Crane’s Money Fund Symposium 2010

Crane's Money Fund Symposium Conference Agenda

Wednesday, June 20
1:00-1:15 pm	Welcome to Money Fund Symposium 2012 Peter Crane, President & Publisher, Crane Data
1:15-2:00 pm	Keynote: Still in Business and Still a Business Chris Donahue, CEO & Chairman, Federated Investors
2:00-2:45 pm	Going Global: Money Funds Worldwide Karen Dunn Kelley, CEO, Invesco Worldwide Fixed Income
2:45-3:15 pm	Refreshments sponsored by BlackRock
3:15-4:10 pm	Senior Execs on Major Money Fund Issues 2012 Nancy Prior, President Money Markets, Fidelity Investments Jeff Landau, CEO, BNY Mellon’s Cash investment Strategies Dave Sylvester, Head of Money Markets, Wells Fargo Funds
4:10-5:00 pm	The MMF Business Model: Fees & Distribution Robert Deutsch, MD, J.P. Morgan Asset Management Mike Pelzar, President, BofA Global Capital Additional Speaker TBD
5:00-6:30 pm	Reception by Bank of America Merrill Lynch
Thursday, June 21
8:00-9:00 am	Breakfast sponsored by Fidelity Investments
9:00-9:55 am	Strategist Speak ‘12: Rates, Regulations, Risks Joseph Abate, Director F-I Strategy, Barclays Capital Alex Roever, Managing Director, J.P. Morgan Securities Brian Smedley, U.S. Rates, Bank of America Merrill Lynch
9:55-10:45 am	Senior Portfolio Manager Perspectives Rich Hoerner, MD, BlackRock John Tobin, Portfolio Manager, JPMorgan A.M. Debbie Cunningham, MM CIO, Federated Investors
10:45-11:15 am	Coffee sponsored by Capital Advisors
11:15-11:55 am	Treasury, Repo & Govt Issues & Strategies Peter Yi, Director, Money Markets, Northern Trust PM, Morgan Stanley
11:55-12:30pm	Municipal Money Fund Market Update Mary Jo Ochson, Sr. Portfolio Manager, Federated Investors PM, Goldman Sachs
12:30-1:30 pm	Lunch sponsored by Dreyfus
1:30-2:25 pm	Dealer Update: Supply, Innovations, Concerns Stewart Cutler, Head of Origination, Barclays Capital John Kodweis, Managing Director, J.P. Morgan Securities Additional Speaker TBD
2:25-3:15 pm	Fund Ratings & NRSRO Changes Roger Merritt, Managing Director, Fitch Ratings Peter Rizzo, Senior Director, Standard & Poor’s Henry Shilling, Senior VP, Moody’s Investors Service
3:15-3:45 pm	Refreshment Break sponsored by lnvesco
3:45-4:35 pm	Transparency, Monitoring & Fund Metrics Peter Crane, President, Crane Data Jonathan Spirgel, MD, BNY Mellon Lance Pan, Director of Research, Capital Advisors
4:35-5:15 pm	Corporate Investor Trends & Concerns Tony Carfang, Partner, Treasury Strategies Brian Kalish, Director of Finance Practice, AFP Tom Kazazes, Executive Director, Morgan Stanley
5:15-6:30 pm	Reception sponsored by Barclays Capital
Friday, June 22
8:00-9:00 am	Breakfast sponsored by Federated Investors
9:00-10:00 am	State of The Money Market Fund Industry Peter G. Crane, President & Publisher, Crane Data Brian Reid, Senior Economist, Investment Company Institute
10:00-10:45 am	Enhanced Cash, SMAs & Ultra-Short Options Jon Carlson, Head of PM Liq Strategies, BofA Global Cap Mgmt Michael Markowitz, MD & Head STFI, Guggenheim Partners
10:45-11:15 am	Coffee sponsored by Standard & Poor’s
11:15-12:00 pm	Regulatory Update: Analyzing (The New) 2a-7 Jane Heinrichs, Counsel, Investment Company Institute Leslie Ross, Counsel, Reed Smith Bob Plaze, Director, U.S. Securities & Exchange Commission (Invited) End of Main Conference
12:00-1:30 pm	Money Fund Wisdom Training Session (Optional)

If you have questions, please contact Devon Binder at Kinsley - 303-798-3664 or devon@kinsleymeetings.com.