7:30 – 8:10
Registration and Continental Breakfast

8:10-8:20
Chairperson’s Welcome

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?

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?

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?

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?

12:25-1:40
Keynote Luncheon Address

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?

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.

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?

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?

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?

6:10-7:30
Cocktail Reception, NYSE Trading Floor