Crane Data is preparing for its next live event, our "basic training" Money Fund University, which will take place December 15-16, 2022 at the Hyatt Regency in Boston, Mass. Crane's Money Fund University is designed for those new to the money market fund industry or those in need of a concentrated refresher on the basics, but this year's event will feature a slightly higher level "Master's in Money Markets" agenda. The event also focuses on hot topics like money market fund regulations, money fund alternatives, offshore markets, and other recent industry trends. Our educational conference features a faculty of the money fund industry's top lawyers, strategists, and portfolio managers, and the Boston show will include a Holiday cocktail party and a free training session for Crane Data clients. We review the MFU agenda and some other upcoming conferences, below. (We hope to see many of you at the AFP Treasury show in Philadelphia next week too -- visit us at booth #458!)
Money Fund University offers a 2-day crash course on money market mutual funds, educating attendees on the history of money funds, the Fed, interest rates, ratings, rankings, and money market instruments such as commercial paper, Treasury bills, CDs and repo. We also cover portfolio construction and credit analysis. Registrations are $750 are still being taken, and the latest agenda is available here. (E-mail us to request the latest brochure, and make your hotel reservations soon!)
The morning of Day One (12/15/22) of the 2022 MFU agenda includes: History & Current State of Money Market Mutual Funds with Peter Crane of Crane Data; The Federal Reserve & Money Markets with Katie Craig of BofA; Ratings, Monitoring & Performance with Kimberly Green of Fitch Ratings and Marissa Zuccaro of S&P Global; and, Instruments of the Money Markets Intro with Teresa Ho of J.P. Morgan Securities.
Day One's afternoon agenda includes: Repurchase Agreements with Chris Clarke of J.P. Morgan Securities; Treasuries & Govt Agencies with Sue Hill of Federated hermes and Matt Lachance of TD Securities; Tax-Exempt Securities & VDRNs with John Vetter of Fidelity Investments; Commercial Paper & ABCP with Rob Crowe of Citi Global Markets and CDs, TDs & Bank Debt with Vanessa McMichael of Wells Fargo Securities; and, Credit Analysis & Portfolio Management with Sean Lussier and Peter Hajjar of State Street Global Advisors.
Day Two's (12/16/22) agenda includes: Money Fund Regulations: 2a-7 Basics & History with Brenden Carroll of Dechert LLP and Jamie Gershkow of Stradley Ronon; Money Fund Regulations: Latest 2a-7 Changes with Jon-Luc Dupuy of K&L Gates LLP and Brenden Carroll of Dechert LLP; European MMF Reforms & Offshore Funds with John Hunt of Sullivan & Worcester LLP, Barry Harbison of HSBC Global AM and Peter Crane of Crane Data; and Money Fund Data & Wisdom Demo/Training with Peter Crane. The conference ends with its annual MFU "Graduation" ceremony (where diplomas are given to attendees).
New portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of "cash" investing should benefit from our comprehensive program. Even experienced professionals may enjoy a refresher course and the opportunity to interact with peers in an informal setting. Attendee registration for Crane's Money Fund University is just $750, exhibit space is $2,000, and sponsorship opportunities are $3K (Bronze), $4K (Silver), and $5K (Gold). A block of rooms has been reserved at the Boston Hyatt Regency. (Please reserve before 11/16.)
We'd like to thank our past and pending MFU sponsors -- Dreyfus/BNY Mellon, J.P. Morgan Asset Management, Fitch Ratings, TD Securities, S&P Global Ratings, Dechert LLP, BlackRock, Fidelity Investments, K&L Gates, Federated Hermes, Credit Suisse and State Street -- for their support, and we look forward to seeing you in Boston in December. E-mail Pete Crane (pete@cranedata.com) for the latest brochure or visit www.moneyfunduniversity.com to register or for more details.
Crane Data is also preparing the preliminary agenda for our next Bond Fund Symposium, which will also be held March 23-24, 2023, at the Hyatt Regency in Boston, Mass. Our Bond Fund Symposium offers a concentrated program for fixed-income managers and dealers with a focus on the ultra-short segment. Registration for Bond Fund Symposium is $1000; exhibit space is $2,000 (includes 2 tickets); and sponsorship opportunities are $3K, $4K, $5K, and $6K. Our mission is to deliver the best possible conference content at a reasonable price to bond fund professionals and investors.
We'll also soon be making plans for our next "big show," Money Fund Symposium, which will be held June 21-23, 2023, at the Hyatt Regency in Atlanta. (Let us know if you'd like details on speaking or sponsoring.) Also, mark your calendars for next year's European Money Fund Symposium, which will be held Sept. 25-26, 2023, in Edinburgh, Scotland. Watch for details on these shows in coming weeks and months.
Also, money market mutual fund distributors and cash managers will be travelling to Philadelphia, Pa. for AFP 2022, the Association for Financial Professionals' big annual gathering of corporate treasurers, which takes place October 23-25. AFP is the largest gathering of corporate investors in the country, attracting roughly 5,000 treasury management professionals, as well as a host of large banks and institutional money fund managers.
At AFP, sessions involving money funds and/or cash investing include: "Modernizing Liquidity And Investments For A Resilient Treasury," with American Honda Motor Company's Kimberly Kelly-Lippert, MetLife's Thomas Lenahan, ICD's Sebastian Ramos and Kyriba's Bob Stark; "Global Insights And Best Practices In Short-Term Investment Policies And Thinking?" with Citibank's Steven Kraus, Hitachi Vantara LLC's Catherine Fields and AMG Advanced Metallurgical Group's Dan Chila; "Heave-Ho: Lifting Barriers And Creating Positive Social Outcomes Through Cash Investing" with Cabrera Capital's Robert Aguilar, SAP SE's Jerry Bernard, Navient Corporation's Scott Booher and BlackRock's Eion D'Anjou; and, "Navigating Transformation In The Liquidity Investment Ecosystem," with Morgan Stanley's Scott Wachs, AbbVie Inc.'s Timothy Kolenda, Comcast Capital Corporation's Roberta Eiseman and Autodesk Inc.'s Brandon Hillstead.
Finally, thank you once again to those who supported last month's European Money Fund Symposium, which took place Sept. 25-26 in Paris, France! Let us know if you'd like to see the binder from this show (available to clients only) or if you'd like more details on any of our events. We hope to see you in Philly next week, in Boston in December (or March), in Atlanta in June or in Edinburgh in September 2023!
