Send To A FriendInvite a colleague to join you at this event Add Event To CalendarSave the event dates in your Outlook calendar RegistrationOnline Registration is open! | Past 2008 Agenda Day TwoTuesday, September 9, 2008 | | Track A – Taxable Money Fund Forum | Track B – Tax Exempt Money Fund Forum | | 8:15 | Co-Chair’s Opening Remarks Brian Reynolds, Chief Market Strategist, WJB CAPITAL GROUP | Co-Chair’s Opening Remarks Nicholas Rabiecki, Senior Portfolio Manager, JPMORGAN ASSET MANAGEMENT |
| | 8:30 | ABCP Market Update – Trends, Dynamics and Structural Changes Maureen Coen, Managing Director, Global Head of ABCP Origination, CREDIT SUISSE Craig Jacobson, Executive Vice President, JANUS CAPITAL GROUP Darryl Osojnak, Managing Director, ABS Group, FITCH RATINGS W. Alex Roever, U.S. Short Term Fixed Income Strategy, JP MORGAN SECURITIES, INC. | The New Market Environment of Bank Credit and Liquidity Enhancement Products -What it Means for You as an Investor Marnin Lebovits, Managing Director, DEPFA BANK Joann Hempel, Vice President, Senior Credit Officer, MOODY'S INVESTORS SERVICES |
| | 9:15 | Portfolio Managers Roundtable Managing Money Market Funds in a Declining Rate Environment William R. Anderson, Portfolio Manager, Short Term Asset Group, FORTIS INVESTMENTS Peter J. Arts, Principal, Head of Short Duration Fixed Income, HARRIS INVESTMENT ANAGEMENT Christopher W. Mercy, Vice President - Global Cash, JPMORGAN ASSET MANAGEMENT Robert Sabatino, Executive Director, UBS GLOBAL ASSET MANAGEMENT | Portfolio Managers Roundtable Managing Money Market Funds in a Declining Rate Environment Connie Bugbee, Managing Editor, IMONEYNET Kevin Schiatta, Director, BLACKROCK Pamela Tynan, Principal, Fixed Income, VANGUARD
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| | 10:00 | Refreshment Break | |
| | 10:30 | Anticipating Future Credit Crunches Point Counterpoint - Portfolio Manager vs. Risk Manager Jonas Kolk, Executive Director, MORGAN STANLEY INVESTMENT MANAGEMENT Diane R. Maurice, Senior Risk Manager, MORGAN STANLEY INVESTMENT MANAGEMENT | After the Election: Valuing Munis for the Long Term Philip Fischer, Managing Director, Head of Municipal Bond Research and the Merrill Lynch Global Index Group, MERRILL LYNCH |
| | 11:15 | GSE Update: Developments at FHLB and Fannie Mae Brian T. Kalish, Vice President, FEDERAL HOME LOAN BANK SYSTEM Greg Druehl, Director of Fixed Income Marketing, FANNIE MAE | Tender Option Bond Programs - Funding after Monoline Insurer Downgrades Craig Henick, Managing Director, CITIGROUP ALTERNATIVE INVESTMENTS Eric Vandercar, Executive Director, MORGAN STANLEY |
| | 12:00 | Luncheon | |
| | 12:45 | Dessert & Coffee in Exhibit Hall | |
| | 1:15 | Money Fund Credit Research: Strategies for the New Credit & Liquidity Landscape Matt Burnell, Senior Bank Analyst, WACHOVIA SECURITIES Marty Duffy, VP Senior Credit Officer, MOODY’S INVESTORS SERVICE Alison Emmerich, Senior Fixed Income Analyst, THE DREYFUS CORPORATION Helen Stewart, Director, Credit Research, RUSSELL INVESTMENTS |
| | 2:00 | Estimating and Managing Risks in the Current Market Navin Sharma, Vice President, Director, Risk Management, OPPENHEIMERFUNDS INC. |
| | 2:45 | Latest Developments in Market Valuations – Practical Tips for Monitoring Trends and Identifying Opportunities Brian Reynolds, Chief Market Strategist, WJB CAPITAL GROUP Brian Yeazel, Director, MASON STREET ADVISORS |
| | 3:30 | Close of Conference | |
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