As we enjoy the Holiday season and approach the New Year, Crane Data is ramping up preparations for its 2024 conference calendar. We just finished our "basic training" Money Fund University event last week, and we're getting ready for our next show, Bond Fund Symposium, which is March 25-26, 2024, in Philadelphia. But our focus will soon shift to our big show, Crane's Money Fund Symposium, which will take place June 12-14, 2024 at The Westin Convention Center, in Pittsburgh, Pa. The draft agenda for the largest gathering of money market fund managers and cash investors in the world is now available and registrations are now being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review the MFS preliminary agenda, as well as Crane Data's other 2024 conferences, below. (Thanks once more to those who supported our Money Fund University in Jersey City last week! Attendees and subscribers may access the recordings and conference materials at the bottom of our "Content" page or via our "Money Fund University 2023 Download Center.")
Our MF Symposium Agenda kicks off on Wednesday, June 12 with a "Keynote: The Tide Has Turned in the MMF Battle" featuring Chris Donahue of Federated Hermes. The rest of the Day 1 Agenda includes: "Alt-Cash: Ultra-Shorts, LGIPs, SMAs & ETFs" with Teresa Ho of J.P. Morgan Securities, Jeffrey Rowe of PFM Asset Management and Jeff Weaver of Allspring Global; "Treasury, Agency & RRP Issues & Issuance," with Tom Katzenbach of the U.S. Dept. of the Treasury, Dina Marchioni of the Federal Reserve Bank of New York and Dave Messerly of Federal Home Loan Banks; 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 and Mark Cabana of BofA Securities; followed by a "Senior Portfolio Manager Perspectives" panel with 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," with Mike Bird of Allspring Global Investments and Geoff Gibbs of DWS. 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 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 Robe Crowe of Citi Global Markets, John Kodweis of J.P. Morgan and Stewart Cutler of Barclays; "Ratings Agency Outlook & Trend Review" with Marissa Zuccaro of S&P Global, Robert Callagy of Moody's Investors Service 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; and "Online MMF Trading Portals & MM Platforms" with Greg Fortuna of State Street Fund Connect and Tory Hazard of ICD (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; "Brokerage Sweep, Deposits & MF Competitors" with Michael Berkowitz of Citi Treasury & Trade Solutions; "European & Asian Money Fund Update" with Rob Sabatino of UBS Asset Mgmt; and, "Money Fund Wisdom Demo & Training" with Peter Crane.
Visit the Money Fund Symposium website at www.moneyfundsymposium.com for more details. Registration is $1,000, and discounted hotel reservations are available. We hope you'll join us in Pittsburgh this June! Note that some of our speakers have yet to confirm their participation, and the agenda is still in the process of being finalized, so watch for tweaks in coming weeks. E-mail us at info@cranedata.com to request the full brochure.
We're also making plans 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. See the latest agenda here and details here.
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, GLMX, Payden & Rygel, PIMCO and Dechert -- for their support. (We'd love to get some new ones!) E-mail us for more details.
Finally, mark your calendars for our next European Money Fund Symposium, which is scheduled for Sept. 19-20, 2024, in London, and for our next Crane's Money Fund University, which is in Providence, Dec. 19-20, 2024. Let us know if you'd like more details on any of our events, and we hope to see you in Philadelphia in March, in Pittsburgh in June, in London in September or in Providence next December in 2024. Thanks for your patience and support in 2022, Happy Holidays and Happy New Year!
