Crane Data is making plans and preparing the agenda for our seventh annual ultra-short bond fund event, Bond Fund Symposium, which will take place March 25-26, 2024 at the Loews Philadelphia Hotel. 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. Registrations are now being accepted ($1,000) and sponsorship opportunities are available. We review the preliminary agenda and details below, and we also give the latest update on our upcoming "basic training" show, Money Fund University, which will be held next month in Jersey City, Dec. 18-19. (We'll also be hosting our Crane Data Holiday Party alongside MFU, so please join us Monday, Dec. 18 from 5:00-7:30pm at the Westin Jeresey City.
Bond Fund Symposium's Day One (3/25) morning agenda includes: Keynote: State of the Bond Fund Marketplace with Shelly Antoniewicz of Investment Co. Institute and Peter Crane of Crane Data; Ultra-Shorts: Staying Positive, Conservative with Teresa Ho of J.P. Morgan Securities, Richard Mejzak of BlackRock and Julian Potenza of Fidelity Investments; 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 A.M., Dave Rothweiler of UBS Asset Management and Jerome Schneider of PIMCO; Bond Index Funds & Longer-Term BF Issues with Matthew Brill of Invesco (and an additional speaker TBD); Money Funds & Conservative Ultra-Shorts with Peter Crane, Kerry Pope of Fidelity Investments and Dan LaRocco of Northern Trust A.M.; and, Bond Market Strategists: Rates & Risks featuring Jay Barry of JPM Securities, Michael Cloherty of UBS and Ira Jersey of Bloomberg Intelligence. Monday will close with a reception sponsored by Northern Trust.
Day Two's agenda includes: Major Issues in Fixed-Income Investing with George Bory of Allspring Global (and an additional speaker); Regulatory Update: Bond Fund Issues ‘24 with Aaron Withrow of Dechert LLP; Ultra-Shorts, LGIPs & Bond Fund Ratings with Peter Gargiulo of Fitch Ratings and Michael Masih of S&P Global Ratings; European & Sustainable Bond Fund Update with David Callahan of Lombard Odier I.M..
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 Loews Philadelphia. We'd like to thank our past sponsors and exhibitors -- Wells Fargo Securities, Fitch Ratings, Fidelity Investments, J.P. Morgan Asset Management, Allspring Global, S&P Global Ratings, StoneX, Invesco, BofA Securities, Northern Trust, Bloomberg Intelligence, Goldman Sachs, Federated, Payden & Rygel, PIMCO and Dechert -- for their support. (We'd love to get some new ones!) E-mail us for more details.
Also, our 13th Annual Crane's Money Fund University will be held December 18-19, 2023 at The Westin Jersey City Newport. 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. (Note Too: Crane Data is hosting its Holiday cocktail party during MFU on Dec. 18 from 5-7:30pm, so please join us in Jersey City at The Westin Jersey City Newport!)
New portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of "cash" investing should benefit from our comprehensive program. Even experienced professionals may enjoy a refresher course and the opportunity to interact with peers in an informal setting. Attendee registration for Crane's Money Fund University is just $750, exhibit space is $2,000, and sponsorship opportunities are $3K (Bronze), $4K (Silver), and $5K (Gold). A block of rooms has been reserved at the The Westin Jersey City Newport.
Money Fund University's comprehensive program is good for anyone -- beginners and experienced professionals looking for a refresher -- alike. The latest MFU agenda is available online and we are still accepting registrations. (We're also willing to "comp" tickets for large Crane Data or sponsor clients, so let us know if you're interested.)
We'll also soon be gearing up for our next "big show," Money Fund Symposium, which will be held June 12-14, 2024, at The Westin Convention Center in Pittsburgh, Pa. (Let us know if you'd like details on speaking or sponsoring.) Also, mark your calendars for next year's European Money Fund Symposium, which will be held Sept. 19-20, 2024, in London. Watch for details on these shows in coming weeks and months.
