The final agenda is set and final preparations are being made for our 5th annual Crane's Money Fund Symposium, the largest of Crane Data's three money conferences, which will take place in less than a month at the Baltimore Hyatt Regency (June 19-21). Over 300 have registered to-date, and we expect well over 400 attendees, speakers and sponsors by show-time, which should make thus year's Symposium the largest yet. Unfortunately, our discounted hotel room block is now sold out, though a few rooms remain at the Hyatt at higher prices, and rooms remain at several neighboring hotels. (See the website for details.) There have been several last minute changes, to the agenda and times, so we review these and other event details below.
To accommodate some Treasury schedule changes, we've moved Matt Rutherford from Day 1 to Day 3 of Symposium. The agenda for Wednesday, June 19 is as follows: After an initial "Welcome to Money Fund Symposium 2013" by Peter Crane, President & Publisher of Crane Data, we feature a discussion entitled, "Moving Forward: Money Funds & Washington" with ICI's Paul Schott Stevens. The opening afternoon will then substitute two parts of our "Strategists Speak '13: Cash Plus & Europe" with Alex Roever of J.P. Morgan Securities and Garret Sloan of Wells Fargo Securities in place of "The Treasury Talks," which has been moved to Friday a.m. This will be followed by a session entitled, "Corporate & MMFs: Liquidity Is Still King" with Jeff Glenzer from the Association for Financial Professionals and Tony Carfang of Treasury Strategies. Then, the first day will close with a panel, "Major Money Fund Issues 2013," moderated by Andrew Linton of J.P. Morgan Asset Management and featuring Charlie Cardona of BNY Mellon CIS/Dreyfus, Debbie Cunningham of Federated Investors and Nancy Prior of Fidelity Management & Research. Finally, the Day 1 reception will be sponsored by Bank of America Merrill Lynch.
Day 2 of Money Fund Symposium features: "The State of The Money Market Fund Industry" with Peter Crane of Crane Data and Dave Sylvester of Wells Fargo Funds; "Senior Portfolio Manager Perspectives" with Chris Stavrakos of BlackRock, John Tobin of J.P. Morgan Asset Management, and Joe Lynott of T. Rowe Price and; "Repurchase Agreement Issues & Update" with Joseph Abate of Barclays Capital, Rob Sabatino of UBS Global Asset Management, and Vic Chaikrian of the Federal Reserve Bank of New York; and "Municipal Money Fund Market Update" with Helena Condez of T. Rowe Price Associates, Colleen Meehan of Dreyfus Corp., and Ron Vandenhandel of Deutsche Bank.
The afternoon of Day 2 (after a Dreyfus-sponsored lunch) features: "Dealer Doings: Supply, Innovations, Concerns" moderated by Lu Ann Katz of Invesco and featuring Chris Condetta of Barclays Capital, John Kodweis of J.P. Morgan Securities, and Jean-Luc Sinniger of Citi Global Markets; "Government Agency Issuers & Supernationals" moderated by Dan Davis of CastleOak Securities and featuring Jonathon Hartley of FHL Banks Office of Finanace, Regina Gill of Federal Farm Credit Funding, and Michael Schulze of KfW; "Risks to Ratings: Areas of Concern" with Peter Yi of Northern Trust, Roger Merritt of Fitch Ratings and Peter Rizzo of Standard & Poor's; and "Survivor: Update on European Money Funds" with Jonathan Curry of HSBC Global Asset Management and Dan Morrissey of William Fry. (The Day 2 reception is sponsored by Barclays.)
The third day of Symposium features: "Strategists Speak '13: Fed" with Brian Smedley of Bank of America Merrill Lynch; "FSOC Recommendations & Floating Rate Notes" with Matt Rutherford of the U.S. Department of the Treasury; Regulatory Roundtable: Pending & Potential" with John McGonigle of Federated Investors, Jack Murphy of Dechert, and possibly Sarah ten Siethoff of the Securities & Exchange Commission (invite pending). The last section includes: "Portal Panel: Beyond MMFs & Transparency" with John Carter of Citi Global Transaction Services, Greg Fortuna of State Street's Fund Connect, and Graeme Henderson of Cachematrix; and, finally, "Technology Tools & Software Update" with Peter Crane, Derek Kleinbauer of Bloomberg, and James Morris of Investortools.
We hope to see you in just over 3 weeks in Baltimore! We're still taking registrations, but we expect to sell out soon. Finally, we've also released and updated the agenda for our European Money Fund Symposium, which will be held at the Conrad Hotel in Dublin, September 24-25, 2013, and we've set the dates for our next Crane's Money Fund University (Jan. 23-24, 2014, in Providence) and our next Money Fund Symposium (Boston, June 23-25, 2014). Contact us or watch for more details on these in coming weeks.
