With money market fund assets continuing to hit record levels (assets broke $7.3 trillion last week), our next Money Fund Symposium, seems destined to break well over our record of 585 attendees set in Pittsburgh last year. Money Fund Symposium 2025 is scheduled for June 23-25, 2025 at The Renaissance Boston Seaport, in Boston, Mass. The full agenda for the largest gathering of money market fund managers and cash investors in the world is available and registrations are being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review our latest agenda, as well as Crane Data's other 2025 conferences, below. (Note: We look forward to seeing those of you attending our Bond Fund Symposium at the end of March in Newport Beach! Registrations are still being taken for the show, which is March 27-28. Attendees and Crane Data subscribers may access the conference binder, Powerpoints and recordings (after the show) in coming weeks via our "Bond Fund Symposium 2025 Download Center.")
Our Money Fund Symposium Agenda kicks off on Monday, June 23 with a "Keynote: Money Market Funds, Bigger Than Ever" featuring Yie-Hsin Hung of State Street Global Advisors. The rest of the Day 1 Agenda includes: "Tokenized MMFs, Stablecoins & MM ETFs" with Teresa Ho of J.P. Morgan Securities, Adam Ackermann of Paxos and a BlackRock speaker TBD; "Repo, Fed RRP & Treasury Clearing Issues," with Travis Keltner of State Street, Dina Marchioni of Federal Reserve Bank of NY and Nathaniel Wuerffel of BNY Mellon; 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 State Street.
Day 2 of Money Fund Symposium 2025 begins with "Strategists Speak '25: Fed, Rates & More Repo," with Joseph Abate of Barclays, Mark Cabana of BofA Securities and Gennadiy Goldberg of TD Securities; followed by a "Senior Portfolio Manager Perspectives" panel featuring, Doris Grillo of J.P. Morgan Asset Mgmt., John Tobin of Dreyfus, and Nafis Smith of Vanguard. Next up is "Treasury & Government Money Fund Issues," with Tom Katzenbach of US Dept of Treasury and Lynn Paschen of Schwab Asset Mgmt. The morning concludes with a "Muni & Tax Exempt Money Fund Update," featuring Cameron Ullyatt of Charles Schwab Inv. Mgmt., John Vetter of Fidelity Investments 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" moderated by Rob Sabatino of UBS A.M. with Rob Crowe of Citi Global Markets, Stewart Cutler of Barclays and John Kodweis of J.P. Morgan Securities; "Local Government Investment Pool Briefing" with Laura Glenn of RBC, Marty Margolis of Public Funds Investment Institute and Jeffrey Rowe of PFM Asset Management; "Deposits, Brokerage Sweeps & Retail Cash," with Michael Berkowitz of Citi Treasury & Trade Solutions and Chris Melin of Ameriprise Financial. The day's wrap-up presentation is a "Investors, Portals & Distribution Topics" involving 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, Aftermath," 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," which features Robert Callagy of Moody's Ratings, Peter Gargiulo of Fitch Ratings and Michael Masih of S&P Global Ratings; "State of the Money Market Fund Industry" with Peter Crane of Crane Data and Pia McCusker <p:>`_ of State Street Global Advisors; and, "Money Fund Wisdom Demo & Training" with Peter Crane of Crane Data.
We'd like to thank our sponsors and exhibitors so far -- Barclays, BMO, BNY, Dreyfus, Fidelity, J.P. Morgan Securities, State Street, First American Funds, TD Securities, Goldman Sachs, Invesco, Moody's Ratings, J.P. Morgan Asset Management, Nearwater Capital, Credit Agricole CIB, Daiwa, Invesco, Moody's Ratings, Mizuho, Nomura, Bank of America, RBC Capital Markets, Federated Hermes, Fitch Ratings, Deutsche Bank, Allspring, Siebert Williams, Citi, Natixis, BlackRock, Mayer & Brown, Northern Trust A.M., IntraFi, Tradeweb, Toyota, Morgan Stanley, UBS, S&P Global Ratings, Seelaus, Mischler, Lummis, ICD, Stradley Ronon, Buckler Securities and Bloomberg -- for their support. E-mail us for more details.
Visit the Money Fund Symposium website at www.moneyfundsymposium.com for more information. Registration is $1,000, and discounted hotel reservations <i:https://www.cranesmfsymposium.com/hotel-and-travel>`_are available. `We hope you'll join us in Boston in June! Note that the agenda is still being tweaked, so watch for minor changes in coming weeks. E-mail us at info@cranedata.com to request the full brochure.)
Crane Data is also making final preparations for our eighth annual `ultra-short bond fund event, Bond Fund Symposium, which will take place in just 3 weeks, March 27-28, at the Hyatt Regency in 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. Registrations are still being accepted ($1,000) and comp or discounted tickets are available to advisors and corporate or government investors.
See the latest agenda here and details below. 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're also making plans for our next European Money Fund Symposium, which is scheduled for Sept. 25-26, 2025, in Dublin, Ireland. Our 2024 event in London attracted a record 210 attendees, so we expect our 2025 event to be even bigger. Watch for the draft agenda to be posted in coming weeks and registration ($1000 to attend) is now live. 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.
Finally, mark your calendars for our next Money Fund University "basic training" event, scheduled for Dec. 18-19, 2025, in Pittsburgh, Pa. Let us know if you'd like more details on any of our events, and we hope to see you in Newport Beach this month, in Boston in June, in Dublin in September or in Pittsburgh in December!
