7:30 – 8:15
Registration and Continental Breakfast

8:15 – 8:30
Chairperson’s Welcome

8:30 – 9:15
Keynote Address – The Current State Of The US And Global Economy: What’s Next?

9:15 – 10:00
Commodities 2010: The Road Ahead

After the whipsaw of 2008, 2009 has been a year of relative stability. Are we establishing a new base, or are we retrenching? Are we headed for runaway inflation? Or catastrophic deflation? And how will either impact commodities? Which commodities are best positioned for a global recovery?

10:00 – 10:30
Morning Networking Break

10:30 – 11:15
The Currency Connection: Is The Dollar Doomed?

Currency is one of the market’s only zero-sum games—it’s always relative. Are we heading into a period of inflation so inexorable that the dollar will necessarily collapse? Or will the “demand for dollars” as the global reserve currency stem the tide? And what's the best way to profit from either scenario?

11:15 – 12:00
Stocks Vs. Futures: The Best Way To Play?

Which makes more sense for investors: commodity stocks or commodity futures? What are the advantages and disadvantages of each, and how do they apply to different commodity sectors? Plus, how will contango impact returns in 2010?

12:00 – 12:45
Active Vs. Passive: Which Works For Commodities?

ETFs have put a tremendous focus on commodities indexes, and for good reason―underneath every ETF there must be a replicable, transparent basket. But for decades, most commodities traders have employed active strategies. Are the passive indexes missing the boat, or simply capturing efficiencies?

12:45 – 2:00
Keynote Luncheon Address - Washington Update On Financial Reform

2:00 – 2:45
The Outlook For Energy

Oil and gas made the biggest bubble-headlines over the last 12 months. Has the burst bubble reverted these core economic inputs to a “norm,” or is peak oil and the disintegration of the global delivery infrastructure an unstoppable long-term upward force? And are ETFs changing the face of the market?

2:45 – 3:30
The Outlook For Precious Metals

All eyes on gold … With GLD on its way to becoming the world’s largest ETF, and already one of the largest single pools of the precious metal, has the market changed fundamentally? Are eTrade accounts the new central bank? Is the silver ratio a dinosaur? Is there really a platinum group shortage?

3:30 – 3:45
Afternoon Networking Break

3:45 – 4:30
The Outlook For Agricultural Products

Is agriculture inexorably tied to end-user consumption, so much so that it will lag economic recovery? Or will supply contractions (and floods) keep the market in balance? Is the market still ruled by mother nature, or are speculators driving prices?

4:30 – 5:15
China and Industrial Metals

Is China, the largest consumer of copper, aluminum and iron, focusing on local production to the exclusion of real participation in the global market? Many master limited partnerships are throwing out steady yields over 10%, with significant tax advantages. Are investors missing the boat? With a new administration in Washington and a focus on the electrical grid, do biofuels have legs?

5:15 – 6:00
Asset Allocation: How Big A Role Should Commodities Play In A Portfolio?

Now that you’ve heard strategies for the major commodities groups, how do you tie all that together into your portfolio? The session will cover asset allocation strategies based on historical returns, current issues, volatility and correlations. Have the last few years changed the math?

6:00 – 7:15
Cocktail Reception On The NYSE Trading Floor