
2023 Agenda
The 2024 Agenda will be posted in early fall.
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
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 McNerny, MD & Portfolio Manager, J.P. Morgan A.M.
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
Julian Potenza, Portfolio Manager, Fidelity Investments
Dave Rothweiler, Portfolio Manager, UBS Asset Mgmt
Additional Speaker TBD
2:10 - 3:00pm Ultra-Shorts, LGIPs & Bond Fund Ratings
Peter Gargiulo, Director, Fitch Ratings
Michael Masih, Director, S&P Global Ratings
3:00 - 3:30pm Refreshments sponsored by
3:30 - 4:15pm Government Fund, ABS & European Briefs
Sue Hill, Portfolio Manager, Federated Hermes
Laura Mayfield, Sr. Portfolio Manager, Fort Washington IA
David Callahan, Head of Money Mks, Lombard Odier I.M.
4:15 - 5:00pm Major Issues in Fixed-Income Investing
Moderator: Logan Miller, Credit Strategist, Wells Fargo Secs
George Bory, Chief Inv. Strategist, F‐I, Allspring Global
Matthew Brill, I‐G Portfolio Manager, Invesco
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
Jay Barry, Head US Rates Strategy, J.P. Morgan Securities
Michael Cloherty, Head US Rates Strategist, UBS
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 - 12:20pm Money Funds & Conservative Ultra-Shorts
Peter Crane, President & Publisher, Crane Data
Kerry Pope, Director Inst PM, Fidelity Investments
Dan LaRocco, Head of US Liquidity, Northern Trust A.M.
12:20 - 1:00pm ESG & Sustainable Bond Fund Update
Henry Shilling, Founder, Sustainable Research & Analysis
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