Crane Data, which has tracked money market mutual funds and published its flagship Money Fund Intelligence newsletter since its launch in May 2006, is preparing to host its second money market mutual fund conference event, Crane's Money Fund University. In 2009, Crane Data entered the conference business with the introduction of Crane's Money Fund Symposium, which attracted more than 330 money market professionals to Boston in its second year this past summer. Our new Money Fund University, an affordable and comprehensive two day "basic training" course on money market mutual funds will take place on January 13-14, 2011, at The Westin Jersey City Newport.
Money Fund University will cover the history of money funds, interest rates, Rule 2a-7, ratings, rankings, money market instruments such as commercial paper and repo, and portfolio construction and credit analysis. The agenda includes: "The History of Money Market Mutual Funds with Crane Data's Peter Crane and ICI's Sean Collins; Interest Rate Basics & Money Market Math with Bank of America Merrill Lynch's Brian Smedley and Columbia University's Phil Giles; The Federal Reserve & Money Markets with Wrightson ICAP's Lou Crandall and Barclays Capital's Joe Abate; Money Fund Regulations: Rule 2a-7 Basics with Jenkins McLaughlin & Hunt LLP's John Hunt and Reed Smith's Stephen Keen. Money Fund Ratings & Surveillance by Fitch Ratings' Viktoria Baklanova and Standard & Poor's Joel Friedman; Money Fund Performance & Rankings by Peter Crane; and Crisis Review, Support & Reforms in MMFs by The Federal Reserve of Boston's Steffanie Brady.
Day two of the event includes the sessions: Instruments of the Money Markets with J.P. Morgan Securities Alex Roever; Instruments: Commercial Paper & ABCP with Citi Global Markets' Rob Crowe and Credit Suisse's Stephanie Gentile; Instruments: CDs, TDs & Bank Debt with Wells Fargo Securities' Garret Sloan and Arrowhead Research's Barry Weiss; Treasuries, Govt Agencies & Repo with G.X. Clarke's Sal Ursida and Jefferies & Co. Joe Tarditi; Repurchase Agreements with Alex Roever and J.P. Morgan Securities' Ellie Boldenow; Tax-Exempt Securities, VRDNs, TOBs & Muni Bonds with Dreyfus' Colleen Meehan and BofA Funds' Susan DuShock; Portfolio Construction Strategies with Western Asset's Martin Hanley and Joseph Tully; Credit Analysis & Approved Lists with Dreyfus' Louis Geser and Fidelity's Jacob Weinstein; and Hot Topics: FDIC, Portals, Offshore with Promontory Interfinancial Mark Brooks, State Street's Greg Fortuna and UBS's Tom Cameron.
Registration for Crane's Money Fund University is $600. 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 negotiate rate of $169 plus tax (14% currently) is available only through this Thursday, December 16th. For booking information click here. The Westin Jersey City Newport is located minutes from Newark Liberty International Airport, just west of Wall Street and Manhattan's World Financial Center; Greenwich Village; Union Square; Midtown Manhattan, and Times Square. 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.
Also, the preliminary agenda is now live for Crane's Money Fund Symposium, which will be held June 22-24, 2011, at The Philadelphia Marriott (Downtown). Registration is $750 and sponsorships are available. E-mail Pete to request a full brochure to MFU or MFS.
