top of page

2023 Agenda  
The 2024 Agenda will be updated in early Spring. 


Monday, December 18th 


 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 

                               Katie Craig, Rates Strategist, Bank of America

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


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

                               Steven Johnson, Associate Director, Fitch Ratings

                               Marissa Zuccaro, Associate, S&P Global

                               Peter Crane, President & Publisher, Crane Data

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

                               Pankaj Vohra, VP Short F-I Strategy, J.P. Morgan Securities

                               Peter Crane, President & Publisher, Crane Data

 12:30 - 1:30pm       Lunch sponsored by


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

                               James Bartle, Vice President, J.P. Morgan Securities

 2:00 - 2:35pm         Instruments: Treasuries & Govt Agencies

                                             Sue Hill, Senior Portfolio Manager, Federated Hermes

                               Matt Lachance, Director MM Trading, TD Securities


 2:35 - 3:10pm         Instruments: Commercial Paper & ABCP

                               Rob Crowe, Managing Director, Citi Global Markets

                                            Greg Jensen, Money Markets Origination, Citi Global Markets

                               Steve Byrne, Senior Advisor, Northcross Capital

 3:10 - 3:40pm         Refreshment Break sponsored by 

 3:40 - 4:15pm         Instruments: CDs, TDs & Bank Debt 

                               Vanessa McMichael, Director, Wells Fargo Securities 


 4:15 - 5:00pm         Credit Analysis & Portfolio Management

                               Keith Lawler, Manager of Credit Research, Dreyfus


 5:00 - 7:30pm         Holiday Reception sponsored by Crane Data








   8:00 - 9:00am        Breakfast sponsored by                      

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

                                            Stephen Cohen, Partner, Dechert LLP

                               Jamie Gershkow, Partner, Stradley Ronon

 9:50 - 10:40am       Money Fund Reforms: Latest 2a-7 Changes 

                                            Stephen Cohen, Partner, Dechert LLP

                               Jon-Luc Dupuy, Partner, K&L Gates LLP


 10:40 - 11:10am     Refreshment Break sponsored by 

 11:10 - 11:50am     European MMFs & Ultra-Short Funds

                               Peter Crane, President & Publisher, Crane Data 

                               John Hunt, Partner, Sullivan & Worcester LLP                                                       

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

                               Peter Crane, President & Publisher, Crane Data 

 12:30 - 12:40pm     Graduation                  




Tuesday, December 19th

Fitch Ratings Primary logo (jpg).jpg
bottom of page