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2024 Agenda 

Monday, March 25, 2024  

9:10 - 9:20am          Welcome to Bond Fund Symposium 2024

                                            Peter Crane, President & Publisher, Crane Data

9:20 - 10:10am        State of the Bond Fund Marketplace

                                      Shelly Antoniewicz, Sr Director, Investment Co. Institute

                               Peter Crane, President & Publisher, Crane Data                               


10:10 - 11:00am      Ultra-Shorts: Staying Positive, Conservative 

                                Teresa HoManaging Director, J.P. Morgan Securities

                               Richard Mejzak, Managing Director, BlackRock 

                               Joseph D’Angelo, Managing Director, PGIM                                               


11:00 - 11:30am      Break sponsored by                              


11:30 - 12:20pm      ETF Index & Near-Cash ETF Trends  

                                James Palmieri, Managing Director, State Street Global Adv.

                                            Bill Ahmuty, MD Head of SPDR F-I, State Street Global Adv.


12:20 - 1:20pm        Lunch sponsored by

1:20 - 2:10pm          Senior Portfolio Manager Perspectives

                               Moderator: Peter Crane, President, Crane Data

                               Dave Martucci, PM & Head of Mgd Res, J.P. Morgan A.M.

                               Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt

                               Jerome Schneider, Managing Director, PIMCO              

2:10 - 3:00pm          Long-Term Bond Fund Issues

                               Matthew Brill, I-G Portfolio Manager, Invesco


3:00 - 3:30pm          Refreshments sponsored by 

3:30 - 4:15pm          Money Funds & Conservative Ultra-Shorts

                                Peter Crane, President & Publisher, Crane Data

                               Dan LaRocco, Head of US Liquidity, Northern Trust A.M.


4:15 - 5:00pm          Bond Market Strategists: Rates & Risks

                                Jay Barry, Head US Rates Strategy, J.P. Morgan Securities

                               Michael Cloherty, Head US Rates Strategist, UBS

                               Ira Jersey, Chief Rates Strategist, Bloomberg Intelligence


5:00 - 7:00pm          Cocktails sponsored by 



Tuesday, March 26, 2024 



8:00 - 9:00am          Breakfast sponsored by 

9:00 - 10:00am        Major Issues in Fixed-Income Investing

                                George Bory, Chief Inv. Strategist, F-I, Allspring Global

                               Nicholas Tripodes, Senior VP & Sr PM, Federated Hermes

10:00 ‐ 11:00am      Regulatory Update: Bond Fund Issues ‘24

                               Aaron Withrow, Partner, Dechert LLP

                               Rebecca Rodrigues , Associate, Stradley Ronon

11:00 - 11:30am      Break sponsored by                             

11:30 - 12:20pm      Ultra-Shorts, LGIPs & Bond Fund Ratings   

                               Michael Masih, Director, S&P Global Ratings

                               Steven Johnson, Associate Director, Fitch Ratings                        


12:20 - 1:00pm          European, ESG Bond Funds & Fund Data

                                      David Callahan, Head of Money Mks, Lombard Odier I.M.

                               Henry Shilling, Founder, Sustainable Research & Analysis

                               Peter Crane, President & Publisher, Crane Data





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