Preparations are well underway for Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world. Our next "big show" will take place June 25-27, 2018 at The Westin Convention Center, in Pittsburgh, Pa. The latest agenda, which we review below, is now available and registrations are being taken. Our Symposium last summer in Atlanta attracted over 550 attendees, and we expect another robust turnout for our 10th annual event in Pittsburgh this summer. The conference lineup will feature a keynote from Federated Investors' President & CEO Chris Donahue, as well as a 'who's who' of the money market mutual fund industry.
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 review the full agenda, as well as the rest of Crane Data's 2018 conference calendar, below.
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 Priya Misra of TD Securities, 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 and Deborah Cunningham of Federated Investors; "Regulatory Issues: Repo, SEC Sweeps, European," with Steve Cohen of Dechert, Sharon Pichler of the SEC, and Todd Zerenga of Perkins Coie LLP; 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 ASAP. E-mail us at info@cranedata.com to request the full brochure, or click here to see the latest.
In other conference news, thanks to those who attended last month's Crane's Bond Fund Symposium in Los Angeles. Our next Bond Fund Symposium is scheduled for March 21-22, 2019, in Philadelphia. Note: Crane Data Subscribers and attendees have access to the BFS conference binder materials, including Powerpoints, recordings and attendee lists. See the bottom of our "Content Center" for a listing of available conference materials or visit our Bond Fund Symposium 2018 Download Center.
Also, 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) is now taking registrations and the preliminary agenda will be released soon. (Contact us to inquire about sponsoring or speaking.)
Finally, our next Money Fund University "basic training" event is 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.
