Money Fund Intelligence XLS

Money Fund Intelligence XLS Sample

Money Fund Intelligence XLS has all the numbers a money market mutual fund or cash investment professional will ever need. The monthly Excel workbook, a complement to our flagship Money Fund Intelligence, contains:

  • Extensive Performance Statistics - Yield (7-day), return (1-mo, 3-mo, YTD, 1-yr, 3-yr, 5-yr, 10-yr, since inception), plus gross yield and returns.
  • Calendar Returns - Ten years of annual returns, straight from the fund's prospectuses, as well as a decade of Crane Indexes.
  • Profile Information - Inception dates, phone numbers, ratings, minimums, managers, advisors, and more, as well as a breakout of expenses.
  • Fund and Family Rankings - By Type rankings and listings of funds, a Top 10 rankings page, and a "league table" ranking of fund families by total assets.
  • Crane Money Fund Indexes - Our benchmark money market averages by fund type on every performance data point.

Whether you''re creating a custom peer group, producing a short-list of funds on a selected criteria, or looking for a way to differentiate your fund, Money Fund Intelligence XLS is the answer. E-mail us for the latest issue!

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Money Fund Intelligence XLS News

Mar 07

The March issue of our flagship Money Fund Intelligence newsletter, which was sent out to subscribers Wednesday morning, features the articles: "Friend or Foe to Cash? Money Markets Focus on Repatriation," which discusses the new hot topic in the money markets; "Guardians of Liquidity: SEI's Simko & Lac," which interviews SEI's Sean Simko and Daisy Lac; and, "Deposits Peak at $9 Trillion; MMFs Up, Drive Cash to $12T," which reviews the recent peak and slight decline in bank deposits. We've also updated our Money Fund Wisdom database with Feb. 28, 2018, statistics, and sent out our MFI XLS spreadsheet Wednesday a.m. (MFI, MFI XLS and our Crane Index products are all available to subscribers via our Content center.) Our March Money Fund Portfolio Holdings are scheduled to ship on Friday, March 9, and our March Bond Fund Intelligence is scheduled to go out Wednesday, March 14.

MFI's "Repatriation" article says, "Next to higher rates, repatriation has become the hottest topic of discussion among money marketeers so far in 2018. Strategists, PMs and market watchers are now guessing how much cash might shift from offshore to onshore, or from onshore to elsewhere. Because corporates keep making more, we think the total impact of repatriation will be minimal and overall a net positive for "cash" and money market funds. We review recent comments and the many moving parts below."

Our lead piece continues, "Invesco's Matt Bubriski, Joe Madrid and Robert Corner wrote recently, 'How will repatriation impact money markets?' Bubriski says, 'We estimate that US companies currently hold USD3 trillion in unremitted foreign earnings, but only half is held in liquid cash and investments.... [W]e estimate that money market instruments account for a relatively small portion of total cash, at about 8%."

MFI's latest Profile reads, "This month, MFI interviews SEI Managing Director and Senior Portfolio Manager Sean Simko and Portfolio Manager Daisy Lac. We discuss SEI's use of outside managers as subadvisors, their move to offer only Government MMFs, and their focus on separately managed accounts. Our latest Q&A follows."

MFI says, "Tell us about your history." Simko answers, "SEI debuted its money market offering back in 1981. The first funds were launched in our subadvisor program as our money funds are today. In this offering, we hire outside money managers and delegate security selection to take advantage of economies of scale. The program has continued to evolve over the years, with the most recent significant change taking place as a result of the Security & Exchange Commission's decision to require institutional prime money market funds to maintain a floating net asset value and the imposition of an option to impose liquidity fees and redemption gates under certain circumstances."

He continues, "As a result, we liquidated three prime obligation and two municipal money market funds and transitioned assets to other offerings in our subadvisory program. The program includes two sets of funds. The first is the SEI Daily Income Trust (SDIT) Government Money Market Fund. The complex includes four funds that act as the cash sweep component of accounts for institutional and high-net-worth clients and do not charge redemption gates or liquidity fees. The SDIT Funds have assets of just under $10 billion."

