With money market fund assets continuing to hit record levels (assets broke $6.5 trillion last week), our next Money Fund Symposium, seems destined to break our pre-pandemic record of 570 attendees. Money Fund Symposium 2024 is scheduled for June 12-14, 2024 at The Westin Pittsburgh, in Pittsburgh, Pa. The full agenda for the largest gathering of money market fund managers and cash investors in the world is available and registrations are being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review our latest agenda, as well as Crane Data's other 2024 conferences, below. (Note: We look forward to seeing those of you attending our Bond Fund Symposium next week in Philadelphia! Registrations are still being taken for the show, which is March 25-26. Attendees and Crane Data subscribers may access the conference binder, Powerpoints and recordings (after the show) via our "Bond Fund Symposium 2024 Download Center.")
Our MF Symposium Agenda kicks off on Wednesday, June 12 with a "Keynote: Fifty Years of Managing Money Funds" featuring Chris Donahue of Federated Hermes. The rest of the Day 1 Agenda includes: "Alt-Cash: Ultra-Short Bonds, SMAs & Offshore" with Teresa Ho of J.P. Morgan Securities, Rob Sabatino of UBS Asset Mgmt. and Jeff Weaver of Allspring Global; "Local Government Investment Pool Briefing," with Laura Glenn of Public Trust Advisors, Marty Margolis of Public Funds Investment Institute and Jeffrey Rowe of PFM Asset Management; and, a "Major Money Fund Issues 2024" panel with moderator Peter Crane of Crane Data, Laurie Brignac of Invesco, Doris Grillo of J.P. Morgan Asset Mgmt. and John Tobin of Dreyfus. The evening's reception is sponsored by Bank of America.
Day 2 of Money Fund Symposium 2024 begins with "Strategists Speak '24: Fed, Rates & Reforms," with Joseph Abate of Barclays, Mark Cabana of BofA Securities and Gennadiy Goldberg of TD Securities; followed by a "Senior Portfolio Manager Perspectives" panel featuring Deborah Cunningham of Federated Hermes, Dan LaRocco of Northern Trust A.M. and Nafis Smith of Vanguard. Next up is "Government Money Fund & Repo Issues," moderated by Chris Horvatin of Goldman Sachs with Mike Bird of Allspring Global Investments, Geoff Gibbs of DWS and Lynn Paschen of Schwab Asset Mgmt. The morning concludes with a "Muni & Tax Exempt Money Fund Update," featuring Mary Jo Ochson of Federated Hermes, John Vetter of Fidelity Investments, Sean Saroya of J.P. Morgan Securities and David Elmquist of J.P. Morgan Securities.
The Afternoon of Day 2 (after a Dreyfus-sponsored lunch) features the segments: "Dealer's Choice: Supply, New Securities & CP" moderated by Pia McCusker of SSGA with Rob Crowe of Citi Global Markets, Stewart Cutler of Barclays and John Kodweis of J.P. Morgan Securities; "Ratings Agency Outlook & Trend Review" with Marissa Zuccaro of S&P Global, Robert Callagy of Moody’s Investors and Peter Gargiulo of Fitch Ratings; "Regulations: Money Fund Reforms Round III," with Brenden Carroll of Dechert LLP, Jon-Luc Dupuy of K&L Gates LLP and Jamie Gershkow of Stradley Ronon. The day's wrap-up presentation is a "Corporate Investor Concerns & MM Portals" involving Greg Fortuna of State Street Fund Connect, `Tory Hazard of ICD and Vanessa McMichael of Wells Fargo Securities. (The Day 2 reception is sponsored by Barclays.)
The third day of the Symposium features the sessions: "The State of the Money Fund Industry" with Peter Crane of Crane Data; "Treasury, Agency & RRP Issues & Issuance," which features Sue Hill of Federated Hermes, Tom Katzenbach of the U.S. Dept. of the Treasury and Dina Marchioni of the Federal Reserve Bank of NY; "Deposits, Brokerage Sweep & Stablecoins" with Michael Berkowitz of Citi Treasury & Trade Solutions and Adam Ackermann from Paxos; and, "Money Fund Wisdom Demo & Training" with Peter Crane of Crane Data.
We'd like to thank our sponsors and exhibitors so far -- Bank of America, Barclays, J.P. Morgan, TD Securities, Dreyfus, Federated Hermes, First American Funds, Fidelity Investments, Goldman Sachs, Invesco, Moody's, J.P. Morgan Asset Management, Nearwater Capital, BNY Mellon, Daiwa, Deutsche Bank, Mizuho, Nomura, Fitch Ratings, Allspring Global, Citi, Natixis, BlackRock, Mayer & Brown, Northern Trust A.M., IntraFi, Tradeweb, Toyota, Morgan Stanley I.M., UBS, S&P Global Ratings, Seelaus, Mischler, Lummis and Stradley Ronon -- for their support. E-mail us for more details.
Visit the Money Fund Symposium website at www.moneyfundsymposium.com for more information. Registration is $1,000, and discounted hotel reservations are available. We hope you'll join us in Pittsburgh in June! Note that the agenda is still being tweaked, so watch for minor changes in coming weeks. E-mail us at info@cranedata.com to request the full brochure.)
We're also making plans for our next European Money Fund Symposium, which is scheduled for Sept. 19-20, 2024, in London, England. Our 2023 event in Edinburgh, Scotland attracted a record 166 attendees, so we expect our 2024 event to be even bigger. Watch for the draft agenda to be posted in coming weeks and registration ($1000 to attend) is now live. European Money Fund Symposium offers "offshore" money fund portfolio managers, and money market investors, issuers, dealers and service providers a concentrated and affordable educational experience, as well as an excellent and informal networking venue.
Finally, mark your calendars for our next Money Fund University "basic training" event, scheduled for Dec. 19-20, 2024, in Providence, R.I. Let us know if you'd like more details on any of our events, and we hope to see you in Philly next week, in Pittsburgh in June, in London in September or in Providence in December!
