2020 Preliminary Agenda 

Monday, March 23, 2020  

Tuesday, March 24, 2020

9:15 - 9:20am          Welcome to Bond Fund Symposium

                                            Peter Crane, President & Publisher, Crane Data

 

9:20 - 10:15am        Bond Market Strategists: Rates, Risks, Spreads

                               Mark Cabana, Director, Bank of America Merrill Lynch   

                               Ira Jersey, Chief US Rates Strategist, Bloomberg Intelligence  

                               Alex Roever, MD, J.P. Morgan Securities   

 

10:15 - 11:10am      Short & Shorter: Ultra‐Shorts vs. SMAs 

                                Moderator: Peter Crane, President & Publisher, Crane Data

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

                               Jerome Schneider, Managing Director, PIMCO

                        

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

                            

11:40 - 12:30pm      ETF & Near‐Cash ETF Trends  

                                William Goldthwait, Strategist, State Street Global Advisors

                                Brian McMullen, ETF Strategist, Invesco

12:30 - 1:30pm        Lunch sponsored by  

    

1:30 - 2:20pm          Senior Portfolio Manager Perspectives 

                               Moderator: Peter Crane, President & Publisher, Crane Data

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

                                           Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt 

                               Additional Speaker TBD

2:20 - 3:15pm          Major Issues in Fixed-Income Investing  

                               Moderator: Michael Cloherty, Head of Rates, RBC Capital Mkts

                               Matthew Brill, I‐G Portfolio Manager, Invesco

                               Jeff Weaver, Head of Short Duration, Wells Fargo Funds

                               Morten Olsen, Director of Ultrashort Fixed Income, Northern Trust AM     

3:15 - 3:45pm          Refreshments sponsored by

 

3:45 - 4:30pm          Index Fund & ESG Issues in the Bond Space

                               William Goldthwait, Strategist, State Street Global Advisors

                               Henry Shilling, Founder, Sustainable Research and Analysis 

 

4:30 - 5:10pm          US Bond Funds Ratings & LGIP Market Update

                               Greg Fayvelevich, Managing Director, Fitch Ratings 

                               Guyna Johnson, Director, S&P Global Ratings

 5:10 - 6:10pm          Opening Reception sponsored by 
.                           

 

                               


                         

                                 

8:00 - 9:00am           Breakfast sponsored by 

 

9:00‐9:50am              State of the Bond Fund Marketplace

                                 Peter Crane, President & Publisher, Crane Data

                                Shelly Antoniewicz, Sr Director, Investment Company Institute

9:50‐10:40am           Regulatory Update: Latest Bond Fund Issues

                                Aaron Withrow, Associate, Dechert LLP

                                Jamie Gershkow, Associate, Stradley Ronon Stevens & Young

10:40 - 11:10am       Refreshments sponsored by                             

 

11:10 - 11:50am       Government Bond Market & Fund Discussion  

                                Sue Hill, Senior PM, Federated Investors   

                                Additional Speaker TBD      

11:50 - 12:30pm       Municipal Bond Market Overview 

                                Kristian Lind, Senior VP, Neuberger Berman

                                J.R. Rieger, Principal, Rieger Report 

12:30 - 1:00pm         Lunch

12:30‐1:30pm           Money Fund Update & ConservaƟve USBFs

                                Peter Crane, President & Publisher, Crane Data

                                Kerry Pope, Director Inst Port Mgmt, Fidelity Investments

 

1:30‐2:00 pm           Bond Fund Tools & Data

                               Peter Crane, President & Publisher, Crane Data