Simko adds, "The second is a pair of funds (one taxable and one tax free) in the SEI Institutional Managed Trust (SIMT) complex. These are meant to provide low-risk, highly liquid exposure in client portfolios. While the funds target short weighted-average maturities, they are not money market funds, and their NAVs will fluctuate.... These funds are able to purchase short-term securities at attractive valuations and offer yields above money market strategies. For those investors who do not need daily access to liquid strategies, these could be an attractive investment. The SIMT Fund has assets of $400 million."

Our "Deposits" article says, "The Federal Reserve's latest statistics show that bank deposits are finally starting to peak out and decline, while money market funds have begun to rise after years of being flat. Overall cash, including bank deposits (in banks and thrifts), money fund assets and small time deposits, broke above the $12 trillion level recently for the first time in history."

It continues, "Our chart on page 1 shows the growth of money market deposit accounts (MMDAs) in banks and thrifts vs. assets in money market funds. Below, we show the last 4 months of asset changes for MMMFs, MMDAs and Small TDs (time deposits), and we show changes over the past 1-, 5- and 10-years. We subtotal the three, calling this 'cash'. Our totals using Fed data show that cash, the combination of MMMFs, MMDAs, and Small TDs, broke over $12 trillion recently, in October 2017."

The recap adds, "Bank deposits (MMDAs) have more than doubled since September 2008, rising by over $5.0 trillion to $9.1 trillion as of January 2018. Money fund assets fell from $3.3 trillion to $2.6 trillion (according to the Fed's data) during this time, a drop of 20.9%. Small Time Deposits (or CDs) have withered from $1.3 trillion to $409 billion since Sept. 2008."

Our March MFI XLS, with Feb. 28, 2018, data, shows total assets increased $37.2 billion in February to $3.027 trillion, after decreasing $54.3 billion in January, but increasing $57.9 billion in December and $46.4 billion in November. Our broad Crane Money Fund Average 7-Day Yield was up 7 basis points to 1.05% during the month, while our Crane 100 Money Fund Index (the 100 largest taxable funds) was up 7 bps to 1.24%.

On a Gross Yield Basis (7-Day) (before expenses were taken out), the Crane MFA rose 7 bps to 1.50% and the Crane 100 rose 7 bps to 1.52%. Charged Expenses averaged 0.45% and 0.28% (unchanged), respectively for the Crane MFA and Crane 100. The average WAM (weighted average maturity) for the Crane MFA was 29 days (the same as last month) and for the Crane 100 was 29 days (up one bps from last month). (See our Crane Index or craneindexes.xlsx history file for more on our averages.)

Feb 14

The February issue of Crane Data's Bond Fund Intelligence, which will be sent out to subscribers Wednesday, features the lead story, "ICI Says Bond Fund Flows Remain Strong, Despite Rates," which reviews recent comments from ICI's new Chief Economist Sean Collins, and the profile, "JPMAM's McNerny, Crane Discuss Ultra-Shorts at MFU," which excepts highlights from the segment on Bond Funds at our recent Money Fund University. Also, we recap the latest Bond Fund News, including losses in January for most funds and the latest on the jump in rates. BFI also includes our Crane BFI Indexes, which showed decreases in January in most sectors except ultra-short, global and high yield. We excerpt from the latest BFI below. (Watch for more excerpts from our MFU profile later this month on, and contact us if you'd like to see a copy of our latest Bond Fund Intelligence and BFI XLS.)

Our lead Bond Fund Intelligence story says, "The Investment Company Institute published a video with Chief Economist Sean Collins late last week entitled, "Bond Fund Flows Remain Strong Despite Rising Interest Rates." When asked about the rising rate environment, Collins comments, "It looks like this time, it's for real. The Fed has raised short-term interest rates 1.5% since September of 2016 and, judging from Fed fund's future markets, it looks like they'll probably go about another 1.5% in the rest of 2018. That's likely to put upward pressure on longer-term interest rates, and downward pressure on bond prices -- and, in return, downward pressure on bond fund returns."

He explains, "Historically, what we've seen as interest rates rise, investors in bond funds tend to respond very modestly, pulling some money out -- but it's very modest. What we saw in 2017 was a little bit of a disconnect. We saw a very sharp rise in the stock market -- about 20%. Bond returns were about flat. And you would think that, in that environment, people wouldn't be putting money into the bond funds -- but just the reverse happened. We saw very strong inflows into bond funds, and that pretty much continued throughout the year."

