Following the success of our Crane's Money Fund Symposium in Boston, which attracted over 330 money market professionals this past July, Crane Data is pleased to announce the launch of a second money market mutual fund event. Our new Crane's Money Fund University, a new 2-day educational conference, will be held January 13-14, 2011, at The Westin Jersey City Newport. The preliminary agenda was sent to subscribers of Money Fund Intelligence yesterday and is now available on www.moneyfunduniversity.com. (The registration page will go live this Monday, Oct. 11.)
Money Fund University will offer attendees an affordable and comprehensive two day, "basic training" course on money market mutual funds. We'll cover the history of money funds, interest rates, Rule 2a-7, ratings, rankings, money market instruments such as commercial paper and repo, portfolio construction, credit analysis, and more. New portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of "cash" investing should benefit from our concentrated and comprehensive program. Even experienced professionals should enjoy a refresher course and the opportunity to interact with peers in a convenient and informal setting.
The Preliminary Agenda for Day 1 of Crane's Money Fund University (e-mail Pete for the full PDF brochure) includes the following sessions and speakers: The History of Money Market Mutual Funds by Peter Crane of Crane Data and Sean Collins of the Investment Company Institute; Interest Rate Basics & Money Market Math, by Phil Giles of Columbia University; The Federal Reserve & Money Markets by Lou Crandall of Wrightson ICAP and Joseph Abate of Barclays Capital; Money Fund Regulations: Rule 2a-7 Basics by John Hunt of Jenkins McLaughlin & Hunt LLP; Money Fund Ratings & Fund Surveillance with Peter Rizzo of Standard & Poor's and Viktoria Baklanova of Fitch Ratings; and Crisis Review, Support & Reforms in MMFs with Steffanie Brady of the Federal Reserve of Boston and Stephen Keen. Lunch, breaks and a reception are also included in the Day 1 activities.
The Day 2 Agenda includes sessions on Instruments of the Money Markets, such as: Commercial Paper, CDs and Prime Money Fund Securities with Alex Roever of J.P. Morgan Securities, Rob Crowe of Citi, and Barry Weiss of Arrowhead Research; Treasury Securities, Government Agencies & Repo by Sal Urside of G.X. Clarke; ABCP, Structured Securities & New Securities with Stephanie Gentile of Credit Suisse; Tax-Exempt Securities, VRDNs, TOBs, and Put Bonds with Colleen Meehan of Dreyfus; Portfolio Construction Strategies with Kevin Kennedy (tentative) of Western Asset; Credit Analysis & Approved Lists with Louis Geser of Dreyfus and Jacob Weinstein of Fidelity Investments; and more. Breakfast, lunch and refreshment breaks are also all included in Day 2's activities.
Attendee registration for Crane's Money Fund University is $500 prior to October 31st and $600 starting November 1st. Exhibit space is $2,000 and sponsorship opportunities are $3K, $4.5K, and $5K. A small block of rooms have been reserved at the Westin Jersey City. The conference negotiated rate of $169 plus tax (14% currently) is available through December, 16th. For booking information please reference the Hotel and Travel Tab on the conference website. The Westin Jersey City Newport is ideally located minutes from Newark Liberty International Airport, just west of Wall Street and Manhattan's World Financial Center. The hotel is just one block from the Pavonia/Newport PATH station and immediately adjacent to the 1.2-million-square-foot Newport Centre Mall. We hope to see you in Jersey!
Finally, look for the preliminary agenda for the big show, Money Fund Symposium, to appear starting next month. Crane's MF Symposium 2011 will be held June 22-24 in Philadelphia. In just two years, Money Fund Symposium has become the largest gathering of money market professionals and cash investors in the world. We expect next year's event to be even bigger and better, so watch www.cranedata.com and our new URL, www.moneyfundsymposium.com, for more information starting in November. Please feel free to call or write for more details or with any questions or requests.
