
| Agenda |
Morning Sessions – Macro Issues7:30 – 7:45am Attendee check-in/entry into the NYSE7:45 – 8:20am Registration and Continental Breakfast8:20 – 8:30am Conference Facilitator's/Moderator's Welcome
Jim Wiandt, Publisher 8:30 – 9:30am State of the Commodities IndustryWith 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:
Moderator: 9:30 – 10:15am Gaining Exposure: ETFs, ETNs and Other OptionsThe 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:
Moderator: 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 Break10:45 – 11:30am Commodities & Currencies: The Demise of the Greenback, The Rise of Inflation, and the Implications on Your PortfolioInvestors looking for non-correlated returns are increasingly turning to currency exposure for help. Are currencies a legitimate asset class? Key topics include:
Moderator: 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:
Moderator: 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
Afternoon Sessions – Asset Allocation1:45 – 2:30pm Allocating to EnergyOil 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:
Moderator: 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 MetalsGold 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:
Moderator: Philip Klapwijk, Executive Chairman GFMS Limited Jon Nadler, Senior Analyst Kitco Bullion Dealers Montreal 3:15 – 3:45pm Afternoon Networking Break3:45 – 4:30pm Allocating to Agricultural ProductsAll 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:
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 MetalsIndustrial 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:
Moderator: 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 PortfolioNow 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?
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 |


Keynote Address – Jim Rogers










