
2022 Agenda
The 2023 agenda will be posted in early summer
Thursday, December 14th
9:15 - 10:15am 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
Katie Craig, Rates Strategist, Bank of America
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
Chris Clarke, Executive Director, 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 Refreshment Break sponsored by
3:30 - 4:00pm Instruments: Commercial Paper & ABCP
Rob Crowe, Managing 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 - 7:15pm Holiday Reception sponsored by Crane Data
8:00 - 9:00am Breakfast sponsored by
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 Money Fund Reforms: Latest 2a-7 Changes
Jon-Luc Dupuy, Partner, K&L Gates LLP
Brenden Carroll, Partner, Dechert LLP
10:40 - 11:10am Refreshment Break sponsored by
11:10 - 11:50am European MMFs & Ultra-Short Funds
John Hunt, Partner, Sullivan & Worcester LLP
Kerry Pope, Director Inst PM, Fidelity Investments
Peter Crane, President & Publisher, Crane Data
11:50 - 12:20pm Money Fund Data & Wisdom Demo/Training
Peter Crane, President & Publisher, Crane Data
12:30 - 12:40pm Graduation
Friday, December 16th


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