As we enjoy the Holiday season and approach the New Year, Crane Data is ramping up preparations for its 2025 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 27-28, 2025, in Newport Beach, Calif. But our focus will soon shift to our big show, Crane's Money Fund Symposium, which will take place June 23-25, 2025 at The Renaissance Boston Seaport, in Boston, Mass. The preliminary 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 2025 conferences, below. (Thanks once more to those who supported our Money Fund University in Providence 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 2024 Download Center.")
Our Money Fund Symposium Agenda kicks off on Monday, June 23 with a "Keynote: Will the Money Fund Party Keep Going?" featuring Yie-Hsin Hung of State Street Global Advisors. The rest of the Day 1 Agenda includes: "Repo, Fed RRP & Treasury Clearing Issues," with Travis Keltner of State Street, Dina Marchioni of the Federal Reserve Bank of New York and Nathaniel Wuerffel of BNY Mellon; "New Frontier: Tokenized MMFs & MM ETFs" with Teresa Ho of J.P. Morgan Securities and Adam Ackermann of Paxos; and, a "Major Money Fund Issues 2025" panel with moderator Peter Crane of Crane Data, Laurie Brignac of Invesco, Kevin Gaffney of Fidelity Investments and Dan LaRocco, of Northern Trust A.M. The evening's reception is sponsored by Bank of America.
Day 2 of Money Fund Symposium 2025 begins with "Strategists Speak '25: Rates, Repo & Risks," with Joseph Abate of Barclays, Mark Cabana of BofA Securities and Gennadiy Goldberg of TD Securities; followed by a "Senior Portfolio Manager Perspectives" panel with Deborah Cunningham of Federated Hermes, Doris Grillo of J.P. Morgan Asset Mgmt, and John Tobin of Dreyfus. Next up is "Treasury & Government Money Fund Issues," with Tom Katzenbach of the US Dept of Treasury, Mike Bird of Allspring Global Investments and Nafis Smith of Vanguard. The morning concludes with a "Muni & Tax Exempt Money Fund Update," featuring John Vetter of Fidelity, Cameron Ullyatt of Schwab Asset Mgmt 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 moderator Rob Sabatino of UBS A.M., Robe Crowe of Citi Global Markets, John Kodweis of J.P. Morgan and Stewart Cutler of Barclays; "Local Government Investment Pool Briefing" with Laura Glenn of Public Trust Advisors, and Jeffrey Rowe of PFM Asset Management; "Deposits, Brokerage Sweeps & Retail Cash" with Michael Berkowitz of Citi Treasury & Trade Solutions; and "Investors, Portals & Distribution Topics" with Greg Fortuna of State Street Fund Connect and Vanessa McMichael of Wells Fargo Securities (The Day 2 reception is sponsored by Barclays.)
The third day of the Symposium features the sessions: "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; "Ratings Agency Outlook & Trend Review" with Robert Callagy of Moody’s Investors, Peter Gargiulo of Fitch Ratings and Michael Masih of S&P Global Ratings; "State of the Money Market Fund Industry" with Peter Crane and Pia McCusker of SSGA; and, "Money Fund Wisdom Demo & Training" with Peter Crane.
Visit the Money Fund Symposium website at www.cranesmfsymposium.com for more details. Registration is $1,000, and discounted hotel reservations are available. We hope you'll join us in Boston 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 eighth annual ultra-short bond fund event, Bond Fund Symposium, which will take place March 27-28, 2025 <b:>`_in `Newport Beach, Calif. at the Hyatt Regency. 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 Newport Beach Hyatt Regency. 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. 25-26, 2025, in Dublin, Ireland, and for our next Crane's Money Fund University, which is scheduled for Pittsburgh, Pa., Dec. 18-19, 2025. Let us know if you'd like more details on any of our events, and we hope to see you in Newport Beach in March, in Boston in June, in Dublin in September or in Pittsburgh in December 2025. Thanks for your patience and support in 2024, Happy Holidays and Happy New Year!
