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2023 Agenda 
The 2024 Agenda will be posted in early fall.  

Thursday, March 23, 2023  

9:10 - 9:20am          Welcome to Bond Fund Symposium 2023

                                            Peter Crane, President & Publisher, Crane Data

9:20 - 10:10am        Ultra-Shorts: Yield Is Back After Rough Year

                                      Moderator: Peter Crane, President & Publisher, Crane Data

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

                               Jerome Schneider, Managing Director, PIMCO


10:10 - 11:00am      Regulatory Update: Bond Fund Issues ‘23 

                                Aaron Withrow, Partner, Dechert LLP                      


11:00 - 11:30am      Break sponsored by                              


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

                                Brian McMullen, ETF Strategist, Invesco 

                               James McNerny, MD & Portfolio Manager, J.P. Morgan A.M.

                               James Palmieri, Managing Director, State Street Global Adv.


12:20 - 1:20pm        Lunch sponsored by

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

                               Moderator: Peter Crane, President & Publisher, Crane Data

                               Julian Potenza, Portfolio Manager, Fidelity Investments                                                    

                               Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt

                               Additional Speaker TBD                    

2:10 - 3:00pm          Ultra-Shorts, LGIPs & Bond Fund Ratings

                               Peter Gargiulo, Director, Fitch Ratings

                               Michael Masih, Director, S&P Global Ratings

3:00 - 3:30pm          Refreshments sponsored by 

3:30 - 4:15pm          Government Fund, ABS & European Briefs

                                Sue Hill, Portfolio Manager, Federated Hermes

                               Laura Mayfield, Sr. Portfolio Manager, Fort Washington IA

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


4:15 - 5:00pm          Major Issues in Fixed-Income Investing

                                Moderator: Logan Miller, Credit Strategist, Wells Fargo Secs

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

                               Matthew Brill, I‐G Portfolio Manager, Invesco


5:00 - 6:00pm          Cocktails sponsored by 



Friday, March 24, 2023 




8:00 - 9:00am          Breakfast sponsored by 

9:00 - 10:00am        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

10:00 ‐ 11:00am      State of the Bond Fund Marketplace

                               Shelly Antoniewicz, Sr Director, Investment Co. Institute

                               Peter Crane, President & Publisher, Crane Data

11:00 - 11:30am      Break sponsored by                             

11:30 - 12:20pm      Money Funds & Conservative Ultra-Shorts    

                               Peter Crane, President & Publisher, Crane Data

                               Kerry Pope, Director Inst PM, Fidelity Investments

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

12:20 - 1:00pm         ESG & Sustainable Bond Fund Update

                                            Henry Shilling, Founder, Sustainable Research & Analysis



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