Global insights for institutional investors, fund and asset managers and their partners
Day Two: 28 March 2012
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| 08.30 | Registration | ||
| 08.55 |
Chairperson's opening remarks
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COMMODITY TRADE AND CAPITAL FLOWS | |||
| 09.00 |
The impact of shifting international commodity trade flows on investments
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| 09.20 |
Panel discussion: Commodity flows and the key trade routes in 2012 Mr Vijay IyengarVijay Iyengar is the Founder and Managing Director of Agrocorp International Pte Ltd, a Singapore based International Commodity Trading and Distribution House with a footprint across the globe. Armed with a management style of being... more.. Mr Vivek AgarwalMr Vivek Agarwal has a Masters in Engineering from Trinity College, Cambridge University, UK. He was a senior consultant at Booz Allen Hamilton, a global strategy-consulting firm, in London. He joined the VISA Group of Companies in July 2004 and is... more..  Moderator: Mr Willem KlaasensWillem Klaassens is an executive consultant with Latour Commodities Advisory, specialised in providing a range of management consultancy services. He has more than 20 years of experience in the Commodities and International Trade and Finance... more..
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| 10.10 |
The China factor in the world economy – opportunities and challenges for investors and traders
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| 10.30 |
China’s commodity demand and the effects of RMB internationalisation
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| 11.00 | Morning refreshments | ||
ESG CONSIDERATIONS | |||
| 11.30 |
Panel discussion: Reconsidering the case for commodity investments for the responsible investor Dr Marcel JeuckenDr. Marcel Jeucken is Managing Director Responsible Investment and member of the Management Team of the portfolio managers unit at PGGM Investments. PGGM Investments is the fiduciary manager for amongst others Pensioenfonds Zorg en Welzijn, the... more.. Mr Kris DoumaMr. Kris Douma (1961) joined Mn Services as Head of Responsible Investment & Active Ownership in April 2007. Before that he worked 15 years at Dutch FNV trade unions, lastly as head of strategy and consultancy at FNV Bondgenoten, the largest Dutch... more.. Mr John OliphantJohn holds a BSc (Actuarial Science) and a BSc(Hons) Advance Mathematics of finance both from the University of the Witwatersrand, Johannesburg. He was previously the Head of Quant Investing at STANLIB, were he managed long only funds as well as... more.. Mr James DickMr. James Dick joined QIC in November 2004 and is currently Head of Alternative Investments. Mr. Dick oversees the alternative asset program for QIC including all commodity exposures. Specific responsibilities in the alternative space include... more..Moderator: Dr James GiffordDr. James Gifford is Executive Director of the PRI and has been guiding the initiative since its inception in November 2003, working from 2003-2006 for UNEP FI in collaboration with the UN Global Compact on the development process, and since then... more..
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| 12.20 | Networking lunch | ||
OPPORTUNITIES AND RISKS IN ENERGY & PRECIOUS METALS | |||
| 13.20 |
Panel discussion: Oil price benchmarks, fundamentals and the implications for commodity investors Ms Jodie GunzbergMs. Jodie M. Gunzberg is director, commodity indices, at S&P Indices. Ms. Gunzberg is responsible for the product management of the S&P Commodity Indices, which includes the S&P GSCI, widely regarded as the leading measure of general commodity price ... more.. Mr Seth KleinmanMr. Seth Kleinman is Head of Energy Strategy on the commodities side at Citi, covering all aspects of global oil and gas markets. Seth has spent the last 15 years in the energy markets as an analyst, trader and researcher. He started in market...  Mr Tom JamesInternational Natural Resource executive and entrepreneur with a broad 22 year career in natural resources trading, investment banking and knowledge based services. He has shared his knowledge and successfully trained many 1000's of traders and... Moderator: Mike DavisMike has over 20 years of experience in the trading and analysis of a wide diversity of global derivatives markets. He is a former proprietary trader of financial futures and options on London's LIFFE derivatives exchange. Mike joined ICE in... more..
