While Crane Data makes preparations for our European Money Fund Symposium, which will take place Sept. 24-25 in Paris, we're also starting to focus on our next Money Fund University conference, which will be in Greenwich, Dec. 17-18. Crane's Money Fund University is designed for those new to the money market fund industry or those in need of a concentrated refresher on the basics. The event also focuses on hot topics like money market fund regulations, money fund alternatives, offshore markets, and other recent industry trends. Our educational conference features a faculty of the money fund industry's top lawyers, strategists, and portfolio managers, and the Greenwich show will include our Holiday cocktail party Dec. 17 and a free product training session for Crane Data clients. We review the MFU agenda and some other upcoming conferences, below.
Money Fund University offers a 2-day crash course on money market mutual funds, educating attendees on the history of money funds, the Fed, interest rates, ratings, rankings, and money market instruments such as commercial paper, Treasury bills, CDs and repo. We also cover portfolio construction and credit analysis. Registrations are $750 and are now being taken, and the latest agenda is available here. (E-mail us to request the latest brochure, and make your hotel reservations here!)
The morning of Day One (12/17/26) of the 2026 MFU agenda includes: Welcome to Money Fund University, History & Current State of Money Funds with Peter Crane of Crane Data; The Federal Reserve & Money Markets with Katie Craig of Bank of America; Ratings, Monitoring & Performance with Steven Johnson of Fitch Ratings, Andrea Valverde of S&P Global and Peter Crane of Crane Data; and, Instruments of the Money Markets Intro with Pankaj Vohra of J.P. Morgan Securities.
Day One's afternoon agenda includes: Repurchase Agreements with Dan Boate of J.P. Morgan Securities; Treasuries & Govt Agencies with Sue Hill of Federated Hermes and Matt Lachance of TD Securities; Commercial Paper & ABCP with Greg Jensen of Citi Global Markets; CDs, TDs & Bank Debt with Vanessa McMichael of Wells Fargo Securities; and, Credit Analysis & Portfolio Management with Peter Henshaw and Keith Lawler of BNY Dreyfus. (Note: Crane Data will host its Holiday Party alongside MFU. Clients and friends are welcome to join us at the Hyatt Regency in Greenwich, Conn. on Thursday, Dec. 17 from 5-7:30pm!)
Day Two's (12/18) agenda includes: Money Fund Regulations: 2a-7 Basics & History with Stephen Cohen of Dechert LLP and Geena Marzouca of Stradley Ronon Stevens & Young; Tokenized Money Funds, Stablecoins & ETFs with Stephen Cohen of Dechert LLP and Jon-Luc Dupuy of K&L Gates LLP; European MMFs & Ultra-Short Bond Funds with Peter Crane of Crane Data and John Hunt of Sullivan & Worcester LLP; and Money Fund Data & Wisdom Demo/Training with Peter Crane. The conference ends with its annual MFU "Graduation" ceremony (where diplomas are given to attendees).
New portfolio managers, analysts, investors, issuers, service providers, and anyone interested in expanding their knowledge of "cash" investing should benefit from our comprehensive program. Even experienced professionals may enjoy a refresher course and the opportunity to interact with peers in an informal setting. Exhibit space for Crane's Money Fund University is $2,000, and sponsorship opportunities are $3K (Bronze), $4K (Silver), and $5K (Gold). A block of rooms has been reserved at The Hyatt Regency Greenwich. (Please reserve before 11/20.)
We'd like to thank our past MFU sponsors -- Northcross Capital, Federated Hermes, Fitch Ratings, CastleOak Securities, BlackRock, TD Securities, Capitolis, Northern Trust, Dechert, J.P. Morgan Asset Management, K&L Gates, Dreyfus, Citi and GLMX -- for their support, and we look forward to seeing you in Greenwich in December! E-mail Pete Crane (pete@cranedata.com) for the latest brochure or visit www.moneyfunduniversity.com to register or for more details.
Also, the latest agenda is available and registrations are still being taken for our European money market mutual fund event. Registration for European Money Fund Symposium is $1,000 USD. EMFS will be held at Hotel Pullman Paris La Defense. Visit www.craneeurosymposium.com to register, and contact us to request the PDF brochure. (Let us know too if you'd like information on sponsorships or speaking in future years too.)
Mark your calendars too for our next Bond Fund Symposium, which will be held in Philadelphia, Pa., on March 22-23, 2027. (Click here to see last year's agenda.) Bond Fund Symposium is the only conference devoted entirely to bond mutual funds, bringing together bond fund managers, marketers, and professionals with fixed-income issuers, investors and service providers. The majority of the content is aimed at the growing ultra-short and conservative ultra-short bond fund marketplace.
Finally, Crane Data is starting preliminary preparations for our next big show, Money Fund Symposium, which is scheduled for June 23-25, 2027 in Philadelphia, Pa. The agenda will be released later this fall and registrations will open soon. Let us know if you'd like more details on any of our events, and we hope to see you in Paris in September or in Greenwich in December this year, or in Philadelphia in March or June 2027. Thanks to all of our speakers and sponsors and for your support!
