iMoneyNet Money Market Xchange (MMX)  | October 12th 2022 
&
EPFR Fund Flow Xchange (FFX)  | October 13th 2022


 

Canoe Studios | New York City

October 12th |
iMoneyNet Money Market Xchange (MMX) 

Join our experts at Canoe Studios in New York City for the latest installment of iMoneyNet Money Market Xchange (MMX): ‘Navigating the New Normal: Flows, Factors and Forecasts’. Formerly known as Money Market Expo, it is the longest-running educational and networking event for the money fund industry, investors, securities issuers and service providers. There will be unmissable discussion on money fund reform, the changing interest rate landscape, and the impact of ultra-short duration bonds in the industry. 

Since February 2020, Money Market Funds globally have seen assets under management grow by $1.4 trillion, and this year’s MMX will take place as the US Money Fund industry is facing a new round of reforms, interest rates in Europe and North America are climbing off the floor and alternative liquidity vehicles such as ultra-short-term bond funds gain traction.

Business conference
 
Presentation

October 13th | 
EPFR Fund Flow Xchange (FFX)

The theme of ‘Navigating the New Normal: Flows, Factors and Forecasts’ will be continued with the inaugural EPFR Fund Flow Xchange (FFX). The event will explore themes that drive the macroeconomic environment with the most respected speakers in global market research, such as the impact additional rate hikes will have on markets, and the role China will play in dynamic, interdependent global markets.

We have seen the rise of the ETF, the repression of returns on a massive scale, waves of new regulations, and growing interest in alternative asset classes as we tracked fund flows and allocations throughout the Asian currency crisis, Dot.Com bubble, the great financial crisis, and Covid pandemic. We understand navigating this changing investment landscape – and to profit from it – increasingly requires quantitative approaches. Explore new opportunities created by the dramatic expansion of EPFR’s database, the role quantitative factors are playing in unlocking new value, and emerging trends highlighted by EPFR data.

Program

iMoneyNet MMX - October 12th

EPFR FFX - October 13th

9:00 

Registration

9:30

Introduction

9:40

Keynote Address

10:20

Current State of Industry - Regulation/Rising Rates
Where we’ve been, and where we are going. This session will cover short-term rates, credit markets and regulatory reform with the latest information available.

11:10

Break

11:30

Product Session - Ultrashorts/ESG/ETF
Investment professionals discuss alternatives to money market funds, as well as alternative investment strategies within money market funds.

12:15

Lunch / Networking

1:15

Roundtable
Portfolio managers discuss strategies for managing liquidity products in an ever changing world of SEC reforms, inflation, and rising rates.

2:15

Ratings Roundtable
Ratings and Investment Trends in the Money Market Fund Industry.

2:50

Break

3:20

Money Market Outlook
This session discusses the outlook of the money market by assessing the potential impact the Fed, MMF reforms and various regulatory policies could have on the industry.

4:00

Strategist Panel
How to adjust to rate actions taken by the Federal Reserve and other central banks and their impact on the yield curve will be explored.

5:00

Cocktail Reception

9:00 

Registration

9:30

Introduction / Keynote Address

10:00

Behavioral Finance 

10:45

Break

11:00

Inflation and Interest Rates
Three months after the initial shock of the Covid pandemic roiled global markets, EPFR-tracked Inflation Protected Bond Funds started receiving consistent, above average flows. Now that, nearly two years later, central banks are heeding that signal, how are investors positioning themselves? And what are they positioning themselves for? Stagflation, a return to deflation or a new, post-Covid normal? 

11:45

Break

12:00

China – Party Congress & Driving Growth
Despite the issues surrounding China’s regulatory crackdown on key sectors and the economic damage done by China’s aggressive defense of its ‘zero Covid’ policy, investors have poured money into EPFR-tracked China Equity Funds. Institutional investors are gravitating to a market whose policy ammunition is far from exhausted and whose government has strong incentives to use that ammunition in the run up to Communist Party Congress.

1:00

Lunch / Networking

2:00

Europe
The past decade has been one of complex – and painful -- economic and social policy choices driven by the great financial crisis, immigration and Covid. This winter, however, those policy choices may boil down to one simple goal: how to keep the lights on without access to cheap Russian energy. Which European countries are investors backing to navigate this challenge and which are they shunning? 

2:45

Break

3:00

Investment Themes: ETFs and Active/Passive Management
The pace of flows into ETFs has rekindled debates about their risks and impact on market signals. Assets parked in the ETFs tracked by EPFR now exceed $10 trillion. These funds, which passively track an index, commodities or baskets of other assets and can be traded on stock exchanges, came into 2020 having hit the $7 trillion mark. Since then, inflows have accelerated dramatically. Equity ETFs now account for a quarter of the assets held by all Equity Funds while 15% of all Bond Fund assets are lodged in ETFs. 

3:45

Break

4:00

ESG
What price non-monetary returns? That is among the thorny questions facing funds that espouse socially responsible (SRI) and environmental, social and governance (ESG) principles. In the four years preceding this one, investors lavished SRI/ESG Equity and Bonds with fresh money. But 2022 has seen those flows, which saw assets managed by EPFR-tracked SRI/ESG Equity Funds increase fivefold between 2018 and 2021, moderate as these funds wrestle with the limits of what they can promise -- and deliver. 

5:00

Cocktail Reception

 

Past Speakers

We're busy finalizing our amazing speaker line up and will announce the full list soon. In the meantime, here are some of the leading industry experts that we've been privileged to have speak at our previous events.

If you're interested in speaking, Contact Us!

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The Venue

Canoe Studios NY

601 W 26th St, New York, NY 10001, United States

We are hosting the MMX and FFX events at the popular Canoe Studios in New York City with breathtaking views of Upper and Lower Manhattan, as well as the Hudson River.

 

iMoneyNet Money Market Xchange (MMX) | October 12th

&

EPFR Fund Flow Xchange (FFX)  | October 13th 

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What

iMoneyNet MMX 

& EPFR FFX

When

Ocotober 12th & 13th

Where

Canoe Studios 

New York