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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

 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 - 2:30pm         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: CDs, TDs & Bank Debt 

                               Vanessa McMichael, Director, Wells Fargo Securities 

 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







 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

                               Kerry Pope, Director Inst PM, Fidelity Investments                                

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

                               Peter Crane, President & Publisher, Crane Data 

 12:30 - 12:40pm     Graduation                  




Tuesday, December 18th

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