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| 14.00 |
Panel discussion: Investing in precious metals - the quest for the new "gold" Mr Peregrine CustMr. Peregrine Cust is the founder and Chief Investment Officer of Prana Capital Pte Ltd in Singapore. Prana was founded in the UK in 2005 before relocating to Singapore in early 2010. The Prana Fund seeks to exploit global macro themes and their... more.. Mr Arno PilzPrior to joining Duet, Mr. Arno Pilz was trading Commodities at Apollo Management International and before this Global Head of Metals trading at Lehman Brothers and Head of Metals trading and TZRM (Time Zone Risk Manager) of European commodities at... more.. Mr Peter SchwendnerPeter completed his PhD in theoretical physics in 1998 and then started his business career at Sal. Oppenheim in Frankfurt as a developer for trading models. Since 1999, he built up and led the derivatives research group in the Investment Banking... more.. Mr Shayne McGuireMr. Shayne McGuire manages the GBI Precious Metals Fund and is the Head of Global Research at Teacher Retirement System of Texas, one of the world's largest pension funds. With 18 years of financial experience, Mr. McGuire has managed a $2 billion ... more.. Mr Kazuhiko InabaMr. Kazuhiko Inaba is a Senior Manager at the Frontier Strategy Planning and Support Division of Mitsubishi UFJ Trust and Banking Corporation (MUTB). Before coming to the current division, he had been in charge of JDR Business in the Transfer... more..Moderator: Mr Frank E. HolmesFrank Holmes is CEO and Chief Investment Officer of U.S. Global Investors, Inc., a registered investment adviser that manages U.S. mutual funds specializing in natural resources, emerging markets and global infrastructure. U.S. Global also... more..
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| 14.50 | Afternoon refreshments | ||
INVESTING FUNDAMENTALS FOR ENERGY AND AGRICULTURE | |||
| 15.20 |
Panel discussion: Case studies and investing fundamentals for the energy sector Mr Nicolas RobinMr. Nicolas Robin joined Threadneedle in 2010 and is the Co-Manager of the Threadneedle (Lux) Enhanced Commodities Fund. Mr. Robin brings both hedge fund and commodity index trading experience to the team. He started his career at Barep Asset... more..Mr Tom JamesInternational Natural Resource executive and entrepreneur with a broad 22 year career in natural resources trading, investment banking and knowledge based services. He has shared his knowledge and successfully trained many 1000's of traders and...  Mr Frederic HervouetMr. Frederic Hervouet is a Managing Director at BNP Paribas, having joined Global Equity & Commodity Derivatives in 2007. He was responsible for Commodity Investor Derivatives Business in Asia before being the co-Global Head of Commodity Investors... Moderator: Mr John HylandMr. John T. Hyland, CFA is the Chief Investment Officer for United States Commodity Funds (USCF). USCF is a sponsor and manager of a family of exchange traded commodity funds, including the United States Oil Fund (ticker: USO), the United States... more..
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| 16.00 |
Panel discussion: Allocating to agriculture in your portfolio for the best returns and exposure Mr Nick GreenwoodHaving spent almost 25 years managing bonds and equities for both institutional investors and private clients, Mr. Nick Greenwood moved to the Local Government Pension Scheme in 2004 when he joined the Environment Agency. Mr. Greenwood joined the... more.. Mr Lionel SemoninLionel Semonin is the founder of Singapore based Four Elements Capital and the portfolio manager of its flagship “Earth Element” commodity fund. The Fund is a long-short systematic fund based on both fundamental and market analytics, the fund... more.. Ms Kar Peng YeoPrior to establishing Kendall Court in 2004, Ms. Yeo Kar Peng was a Managing Director at Citigroup Global Markets. She was responsible in the setting up and building of Citigroup's franchise in Malaysia. She was the key coverage banker in charge of... more..Moderator: Mr Greg SmithMr. Greg Smith is the Managing Director of Global Commodities Limited and has over 25 years' experience in the commodity futures industry. After completing a trade certificate in 1980, he travelled to London where he was an accounts clerk at the...
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| 16.40 | End of conference day 2 |
