Press Releases Archives: December, 2020

With the coming of the New Year, Crane Data is ramping up preparations for its 2021 conference calendar. We'll be doing virtual events in January (Money Fund University on Jan. 21-22) and in March (Bond Fund Symposium, March 25-26). But we hope to return to live events by June. Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 23-25, 2021 at The Loews Philadelphia, in Philadelphia, Pa. 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 2021 conferences, below.

Our MF Symposium Agenda kicks off on Wednesday, June 23 with a keynote on "MMFs Adapting to Regulations, Tech & ESG" with Tom Callahan of BlackRock, Deborah Cunningham of Federated Investors and Peter Crane of Crane Data. The rest of the Day 1 Agenda includes: "Treasury Issuance & Repo Update," with Mark Cabana of BofA Securities, Dina Marchioni of Federal Reserve Bank of New York and Tom Katzenbach of the U.S. Treasury; a "Corporate Investor MF Discussion" with Tom Hunt of AFP; and, a "Major Money Fund Issues 2021" panel with moderator Ed Baldry of EPBComms, Tracy Hopkins of Dreyfus/BNY Mellon CIS, Rob Sabatino of UBS Asset Management, Jeff Weaver of Wells Fargo Asset Management. (The evening's reception is sponsored by Bank of America.)

Day 2 of Money Fund Symposium 2021 begins with "The State of the Money Fund Industry," which features Peter Crane, Michael Morin of Fidelity Investments and Peter Yi of Northern Trust Asset Management; followed by a "Senior Portfolio Manager Perspectives" panel, including Linda Klingman of Charles Schwab I.M. and Nafis Smith of Vanguard. Next up is "Government & Treasury Money Fund Issues," with Joseph Abate of Barclays as moderator, Adam Ackermann of J.P. Morgan Asset Management 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 moderator, Jeff Plotnik of U.S. Bancorp Asset Mgmt, 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, ETFs & Alt-Cash Update," with Alex Roever of JPM and Laurie Brignac of Invesco. The day's wrap-up presentation is "Brokerage Sweeps, Bank Deposits & Fin-Tech" involving Chris Melin of Ameriprise Financial and Kevin Bannerton of Total Bank Solutions. (The Day 2 reception is sponsored by Barclays.)

The third day of the Symposium features the sessions: "Strategists Speak '20: Fed & Rates, Repo & SOFR" with Priya Misra of TD Securities and Garret Sloan of Wells Fargo Securities; "European, ESG & ETF Issues," with Brenden Carroll of Dechert LLP and Jonathan Curry of HSBC Global A.M.; "FICC Repo & Agency Roundtable" with Kyle Lynch of FHLBanks Office of Finance. Peter Crane wraps up the conference with the session "Money Fund Statistics & Disclosures.

Visit the MF Symposium website at for more details. Registration is $750, and discounted hotel reservations are available. We hope you'll join us in Philadelphia this June! We'll of course be watching the coronavirus and vaccine rollout, and will adjust plans if travel bans are still in place come late spring. 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 to request the full brochure.)

We're also making final preparations for Crane's Money Fund University, which will be held online, January 21-22, 2021. Our Money Fund University (Online) 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.

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 ($250). (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 (Online), which will be held March 25-26. (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 sixth anniversary of its 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 $250. Our mission is to deliver the best possible conference content at an affordable price to bond fund professionals and investors.

Finally, we've also set the dates and location for our next European Money Fund Symposium. It is scheduled for Oct. 21-22, 2021, in Paris, France. Let us know if you'd like more details on any of our events, and we hope to see you virtually in Q1, and live in Philadelphia and Paris later in 2021. Happy New Year!