Agenda
November 3, 2008
New York Stock Exchange

Morning Sessions – Macro Issues


7:30 – 7:45am Attendee check-in/entry into the NYSE


7:45 – 8:20am Registration and Continental Breakfast


8:20 – 8:30am Conference Facilitator's/Moderator's Welcome

Jim Wiandt, Publisher
IndexUniverse.com

Matt Hougan, Editor
IndexUniverse.com


8:30 – 9:30am State of the Commodities Industry

With oil above $100/barrel and gold touching $1000/ounce, the commodities boom is no secret. Where are commodity prices heading from here? Key topics include:
  • Is this a commodities supercycle … or a commodities bubble?
  • How can investors use commodities to protect their portfolios from inflation?
  • Which commodities are best positioned for the future?

Moderator:
Kevin Morrison, Author
Living in a Material World - the Commodity Connection

Panelists:
John Brynjolfsson, Chairman & CIO
Armored Wolf LLC

Peter Schiff, President
Euro Pacific Capital Inc.

9:30 – 10:15am Gaining Exposure: ETFs, ETNs and Other Options

The launch of commodity ETFs has changed the way investors think about commodities. But are ETFs really the best way for investors to tap into the commodities boom? Key topics include:
  • ETFs, ETNs, Futures and Equities: Understanding your options.
  • Active vs. passive management plus what is the best commodity index?
  • The tax implications of commodity investing.

Moderator:
Matt Hougan, Editor
IndexUniverse.com

Panelists:
Kevin Rich, Managing Director, Deutsche Bank AG
CEO, DB Commodity Services LLC

Lisa Dallmer, Senior Vice President, ETFs & Indexes
NYSE Group

Philippe El-Asmar, Managing Director - Head of Investor Solutions, Americas
Barclays Capital

10:15 – 10:45am Morning Networking Break


10:45 – 11:30am Commodities & Currencies: The Demise of the Greenback, The Rise of Inflation, and the Implications on Your Portfolio

Investors looking for non-correlated returns are increasingly turning to currency exposure for help. Are currencies a legitimate asset class? Key topics include:
  • What can currencies do for your portfolio?
  • The tax implications of currency investments.
  • Can the dollar go any lower?

Moderator:
Jim Wiandt, Publisher
IndexUniverse.com

Panelists:
Alan J. Andreini, CEO
Armored Wolf LLC

Bruce Lavine, President & Chief Operating Officer
WisdomTree Investments, Inc.

11:30 – 12:15pm Is The Tail Wagging The Dog?

Is the rush of new money into the commodities market impacting prices? Are speculators and index funds driving the market? Key topics include:
  • The proliferation of new commodities-focus products.
  • Institutional Investor acceptance of commodities as an asset class.
  • Are investors chasing returns?

Moderator:
Matthias Knab, Director
Opalesque

Panelists:
 Amy L. Barrett, Financial Advisor/Director of Investment Research
Savant Capital Management, Inc.

Tom Lydon, Editor
ETF Trends

Laurence B. Siegel, Director of Research, Investment Division
The Ford Foundation

12:15 – 1:45pm Networking Luncheon For Delegates & Speakers

Jim Rogers Keynote Address – Jim Rogers





Afternoon Sessions – Asset Allocation


1:45 – 2:30pm Allocating to Energy

Oil has risen from $10/barrel to over $100/barrel in less than a decade. Is that growth being driven by fundamentals … or by speculative fever? Key topics include:
  • Is there a speculative premium in the price of oil?
  • Is “Peak Oil” a reality?
  • Oil stocks vs. oil futures plus contango, backwardation and more.

Moderator:
Matt Hougan, Editor
IndexUniverse.com

Panelists:
John T. Hyland, CFA, Chief Investment Officer
United States Commodity Funds, LLC

Brad Cole, President
Cole Partners Asset Management

Edward L. Morse, Managing Director and Chief Economist
LCM Commodities


2:30 – 3:15pm Allocating to Precious Metals

Gold was left for dead in the 1990s, but it is now the hottest thing on the market. What is the role of gold in today’s economy? And what is its role in your portfolio? Key topics include:
  • Is gold still a “safe haven” asset … or has it become a trading tool?
  • What do the fundamentals say about the shiny metal?
  • What’s the outlook for silver, platinum and the other supporting metals?

Moderator:
Jim Wiandt, Publisher
IndexUniverse.com

Panelists:
Philip Klapwijk, Executive Chairman
GFMS Limited

Jon Nadler, Senior Analyst
Kitco Bullion Dealers Montreal

3:15 – 3:45pm Afternoon Networking Break


3:45 – 4:30pm Allocating to Agricultural Products

All of a sudden, farmers are the new darlings of Wall Street. But are soaring prices for corn and wheat supported by the fundamentals? Key topics include:
  • The influence of alternative energy on crop prices.
  • Understanding seasonal patterns in the agricultural commodities market.
  • Wheat vs. corn vs. soybeans vs. cotton: What’s the most attractive market?
Moderator:
Brad Zigler, Managing Editor
HardAssetsInvestor.com

Panelists:
Jeffrey Saut, Chief Investment Strategist, Managing Director, Equity Research
Raymond James & Associates, Inc.

Ashmead Pringle, President & Founder
GreenHaven Commodity Services

Shonda Warner, Founder
Chess Ag Full Harvest Partners

4:30 – 5:15pm Allocating to Industrial Metals

Industrial metals are the building blocks of the global economy. What is the outlook for copper, aluminum, iron and steel over the next five-to-ten years? Key topics include:
  • Which metals are most exposed to a global economic recession?
  • Corporate consolidation and its influence on pricing.
  • The outlook for lesser metals: nickel, lead and more.

Moderator:
H. Davis Nadig III, Senior Editor
Index Research Group

Panelists:
David J. Sutcliffe, Partner
Ebullio Capital Management LLP

Catherine M. Virga, Senior Base Metals Analyst
CPM Group

5:15 – 6:00pm Summing It Up: Creating the Ideal Commodities Portfolio

Now that you’ve heard strategies for the four major commodities groups, how do you tie all that together into your portfolio? What percentage allocation should each have?
  • Contango, backwardation and positioning your commodities portfolio on the yield curve.
  • Active vs. passive management in the commodities space.
  • The role of commodities in a well-diversified portfolio.
Moderator:
Kevin Morrison, Author
Living in a Material World - the Commodity Connection

Panelists:
Jim Rogers, Author of Hot Commodities

Derek van Eck, Chief Investment Officer
Van Eck Securities

Uwe Eberle, President & CEO
Man Investments Inc

6:00 – 7:15pm Cocktail Reception on the NYSE Trading Floor
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