After shutting down in-person conferences for almost a year, Crane Data is preparing to host live events again later in 2021, starting with our big show, Money Fund Symposium. Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, is scheduled to take place June 23-25, 2021 at The Loews Hotel, in Philadelphia, Pa. The preliminary agenda is available and registrations are now being taken, as we fully expect travel to resume come late spring. (We're confident that travel will be safe this summer, but we'll refund or credit any cancellations for any reason. We may also push the event back if the vaccine rollout stalls.) Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review our draft agenda (which is still in flux), as well as the rest of Crane Data's 2021 conferences, below.
Our MF Symposium Agenda kicks off on Wednesday, June 23 with a keynote on "Adapting to Regulations, Tech & ESG" from Tom Callahan of BlackRock and Deborah Cunningham of Federated Hermes. The rest of the Day 1 agenda includes: "Treasury Issuance & Repo Update," with Mark Cabana of Bank of America Merrill Lynch, Joseph Abate of Barclays and Tom Katzenbach of the U.S. Treasury; a "Corporate Investor Update" with Tom Hunt of AFP; and, a "Major Money Fund Issues 2021" panel with Tracy Hopkins of Dreyfus/BNY Mellon Cash Investment Strategies, Jeff Weaver of Wells Fargo Asset Management and Rob Sabatino of UBS Asset Management. (The evening's reception is sponsored by Bank of America Merrill Lynch.)
Day 2 of Money Fund Symposium 2021 begins with "The State of the Money Fund Industry," which features Peter Crane of Crane Data, Michael Morin of Fidelity Investments and Peter Yi of Northern Trust AM, followed by a "Senior Portfolio Manager Perspectives" panel, including Linda Klingman of Charles Schwab I.M. and Nafis Smith of Vanguard. Next up is "Government & Treasury Money Fund Issues," with Adam Ackermann of J.P. Morgan A.M. and Geoff Gibbs of DWS. The morning concludes with a "Muni & Tax Exempt Money Fund Update," featuring Colleen Meehan of Dreyfus, John Vetter of Fidelity and Sean Saroya of J.P. Morgan Securities.
The Afternoon of Day 2 (after a Dreyfus-sponsored lunch) features the segments: "Dealer's Choice: Supply, New Securities & CP" with moderator, Jeff Plotnik of U.S. Bancorp Asset Mgmt, Robe Crowe of Citi Global Markets, John Kodweis of J.P. Morgan and Stewart Cutler of Barclays; "Ratings Focus: Governance, Global & LGIPs" with Robert Callagy of Moody's Investors Service, Greg Fayvilevich of Fitch Ratings, and Michael Masih of S&P Global Ratings; "Ultra-Short, ETFs & Alt-Cash Update," with Alex Roever of J.P. Morgan Securities and Laurie Brignac of Invesco. The day's wrap-up presentation is "Brokerage Sweeps, Bank Deposits & Fin-Tech" involving Chris Melin of Ameriprise Financial and Kevin Bannerton of Total bank Solutions. (The Day 2 reception is sponsored by Barclays.)
The third day of the Symposium features the sessions: "Strategists Speak '21: Fed Rates, Repo, SOFR" with Priya Misra of TD Securities and Garret Sloan of Wells Fargo Securities; "European, ESG & ETF Issues," with Brenden Carroll of Dechert LLP and Jonathan Curry of HSBC Global A.M.. The day concludes with an "Repo & Agency Roundtable," featuring Dina Marchioni of Federal Reserve Bank of NY and Kyle Lynch of FHLBanks Office of Finance; and a brief session on "Money Fund Statistics & Disclosures" run by Crane.
Visit the MF Symposium website at www.moneyfundsymposium.com) for more details. Registration is $750, and discounted hotel reservations are available. We hope you'll join us in Philadelphia this June! We'd like to encourage attendees, speakers and sponsors to register and make hotel reservations early, but we of course understand if you need to wait for travel restrictions to ease. Note that the agenda is still in the process of being finalized, so watch for tweaks in coming weeks. E-mail us at info@cranedata.com to request the full brochure.
We're also getting ready for our fourth annual Crane's Bond Fund Symposium, which will be held virtually on March 25-26, 2021. (Click here to see the agenda.) Bond Fund Symposium is the only conference devoted entirely to bond mutual funds, bringing together bond fund managers, marketers, and professionals with fixed-income issuers, investors and service providers. The majority of the content is aimed at the growing ultra-short and conservative ultra-short bond fund marketplace. (Let us know if you can't spare the $250; some "comp" tickets are available.)
Crane Data, which recently celebrated the sixth 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 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 $250. Our mission is to deliver the best possible conference content at an affordable price to bond fund professionals and investors.
Finally, we've also set the dates and location for our next European Money Fund Symposium. It is scheduled for Oct. 21-22, 2021, in Paris, France. Thanks to those who attended and supported our recent Money Fund University, and mark your calendars for next year's event, Jan. 20-21, 2022, in Boston, Mass. (Note: Crane Data Subscribers and recent Money Fund University Attendees may access the Powerpoint and recording for the MFU in our "Money Fund University 2021 Download Center.") Let us know if you'd like more details on any of our events, and we hope to see you virtually, in Philadelphia or in Paris later in 2021!
