Crane Data is making plans for its fifth annual ultra-short bond fund event, Bond Fund Symposium, which will take place March 28-29, 2022 at the Hyatt Regency Newport Beach (Calif.). Crane's Bond Fund Symposium offers a concentrated and affordable educational experience, as well as an excellent networking venue, for bond fund and fixed-income professionals. After cancelling our 2020 Boston event and holding a virtual BFS last year, we look forward to seeing the "cash-plus" community in person again in 2022! Registrations are now being accepted ($750) and sponsorship opportunities are available. We review the preliminary draft agenda and details below, and we also give an update on our upcoming "basic training" show, Money Fund University, which will be held in Boston, January 20-21, 2022.
Bond Fund Symposium's Day One (3/28) morning agenda includes: Welcome to Bond Fund Symposium 2022, with Peter Crane of Crane Data; Keynote: The Time Is Now For Ultra-Shorts with Jerome Schneider of PIMCO; Bond Market Strategists: Rates & Risks with Michael Cloherty of UBS, Ira Jersey of Bloomberg Intelligence and Alex Roever of J.P. Morgan Securities; and ETF & Near-Cash ETF Trends, with Brian McMullen of Invesco and James Palmieri of State Street Global Advisors. (Note: The agenda is still a work in progress, so let us know if you're interested in speaking or have any requests.)
The Day One afternoon agenda includes: Senior Portfolio Manager Perspectives with Dave Martucci of J.P. Morgan AM Dave Rothweiler of UBS Asset Management and Brett Davis of BlackRock; Ultra-Short LGIPs & European USBFs with Peter Gargiulo of Fitch Ratings and Emelyne Uchiyama of S&P Global; Major Issues in Fixed-Income Investing featuring Logan Miller as moderator, Matthew Brill of Invesco, Morten Olsen of Northern Trust AM ; and, Money Funds & Conservative Ultra-Shorts with Crane Data's Peter Crane and Kerry Pope of Fidelity Investments. Monday will close with a reception sponsored by Wells Fargo Securities.
Day Two's agenda includes: State of the Bond Fund Marketplace with Crane and Shelly Antoniewicz of the Investment Company Institute; Regulatory Update: Bond Fund Issues '22 with Aaron Withrow of Dechert LLP and Jamie Gershkow of Stradley Ronon Stevens & Young; ESG Issues in the Bond Fund Space with Henry Shilling of Sustainable Research & Analysis ; Government & Muni Bond Fund Discussion with Sue Hill of Federated Hermes and Kristian Lind of Neuberger Berman.
Portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of bond funds and fixed-income investing will benefit from our comprehensive program. A block of rooms has been reserved at the Hyatt Regency. We'd like to thank our past sponsors and exhibitors -- Wells Fargo Securities, Fitch Ratings, Fidelity Investments, J.P. Morgan Asset Management, Wells Fargo Asset Management, S&P Global Ratings, DTCC, StoneX, Invesco, BofA Securities, Northern Trust, Bloomberg Intelligence, Goldman Sachs, Federated, Payden & Rygel, PIMCO and Dechert -- for their support (and we'd love to get some new ones!). E-mail us for more details.
Also, our 10th Annual Crane's Money Fund University will be held January 20-21 at the Hyatt Regency Boston. Crane's Money Fund University covers the history of money funds, interest rates, regulations (Rule 2a-7), ratings, rankings, money market instruments such as commercial paper, CDs and repo, and portfolio construction and credit analysis. We also include segments on offshore money funds and ultra-short bond funds.
Money Fund University's comprehensive program is good for anyone -- beginners and experienced professionals looking for a refresher -- alike. The agenda is available online and we are now accepting registrations. (We're also willing to "comp" tickets for large Crane Data or sponsor clients, so let us know if you're interested.)
Finally, mark your calendars for our big show, Crane's Money Fund Symposium, which will be held June 20-22, 2022, at the Hyatt Regency Minneapolis. The preliminary agenda will be available next month, and we're starting to take registrations at: www.moneyfundsymposium.com. We've also set the dates and location for our next European Money Fund Symposium. It is scheduled for Sept. 27-28, 2022, in Paris, France. Let us know if you'd like more details on any of our events, and we hope to see you in Boston, Newport Beach, Minneapolis or Paris in 2022!
