As we approach year end and enter the Holiday season, Crane Data is ramping up preparations for its 2023 conference calendar. We just finished our "basic training" Money Fund University event last week, and we're getting ready for our next show, Bond Fund Symposium, which is March 28-29, 2023, in Boston. But our focus will soon shift to our big show, Crane's Money Fund Symposium, which will take place June 21-23, 2023 at The Hyatt Regency Atlanta, in Atlanta, Ga. The draft agenda for the largest gathering of money market fund managers and cash investors in the world 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 2023 conferences, below. (Thanks once more to those who supported in our Money Fund University in Boston last week! Attendees and subscribers may access the recordings and conference materials at the bottom of our "Content" page or via our "Money Fund University 2022 Download Center.")
Our MF Symposium Agenda kicks off on Wednesday, June 21 with a "Keynote: The Elevation of Money Funds II" featuring Marty Flanagan of Invesco (invited). The rest of the Day 1 Agenda includes: "Repo Update: Fed RRP, FICC and Other Repo with Joseph Abate of Barclays, Dina Marchioni of the Federal Reserve Bank of New York and Jeff Sowell of State Street; "Regulations: Money Fund Reforms Round III," with Brenden Carroll of Dechert LLP, Jon-Luc Dupuy of K&L Gates LLP and Jamie Gershkow of Stradley Ronon; and, a "Major Money Fund Issues 2023" panel with moderator Peter Crane of Crane Data, Deborah Cunningham of Federated Hermes, John Tobin of Dreyfus and Peter Yi of Northern Trust AM. The evening's reception is sponsored by Bank of America.
Day 2 of Money Fund Symposium 2023 begins with "Strategists Speak '23: Fed, Rates & Reforms," with Vanessa Hubbard McMichael of Wells Fargo Securities, Priya Misra of TD Securities and Mark Cabana of BofA Securities; followed by a "Senior Portfolio Manager Perspectives" panel with Linda Klingman of Charles Schwab I.M., Chris Tufts of J.P. Morgan Asset Management and Nafis Smith of Vanguard. Next up is "Government & Treasury Money Fund Issues," with 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; "Local Government Investment Pools & SMAs" with Laura Glenn of Public Trust Advisors and Guyna Johnson of S&P Global Ratings; "Ultra-Short Bond Funds, Alt-Cash & Stablecoins," with Teresa Ho of J.P. Morgan Securities, Rob Sabatino of UBS Asset Mgmt and Jeff Weaver of Allspring Global. The day's wrap-up presentation is a "European & Asian Money Fund Update" involving Greg Fayvilevich of Fitch Ratings and Kim Hochfeld of State Street Global Advisors. (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 Kerry Pope of Fidelity Investments; "Treasury Issuance & Fed Repo Update," which features Tom Katzenbach of the U.S. Dept. of the Treasury and Blake Gwinn of RBC Capital Markets; FICC Repo Update & Repo Trading Platforms with Sal Giglio of GLMX and Shiv Rao of Sunthay Holdings; and, "Corporate Investors, Portals, D&I Discussion" with Laurie Brignac of Invesco, Tom Hunt of AFP and Peter Crane of Crane Data.
Visit the Money Fund Symposium website at www.moneyfundsymposium.com for more details. Registration is $1,000, and discounted hotel reservations are available. We hope you'll join us in Atlanta 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.)
We're also making plans for our sixth annual ultra-short bond fund event, Bond Fund Symposium, which will take place March 23-24, 2023 at the Hyatt Regency Boston. 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. Registrations are now being accepted ($1,000) and sponsorship opportunities are available. See the latest agenda here and details here.
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 past sponsors and exhibitors -- Wells Fargo Securities, Fitch Ratings, Fidelity Investments, J.P. Morgan Asset Management, Allspring Global, S&P Global Ratings, DTCC, StoneX, Invesco, BofA Securities, Northern Trust, Bloomberg Intelligence, Goldman Sachs, Federated, Payden & Rygel, PIMCO and Dechert -- for their support. (We'd love to get some new ones!) E-mail us for more details.
Finally, mark your calendars for our next European Money Fund Symposium. It is scheduled for Sept. 25-26, 2023, in Edinburgh, Scotland. Let us know if you'd like more details on any of our events, and we hope to see you in Boston in March, in Atlanta in June or in Edinburgh in September in 2023. Thanks for your patience and support in 2022, Happy Holidays and Happy New Year!
