As spring approaches and the pandemic recedes, Crane Data is gearing up for its 2022 conference calendar, and we look forward to seeing everyone in person again! Late next month, we'll host our ultra-short bond fund focused Bond Fund Symposium in Newport Beach, Calif., March 28-29, and later in June we'll host our big show, Money Fund Symposium, in Minneapolis, Minn., June 20-22. We're still taking registrations (and sponsorships) for Bond Fund Symposium, and the preliminary agenda is available and registrations are also being taken for Money Fund Symposium. 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, while Money Fund Symposium is the largest gathering of money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators in the world. We review both agendas and events, as well as Crane Data's other 2022 conferences, below.
Our fifth annual ultra-short bond fund event, Crane's Bond Fund Symposium, will take place March 28-29, 2022 at the Hyatt Regency Newport Beach (Calif.). Crane's Bond Fund Symposium offers a concentrated and affordable educational experience, as well as an excellent networking venue, for bond fund and fixed-income professionals. After cancelling our 2020 Boston event and holding a virtual BFS last year, we look forward to seeing the "cash-plus" community in person again in 2022! Registrations are now being accepted ($750) and sponsorship opportunities are available. (Ask us if you'd like us to "match" tickets or if you might be eligible for a "comp" ticket to BFS!)
Bond Fund Symposium's Day One (3/28) morning agenda includes: a Keynote: State of the Bond Fund Marketplace with Peter Crane of Crane Data and Shelly Antoniewicz of the Investment Company Institute; Bond Market Strategists: Rates & Risks with Michael Cloherty of UBS, Ira Jersey of Bloomberg Intelligence and Alex Roever of J.P. Morgan Securities; and ETF & Near-Cash ETF Trends, with Brian McMullen of Invesco and James Palmieri of State Street Global Advisors. (Note: There may be last minute agenda tweaks, so let us know if you're interested in speaking or have any requests.)
The Day One afternoon agenda includes: Senior Portfolio Manager Perspectives with Andrew Wittkop of PIMCO and Dave Rothweiler of UBS Asset Management; Ultra-Short LGIPs & Bond Fund Ratings with Peter Gargiulo of Fitch Ratings and Emelyne Uchiyama of S&P Global; Major Issues in Fixed-Income Investing featuring Logan Miller of Wells Fargo as moderator, Matthew Brill of Invesco, Morten Olsen of Northern Trust AM; and, ESG Issues in the Bond Fund Space with Henry Shilling of Sustainable Research & Analysis and Dave Martucci of J.P. Morgan A.M.. Monday will close with a reception sponsored by Wells Fargo Securities.
Day Two's agenda includes: Money Funds & Conservative Ultra-Shorts with Crane Data's Peter Crane and Kerry Pope of Fidelity Investments; Regulatory Update: Bond Fund Issues '22 with Matthew Barsamian of Dechert LLP and Jamie Gershkow of Stradley Ronon Stevens & Young; Government & Muni Bond Fund Discussion with Mike Kitchen of Cavanal Hill Inv Mgmt and Kristian Lind of Neuberger Berman. And lastly, a Bond Fund Data & Crane Product Demo with Crane Data's Peter Crane. (This will be followed by a lunch by the pool.)
Portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of bond funds and fixed-income investing will benefit from our comprehensive program. A block of rooms has been reserved at the Hyatt Regency. We'd like to thank our sponsors and exhibitors -- Bank of America, Northern Trust, Federated Hermes, UBS Asset Management, Wells Fargo Securities, Morgan Stanley IM, T. Rowe Price, Dreyfus, Fitch Ratings, J.P. Morgan, S&P Global Ratings, StoneX, Toyota, Invesco and Bloomberg Intelligence -- for their support. E-mail us for more details.
Our MF Symposium Agenda kicks off on the Juneteenth Holiday, Monday, 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 Investors, Portals, D&I 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, Deborah Cunningham of Federated Hermes, John Tobin of BNY Mellon Cash Investment Strategies and Peter Yi of Northern Trust. (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 AM and Laurie Brignac of Invesco. The day's wrap-up presentation is Brokerage Sweeps, AMAs & Deposit Issues involving Chris Melin of Ameriprise Financial and Michael Berkowitz of Citi Treasury & Trade Solutions. (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, Pia McCusker of SSGA and Michael Morin of Fidelity Investments; Regulations: Money Fund Reforms Round III, with Brenden Carroll of Dechert and Clair Pagnano of K&L Gates LLP; and, a final 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! 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.)
Finally, mark your calendars for our next European Money Fund Symposium, which is scheduled for Sept. 27-28, 2022, in Paris, France and for our next Money Fund University, which is scheduled for Dec. 15-16, 2022, in Boston, Mass. Let us know if you'd like more details on any of our events, and we hope to see you in Newport Beach next month, in Minneapolis in June or in Paris or Boston later in 2022!
