Week In Preview, June 25-July 1
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Monday, June 25, 2018

Week In Preview, June 25-July 1

The Financial Planning Association's (FPA's) 2018 NexGen Gathering continues today and tomorrow at UC Santa Barbara, after starting yesterday. The closing keynote speaker tomorrow will be Courtney Pullen, president of the Pullen Consulting Group. The sold-out conference is being sponsored by FP Transitions, FPA's Ventura Country chapter, Markel, MoneyGuidePro, PeachCap, BNY Mellon's Pershing, Shareholders Service Group (SSG), TD Ameritrade Institutional, and XY Planning Network.

This afternoon Peter Crane and his Crane Data team will kick off Crane's Money Fund Symposium. The three-day event is being held at the Westin Convention Center in Pittsburgh. Featured speakers expected to appear include: Joseph Abate, managing director of fixed income strategy at Barclays; Kevin Bannerton, partner at Total Bank Solutions; Fred Berretta, global head of sales at Cachematrix; Laurie Brignac, head of global liquidity at Invesco; Mark Cabana, U.S. rates at Bank of America Merrill Lynch; Robert Callagy, vice president and senior analyst at Moody's Investors Service; Tony Carfang, managing director of treasury strategies at Novantas; Steve Cohen, partner at Dechert; Crane himself, president and publisher of Crane Data; Rob Crowe, managing director at Citi Global Markets; Debbie Cunningham, money market CIO at Federated; Jonathan Currey, CIO liquidity at HSBC Global Asset Management; Stewart Cutler, head of orgination at Barclays; Chris Donahue, president and CEO of Federated; Greg Fayvilevich, senior director at Fitch Ratings; Greg Fortuna, managing director of State Street Fund Connect; Josh Frost, senior vice president at the Federal Reserve Bank of New York; Geoff Gibbs, head of liquidity investments at DWS; John Grimes, PM at Vanguard; Sabrina Hartzog, product manager for Citibank Online Investments; Sue Hill, senior PM at Federated; Joe Hooker, senior managing director at Promontory Interfinancial Network; Tracy Hopkins, chief operating officer of BNY Mellon Cash Investment Strategies; Tom Hunt, vice president and chief operating officer at AFP; Bill Jamison, senior vice president at Federated; Guyna Johnson, director at S&P Global Ratings; Joseph Johnson, vice president at Goldman Sachs; Tom Katzenbach, debt manager in the U.S. Department of Treasury; Reyer Kooy, managing director at DWS; Eric Lansky, president of StoneCastle Cash Management; Dave Martucci, PM at J.P. Morgan Asset Management; Dave Messerly, director of the office of finance at FHLBanks; Priya Misra, global head of rates strategy at TD Securities; Michael Morin, institutional portfolio manager at Fidelity; Pat O'Callaghan, vice president of Goldman Sachs Asset Management; , senior financial analyst at the SEC; Alex Roever, managing director at J.P. Morgan Securities; Sean Saroya, executive director at J.P. Morgan Securities; Alastair Sewell, director at Fitch Ratings; John Tobin, managing director at JPMAM; John Vetter, municipal structured analyst at Fidelity; Dave Walczak, head of U.S. money markets at UBS Asset Management; Jeff Weaver, head of money market funds and short duration fixed income at Wells Fargo Asset Management; Peter Yi, senior vice president and director of short fixed income at Northern Trust Asset Management; and Todd Zerega, partner at Perkins Coie. The conference has a host of sponsors, including: Amherst Pierpont, Barclays, BlackRock, BNP Paribas, BofA Merrill, Cachematrix, Citi, CPIWG, Credit Suisse, Dreyfus, DWS, Federated, Fidelity, First American Funds, Fitch, Goldman Sachs, Guggenheim, INTL FCStone, Invesco, Investortools, J.P. Morgan, Lummis, Mizuho, Moody's, MUFG, Natixis, Nomura, Northern Trust, RBC Capital Markets, S&P Global, South Street Securities, State Street, TD, Toyota Financial Services, Tradeweb, U.S. Bancorp Asset Management, Wells Fargo AM, and the Williams Capital Group.

Also this afternoon, Greg King of REX Shares and author Brian Kelly will ring the NYSE closing bell and host guests afterwords for cocktails in New York City.

Tomorrow in New York City Eric Ervin and his Reality Shares team will ring the opening bell at the Nasdaq and then host a luncheon at Butter. The luncheon will feature guest speaker Steve Beauregard, chief revenue officer of Bloq and a member of Reality Shares' blockchain advisory board.

This week on the defined contribution side of the industry, the teams at Prudential and Sheridan Road are hosting events. Our sister publication, 401kWire, has more details.

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