Conference Day 1, Tuesday 29 November

• What is the appetite of the Chinese investor for commodity investment products?
• Key concerns of investors when  integrating commodities into their portfolios
• What are the key considerations for investors in determining how to access commodities?

Panelists:
Jacky Cheung, Chairman, Shanghai Zen Investment Management
Robert Niu, Fund Manager, China Merchants Fund Management
Su Yanyu, Fund Manager, Bosera Asset Management
Conrad Cheng, Chief Investment Officer, Lippo Investment Management Limited

Moderator:
Oh Gee Seok, Portfolio Manager, Mirae Asset Global Investments

• What countries and sectors do investors perceive to be offering the most attractive returns over the short, medium and long term?
• Do these countries and sectors offer the diversification Asian investors want?
• Considerations and risks

• The Russia-Siberia- China story – Examining China’s appetite for Siberian resource assets
• How can Asian investors benefit from EN+ growth? Connecting Asia to new territories, new opportunities
• Outlook on new developments and challenges

• Attracting foreign investors, Asian capital - Identifying potential Asian partners and being a first mover in raising
  capital in Hong Kong
• Innovative use of debt and equity structures to raise capital in
  Asia
  Exploring the use of Alumiunium ETFs

Also includes:

Masterclass hosted by Morgan Stanley (12:30pm – 2:00pm)
Back to fundamentals: The crucial basics of commodities
For those pre-registered for the Morgan Stanley masterclass, please refer to the masterclass section at the rear of the conference proceedings. This masterclass will run throughout the lunch break before the main conference begins again at 2:00pm.

• Which regions and have the most transparent governmental policies and most attractive foreign investment climate?
• Expanding investments in the sector through public and private partnerships
• What types of investors are they seeking?
• Understanding the real value your investment commitment – Risks, costs and timeline

• Understanding Philippines energy industry’s developments and its plan to diversify exploration and explore ventures globally
• Understanding the key ingredients to a mutually beneficially collaboration
• What is PNOC's long term expansion plan in working with IOCs?

Antonio Cailao, President, Philippine National Oil Company

• Overview of Luca International’s oil and natural gas development projects throughout the United States.How can foreign investors participateWhat are the long-term investment returns for investorsRisk and challenges of investing Central Asia’s oil and gas sector

• Capital raising trends in Asia – Comparing different countries and strategies
• Who are the different investor profiles in Asia participating in mining investments?
• What are the top capital-raising challenges and opportunities for global miners in Asia today?

• What is the investor appetite and performance of resource, energy and commodities companies IPOs in each region?
• Understanding the listing requirements and procedures on different exchanges
• Identifying which exchange is suitable for the different types of issuers
• What is the investor appetite of Asian investors for depositary receipts?
  

• What is the investor appetite and performance of resource, energy and commodities companies IPOs in each region?
• Understanding the listing requirements and procedures on different exchanges
• Identifying which exchange is suitable for the different types of issuers
• What is the investor appetite of Asian investors for depositary receipts

• International and Chinese resource classification systems
• Commonly used valuation standards and guidelines
• Valuation approaches and methodologies
• Special concerns for valuations in resource sector
• Major requirements of HK Stock Exchange on valuations for listed companies

• What is the track record of resource, energy and commodities companies’ secondary listings in Asia?
• Why should you consider secondary listing on an Asian bourse compared to western one?
• Cross listing vs. Secondary listing – Which is more suitable for you?
  

Panelists:

Achintya Mangla, Managing Director, Co-head of Equity Capital Markets, Asia, JP Morgan
Mark Williams, Head of Asian Equity Capital Markets, Nomura
Shawn Morvotjoe, Associate director, BMI Appraisals

A dinner bringing together all the major industry players in the commodity investment space, you will get to meet and network with investors, fund managers and other investment professionals, while enjoying a sumptuous meal in a tasteful and elegant setting.