
2023 Agenda
Monday, December 18th
9:15 - 10:10am 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
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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
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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
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12:30 - 1:30pm Lunch sponsored by
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1:30 - 2:00pm Instruments: Repurchase Agreements
James Bartle, Vice President, J.P. Morgan Securities
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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
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3:00 - 3:30pm Refreshment Break sponsored by
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3:30 - 4:00pm Instruments: CDs, TDs & Bank Debt
Vanessa McMichael, Director, Wells Fargo Securities
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4:00 - 4:20pm Instruments: Commercial Paper & ABCP
Rob Crowe, Managing Director, Citi Global Markets
4:20 - 5:00pm Credit Analysis & Portfolio Management
Sean Lussier, VP/Senior Portfolio Manager, SSGA
Peter Hajjar, Global Head of Credit Research, SSGA
5:00 - 7:30pm Holiday Reception sponsored by Crane Data
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8:00 - 9:00am Breakfast sponsored by
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9:00 - 9:50am Money Fund Regulations: 2a-7 Basics & History
Stephen Cohen, Partner, Dechert LLP
Jamie Gershkow, Partner, Stradley Ronon
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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
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11:10 - 11:50am European MMFs & Ultra-Short Funds
Peter Crane, President & Publisher, Crane Data
John Hunt, Partner, Sullivan & Worcester LLP
Kerry Pope, Director Inst PM, Fidelity Investments
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11:50 - 12:20pm Money Fund Data & Wisdom Demo/Training
Peter Crane, President & Publisher, Crane Data
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12:30 - 12:40pm Graduation
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Tuesday, December 18th


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