With money market fund assets continuing to hover near record levels (assets remain just above $7.3 trillion), our upcoming Money Fund Symposium seems destined to break well over 600 attendees. 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 still 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.
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 Bob Cousart of BlackRock; "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; 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 Ian Lyngen of BMO Capital Markets, 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, Frank Gutierrez of Dreyfus, and Nafis Smith of Vanguard. Next up is "Treasury & Government Money Fund Issues," with Tom Katzenbach of US Dept of Treasury and Geoff Gibbs of DWS. 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 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 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, Federated Hermes, Fidelity, J.P. Morgan Securities, Nearwater Capital, State Street, TD Securities, First American Funds, Invesco, Moody's Ratings, Drexel Hamilton, Credit Agricole CIB, Daiwa, J.P. Morgan Asset Management, Mizuho, Nomura, Bank of America, RBC Capital Markets, Fitch Ratings, Deutsche Bank, Allspring, Siebert Williams, Citi, Natixis, BlackRock, Mayer & Brown, Charles Schwab Investment Management, Northern Trust A.M., IntraFi, Tradeweb, Toyota, Morgan Stanley, UBS, S&P Global Ratings, Seelaus, Mischler, Lummis, ICD, Stradley Ronon, Cantor and Buckler Securities -- 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. (Note: Our room block is SOLD OUT on Tuesday night, but Sunday and Monday might still available. We're seeking more rooms, but you may have to look for nearby hotels. These include: the Seaport Hotel Boston, Omni Boston Hotel at the Seaport and The Westin Boston Seaport District.) We hope you'll join us in Boston in June! E-mail us at info@cranedata.com to request the full brochure.)
We're also making plans for our next European Money Fund Symposium, which is scheduled for Sept. 25-26, 2025, in Dublin, Ireland. (Note too: We may shift the dates of this event to Sept. 22-23 to avoid sold-out hotels the weekend of Sept. 26-28 due to the Steelers game in Dublin. Stay tuned!) Our 2024 event in London attracted a record 210 attendees, so we expect our 2025 event to once again be the biggest money market event in Europe. The agenda has been posted 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!
