Crane Data is ramping up preparations for our ninth annual ultra-short bond fund event, Bond Fund Symposium, which will take place March 19-20, 2026 at the Hyatt Regency in Boston, Mass. 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, and enhanced cash investors. Registrations are now being accepted ($1,000) and speaking and sponsorship opportunities are still available. We review the latest agenda and details below, and we also give an update on our upcoming big show, Money Fund Symposium, which will be held this June in Jersey City, NJ, June 24-26. (Note: Crane Data will also be celebrating its 20th Birthday at the BFS Cocktail Party, March 19, from 5-7pm, and Boston locals are welcome to stop by and check out the conference and party!)
Bond Fund Symposium's Day One (3/19) morning agenda includes: Ultra-Short Bond Fund Update: Spring Break with Teresa Ho of J.P. Morgan Securities and Jerome Schneider of PIMCO; State of the Bond Fund Marketplace, with Lei Li of ICI and Peter Crane of Crane Data; and Bond Market Strategists: Rates & Returns, with Will Hoffman of Bloomberg Intelligence. (Note: The agenda is still shifting slightly, so let us know if you're interested in speaking or have any requests!)
The Day One afternoon agenda includes: Senior Portfolio Manager Perspectives moderated by Peter Crane of Crane Data with Richard Mejzak of BlackRock, Dave Rothweiler of UBS Asset Management and Dave Martucci of J.P. Morgan A.M.; LGIPs, SMAs & Stable Value Funds moderated by John Donohue of RBC Global A.M. with Kelsey Bosshard of RBC Global AM, Peter Gargiulo of Fitch Ratings and Patricia Kao of Silicon Valley Bank; Stable Value & Core Bond Fund Issues with Kevin Calabro of Franklin Templeton and Michael Salvay of Payden & Rygel; and, ETF Index & Near-Cash ETF Trends featuring Marcel Benjamin of State Street's SPDR Fixed-Income Group, James Palmieri of State Street Investment Management and Rahul Ghai of S&P Global Ratings. Thursday will close with a reception sponsored by Northern Trust (which is open to anyone in the area to "crash").
Day Two's agenda includes: Money Funds & Conservative Ultra-Shorts with Peter Crane of Crane Data and Morten Olsen of Northern Trust A.M.; Regulatory Update: Bond Fund Issues '26 with Louis Rosenbaum of Dechert LLP and Jamie Gershkow of Stradley Ronon; Sustainable & European Bond Fund Update with Henry Shilling of Sustainable Research & Analysis and John Hunt of Sullivan & Worcester LLP; and, Bond Fund Data & Information with Peter Crane of Crane Data.
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 Boston. We'd like to thank our sponsors and exhibitors -- Northern Trust Asset Management, Capitolis, UBS Asset Management, Mayer Brown, Northcross, Fitch Ratings, Fidelity Investments, J.P. Morgan, Bloomberg Intelligence, Payden & Rygel, PIMCO and Dechert -- for their support. (We'd also love to get some new ones!) E-mail us for more details, and let us know if you'd like to request a free ticket or 2-for-1 deal!
Also, our annual Money Fund Symposium will be held June 24-26, 2026 at the Hyatt Regency Jersey City. Crane's Money Fund Symposium covers the latest trends in money funds, interest rates, regulations, ratings, and money market instruments such as commercial paper, CDs and repo. We also include segments on offshore money funds, money market ETFs, stablecoin reserves and tokenized money funds.
Money Fund Symposium is run by Crane Data, publisher of the Money Fund Intelligence newsletter. It offers money market portfolio managers, investors, issuers, dealers and service providers a concentrated and affordable educational experience and informal networking venue. Registration is $1,000 and includes meals, beverages, binders and t-shirts. Exhibit space is $3,000 (and includes 2 tickets); and sponsorship opportunities are $4.5K (3 tickets), $6K (4 tickets), $7.5K (5 tickets) and $10K (8 tickets). The latest MFS agenda is available online and we are now taking registrations. A block of rooms has been reserved at the Hyatt Regency Jersey City.
We'll also soon start making plans for our European Money Fund Symposium, which will be held Sept. 24-25, 2026, at The Pullman Hotel in Paris, France. (Let us know if you'd like details on speaking or sponsoring.) Finally, mark your calendars for our next Money Fund University, which will be held Dec. 17-18 in Greenwich, Conn. Watch for details on these shows in coming weeks and months, and we hope to see you in Boston, Jersey City, Paris or Greenwich in 2026!
