The final full agenda has been set for this year's Crane's Money Fund Symposium, which will be held July 26-28, 2010, at The InterContinental Boston. Crane Data entered the conference business in 2009 with its inaugural Symposium event in Providence, Rhode Island. Last year's show was an unqualified success, attracting over 130 attendees, sponsors and speakers. We expect this year's gathering to be even bigger and better, and to attract over 200 money market fund portfolio managers, professionals, investors, issuers and servicers to Crane's affordable educational program and informal networking venue.
The lineup for Money Fund Symposium's opening afternoon, Monday, July 26, includes: "Welcome to Money Fund Symposium" by Crane Data's Peter G. Crane; the keynote speech, "Washington & The New Regulatory Regime," by ICI's Paul Schott Stevens; a discussion of "The New Normal in the Money Markets," with Federated Investors' Debbie Cunningham and J.P. Morgan Securities' Alex Roever; a talk on "Parent Backing, Bailouts, No-Action Letters" by Goodwin Proctor's John Hunt; a "Government Support Review: AMLF, CPFF, TMMFG," with Barclays Capital's Joseph Abate and the Federal Reserve Bank of Boston's Burcu Duygan-Bump; and, a discussion on "Industry Consolidation & Outlook for MMFs with S&P's Peter Rizzo and Wells Fargo Advantage Funds' Dave Sylvester.
The packed agenda continues on Tuesday morning, July 27, with the presentaions: "State of The Money Market Fund Industry by Crane Data's Peter Crane and ICI's Brian Reid; a panel on "Portfolio Manager Strategies: Managing Money Funds in an Ultra-Low & Rising Rate Environment" featuring Fidelity's Michael Morin, SEI Investments' Sean Simko, and Northern Trust Global Investments Peter Yi; a talk on "Government & Agency Fund Issues" with SSgA Funds' Todd Bean and Goldman Sachs Asset Mgmt Shaun Cullinan; and, a "Municipal Money Fund Market Update with Dreyfus' Colleen Meehan and Federated's Mary Jo Ochson.
Tuesday afternoon features: "Sell-Side Update: CP, Supply & New Issues" with Barclays Capital's Chris Conetta, Dexia Bank's Frank Sansone, Citi Global Mkts Jean-Luc Sinniger and Bank of America Merrill Lynch's Chris Walsh; "Analyzing Fund Portfolios & Holdings" with SVB Asset Management's Adam Dean, Moody's Investors Service's Marty Duffy and Fitch Ratings Viktoria Baklanova; "Money Fund Investors & Due Diligence featuring Mosaic Company's Michael Crawford, 3M Corp's Andy Noll and Capital Advisors Group Lance Pan; and, finally, "Global & European Money Fund Issues" with JPMorgan AM's Bob Deutsch and IMMFA's Gail Le Coz.
The Wednesday, July 28 morning agenda includes sessions on: "The Changing Cash Product Landscape: FDIC Sweeps, ETFs, and Floating-Rate Money Funds with Promontory Interfinancial's Mark Brooks, PIMCO's Jerome Schneider, and Deutsche Asset Mgmt's Joe Benevento; a discussion of "Online Portal Technology & MF Analytics with Clearwater Analytics Matt Clay, State Street Globallink's Greg Fortuna, Cachematrix's George Hagerman and a speaker from TradeWeb; and, our last session, "Critical Questions on The New Rule 2a-7" with PriceWaterhouse Coopers Richard Grueter, Reed Smith's Stephen Keen and a representative from the U.S. Securities & Exchange Commission. We will also host an optional (free) afternoon workshop demonstrating Crane Data's Money Fund Wisdom premium database product.
Crane's Money Fund Symposium has attracted a host of sponsors and exhibitors to date. Platinum sponsors include: Bank of America Merrill Lynch and J.P. Morgan Securities. Gold sponsors include: Barclays Capital, Federated Investors, Fidelity Investments, and Wells Fargo Advantage Funds. Additional sponsors and exhibitors include: Bank of Ireland, Capital Advisors, Citibank Online Investments, J.M. Lummis & Co., Standard & Poor's, Western Asset, Natixis, and TradeWeb.
Registration for Crane's Money Fund Symposium is just $750! Visit http://www.kinsleymeetings.com/crane to register and to make hotel reservations. (Crane Data and partner Kinsley Associates have reserved a limited number of hotel rooms at The InterContinental Boston at the discounted rate of $235 plus tax. You must register through the website to get this discounted rate.) Please contact us with any questions or requests. We hope to see you in Boston!
