Institute for International Research

THE premier educational conference for money fund professionals.

Dear Money Market Professional:

For more than 30 years, the money market mutual fund industry has been expanding both in terms of the number of money funds and the types of money market instruments that money funds can hold in their portfolios. Money market fund assets now exceeds $2 trillion. Can growth continue unabated? What will it take to remain a viable player in this industry? What new money fund eligible securities are in the pipeline? Are there new avenues for distribution of money fund shares?

With intensifying competition, both from other funds and from alternative cash products, now more than ever it is critical to keep abreast of the latest products, most successful investment strategies, and best risk management techniques. The Money Fund Forum faculty of industry experts will provide invaluable insight on these and many more pressing issues: 

• Gain Critical SEC Insight from Robert Plaze, Associate Director, Division of Investment Management, U.S. Securities & Exchange Commission
• Sean Collins, Senior Economist, Investment Company Institute will Evaluate the Economic & Financial Outlook for Money Markets
• Learn Investment Strategy from numerous top notch portfolio managers including Kellie Allen, Managing Director, Evergreen Investment Management Company; Debbie Cunningham, Chief Investment Officer – Money Markets, Federated Investors; Colleen Meehan, Senior Portfolio Manager, The Dreyfus Corporation; John Tobin, Managing Director, JPMorgan Asset Management… just to name a few.

The Money Fund Forum, now in its 12th year, is THE premier educational conference for money fund professionals. Our faculty of top-performing portfolio managers and money market experts will provide up-to-date information on portfolio management strategies, opportunities for growth, new products, regulatory developments and other hot topics in both the taxable and tax-exempt money fund business.

Attendees will take home unparalleled advice for investing in the current rate environment, including:

• Practical strategies for finding yield while minimizing risk
• Need-to-know elements of non-traditional products - evaluating risk vs. benefits
• Tactics for ensuring full compliance in this era of increased scrutiny
• Portfolio construction and maturity management for a steady rate environment

Plus, attendees will gain invaluable information during the informal networking surrounding the event. There is ample opportunity to meet and learn from the exceptional speaker faculty and your industry peers.

Year after year, the Money Fund Forum has provided excellent educational programming – seasoned players looking to stay on top of their game, and newcomers alike will find this year's program invaluable.

Register today by calling 1-888-670-8200 or emailing register@iirusa.com .

We look forward to seeing you in September.

Sincerely,

Connie Bugbee
Managing Editor
iMoneyNet

Bridget Kotelly
Event Director
Institute for International Research

Register by August 4th and Save $100.