2022 Agenda - Preliminary agenda to be posted in September. 

Monday, March 28, 2022  

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

                                            Peter Crane, President & Publisher, Crane Data

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

                                      Shelly Antoniewicz, Sr Director, Investment Co. Institute

                               Peter Crane, President & Publisher, Crane Data


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

                                Ira Jersey, Chief Rates Strategist, Bloomberg Intelligence

                               Alex Roever, MD, J.P. Morgan Securities                            


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                                                     

                               Morten Olsen, Senior VP, Northern Trust AM

                               Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt 

                               Andrew Wittkop, Exec VP & Portfolio Manager, PIMCO                       

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

                                Moderator: Logan Miller, Credit Strategist, Wells Fargo Secs

                               Matthew Brill, I-G Portfolio Manager, Invesco

                               Michael Cloherty, Head US Rates Strategist, UBS

4:20 - 5:00pm          ESG Issues in the Bond Fund Space

                                Henry Shilling, Founder, Sustainable Research & Analysis

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


5:00 - 6:00pm          Cocktails sponsored by 



Tuesday, March 29, 2022 




8:00 - 9:00am          Breakfast sponsored by 

9:00 - 10:00am        Money Funds & Conservative Ultra-Shorts

                                Peter Crane, President & Publisher, Crane Data                           

                               Kerry Pope, Director Inst PM, Fidelity Investments

10:00 ‐ 11:00am      Regulatory Update: Bond Fund Issues '22

                               Peter Crane, President & Publisher, Crane Data   

                               Jamie Gershkow, Partner, Stradley Ronon Stevens & Young

11:00 - 11:30am      Break sponsored by                             

11:30 - 12:15pm      Govt & Muni Bond Fund Discussion

                                      Mike Kitchen, Portfolio Manager, Cavanal Hill Inv. Mgmt.

                               Kristian Lind, Managing Director, Neuberger Berman                       


12:15 - 12:30pm      Bond Fund Data & Crane Product Demo 

                               Peter Crane, President & Publisher, Crane Data  



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