
| Agenda |
7:30 – 8:10
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Bob Greer Executive Vice President & Manager of Real Return Products PIMCO |
8:20-9:35
Commodities 2011: The Road Ahead
Commodities have continued to make gains in 2010. Is the recovery in full swing, or are we headed for a double-dip? And which commodities are best positioned for either a growth or inflationary outcome?
| Moderator | |
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Jim Wiandt Publisher INDEXUNIVERSE |
Panelists |
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Dennis Gartman Editor & Publisher THE GARTMAN LETTER |
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Victor Sperandeo President & CEO Enhanced Alpha Management, L.P. |
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Mark Yusko Chief Executive Officer & Chief Investment Officer MORGAN CREEK CAPITAL MANAGEMENT |
9:35-10:25
Inflation, Deflation and the Fate of Currency
Last year's dollar concerns have been replaced with fears about the euro, and many investors think flat currencies as a whole are on the ropes. So are we headed for inflation, or will deflationary pressures take over? And either way, how can commodities help investors protect their portfolios?
| Moderator | |
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Bob Greer Executive Vice President & Manager of Real Return Products PIMCO |
Panelists |
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Adam De Chira Co-President JEFFERIES ASSET MANAGEMENT |
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Martin Kremenstein Director DEUTSCHE BANK |
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Axel Merk President MERK INVESTMENTS |
10:25-10:45
Morning Networking Break
10:45-11:35
Playing the Global Infrastructure Boom
Worldwide, governments have pledged to spend trillions on infrastructure build-outs, such as new energy facilities, water services, and transportation networks. How will this infrastructure boom – much of which will take place in emerging markets – shape the commodity landscape in years to come?
| Moderator | |
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Matt Hougan President, ETF Analytics INDEXUNIVERSE |
Panelists |
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Matthew D. McCall President PENN FINANCIAL GROUP |
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Mario Maselli Portfolio Manager, Energy & Infrastructure TIAA-CREF |
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Ashmead Pringle President & Founder GREENHAVEN COMMODITY SERVICES |
11:35-12:25
The Outlook For Industrial Metals
Perhaps more than any other class of commodity, industrial metals remain primarily a story of emerging markets. How will countries like China continue to impact the global market moving forward? What's the outlook for copper and other base metals in 2011?
| Moderator | |
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Lara Crigger Associate Editor INDEXUNIVERSE |
Panelists |
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Charles Bradford Partner AFFILIATED RESEARCH GROUP, LLC |
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Luisa Moreno Research Analyst LUISIGHT RESEARCH |
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Nicholas Snowdon Assistant Vice President, Commodities Research BARCLAYS CAPITAL |
12:25-1:40
Keynote Luncheon Address
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Arthur Cashin Director, Floor Operations UBS FINANCIAL SERVICES at the NYSE |
1:40-2:30
The Outlook For Energy
How will oil, natural gas and coal fare in a post-recession economy? Will emerging markets continue to dominate demand? Are we back to a new normal in energy prices, or will supply pressures and a disintegrating global delivery infrastructure mean an unstoppable upward trend?
| Moderator | |
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Dave Nadig Director of Research INDEXUNIVERSE |
Panelists |
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John Hyland Chief Investment Officer UNITED STATES COMMODITY FUNDS |
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David Lifschultz President & Chief Investment Officer LIFSCHULTZ INVESTMENTS |
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Charles Maxwell Sr. Energy Analyst WEEDEN & CO |
2:30-3:20
Making Plays in Alternative Energy
Green is the new black: An increasing number of commodity investors are turning to green energy and conservation companies as a new play on commodities. But is the green energy boom real, or just a lot of hype and hope? Topics include carbon trading, biofuels, solar, wind, and smart grid.
| Moderator | |
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Matt Hougan President, ETF Analytics INDEXUNIVERSE |
Panelists |
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Tim Guinness Chairman & Chief Investment Officer GUINNESS ATKINSON ASSET MANAGEMENT |
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Tom Konrad Editor ALTENERGYSTOCKS.COM |
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Tyler Mordy Director of Research HAHN INVESTMENT |
3:20-4:10
The Outlook For Ags
Are grain prices finally ready to rally? How can investors access farmland? Can the softs boom continue? And how can investors profit from less-liquid commodities, like palm oil or rice?
| Moderator | |
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Lara Crigger Associate Editor INDEXUNIVERSE |
Panelists |
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Donald W. Lindsey Chief Investment Officer THE GEORGE WASHINGTON UNIVERSITY |
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Shonda Warner Managing Partner CHESS AG FULL HARVEST PARTNERS |
4:10-4:30
Afternoon Networking Break
4:30-5:20
The Outlook For Precious Metals
Precious metals like silver and platinum offer investors much more than just a safe haven. In a post-recession economy, are silver and the PGMs set to shine? And just how much do physically-backed ETFs affect their underlying markets?
| Moderator | |
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Matt Hougan President, ETF Analytics INDEXUNIVERSE |
Panelists |
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Adrian Day CEO ADRIAN DAY ASSET MANAGEMENT |
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Laura Morrison Global Index & Exchange Traded Products NYSE EURONEXT |
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Jon Nadler Senior Analyst KITCO METALS, INC. |
5:20-6:10
The Special Case for Gold
With fears about inflation and currency debasement running rampant, it's never seemed like a better time for gold than now. But is the metal nearing bubble territory? What do investors really get out of their gold exposure, and what's in store for the yellow metal in 2011?
| Moderator | |
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Jim Wiandt Publisher INDEXUNIVERSE |
Panelists |
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DeFred “Fritz” Folts III Senior Principal WINDWARD INVESTMENT MANAGEMENT, INC. |
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Shayne McGuire Head of Global Research & Portfolio Manager TEACHER RETIREMENT SYSTEM OF TEXAS |
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Jason Toussaint Managing Director, Investments WORLD GOLD COUNCIL |
6:10-7:30
Cocktail Reception, NYSE Trading Floor








































