Money Market Expo Agenda at a Glance

Agenda at a Glance



8:15AM		Coffee and Registration

8:45AM		Chairman's Welcome Brian Kalish, Director, Association for Financial Professionals

9:00AM		KEYNOTE ADDRESS: State of the Union Brian Kalish, Director, Association for Financial Professionals

9:50AM		The Changing Role of Money Markets in Corporate Cash Management: New Uses for Money Markets in Maintaining Liquidity A.J. Siccardi, Assistant Treasurer, Racetrac Petroleum Martin Schroeter, Treasurer, IBM Carol Frazier, Assistant Treasurer, Global Payments, Inc.

10:40AM		Networking Break

11:10AM		Alternatives to Money Markets: Exploring Other Options for Liquidity and Short Term Investing Strategies Richard Eisenberg, Assistant Treasurer, Farmer Mac Paul Dubanowitz, Director, Liquidity Management, DB Advisors Jacob Weinstein, Senior Portfolio Analyst, Fidelity Investments

12:00PM		Examining the New Rules for NRSROs and Other Resources to Ensure Safe Investments Doug Rivkin, Investment Advisor, Skytop Advisors Peter Rizzo, Senior Director, Standard and Poor's

12:50PM		Networking Lunch

2:00PM		Comprehensive Cash Management: Strategies and Procedures to Improve Efficiency and Mitigate Risk Lance Pan, Director, Investment Research & Strategy, Capital Advisors Group, Inc.

3:00PM		Networking Break

3:30PM		Investor Presentations and Roundtables: Opportunities, Challenges, and Changing Tactics Bruce Robertson, Assistant Treasurer, Westlake Chemical

4:30PM		Investors' Summit Reception/ MMX Welcome Reception Hosted By:



8:45AM		Coffee and Registration

9:15AM		Chairman's Welcome Brian Reynolds, Chief Market Strategist, WJB Capital Group Brian Yeazel, Director, Mason Street Advisors

9:30AM		Industry Keynote: How the Money Fund Industry Can Turn Challenges into Opportunities and Thrive in the New Normal Maureen Coen, Managing Director, Credit Suisse

10:15AM		Networking Break

10:45AM		Innovation in the Marketplace: Maintaining a Competitive Advantage in an Increasingly Difficult Regulatory & Investment Environment Michael Morin, Director, Institutional Portfolio Management, Fidelity Investments

11:30AM		The Almost Broken Buck: Practical Steps to Preventing Another Redemption Run Moderator: Eric Hiatt, Senior Portfolio Manager, Dwight Asset Management Company, LLC William Anderson, Senior Portfolio Manager, US Money Markets, BNP Paribas John Dyer, Senior Credit Analyst, Dwight Asset Management Company, LLC

12:00PM		Networking Lunch

		Finding New Opportunities and Solutions in the New Normal
1:30PM		REPOS: An In Depth Analysis of the Deal Making Process Ted Kobishyn, Vice President, Repo and Fixed Income Group, Mitsubishi UFJ Securities USA
2:00PM		New Product Development and Potential for Future Growth: Creating and Implementing Winning Strategies to Stay Competitive Christina Kopec, Vice President, Fidelity Investments Lucas Robustelli, Sales Director, MetLife


2:30PM		Networking Break

3:15PM		Variable-Rate Demand Notes and Expiring LOCs ModeratorCollen Meehan, Senior Portfolio Manager, BNY Mellon Cash Investment Strategies Peter Caulo, Senior Trader, Municipal Money Markets, Fidelity Investments Susan V. Duschock, Director, Bank of America Global Capital Management Liquidity Strategies
4:00PM		New Trends in the Muni Market: Impact of Taxable Fund Investment in the Muni Market Facilitator Alex Roever, Senior Portfolio Manager, JP Morgan Peter Yi, Director, Money Markets, Northern Trust Justin Schwartz, Portfolio Manager, Vanguard Fixed Income Group

4:30PM		Stump the Stars: You Choose the Topics William Anderson, Senior Portfolio Manager, BNP Paribas Maureen Coen, Managing Director, Credit Suisse Alex Roever, Senior Portfolio Manager, JP Morgan

5:00PM		Peabody Evening Duck March: Network with clients and peers while we say goodnight to the famous Peabody Ducks! Meet in the hotel lobby to watch the ducks head in for the night, and to mingle with other attendees.



9:15AM		Coffee and Registration

9:30AM		Chairman's Welcome Brian Reynolds, Chief Market Strategist, WJB Capital Group Brian Yeazel, Director, Mason Street Advisors

9:45AM		Federal Reserve Board Keynote Michael W. McCracken, Economist, Federal Reserve Bank of St. Louis
10:45AM		Networking Break

11:05AM		The Brian & Brian Show: Market Predictions and Outlook for 2012 Brian Reynolds, Chief Market Strategist, WJB Capital Group Brian Yeazel, Director, Mason Street Advisors

pop up window

Redirect

Agenda at a Glance

Agenda at a Glance