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Home»Events»Money Market Expo Event Overview»Agenda Day Two

Money Market Expo

March 19 - 22, 2007 | The Peabody Hotel, Orlando, FL

Agenda Day Two

Wednesday, March 21, 2007

9:00	Co-Chair's Opening Remarks Don Duncan, Vice President, Fixed Income, GE ASSET MANAGEMENT
9:15	Recent Developments in ABCP and ABS in Money Markets Moderator: Doug Rivkin, VP Senior Credit Officer, MOODY'S MANAGED FUNDS GROUP Panelists: Cindy Bernhardt, Principal, BARCLAYS GLOBAL INVESTORS Jeffrey Boutin, VP Senior Credit Analyst, LEHMAN BROTHERS ASSET MANAGEMENT Maureen Coen, Managing Director, Global Head of ABCP Origination, CREDIT SUISSE FIRST BOSTON Darryl Osojnak, Director, FITCH RATINGS Jonathan Polansky, Managing Director, Asset-Backed Commercial Paper, MOODY'S INVESTOR SERVICE Jean-Luc Sinniger, Director Money Markets, CITIGROUP GLOBAL MARKETS, INC. Dorothy Poli, Senior Vice President, ABCP, DBRS
10:15	Refreshment Break & Exhibit Viewing
10:45	Treasury Roundtable on Short-Term Investing Phillip B. Newman, Manager, Dallas Treasury Center, EXXON MOBIL CORPORATION Rue Jenkins, Assistant Treasurer COSTCO WHOLESALE CORPORATION Gary Barth, Assistant Treasurer, UNITED PARCEL SERVICE
11:30	Portfolio Manager's Roundtable – Portfolio Structure for the Current Rate Environment Moderator: Connie Bugbee, Managing Editor, IMONEYNET Panelists: Andrew Lenskold, Vice President, CREDIT SUISSE ASSET MANAGEMENT, LLC Jeff St. Peters, Senior Portfolio Manager, STATE STREET GLOBAL ADVISORS Geoffrey Gibbs, Director, DEUTSCHE ASSET MANAGEMENT
12:15	Luncheon Sponsored by: DBRS
1:30	Investing Beyond the Money Market Spectrum – Evaluating Successful Investment Strategies and Management Tactics Moderator: Joel Friedman, Director, Fund Ratings, STANDARD & POOR'S FINANCIAL SERVICES Panelists: Kellie Allen, Managing Director, EVERGREEN INVESTMENT MANAGEMENT COMPANY James D. Palmer, Managing Director, FAF ADVISORS, INC. Sam Silver, Senior Portfolio Manager, AMERICAN BEACON ADVISORS
2:15	Offshore Money Funds – Developments in Europe, Asia and Latin American Money Markets Terry A. Prince, Senior Vice President Short Term Investment Sales, EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC Kevin Thompson, Managing Director, Money Market Funds, STANDARD LIFE INVESTMENTS LTD.
3:00	Ice Cream Break & Exhibit Viewing Sponsored by: Moody's Investors Service
	Concurrent Breakout Session

	Corporate & Institutional Investors Summit	Money Market Fund Portfolio Managers Summit
3:30	The Evolving Role of Research in Money Market Investing Katy Rossow, Senior Investment Analyst, GE ASSET MANAGEMENT Armand T. Ursino, Vice President, Fixed-Income Research, JPMORGAN ASSET MANAGEMENT	Innovations in the Asset Backed Extendible Notes: Growth of Market Value Structures Andrew Engel, Director, STANDARD & POOR'S Andrew Jones, Managing Director, DBRS
4:15	Case Study: 3M's Experience Assessing the Need for and Evaluating Custodians Andy J. Noll, 3M FINANCIAL MANAGEMENT	Short Term Investment Strategy – Evaluating Products to Fit your Economic Outlook Alex Roever, J.P. MORGAN SECURITIES, INC.
5:00	Cocktail Reception Sponsored by: Lummis