BFI's McNerny and Crane Profile says, "Last month, Crane Data's Money Fund University conference included a segment entitled, "Ultra-Short Bond Funds & SMAs," which featured James McNerny, MD & Portfolio Manager at J.P. Morgan Asset Management, as well as Crane Data's Peter Crane. The two discussed the basics of the bond fund marketplace, recent trends in the conservative ultra-short bond fund space, and the status of the short-term separately managed account market. We excerpt some of their comments below."

JP Morgan's McNerny, who helps run almost $60 billion in "Managed Reserves" assets, tells us, "I've been in the industry now for 17 years.... [After the crisis, Managed Reserves] was a fledgling business. We one portfolio manager at the time, David Martucci, and we had few billion in assets. In the last seven years, we've grown the product to over 120 SMA accounts, two mutual funds, we just launched an ETF, and our total assets are just shy of $70 billion."

When asked how he learned the business, McNerny answered, "There's no better way to learn [than from working for experts].... Nobody really teaches ... about fixed income. It [takes] three to five years for you to completely wrap your head around everything you need to know about this job.... So I would just encourage anyone who is new and starting out to really push through and don't get frustrated. There are tons of acronyms and different ways to explain the same thing." He mentions "Bloomberg, The Wall Street Journal, The Financial Times, and economists" as information sources.

A Bond Fund News brief entitled, "Returns Down For Most in January," explains, "Most bond fund categories showed losses except Ultra-Short, Global and High Yield. Yields rose for all but High Yield funds last month. The BFI Total Index averaged a 1-month return of -0.35% and the 12-month gain fell to 3.15%. The BFI 100 returned -0.44% in Jan. and 3.12% over 1 year. The BFI Conservative Ultra-Short Index returned 0.11% over 1 month and 1.31% over 1-year; the BFI Ultra-Short Index averaged 0.06% in Jan. and 1.24% over 12 mos. Our BFI Short-Term Index returned -0.15% and 1.36%, and our BFI Intm-Term Index returned -0.85% and 2.42% for the month and year. The BFI High Yield Index rose 0.60% in Jan. and 5.70% for 1 year."

Another brief, entitled, "Barron's Comments, 'As Rates Jolt Market, Bond Strategy Finally Shines,' says, "Go-anywhere bond funds didn't go anywhere for several years. But with interest-rate fears roiling the markets, they've starting to look a lot better. As of Thursday, prominent unconstrained funds were beating the Bloomberg Barclay's Aggregate Bond handily. While the index was down 1.15% for the year, BlackRock's $32.8-billion Strategic Income Opportunities Portfolio (BASIX) was up a whopping 1.35%. The $3.4 billion Pimco Unconstrained Bond Fund (PUBAX) was up .36% year to date. And former Pimco bond guru Bill Gross, now at Janus Henderson, has steered his $2.2 Global Unconstrained Bond Fund (JUCAX) to a .56% gain for the year."

Yet another brief comments, "BlackRock's Jeff Rosenberg Blogs '4 themes key for fixed income investing in 2018'" He writes, "We see four key themes likely to shape fixed income investing in 2018, as I write in my new Fixed income strategy Fuel for (over)heating and more of my favorite themes.... Fiscal stimulus from tax cuts and spending plans -- on top of a U.S. economy operating at full employment and both the U.S. and a handful of other developed economies operating above capacity -- may provide fuel for an overheating debate in 2018."

A sidebar entitled, "Best Days Behind Us Says Columbia in 2018 Playbook," tells us, "Columbia Threadneedle writes in "The 2018 fixed-income playbook: less risk, more diversification," "On the heels of two good years in the bond market, the best days for fixed income are likely behind us. In 2016, there were strong returns in most sectors -- especially high-yield corporate bonds, which generated double digit gains. It was more of the same in 2017: The year was driven by strong global demand and scarce inflation. Returns will likely struggle to match a similar pace in 2018 based on a lower starting point for yields and expectations for low inflation and rising interest rates."

