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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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