2019 Agenda 

2020 Agenda will be posted in the fall.  Please check back.

Monday, March 25, 2019  

Tuesday, March 26, 2019

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

                                            Peter Crane, President & Publisher, Crane Data

 

9:20 - 10:05am        State of the Bond Fund Marketplace 

                               Peter Crane, President & Publisher, Crane Data   

                               Shelly Antoniewicz, Senior Director, Investment Company Institute           

 

10:05 - 10:50am      Ultra-Shorts vs. SMAs: Round II 

                                Moderator: Peter Crane, President & Publisher, Crane Data

                               Rich Mejzak, Managing Director, BlackRock

                               Jerome Schneider, Managing Director, PIMCO

                        

10:50 - 11:20am      Coffee Break sponsored by                              

                            

11:20 - 12:00pm      Bond Market Strategists: Rates, Risks, Spreads   

                                Mark Cabana, Director, Bank of America Merrill Lynch

                                Michael Cloherty, Head of Rates Strategy, RBC Capital Markets   

         

12:00 - 12:40pm      US Bond Funds Ratings & LGIP Market Update

                               Greg Fayvelevich, Managing Director, Fitch Ratings 

                               Guyna Johnson, Director, S&P Global Ratings

  

12:40 - 1:30pm        Lunch sponsored by                     

 

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

                               Moderator: Peter Crane, President & Publisher, Crane Data

                               Joseph D’Angelo, MD of Fixed Income, PGIM 

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

                               

 

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

                               Moderator: Alex Roever, MD, J.P. Morgan Securities

                               Todd Schomberg, Senior F‐I Portfolio Manager, Invesco                               

                               Jeff Weaver, Head of Short Duration, Wells Fargo Funds

                               Peter Yi, Senior VP, Director Short F‐I, Northern Trust AM                               

                                 

3:15 - 3:45pm          Refreshments sponsored by                                 

 

3:45 - 4:35pm          ETF Roundtable & Near-Cash ETF Trends  

                               William Goldthwait, Strategist, State Street Global Advisors

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

                               Tim Urbanowicz, Senior Fixed Income ETF Strategist, Invesco 

 

4:35 - 5:10pm          Index Fund & ESG Issues in the Bond Space

                               William Goldthwait, Strategist, State Street Global Advisors

                               Henry Shilling, Founder, Sustainable Research and Analysis 

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

                               

 

 

 

 

8:00 - 9:00am           Breakfast sponsored by 

 

9:00 - 9:50am           Regulatory Update: Liquidity

                                 Stephen Cohen, Partner, Dechert LLP 

                                Jamie Gershkow, Associate, Stradley Ronon Stevens & Young                   

                               

9:50 - 10:40am         Money Fund Update & Conservative USBFs 

                                Peter Crane, President & Publisher, Crane Data 

                                Kerry Pope, Director Inst Port Mgmt, Fidelity Investments                               

 

10:40 - 11:10am       Refreshments sponsored by 

 

 

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

                                Sue Hill, Senior PM, Federated Investors   

                                Sean Simko, MD, Head of Fixed Income, SEI Investments    

 

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

                                Kristian Lind, Senior VP, Neuberger Berman

                                J.R. Rieger, Principal, Rieger Report 

 

 12:30 - 1:00pm       Workshop: Bond Fund Tools & Data 

                               Peter Crane, President & Publisher, Crane Data