Global Head of Fixed Income Colin Lundgren explains, "And there's no extra risk premium to compensate investors for any negative surprises. The temptation is to extrapolate recent returns and suggest another good year for bonds, but our analysis suggests something less. A lower starting point in bond yields reduces the total return opportunity in fixed income.... To put it simply: Low starting yields mean less cushion for being wrong and less upside for being right."

Finally, we'd like to remind you about our second annual Bond Fund Symposium conference, which will be held March 22-23, 2018 at the InterContinental Los Angeles Downtown. Our first bond fund event last year in Boston attracted 150 bond fund managers, marketers, fixed-income issuers, investors and service providers, and we expect our LA show to be even bigger. For those planning on attending, please register and make hotel reservations soon, and we hope to see you in LA next month!

Feb 07

The February issue of our flagship Money Fund Intelligence newsletter, which was sent out to subscribers Wednesday morning, features the articles: "Battle to Repeal Floating NAV Regs Not Over; H.R. 2319 Lives," which reviews the legislative effort to undo the floating NAV reforms; "Morgan Stanley's McMullen & Kolk on Global, Ultrashort," which interviews MSIM's Fred McMullen and Jonas Kolk; and, "MF University '18 Highlights Asset Recovery, Rising Rates," which reviews highlights from our recent "basic training" conference. We've also updated our Money Fund Wisdom database with Jan. 31, 2018, statistics, and also sent out our MFI XLS spreadsheet Wednesday a.m. (MFI, MFI XLS and our Crane Index products are all available to subscribers via our Content center.) Our February Money Fund Portfolio Holdings are scheduled to ship on Friday, February 10, and our February Bond Fund Intelligence is scheduled to go out Wednesday, February 15.

MFI's "Battle to Repeal" article says, "While recent press coverage indicates that it has stalled, the push continues to pass H.R. 2319, a bill that would bring back the $1.00 'stable' share price for Prime Institutional and Muni Inst MMFs. The most recent skirmish took place on the Editorial page of The Wall Street Journal. Bill sponsor Rep. Keith Rothfus (R., Pa.) wrote a letter to the editor in response to a recent editorial."

It continues, "His missive, entitled, "Keep Money-Market Funds Safe and Sensible," says, "The SEC unfairly picked winners and losers at the expense of state and local governments, affordable housing, schools, hospitals and Main Street businesses. Your editorial "The Next Money-Fund Bailout" (Jan. 29) omits key facts about my legislation as well as the effects of the SEC's 2014 rule affecting money-market funds. I agree that investors should be aware of the risks ... and that the federal government should not bail out failing businesses. That's why my bill prohibits federal bailouts and requires that this be disclosed."

MFI's latest Profile reads, "This month, MFI interviews Morgan Stanley Investment Management Managing Directors and Co-Heads of Global Liquidity Fred McMullen and Jonas Kolk. MSIM is the 5th largest manager of global institutional money funds, overseeing $169.0 billion. We discuss the latest issues involving U.S. money market funds, and also talk about pending European money fund reforms, the state of conservative ultra-short bond funds, and a number of other issues in the cash investment space. Our Q&A follows."

MFI says, "Tell us about your history." McMullen tells us, "The genesis of the business was designed for our brokerage and private wealth platforms. In the early 2000s, we made a push into the institutional funds market, both in the U.S. and offshore. Then for our ultrashort fund, which is approaching its two-year anniversary, that history coincides with the recent regulatory changes here in the U.S.... I joined Morgan Stanley in 2010 and took over the distribution and product functions in 2011. I've been in the industry approximately 30 years."

Kolk comments, "We launched our first money fund in 1975, so it was one of the first funds in existence in the industry.... I joined 14 years ago [and] was hired as someone with experience on the institutional side of portfolio management."

MFI asks, "What's your biggest priority now? McMullen says, "We have a lineup of U.S. institutional funds and retail funds in both the taxable and tax-exempt spaces, and we also have our offshore funds across three major currencies - U.S. dollar, euro and sterling. The money market funds are complemented by our Ultra Short Income Bond Fund [where] the AUM is a little over $7 billion.... We also manage liquidity separate accounts."

He adds, "I would say that EU money market fund reform is right on top of our priorities list, and where we're spending a lot of time engaging clients and firming up our product line decisions. On the offshore side, we've experienced a lot of growth.... [We're now] number six in the offshore league tables, so we want to preserve this part of the franchise as much as we can. In terms of our response to the EU regulations, we're finalizing what our product lineup will look like." (Watch for more excerpts from this "profile" later this month, or ask us to see the latest MFI.)

