Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 25-27, 2018 at The Westin Convention Center, in Pittsburgh, Pa. The preliminary agenda, which we review below, is now available and registrations are being taken. Our previous MFS in Atlanta attracted over 550 attendees, and we expect another robust turnout for our 10th annual event in Pittsburgh this summer. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. Visit the MF Symposium website at www.moneyfundsymposium.com) for more details. Registration is $750, and discounted hotel reservations are also now available. We also review the rest of Crane Data's 2018 conference calendar, including next month's Bond Fund Symposium in Los Angeles (March 22-23).
Our June 25 Opening (afternoon) Agenda kicks off with a "Welcome to Money Fund Symposium 2018" from Peter Crane, President of Crane Data. Then our keynote talk features Federated Investors' President & Chief Executive Officer Chris Donahue, who will discuss "Money Funds Getting Back to Business." The rest of the Day One agenda includes: "Global & European Money Market Funds," with Reyer Kooy of IMMFA and Alastair Sewell of Fitch Ratings; "Ultra-Short Bond Funds, SMAs & Alt-Cash," with Dave Martucci of J.P. Morgan Asset Management, Michael Morin of Fidelity Investments, and Peter Yi of Northern Trust AM; and, a "Major Money Fund Issues 2018" panel moderated by Peter Crane and featuring Jason Granet of Goldman Sachs A.M., Tracy Hopkins of BNY Mellon Cash Investment Strategies, and Jeff Weaver of Wells Fargo Funds. (The opening day's refreshments will be sponsored by Fidelity and the opening evening's reception will be sponsored by Bank of America Merrill Lynch.)
Day 2 of Money Fund Symposium 2018 begins with "Strategists Speak '18: Rates, Repo & Alt-Cash," which features Mark Cabana of Bank of America Merrill Lynch, Joseph Abate of Barclays, and Alex Roever of J.P. Morgan Securities. This session is followed by: a panel entitled, "Senior Portfolio Manager Perspectives," including Laurie Brignac of Invesco, Dave Walczak of UBS Asset Mgmt, and John Tobin of J.P. Morgan A.M.; a session on "Government and Treasury Money Fund Issues," featuring Geoff Gibbs of Deutsche Funds and Sue Hill of Federated; and, a "Muni & Tax Exempt Money Fund Update" with Justin Schwartz of Vanguard, John Vetter of Fidelity, and Sean Saroya of J.P. Morgan Securities. (Day 2's breakfast is sponsored by J.P. Morgan Securities and the coffee break is sponsored by Wells Fargo.)
The Afternoon of Day 2 (after a Dreyfus-sponsored lunch) features the segments: "Dealer's Choice: Supply & Alternate Buyers," including Stewart Cutler of Barclays, Joseph Johnson of Goldman Sachs and Rob Crowe of Citi Global Markets; "Treasury, Agency & Fed Repo Issuance, with a Speaker from the U.S. Dept. of Treasury, Dave Messerly of the FHLBanks - Office of Finance, and Josh Frost of the Federal Reserve Bank of NY; a presentation on "FDIC Insured Options & Sweep Issues" with Kevin Bannerton of Total Bank Solutions and Eric Lansky of StoneCastle Cash Management; and, a segment on "Portals, Info & Tech Update: Data, Software," with ` Fred Berretta <p:>`_ of Cachematrix, Greg Fortuna of State Street Fund Connect, and Tory Hazard of ICD. (The Day 2 break is sponsored by Invesco and the reception is sponsored by Barclays.)
The third day of Symposium (after a Federated-sponsored breakfast) features the sessions: "State of the Money Fund Industry" with Peter Crane of Crane Data, Deborah Cunningham of Federated Investors, and Rick Holland of Charles Schwab Investment Mgmt.; "Regulatory Issues: Repo, SEC Sweeps, European," with Steve Cohen of Dechert and Sarah ten Siethoff of the SEC; and, "Corporate Investment & Washington Issues," with Tony Carfang from Treasury Strategies and Tom Hunt from AFP. Finally, the last session, entitled, "Ratings Agency Roundtable: Criteria, Risks," with Robert Callagy from Moody's Investors Service, Greg Fayvilevich from Fitch Ratings, and Guyna Johnson from S&P Global Ratings. (The coffee break is sponsored by First American Funds.)
We hope you'll join us in Pittsburgh this June! We'd like to encourage attendees, speakers and sponsors to register and make hotel reservations early. Note that a couple of our speakers have yet to confirm their participation, and the agenda is still in the process of being finalized. E-mail us at info@cranedata.com to request the full brochure, or click here to see the latest.
In other conference news, final preparations are being made for the inaugural Crane's Bond Fund Symposium, which will be held March 22-23 in Los Angeles. (Click here to see the PDF agenda.) Bond Fund Symposium, the first conference devoted entirely to bond mutual funds, will bring together bond fund managers, marketers, and professionals with fixed-income issuers, investors and service providers. The majority of the content will be aimed at the growing ultra-short and conservative ultra-short bond fund marketplace. (As a reminder, please register for BFS and make hotel reservations for BFS soon if you plan on attending!)
Crane Data, which recently celebrated the third anniversary of its Bond Fund Intelligence publication and BFI XLS bond fund information service and benchmarks, continues to expand its fixed income fund offerings with the recent launch of Bond Fund Wisdom product and Bond Fund Portfolio Holdings dataset. Bond Fund Symposium offers attendees a concentrated and affordable educational experience, as well as an excellent networking venue. Registration for Bond Fund Symposium is $750; exhibit space is $2,000 (includes 2 tickets); and sponsorship opportunities are $3K, $4K, $5K and $6K. Our mission is to deliver the best possible conference content at an affordable price to bond fund professionals and investors.
Finally, mark your calendars for Crane's 6th annual "offshore" money fund event, European Money Fund Symposium, which will be held in London, England, September 20-21, 2018. This website (www.euromfs.com) will be updated with the 2018 information soon. (Contact us to inquire about sponsoring or speaking.) Our next Money Fund University "basic training" event is also tentatively scheduled for Jan. 24-25, 2019, in Stamford, Conn. Watch www.cranedata.com for more details on these events, and please let us know if you have any questions or feedback on our growing conference business.
Note: Crane Data Subscribers have access to all our conference binder materials, including Powerpoints, recordings and attendee lists. See the bottom of our "Content Center" for a listing of available conference materials.
