The agenda is set and final preparations are being made for Crane Data's 6th annual Money Fund Symposium, which will take place June 23-25, 2014 at The Renaissance Boston Waterfront. Money Fund Symposium is the largest gathering of money market fund managers and cash investors in the world. Last summer's event in Baltimore attracted over 450 attendees, and we expect approximately 500 to gather in Boston next month. Participants include money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. See our latest Agenda here and more details on the Symposium website (www.moneyfundsymposium.com). We are still accepting registrations ($750) and hotel reservations (our discounted hotel block expires soon though). Contact us at info@cranedata.com to request the full brochure.
The June 23 opening afternoon agenda includes: "Welcome to Money Fund Symposium 2014" by Peter Crane, President & Publisher of Crane Data; the keynote speech, "Money Market Funds - Past & Future" by Fidelity Investment's Nancy Prior; "Strategists Speak '14: Fed Taper, Repos, Regs" with Brian Smedley of Bank of America Merrill Lynch, Joseph Abate of Barclays , and Garret Sloan of Wells Fargo Securities; a panel entitled, "The Growing Role of Online Trading Portals," moderated by Dave Agostine of Cachematrix and including Greg Fortuna of State Street's Fund Connect, Justin Meadows of MyTreasury, and Jonathan Spirgel of BNY Mellon Liquidity Services; and, a panel, moderated by Fitch Ratings' Roger Merrritt entitled, "Major Money Fund Issues 2013," featuring Charlie Cardona of BNY Mellon CIS/Dreyfus, Andrew Linton of J.P. Morgan A.M., and Steve Meier of State Street. The opening reception will be sponsored by Bank of America Merrill Lynch. (Note: we've also added an opening night reception on Sunday, June 22, sponsored by Rabobank, which will feature the USA vs. Portugal World Cup game.)
Day 2 of Money Fund Symposium features: "The State of The Money Market Fund Industry" with Peter Crane of Crane Data, Debbie Cunningham of Federated Investors, and Alex Roever of J.P. Morgan Securities; "Senior Portfolio Manager Perspectives," moderated by Joel Friedman of Standard & Poor's Ratings and including Rich Mejzak of BlackRock, Rob Sabatino of UBS Global Asset Management, and John Tobin of J.P. Morgan Asset Management; "Government MF Issues & Repo Update," with Andrew Hollenhorst of Citi, Marques Mercier of Invesco, and Mike Bird of Wells Fargo Advantage Funds; and "Treasury Dept. on FRNs & Risk Agenda" with U.S. Department of the Treasury's James Clark.
The afternoon of Day 2 (after a Dreyfus-sponsored lunch) features: "Dealer Panel: Supply Outlook, New Products," moderated by Dave Sylvester of Wells Fargo Funds and featuring Chris Condetta of Barclays, John Kodweis of J.P. Morgan Securities, and Jean-Luc Sinniger of Citi Global Markets; "Accounting Issues, Disclosure & Floating NAVs," with Chris May of PriceWaterhouseCoopers; "Enhanced Cash, ETF & Ultra‐Short Bond Growth," with Alex Roever of J.P. Morgan Securities, Dave Fishman of Goldman Sachs, Jonathan Carlson of BofA Global Capital Management, and Peter Yi of Northern Trust; and, "European & Global Money Fund Outlook" with Jonathon 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: "Money Fund Reforms A Look at the Final Rule," with Stephen Keen of Reed Smith and Jack Murphy of Dechert LLP; "Regulatory Roundtable: Discussing New Rules" with Jane Heinrichs of the Investment Company Institute, Kevin Meagher of Fidelity, and Sarah ten Siethoff of the U.S. Securities & Exchange Commission; and, "Corporate Cash Investor Issues & Alternatives, with Tony Carfang of Treasury Strategies, Lance Pan of Capital Advisors, and Jamie Cortas of EMC Corp. Finally, the last session is entitled, "FDIC, Brokerage & Retail MMF Update," and features Rick Holland of Charles Schwab, Ted Hamilton of Promontory Interfinancial Network, and Tim Schiltz of Ameriprise Financial.
We hope you'll join us in Boston next month! Finally, in other conference news, our 2nd annual "offshore" money fund event, European Money Fund Symposium, is scheduled for Sept. 22-23, 2014 in London, England, and our next Crane's Money Fund University "basic training" event is scheduled for Jan. 22-23, 2015, in Stamford, Conn.
