Crane's Money Fund University

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	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.
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
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

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