Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 24-26, 2019 at The Renaissance Boston Waterfront Hotel, in Boston, Mass. Final preparations are being made, the latest agenda is available and registrations are still being taken. (Alas, our hotel has sold out already though.) Our last MFS in Pittsburgh attracted 575 attendees, and we expect a record turnout for our 11th annual event in Boston. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review the latest agenda, as well as Crane Data's 2019 conference calendar, below.
Our June 24 Symposium Opening (afternoon) Agenda kicks off with a "The State of the Money Fund Industry & MMs," with Peter Crane, Pia McCusker of SSGA and Alex Roever of J.P. Morgan Securities. The rest of the Day 1 agenda includes: "Brokerage Sweep: Deposits vs. Money Funds," with Rick Holland from Charles Schwab I.M., Joe Hooker from Promontory Interfinancial Network and Tuyen Tu from Raymond James; Refreshments sponsored by Fidelity Investments and a "Risks & Ratings: Credit, Liquidity & NAV Moves" panel with Robert Callagy of Moody's Investors Service, Greg Fayvilevich of Fitch Ratings, and Michael Masih of S&P Global Ratings. The opening day finishes with "Major Money Fund Issues 2019" featuring Tracy Hopkins of ` Dreyfus/BNY Mellon CIS <i:http://www.dreyfus.com>`_, Jeff Weaver of ` Wells Fargo A.M. <i:https://www.wellsfargo.com>`_, and Peter Yi of Northern Trust AM (The evening's reception is sponsored by Bank of America Merrill Lynch.)
Day 2 of Money Fund Symposium 2019 begins with "Strategists Speak '19: Fed & Rates, Repo & SOFR," which features Mark Cabana of Bank of America, Joseph Abate of Barclays, and Chris Chadie of Credit Suisse, followed by a "Senior Portfolio Manager Perspectives" panel, including Todd Bean of State Street Global Advisors, Deborah Cunningham of Federated Investors and Jonas Kolk of Morgan Stanley I.M. (invited).
Next up is "Government & Treasury Money Fund Issues," with moderator Priya Misra of TD Securities, Adam Ackerman of J.P. Morgan Asset Management and Ed Dombrowski of AB Funds. The morning concludes with "Muni & Tax Exempt Money Fund Update," featuring Colleen Meehan of Dreyfus, Sean Saroya of J.P. Morgan Securities, and John Vetter of Fidelity.
The Afternoon of Day 2 (after a Dreyfus-sponsored lunch) features the segments: "Dealer's Choice: Supply, New Securities & CP," moderated by Rob Sabatino of UBS Asset Management, along with Stewart Cutler of Barclays, Ron Flynn of J.P. Morgan Securities and Nick Ro of Toyota Financial Services; "Analysts Roundtable: Concerns in Credit" with Jimmie Irby of J.P. Morgan AM, Keith Lawler of Bank of America Merrill Lynch and Matthew Plomin of DWS; "SMA & Ultra-Short Update; Bond Fund Regs," with Dave Martucci of JPMAM, Kerry Pope of Fidelity, and Brenden Carroll of Dechert. The day's wrap-up presentation is "Corporate Liquidity & Investor Issues," involving Lance Pan of Capital Advisors, Tom Hunt from AFP and James Gilligan from Evergy/KCP&L, (The Day 2 reception is sponsored by Barclays.)
The third day of the Symposium features the sessions: "Treasury & NY Fed Update; Agency Issuance" with Tom Katzenbach from the U.S. Dept. of Treasury and Dave Messerly of the FHLBanks - Office of Finance; "European Money Funds After Reforms," with John Aherne of William Fry, Jonathan Curry of HSBC Global A.M. and Alastair Sewell of Fitch Ratings; and concludes with "Technology, Software & FICC Repo Issues" with Crane, Greg Fortuna of State Street Fund Connect, and Travis Keltner of State Street.
Visit the MF Symposium website at www.moneyfundsymposium.com) for more details. Registration is $750, and hotel reservations are "find whatever you can!" We hope you'll join us in Boston next month! We'd like to encourage attendees, speakers and sponsors to register asap. E-mail us at info@cranedata.com to request the full brochure, or click here to see the latest.
In other conference news, preparations are also being made for our 7th annual European Money Fund Symposium, which will be held at the The Hilton in Dublin, Ireland Sept. 23-24, 2019. (Click here to see the PDF agenda.) European Money Fund Symposium offers "offshore" money fund portfolio managers, and money market investors, issuers, dealers and service providers a concentrated and affordable educational experience, as well as an excellent and informal networking venue. (Click here to register for EMFS or make hotel reservations for BFS if you plan on attending!)
Finally, mark your calendars for Crane Data's 10th annual "basic training" event, Money Fund University, and our 4th annual bond fund event, Bond Fund Symposium. MFU will be held Jan. 23-24, 2020 in Providence, R.I., while BFS will be held `March 23-24, 2020 in Boston, Mass. (Contact us to inquire about sponsoring or speaking.)
