Preliminary December 2022 Agenda 

Thursday, December 15th 

 

 9:15 - 10:15am       Welcome to Money Fund University, History & Current State of Money Funds

                                             Peter Crane, President & Publisher, Crane Data

 

 10:00 -10:45pm      The Federal Reserve & Money Markets 

                               Mark Cabana, MD, Head Rates US Rates Strategy, BofA Securities

 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

 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

                               Jean-Luc Sinniger, Director Money Markets, Citi Global Mkts.

                               Ryan Kesapyan, Director, Citi Global Markets

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

                               Vanessa McMichael, Director, Wells Fargo Securities

                               Additional Speaker TBD

 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 - 6:15pm         Opening Reception sponsored by

 

 

 

                                             

                               

 

 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       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 

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


 

 11:10 - 11:50am     Ultra-Short Bond Funds & SMAs

                               Peter Crane, President & Publisher, Crane Data

                               Additional Speaker TBD

 

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

                               Peter Crane, President & Publisher, Crane Data 

 12:20pm                 Graduation                  

                                                          

                               

                               

 

 

 

  

Friday, December 16th

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