2022 Preliminary Agenda  

Thursday, January 20th 

                                                                            

 

 

9:15 - 10:00am       Welcome to Money Fund University, History & Current State of Money Funds

                                           Peter Crane, President & Publisher, Crane Data

 

10:00 - 10:45am     The Federal Reserve & Money Markets 

                              Mark Cabana, Director, Head of Rates, BofA Securities

10:45 - 11:15am     Refreshment Break sponsored by 

 

11:15 - 12:00pm     Ratings, Monitoring & Performance 

                              Kimberly Green, Analyst, Fitch Ratings

                              Marissa Zuccaro, Associate, S&P Global

                              Peter Crane, President & Publisher, Crane Data 

12:00 - 12:30pm     Instruments of the Money Markets Intro

                              Teresa Ho, Executive Director, J.P. Morgan Securities

                              Peter Crane, President & Publisher, Crane Data 

12:30 - 1:30pm       Lunch sponsored by 

1:30 - 2:00pm         Instruments: Repurchase Agreements 

                                           Jake Kruk, Associate, J.P. Morgan Securities

2:00 - 2:30pm         Instruments: Treasuries & Govt Agencies

                                           Sue Hill, Senior Portfolio Manager, Federated Hermes

                              Matt Lachance, Director MM Trading, TD Securities

2:30 - 3:00pm         Instruments: Tax-Exempt Securities & VRDNs

                              John Vetter, Municipal Structured Analyst, Fidelity Investment 

3:00 - 3:30pm         Refreshments sponsored by 

3:30 - 4:00pm         Instruments: Commercial Paper & ABCP

                              Jean-Luc Sinniger, Director Money Markets, Citi Global Mkts.

                              Ryan Kesapyan, Director, Citi Global Markets

4:00 - 4:30pm         Instruments: CDs, TDs & Bank Debt 

                              Vanessa McMichael, Director, Wells Fargo Securities

                              

4:30 - 5:15pm         Credit Analysis & Portfolio Management

                              Sean Lussier, VP/Senior Portfolio Manager, SSGA

                              Peter Hajjar, Global Head of Credit Research, SSGA 

5:15 - 6:15pm         Opening Reception sponsored by 

8:00 - 9:00am         Breakfast 

9:00 - 9:50am         Money Fund Regulations: 2a-7 Basics & History

                                           Brenden Carroll, Partner, Dechert LLP

                              Jamie Gershkow, Partner, Stradley Ronon

9:50 - 10:40am       European MMF Reforms & Offshore Funds

                                          John Hunt, Partner, Sullivan & Worcester LLP

                              Barry Harbison, Liquidity Product Specialist, HSBC Global AM

                              Peter Crane, President & Publisher, Crane Data

10:40 - 11:10am     Refreshments sponsored by 

11:10 - 11:50am     Ultra-Short Bond Funds & SMAs

                              James McNerny, MD & Portfolio Manager, J.P. Morgan A.M.

                              Peter Crane, President & Publisher, Crane Data

11:50 - 12:20pm     Money Fund Data & Wisdom Demo/Training

                                           Peter Crane, President & Publisher, Crane Data

12:20 - 12:30pm      Graduation 

   

Friday, January 21st

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