With money market fund assets hitting records almost daily (assets rose by $27.7 billion on Monday to a record $5.550 trillion), our next Money Fund Symposium, seems destined to break our pre-pandemic record of 570 attendees. Money Fund Symposium 2023 is scheduled for June 21-23, 2023 at The Hyatt Regency Atlanta, in Atlanta, Ga. The full agenda for the largest gathering of money market fund managers and cash investors in the world is available and registrations are being taken. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. We review our latest agenda, as well as Crane Data's other 2023 conferences, below. (Note: Thanks once more to those who attended our Bond Fund Symposium last week in Boston! Attendees and subscribers may access the conference binder, Powerpoints and recordings via our "Bond Fund Symposium 2023 Download Center," and watch for highlights in the upcoming issues of Money Fund Intelligence and Bond Fund Intelligence.)
Our MF Symposium Agenda kicks off on Wednesday, June 21 with a "Keynote: The Elevation of Money Funds II" featuring Laurie Brignac and Tony Wong of Invesco. 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, Shiv Rao of Sunthay Holdings 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, Linda Klingman of Charles Schwab I.M., Dan LaRocco of Northern Trust AM and John Tobin of Dreyfus. 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 Mark Cabana of BofA Securities, Vanessa Hubbard McMichael of Wells Fargo Securities and Priya Misra of TD Securities; followed by a "Senior Portfolio Manager Perspectives" panel moderated by Robert Callagy of Moody's Investors Service and featuring Deborah Cunningham of Federated Hermes, Nafis Smith of Vanguard and Chris Tufts of J.P. Morgan Asset Management. Next up is "Government & Treasury Money Fund Issues," with Mike Bird of Allspring Funds, Geoff Gibbs of DWS and Marques Mercier of Invesco. 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 and Stewart Cutler of Barclays; "Local Government Investment Pools & SMAs" with Laura Glenn of Public Trust Advisors, Guyna Johnson of S&P Global Ratings and Jon Perregaux of the Georgia Office of State Treasurer; "Ultra-Short Bond Funds & Beyond Cash," with Rob Sabatino of UBS Asset Management 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. (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; "Trading Platforms, Portals & More Repo" with Joanne Crisafi of Tradeweb, Sal Giglio of GLMX and Jason Owen from ICD; and, "Corporate Liquidity Update, D&I Discussion" with Tom Hunt of AFP and Peter Crane of Crane Data.
We'd like to thank our sponsors and exhibitors so far -- Bank of America, Barclays, J.P. Morgan, Dreyfus, Fidelity Investments, TD Securities, Moody's, Nomura, Deutsche Bank, Fitch Ratings, J.P. Morgan Asset Management, Allspring Global, Citi, Natixis, BlackRock, Northern Trust A.M., IntraFi, Tradeweb, Toyota, UBS, S&P Global Ratings, Seelaus, Mischler, Lummis and Stradley Ronon -- for their support. (We'd love to get some new ones!) E-mail us for more details.
Visit the Money Fund Symposium website at www.moneyfundsymposium.com for more information. Registration is $1,000, and discounted hotel reservations are available. We hope you'll join us in Atlanta in June! Note that the agenda is still being tweaked, so watch for minor changes in coming weeks. E-mail us at info@cranedata.com to request the full brochure.)
We're also making plans for our next European Money Fund Symposium, which is scheduled for Sept. 25-26, 2023, in Edinburgh, Scotland. Our 2022 event in Paris attracted a record 166 attendees, so we expect our 2023 event to be even bigger. Watch for the draft agenda to be posted in coming days and registrations ($1000 to attend) are now live. European Money Fund Symposium offers "offshore" money fund portfolio managers, and money market investors, issuers, dealers and service providers a concentrated and affordable educational experience, as well as an excellent and informal networking venue.
Finally, mark your calendars for our next Money Fund University "basic training" event, scheduled for Dec. 18-19, 2023, in Jersey City, NJ, and next year's Bond Fund Symposium, scheduled for March 25-26, 2024 in Philadelphia, Pa. Let us know if you'd like more details on any of our events, and we hope to see you in Atlanta in June, in Edinburgh in September or in Jersey City in December.
