Crane Data Subscribers
Bond Fund Symposium 2023 Download Center
This page contains links to materials from Crane's Bond Fund Symposium 2023. These files are available for download to attendees and Crane Data subscribers, but they should not be shared without permission. If you have problems with any downloads or questions on this information, please contact us at info@cranedata.com or 508-439-4419.
Conference materials
| Full Conference Binder |
|---|
| bfs0323binder.pdf |
Session Recordings and Powerpoints
| Martucci, Schneider: Ultra-Shorts: Yield Is Back |
|---|
| bfs0323ultras.mp3 |
| bfs0323martucci.pptx |
| bfs0323schneider.pdf |
| Withrow: Regulatory Update: Bond Fund Issues '23 |
| bfs0323regulatory.mp3 |
| bfs0323withrow.pptx |
| McMullen, Palmieri: ETF & Near-Cash ETF Trends |
| bfs0323etf.mp3 |
| bfs0323mcmullen.pdf |
| Crane, McNerny, Rothweiler: Senior Portfolio Manager Perspectives |
| bfs0323senior.mp3 |
| Gargiulo, Masih: Ultra-Shorts, LGIPs & Bond Fund Ratings |
| bfs0323ratings.mp3 |
| bfs0323masih_1.pptx |
| bfs0323gargiulo.pptx |
| Mercier, Mayfield, Callahan: Government Fund, ABS & European Briefs |
| bfs0323govt.mp3 |
| bfs0323callahan.pptx |
| Bory, Brill: Major Issues in Fixed-Income Investing |
| bfs0323major_1.mp3 |
| Barry, Cloherty, Jersey: Bond Market Strategists: Rates & Risks |
| bfs0323strategists.mp3 |
| bfs0323jersey.pptx |
| Antoniewicz, Crane: State of the Bond Fund Marketplace |
| bfs0323anton.mp3 |
| bfs0323crane.pptx |
| bfs0323antoniewicz.pptx |
| Crane, Pope, LaRocco: Money Funds & Conservative Ultra-Shorts |
| bfs0323crane2.mp3 |
| bfs0323crane2.pptx |
| Shilling: ESG & Sustainable Bond Fund Update |
| bfs0323shilling.mp3 |
| bfs0323shilling.pptx |
Link of the Day
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Oct 02
Accounting Today: IRS Relief for MMFs
Accounting Today posted a brief entitled, "IRS offers relief on money market redemptions." It explains, "The Internal Revenue Service issued guidance Friday saying a redemption of shares in a money market fund won't be treated as part of a wash sale, which would subject it to taxes. Revenue Procedure ...
