2022 Preliminary Agenda 

Monday, March 28, 2022  

9:00 - 9:15am          Welcome to Bond Fund Symposium

                                            Peter Crane, President & Publisher, Crane Data

9:15 - 10:00am        Keynote: The Time Is Now for Ultra-Shorts

                               Jerome Schneider, Managing Director, PIMCO  


10:00 - 11:00am      Bond Market Strategists: Rates & Risks 

                                Michael Cloherty, Head US Rates Strategist, UBS

                               Ira Jersey, Chief Rates Strategist, Bloomberg Intelligence

                               Alex Roever, MD, J.P. Morgan Securities                            


11:00 - 11:30pm      Break sponsored by                              


11:30 - 12:15pm      ETF & Near-Cash ETF Trends  

                                Brian McMullen, ETF Strategist, Invesco 

                               James Palmieri, Managing Director, State Street Global Adv


12:15 - 1:15pm        Lunch sponsored by

1:15 - 2:15pm          Senior Portfolio Manager Perspectives

                               Moderator: Peter Crane, President & Publisher, Crane Data

                               Brett Davis, Portfolio Manager, BlackRock                            

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

                               Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt                         

2:15 - 3:00pm          Ultra-Short LGIPs & Bond Fund Ratings

                               Peter Gargiulo, Director, Fitch Ratings

                               Emelyne Uchiyama, Associate Director, S&P Global Ratings

3:00 - 3:30pm          Refreshments sponsored by 

3:30 - 4:20pm          Major Issues in Fixed-Income Investing

                                Moderator: Logan Miller, Credit Strategist, Wells Fargo Secs

                               Matthew Brill, I-G Portfolio Manager, Invesco

                               Morten Olsen, SVP, Head of Multi-Sector, Northern Trust AM

4:20 - 5:00pm          Money Funds & Conservative Ultra-Shorts

                                Peter Crane, President & Publisher, Crane Data

                               Kerry Pope, Director Inst PM, Fidelity Investments

                               John Tobin, CIO, Dreyfus/BNY Mellon CIS


5:00 - 6:00pm          Cocktails sponsored by 



Tuesday, March 29, 2022 




8:00 - 9:00am          Breakfast sponsored by 

9:00 - 9:45am          State of the Bond Fund Marketplace

                                Shelly Antoniewicz, Sr Director, Investment Company Institute                                 

                               Peter Crane, President & Publisher, Crane Data                           

9:45 ‐ 10:30am        Regulatory Update: Bond Fund Issues 2022

                               Aaron Withrow, Partner, Dechert LLP

                               Jamie Gershkow, Partner, Stradley Ronon Stevens & Young

10:30 - 11:00am      Break sponsored by                             

11:00 - 11:45am      ESG Issues in the Bond Fund Space

                               Henry Shilling, Founder, Sustainable Research & Analysis

                               Additional Speaker


11:45 - 12:30pm      Govt & Muni Bond Fund Discussion 

                               Sue Hill, Senior PM, Federated Hermes  

                               Kristian Lind, Managing Director, Neuberger Berman

12:30 - 1:30pm        Lunch by the Pool  sponsored by Bond Fund Sponsors  


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