Our "Money Fund University" article says, "Crane Data recently hosted its 8th annual Money Fund University, which took place Jan. 18-19 in Boston. The "basic training" event, targeted at those new to the money fund industry, featured primers on interest rates, money market securities, the Federal Reserve, ratings, portfolio management, and money fund regulations. The big themes this year were the reality of rising rates, the gradual recovery in assets, and the focus on repatriation and pending regulatory reform in Europe."

It continues, "As always, host Peter Crane kicked off the event with a session called, "History and Current State of Money Funds," commenting, "As rates went to zero, assets went down by about 15% per year, then you see this 6-7 year period where assets were basically flat. It certainly was a minor miracle that money funds were able to keep the $2.6 trillion-2.7 trillion with virtually zero rates. Fund companies were waiving most of their fees ... to keep yields positive and that crushed the profits of money fund providers.... [But] they were able to soldier on and the money stayed put, which was a minor miracle."

The recap adds, "He continued, "[Then] we saw an uptick in 2017, when assets increased by about 4%. This was the first bump up we've seen in almost 10 years, and 2018 looks even better, as yields are breaking 1.0%. There is a little bit of interest again in cash, so you came at a good time. You survived the 'death watch' and presumably things are brighter than they've been in a decade in this space."

Our February MFI XLS, with Jan. 31, 2018, data, shows total assets decreased $54.3 billion in January to $2.988 trillion, after increasing $57.9 billion in December, $46.4 billion in November, and decreasing $2.2 billion in October. Our broad Crane Money Fund Average 7-Day Yield was up 6 basis points to 0.98% during the month, while our Crane 100 Money Fund Index (the 100 largest taxable funds) was up 5 bps to 1.17%.

On a Gross Yield Basis (7-Day) (before expenses were taken out), the Crane MFA rose 8 bps to 1.43% and the Crane 100 rose 7 bps to 1.45%. Charged Expenses averaged 0.45% and 0.28% (up one bps and unchanged, respectively) for the Crane MFA and Crane 100. The average WAM (weighted average maturity) for the Crane MFA was 29 days (down one day from last month) and for the Crane 100 was 28 days (down two from last month). (See our Crane Index or craneindexes.xlsx history file for more on our averages.)

Jan 30

Crane's Money Fund Symposium, the largest gathering of money market fund managers and cash investors in the world, will take place June 25-27, 2018 at The Westin Convention Center, in Pittsburgh, Pa. The preliminary agenda, which we review below, is now available and registrations are being taken. Our previous MFS in Atlanta attracted over 550 attendees, and we expect another robust turnout for our 10th annual event in Pittsburgh this summer. Money Fund Symposium attracts money fund managers, marketers and servicers, cash investors, money market securities dealers, issuers, and regulators. Visit the MF Symposium website at for more details. Registration is $750, and discounted hotel reservations are also now available. We also review the rest of Crane Data's 2018 conference calendar, including next month's Bond Fund Symposium in Los Angeles (March 22-23).

Our June 25 Opening (afternoon) Agenda kicks off with a "Welcome to Money Fund Symposium 2018" from Peter Crane, President of Crane Data. Then our keynote talk features Federated Investors' President & Chief Executive Officer Chris Donahue, who will discuss "Money Funds Getting Back to Business." The rest of the Day One agenda includes: "Global & European Money Market Funds," with Reyer Kooy of IMMFA and Alastair Sewell of Fitch Ratings; "Ultra-Short Bond Funds, SMAs & Alt-Cash," with Dave Martucci of J.P. Morgan Asset Management, Michael Morin of Fidelity Investments, and Peter Yi of Northern Trust AM; and, a "Major Money Fund Issues 2018" panel moderated by Peter Crane and featuring Jason Granet of Goldman Sachs A.M., Tracy Hopkins of BNY Mellon Cash Investment Strategies, and Jeff Weaver of Wells Fargo Funds. (The opening day's refreshments will be sponsored by Fidelity and the opening evening's reception will be sponsored by Bank of America Merrill Lynch.)

