With the weather getting warmer and the conference business rebounding, Crane Data is ramping up preparations for its big show. Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 20-22, 2022 at The Hyatt Regency Minneapolis, in Minneapolis, Minn. (Note that we're starting on the Juneteenth Holiday, but we're unable to move the dates.) The agenda is all set and registrations are still being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators for 2 1/2 days of sessions, socializing and networking. We review the latest agenda, as well as Crane Data's other 2022 conferences, below.
Our MF Symposium Agenda kicks off on Monday, June 20 with a "Keynote: The Brave New World in Liquidity" featuring Joe Sullivan and Yeng Felipe Butler of Allspring Global Investments (formerly Wells Fargo Funds). The rest of the Day 1 Agenda includes: "Strategists Speak '22: Fed, Rates & Reforms," with Vanessa Hubbard McMichael of Wells Fargo Securities and Priya Misra of TD Securities; a "Corporate Investors, Portals, D&I Discussion" with Laurie Brignac of Invesco, Tory Hazard of Institutional Cash Distributors and Tom Hunt of AFP; and, a "Major Money Fund Issues 2022" panel with moderator Peter Crane of Crane Data, Deborah Cunningham of Federated Hermes, John Tobin of Dreyfus and Peter Yi of Northern Trust AM. (The evening's reception is sponsored by Nearwater Capital.)
Day 2 of Money Fund Symposium 2022 begins with "Treasury Issuance & Fed Repo Update," which features Mark Cabana of BofA Securities, Dina Marchioni of the Federal Reserve Bank of NY and Tom Katzenbach of the U.S. Deptartment of the Treasury; followed by a "Senior Portfolio Manager Perspectives" panel with Linda Klingman of Charles Schwab I.M., Nafis Smith of Vanguard and Jeff Plotnik of U.S. Bancorp Asset Mgmt. These sessions are followed by "Government Money Fund & Repo Issues," with Joseph Abate of Barclays, Mike Bird of Allspring Funds and Geoff Gibbs of DWS. The morning concludes with a "Muni & Tax Exempt Money Fund Update," featuring Colleen Meehan of Dreyfus, John Vetter of Fidelity and Sean Saroya 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" with Rob Crowe of Citi Global Markets, John Kodweis of J.P. Morgan and Stewart Cutler of Barclays; "Ratings Focus: Governance, Global & LGIPs" with Robert Callagy of Moody's Investors Service, Greg Fayvilevich of Fitch Ratings, and Michael Masih of S&P Global Ratings; "Ultra-Short Bond & European MMF Update," with Rob Sabatino of UBS Asset Mgmt., Teresa Ho of J.P. Morgan and Dennis Gepp of Federated. The day's wrap-up presentation is "Brokerage Sweeps, AMAs & Deposit Issues" involving Chris Melin of Ameriprise Financial and Michael Berkowitz of Citi Treasury & Trade Solutions. (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, Michael Morin of Fidelity Investments and Pia McCusker of SSGA; "Regulations: Money Fund Reforms Round III," with Brenden Carroll of Dechert LLP and Clair Pagnano of K&L Gates LLP; a session, "FICC Repo Update & Repo Trading Platforms with Jeff Sowell of State Street and Sal Giglio of GLMX; and lastly, a session on "Money Fund Statistics, Software & Disclosures.
Visit the MF Symposium website at www.moneyfundsymposium.com) for more details. Registration is $750, and discounted hotel reservations are still available. We hope you'll join us in Minneapolis in June! E-mail us at info@cranedata.com to request the full brochure.)
We are also starting preparations for our next European Money Fund Symposium, which is scheduled for Sept. 27-28, 2022, in Paris, France. 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. Our mission is to deliver the best possible conference content at an affordable price. Attendee registration for our 2022 European Money Fund Symposium is $1,000 (USD). (We're still looking for speakers and sponsors for this event, so contact us for details.)
Also, mark your calendars for our next Crane's Money Fund University, which will be held in Boston, Mass., December 15-16, 2022. 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 both beginners and experienced professionals looking for a refresher.
Finally, our Bond Fund Symposium 2023 will also be held in Boston, Mass., on March 23-24, 2023. (Click here to see the agenda.) Bond Fund Symposium is the only conference devoted entirely to bond mutual funds, bringing together bond fund managers, marketers, and professionals with fixed-income issuers, investors and service providers. The majority of the content is aimed at the growing ultra-short and conservative ultra-short bond fund marketplace.
Let us know if you'd like more details on any of our events, and we hope to see you in in Minneapolis in June, in Paris in September or in Boston in December (or in March 2023). Thanks to all of our speakers and sponsors and for your patience and support over the past two rough years!
