Event Information

Conference Brochure

Download Brochure
Download Brochure

Send To A Friend

Invite a colleague to join you at this event
Send to Friend

Start Networking

LinkedIn Group:
Money Market Professionals

Calendar

Save the event dates in your Outlook calendar
Add to Outlook Diary

Registration

Online Registration is open!
Register Now!

Drive Business

To see how leaders use IIR meeting to drive business CLICK HERE

Event Overview

Welcome to the new 15th Annual Money Fund Forum home page.

America’s Only Event to Direct the Evolution of Money Funds
through Collaboration between Portfolio Managers,
Independent Directors, Treasurers and Regulators

Plaze Cunningham Ramanathan Goldstein Schneider
Robert
Plaze
U.S. Securities
and Exchange		 Debbie
Cunningham
Federated Investors		 Karthik
Ramanathan
U.S. Department
of Treasury		 Matthew
Goldstein
JPMorgan Asset Management		 Jerome
Schneider
PIMCO

There is no other Money Markets leadership and education forum in America that can expose you to solutions for managing portfolios, assessing the economic climate and keeping ahead of regulatory changes in the world’s most stable of markets

New for 2009 - Seek Insight from these Companies:
HSBC Global Asset Management – PIMCO – Fannie Mae – Davidson Fixed Income Management
– MBIA Insurance Corporation – Accessor Funds – Bank of America / Merrill Lynch – Wells Fargo / Evergreen

With this all new agenda, you can make the most of your time to meet
these people and obtain knowledge on the following:

Viewpoints from two regulators:

  • Robert Plaze, Associate Director – Office of Investment Management, U.S. Securities and
    Exchange Commission
  • Karthik Ramanathan, Acting Assistant Secretary for Financial Markets, U.S. Department
    of the Treasury

Viewpoints from 32 Portfolio Managers and Analysts at Government Agencies, Tax Exempt Funds and Taxable Funds

The European Perspective:

  • Travis Barker, Chairman, Institutional Money Market Funds Association and
    Director – Liquidity Business Development, HSBC Global Asset Management (UK)

Viewpoints from Independent Directors:

  • Bruce Crockett, Invesco AIM
  • Matthew Goldstein, JP Morgan Asset Management
  • Michael Nugent, Morgan Stanley

Closed Door Session Exclusively for Treasury Executives

Five Members and Counsel to the ICI Money Market Working Group, including:

  • Mary Colby, Managing Director, Head of Municipal Research, Charles Schwab Investment Management
  • Deborah Cunningham, Senior Vice President, Senior Portfolio Manager, Federated Investments, Inc.
  • John T. Donohue, Chief Investment Officer: Global Liquidity, J.P. Morgan Asset Management
  • Dave Fishman, Managing Director, Co-Head Global Liquidity Management, Goldman
    Sachs Asset Management
  • Mary J. Miller, Director of Fixed Income, T. Rowe Price Associates, Inc.
  • Karrie McMillan, General Counsel, ICI Money Market Working Group

Two Premier Economists:

  • Brian Reid, Chief Economist, Investment Company Institute
  • Dr. Jerry Webman, Chief Economist, Oppenheimer Funds

For a full list of speakers, click here.