Day 2 of Money Fund Symposium 2018 begins with "Strategists Speak '18: Rates, Repo & Alt-Cash," which features Mark Cabana of Bank of America Merrill Lynch, Joseph Abate of Barclays, and Alex Roever of J.P. Morgan Securities. This session is followed by: a panel entitled, "Senior Portfolio Manager Perspectives," including Laurie Brignac of Invesco, Dave Walczak of UBS Asset Mgmt, and John Tobin of J.P. Morgan A.M.; a session on "Government and Treasury Money Fund Issues," featuring Geoff Gibbs of Deutsche Funds and Sue Hill of Federated; and, a "Muni & Tax Exempt Money Fund Update" with Justin Schwartz of Vanguard, John Vetter of Fidelity, and Sean Saroya of J.P. Morgan Securities. (Day 2's breakfast is sponsored by J.P. Morgan Securities and the coffee break is sponsored by Wells Fargo.)

The Afternoon of Day 2 (after a Dreyfus-sponsored lunch) features the segments: "Dealer's Choice: Supply & Alternate Buyers," including Stewart Cutler of Barclays, Joseph Johnson of Goldman Sachs and Rob Crowe of Citi Global Markets; "Treasury, Agency & Fed Repo Issuance, with a Speaker from the U.S. Dept. of Treasury, Dave Messerly of the FHLBanks - Office of Finance, and Josh Frost of the Federal Reserve Bank of NY; a presentation on "FDIC Insured Options & Sweep Issues" with Kevin Bannerton of Total Bank Solutions and Eric Lansky of StoneCastle Cash Management; and, a segment on "Portals, Info & Tech Update: Data, Software," with ` Fred Berretta <p:>`_ of Cachematrix, Greg Fortuna of State Street Fund Connect, and Tory Hazard of ICD. (The Day 2 break is sponsored by Invesco and the reception is sponsored by Barclays.)

The third day of Symposium (after a Federated-sponsored breakfast) features the sessions: "State of the Money Fund Industry" with Peter Crane of Crane Data, Deborah Cunningham of Federated Investors, and Rick Holland of Charles Schwab Investment Mgmt.; "Regulatory Issues: Repo, SEC Sweeps, European," with Steve Cohen of Dechert and Sarah ten Siethoff of the SEC; and, "Corporate Investment & Washington Issues," with Tony Carfang from Treasury Strategies and Tom Hunt from AFP. Finally, the last session, entitled, "Ratings Agency Roundtable: Criteria, Risks," with Robert Callagy from Moody's Investors Service, Greg Fayvilevich from Fitch Ratings, and Guyna Johnson from S&P Global Ratings. (The coffee break is sponsored by First American Funds.)

We hope you'll join us in Pittsburgh this June! We'd like to encourage attendees, speakers and sponsors to register and make hotel reservations early. Note that a couple of our speakers have yet to confirm their participation, and the agenda is still in the process of being finalized. E-mail us at to request the full brochure, or click here to see the latest.

In other conference news, final preparations are being made for the inaugural Crane's Bond Fund Symposium, which will be held March 22-23 in Los Angeles. (Click here to see the PDF agenda.) Bond Fund Symposium, the first conference devoted entirely to bond mutual funds, will bring together bond fund managers, marketers, and professionals with fixed-income issuers, investors and service providers. The majority of the content will be aimed at the growing ultra-short and conservative ultra-short bond fund marketplace. (As a reminder, please register for BFS and make hotel reservations for BFS soon if you plan on attending!)

Crane Data, which recently celebrated the third 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 $750; 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 an affordable price to bond fund professionals and investors.

Finally, mark your calendars for Crane's 6th annual "offshore" money fund event, European Money Fund Symposium, which will be held in London, England, September 20-21, 2018. This website ( will be updated with the 2018 information soon. (Contact us to inquire about sponsoring or speaking.) Our next Money Fund University "basic training" event is also tentatively scheduled for Jan. 24-25, 2019, in Stamford, Conn. Watch for more details on these events, and please let us know if you have any questions or feedback on our growing conference business.

Note: Crane Data Subscribers have access to all our conference binder materials, including Powerpoints, recordings and attendee lists. See the bottom of our "Content Center" for a listing of available conference materials.