2023 Agenda 
 

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 

                                Jamie Gershkow, Partner, Stradley Ronon Stevens & Young

                               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 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                                                     

                               Joanne Driscoll, Senior VP, PM, Putnam Investments

                               Morten Olsen, Senior VP, Northern Trust AM

                               Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt                     

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

                               Peter Gargiulo, Director, Fitch Ratings

                               Guyna Johnson, Analytical Manager, S&P Global

3:00 - 3:30pm          Refreshments sponsored by 

 

3:30 - 4:15pm          Major Issues in Fixed-Income Investing

                                Moderator: Logan Miller, Credit Strategist, Wells Fargo Secs

                               Matthew Brill, I-G Portfolio Manager, Invesco

                               Brett Wander, MD & CIO F-I Stategies, Charles Schwab

4:15 - 5:00pm          Govt, Muni & ABS Sector Discussions

                                Sue Hill, Portfolio Manager, Federated Hermes

                               Kristian Lind, Managing Director, Neuberger Berman

.                              Laura Mayfield, Sr. Portfolio Manager, Fort Washington IA

                        

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

                                Michael Cloherty, Head US Rates Strategist, UBS

                               Teresa Ho, MD, J.P. Morgan Securities

                               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 - 12:15pm      Bond Funds in Europe & ESG Update

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

                               Henry Shilling, Founder, Sustainable Research & Analysis

                       

12:15 - 12:30pm      Money Funds & Conservative Ultra-Shorts 

                               Peter Crane, President & Publisher, Crane Data

                               Kerry Pope, Director Inst PM, Fidelity Investments  

                              

                           

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