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Money Fund University 2014 Agenda. Please check back soon for the 2015 Agenda.

Crane's Money Fund University Conference Agenda

Thursday, January 23
9:00-9:45 am
 

 
Welcome to Money Fund University,
History & Current State of Money Market Mutual Funds

Peter Crane, President & Publisher, Crane Data
 
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
Greg Fayvilevich, Director, Fitch Ratings
Barry Weiss, Director, Standard & Poor's Ratings Services
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
1:50-2:15 pm Instruments: Repurchase Agreements
Sue Hill, Senior Portfolio Manager, Federated Investors
Chong Sin, Vice President, J.P. Morgan Securities
2:15-2:40 pm Instruments: Treasuries & Government Agencies
Sue Hill, Senior Portfolio Manager, Federated Investors
Chong Sin, Vice President, J.P. Morgan Securities
2:40-3:05 pm Instruments: Commercial Paper & ABCP
Garrett Sloan, F-I Strategist, Wells Fargo Securities
Peter Crane, President & Publisher, Crane Data
3:05-3:35 pm Refreshment Break
sponsored by Dreyfus/BNY Mellon
3:35-4:00 pm Instruments: CDs, TDs & Bank Debt
Garret Sloan, F-I Strategist, Wells Fargo Securities
Ted Byrne, Money Market Specialist, J.M. Lummis & Co
4:00-4:30 pm Instruments of the Money Markets: Tax-Exempt Securities, VRDNs, TOBs & Muni Bonds
Colleen Meehan, Sr. Portfolio Manager, Dreyfus Corp.
Rebecca Glen, Senior Research Analyst, Dreyfus Corp.
4:30-5:00 pm Credit Analysis & Portfolio Management
Adam Ackermann, VP & Portfolio Manager, J.P. Morgan A.M.
5:00-6:00 pm Opening Reception
sponsored by Crane Data

Friday, January 24
8:00-9:00 am
 
Breakfast
sponsored by J.P. Morgan Asset Management
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 Regulations II: Proposed & Final Rule Changes
Jack Murphy, Partner, Dechert LLP
Stephen Keen, Partner, Reed Smith
10:30-11:00 am Refreshments
sponsored by Standard & Poor's
11:00-11:45 am Regulations III: Hot Topics in MF Regulation
Stephen Keen, Partner, Reed Smith
Joan Swirsky, Of Counsel, Stradley Room
11:45-12:30 pm New Disclosure Requirements & MMF Data
Peter Crane, President & Publisher, Crane Data
John Hunt, Partner, McClennan & Fish LLP
12:30-1:00 pm Graduation

 

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