As we enter the Holiday season, Crane Data is ramping up preparations for its 2022 conference calendar. We'll be doing events in January (Money Fund University on Jan. 20-21) and in March (Bond Fund Symposium, March 28-29). Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 20-22, 2022 at The Hyatt Regency Minneapolis, in Minneapolis, Minn. The preliminary agenda is now available and registrations are now being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review our preliminary agenda, as well as Crane Data's other 2022 conferences, below. (Note: We apologies for our website being down Wednesday morning, 12/22! We were impacted by the Amazon AWS outage.... We're repeating our News and LOTD from Wed., since it wasn't included in our MFI Daily. Sorry for the inconvenience, and Happy Holidays!)
Our MF Symposium Agenda kicks off on Wednesday, June 20 with a "Keynote: The Brave New World in Liquidity" featuring Joe Sullivan and Yeng Felipe Butler of Allspring Global Investments (formerly Wells Fargo Funds). The rest of the Day 1 Agenda includes: "Strategists Speak '22: Fed, Rates & Reforms," with Vanessa Hubbard McMichael of Wells Fargo Securities, Priya Misra of TD Securities and Alex Roever of J.P. Morgan Securities; a "Corporate Investor, Portal & ESG MF Discussion" with Tom Hunt of AFP, Tom Callahan of BlackRock and Tory Hazard of Institutional Cash Distributors; and, a "Major Money Fund Issues 2022" panel with moderator Peter Crane of Crane Data, Deborah Cunningham of Federated Hermes, John Tobin of BNY Mellon Cash Investment Strategies and Peter Yi of Northern Trust AM. (The evening's reception is sponsored by Bank of America.)
Day 2 of Money Fund Symposium 2022 begins with "Treasury Issuance & Fed Repo Update," which features Mark Cabana of BofA Securities, Dina Marchioni of the Federal Reserve Bank of NY and Tom Katzenbach of the U.S. Dept. of the Treasury ; followed by a "Senior Portfolio Manager Perspectives" panel with Linda Klingman of Charles Schwab I.M., Nafis Smith of Vanguard and Jeff Plotnik of U.S. Bancorp Asset Mgmt. Next up is "Government Money Fund & Repo Issues," with Joseph Abate of Barclays, Mike Bird of Allspring Funds 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 Bond & European MMF Update," with Rob Sabatino of UBS Asset Mgmt. and Laurie Brignac of Invesco. The day's wrap-up presentation is "Brokerage Sweeps, Deposits & AMAs" involving Chris Melin of Ameriprise Financial. (The Day 2 reception is sponsored by Barclays.)
The third day of the Symposium features the sessions: "The State of the Money Fund Industry" with Peter Crane of Crane Data and Michael Morin of Fidelity Investments; "MMF Reforms & Regulatory Review," with Brenden Carroll of Dechert LLP; and, a session on "Money Fund Statistics, Software & Disclosures.
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 Minneapolis this June! We'll of course continue watching the latest on the coronavirus, but we expect normal travel to resume once this latest wave of moderate cases retreats. Note that some of our speakers have yet to confirm their participation, and 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 making final preparations for Crane's Money Fund University, which will be in Boston, Mass., January 20-21, 2022. Our Money Fund University will cover the history of money funds, interest rates, regulations (Rule 2a-7), ratings, rankings, money market instruments such as commercial paper, CDs and repo, and portfolio construction and credit analysis. We also include segments on offshore money funds and ultra-short bond funds. (We continue to plan for a live event, but might switch to a virtual event at the last minute if necessary.)
Money Fund University's comprehensive program is good for both beginners and experienced professionals looking for a refresher. The latest agenda is available online and we are still accepting registrations ($500). (We're also willing to "comp" tickets for large Crane Data or sponsor clients, so let us know if you're interested.)
We're also getting ready for our next Crane's Bond Fund Symposium, which will be held in Newport Beach, Calif., March 28-29. (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.
Crane Data, which recently celebrated the 7th anniversary of our 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. Our mission is to deliver the best possible conference content at an affordable price to bond fund professionals and investors.
Finally, we're also set the dates and location for our next European Money Fund Symposium. It is scheduled for Sept. 27-28, 2022, in Paris, France. Let us know if you'd like more details on any of our events, and we hope to see you in Boston next month, in Newport Beach in March, in Minneapolis in June and/or Paris later in 2021. Thanks for your patience and support in 2021, Happy Holidays and Happy New Year!
