2022 Preliminary Agenda  

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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 

                              Olivia Lima, Rates Strategist, BofA Securities

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

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

                               Greg Fayvilevich, Senior Director, Fitch Ratings

                              Joseph Giarratano, Associate, S&P Global

                              Peter Crane, President & Publisher, Crane Data 

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

                              Teresa Ho, Executive Director, 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 

                                           Jake Kruk, Associate, 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

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

                              John Vetter, Municipal Structured Analyst, Fidelity Investment 

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3:00 - 3:30pm         Refreshments sponsored by 

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

                              Rob Crowe, Managing Director, Citi Global Markets 

                              Ryan Kesapyan, Director, Citi Global Markets

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

                              Vanessa Hubbard, Vice President, Wells Fargo Securities

                              Marian Trano, Sr. VP & Treasurer, Bank Hapoalim

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

                              Sean Lussier, VP/Senior Portfolio Manager, SSGA

                              Peter Hajjar, Global Head of Credit Research, SSGA 

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

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8:00 - 9:00am         Breakfast 

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

                                           Brenden Carroll, Partner, Dechert LLP

                              Jamie Gershkow, Partner, Stradley Ronon

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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

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10:40 - 11:10am     Refreshments sponsored by 

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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

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

                                           Peter Crane, President & Publisher, Crane Data

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12:20 - 12:30pm      Graduation 

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Friday, January 21st