2008 Conference Brochure
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Past 2008 Agenda Day One
Past 2008 Agenda Day One
Monday, September 8, 2008 | ||
| 12:00 | Main Conference Registration | |
| 12:20 | Co-Chair’s Opening Remarks Brian Reynolds, Chief Market Strategist, WJB CAPITAL GROUP Nicholas Rabiecki, Senior Portfolio Manager, JPMORGAN ASSET MANAGEMENT | |
| 12:30 | Keynote: Economic Update Evaluation of Current Market, Impacts on Money Markets and Interest Rate Outlook Sean Collins, Senior Economist, INVESTMENT COMPANY INSTITUTE | |
| 1:15 | Keynote: Market Update Soundness of the Money Market Fund in Today’s Crisis of Confidence Cash management strategies in a time when ratings agencies are losing their luster and more exotic money market fund securities are entering the market Bruce R. Bent, Founder & Chairman, The Reserve | |
| “It was relevant. The intimate environment allowed for networking opportunities. I benefited enormously from the knowledge of other professionals here.” – Alison Douglas, Lead Financial Analyst, Entergy – MMX ’08 attendee | ||
| 1:45 | Keynote: Regulatory Update SEC Insight: Recent Developments, Likely Changes and Impacts on the Market Robert E. Plaze, Associate Director, Division of Investment Management, U.S. SECURITIES & EXCHANGE COMMISSION | |
| 2:30 | Refreshment Break & Business Card Exchange in Exhibit Hall | |
| Breakout Sessions – Choose Taxable or Tax-Exempt Track | ||
| Track A – Taxable Money Fund Forum | Track B – Tax Exempt Money Fund Forum | |
| 3:15 | Market Update – Post Mortem on the Credit Crunch … What Happened and Where are We Now? Kellie Allen, Head of Taxable Money Markets, Managing Director, Senior Vice President, EVERGREEN INVESTMENT MANAGEMENT COMPANY Jeffery A. St. Peters, Vice President/Senior Portfolio Manager, STATE STREET GLOBAL ADVISORS Said Rafat, Managing Director, FITCH RATINGS | Market Update – Current Trends and Issues of Consequence for Tax Free Funds Joseph A. Irace, Senior Portfolio Manager, THE DREYFUS CORPORATION Nicholas Rabiecki, Senior Portfolio Manager, JPMORGAN ASSET MANAGEMENT |
| 4:00 | Case Study on Security Types: Which Ones Survived and Why, Which are Unlikely to Return? Jo Anne Corkran, Chief Investment Officer, UTENDAHL CAPITAL MANAGEMENT, L.P Debbie Cunningham, Chief Investment Officer-Money Markets, FEDERATED INVESTORS | VRDS Issued by Closed End Funds Mary Jo Ochson, Senior Vice President, Senior Portfolio Manager & Chief Investment Officer, Tax-Exempt Money Market and Municipal Bond Investment Groups, FEDERATED INVESTORS Stephen A. Keen, Partner, Reed Smith LLP Payson F. Swaffield, Vice President and Chief Income Investment Officer, Eaton Vance Management Paul Williams, Managing Director, Nuveen Investments |
| 4:45 | Economic Indicators from the Corporate CP Market Garret Sloan, Fixed Income Market Strategy, WACHOVIA CAPITAL MARKETS LLC Additional Speakers TBA | Credit Analysis – Learning from Successes & Failures of the Past Year Todd Smith, Vice President, BLACKROCK |