With the lifting Covid restrictions in Pennsylvania (and most places) at the end of this month, the coast appears clear for our next "big show," Money Fund Symposium, to happen in person and at full scale. Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, is scheduled to take place September 21-23, 2021 at The Loews Hotel, in Philadelphia, Pa. The latest agenda is available and registrations are being taken. (We'll be tweaking the agenda as travel restrictions are removed in coming months.) Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review the latest agenda and plans, as well as the rest of Crane Data's pending event schedule, below. (Reminder: Please join us later today, Thursday, for our "Handicapping Money Fund Reforms" webinar, which takes place from 2-3pm EDT.)
Our Money Fund Symposium Agenda kicks off on Tuesday, September 21, 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 Securities, Joseph Abate of Barclays and Tom Katzenbach of the U.S. Treasury; a "Regulatory Scenarios & Fed Support Review" with Stephen Cohen of Dechert and Ken Anadu of Federal Reserve Bank of Boston; and, a "Major Money Fund Issues 2021" panel featuring, 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 BofA.)
Day 2 of Money Fund Symposium 2021 begins with "The State of the Money Fund Industry," which features Peter Crane of Crane Data and Michael Morin of Fidelity Investments, followed by a "Senior Portfolio Manager Perspectives" panel, including Pia McCusker of SSGA, Nafis Smith of Vanguard, and Peter Yi of Northern Trust A.M. 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 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 Laurie Brignac of Invesco and Teresa Ho of JPM. The day's wrap-up presentation is "European, ESG & Corporate Issues" involving Jonathan Curry of HSBC Global A.M., Veronica Iommi of IMMFA and Tom Hunt of AFP. (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, Vanessa McMichael of Wells Fargo Securities and Alex Roever of J.P. Morgan Securities; "Brokerage Sweeps, Bank Deposits & Fin-Tech," with Chris Melin of Ameriprise Financial and Kevin Bannerton of Total Bank Solutions. The day concludes with an "FICC Repo & Agency Roundtable," featuring Kyle Lynch of FHLBanks Office of Finance and Matthew Peabody from BNY Mellon Markets; and a brief session on "Money Fund Statistics & Disclosures" run by Peter Crane.
Visit the MF Symposium website at www.moneyfundsymposium.com) for more details. Registration is $750, and discounted hotel reservations are available. Full refunds will be given for any cancels for any reason, and thanks to our sponsors for their support ... and patience. We hope you'll join us in Philadelphia this September!
We'd like to encourage attendees, speakers and sponsors not to wait for the last minute to register and make hotel reservations, but we of course understand if you need to wait for travel restrictions to ease. Note that the agenda is still being finalized, so watch for tweaks in coming weeks. E-mail us at info@cranedata.com to request the full brochure.
Also, please join us for our "Handicapping Money Fund Reforms Webinar," which takes place today at 2-3pm EDT. (Register here.) This one-hour online session will recap the latest developments involving potential future money market fund regulations. Crane Data's Peter Crane and Dechert LLP's Steve Cohen will review reports from the PWG, IOSCO and ESMA and the host of comment letters to the SEC on possible reforms. They'll discuss the latest news, the next steps and when to expect a regulatory proposal from the SEC. Watch for details on our next webinar, "Asian Money Fund Symposium," which is scheduled for June 17 (Thurs.) from 10:00am-12:00pm EDT.
Finally, mark your calendars for our next European Money Fund Symposium. It is scheduled for Oct. 21-22, 2021, in Paris, France, though we may convert this to a virtual event if Europe continues to lag in the recovery from the coronavirus. Save the date too for our next Money Fund University which is scheduled for Jan. 20-21, 2022, in Boston, Mass and our next Bond Fund Symposium, which is scheduled for Mar. 28-29, 2022 in Newport Beach, California. Let us know if you'd like more details on any of our events, and we hope to see you in Philadelphia or in Paris later in 2021!
