Meeting Schedule

Discussion of the Current Trends in Money Market Funds and What's Next for Portals

Gregory Fortuna, CFA
Managing Director
State Street Global Markets

This session will provide an overview of the current money fund marketplace and more specifically, the money fund portal space.  We will discuss details of the current market share of portals in general, providing estimates of the market share of the leading portals and incorporating the AFP investor survey to provide details as to who is using these portals (corporates, insurance companies, etc.) today.  In addition, the presentation will discuss the current trends in the market and how portals are addressing these trends.  Some of the major topics will include; SEC regulatory changes, investor interest beyond 2A-7 funds, globalization of portals, portal consolidation, and pre-trade compliance

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Gregory Fortuna, CFA is a Managing Director at State Street Global Markets.  Greg is global head of Fund Connect, State Street』s money market fund execution portal.   Greg has been in the electronic execution field since 1998.  Over the past twelve years, Greg has worked on fixed income, FX, ETF, and money market trading portals.  He has vast experience in both sales and design of leading edge technological solutions in the trade execution arena.   Prior to joining State Street, Greg worked as an analyst and author for Thomson Financial Services Corp and Fidelity Management & Research Company.
Greg is a cum laude graduate of Boston College.  Greg earned the Chartered Financial Analyst designation.  He holds NASD Series 7, Series 63 and Series 3 licenses. 

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