Joel Friedman, Senior Director, Standard & Poor’s
Viktoria Baklanova, Senior Director, Fitch Ratings
Peter Crane, President & Publisher, Crane Data
5:00-5:15 pm Graduation
 
 
If you have questions, please contact Devon Binder at Kinsley - 303-798-3664 or devon@kinsleymeetings.com.