Programme | Commodityinvestmentasia

	Commodity Investment World Asia Day 1
07.00	Registration
07.55	Welcome remarks by Terrapinn
08.00	The big picture on demand, supply, China and funding sources › Mr Stuart Kirk, Head of Lex, Financial Times The big picture on demand, supply, China and funding sources
08.20	North American markets, commodities and mining investment › Mr Mickey Fulp, Analyst, Writer, Mercenary Geologist North American markets, commodities and mining investment
08.50	Break
	GLOBAL COMMODITIES OUTLOOK
09.00	Chairperson’s opening remarks › Mr Grant Williams, Portfolio Manager, Vulpes Investment Management Chairperson’s opening remarks
09.10	Keynote: How have commodities performed for investors over the last decade and what are the trends for the future? › Mr Greg Smith, Group CEO, Global Commodities Keynote: How have commodities performed for investors over the last decade and what are the trends for the future?
09.30	Keynote: 2013 outlook for gold investments › Mr Grant Williams, Portfolio Manager, Vulpes Investment Management Keynote: 2013 outlook for gold investments
09.50	Keynote: Commodity cycles and the impact on commodity investments for Asian institutions › Prof Helyette Geman, Director & Member of the Board, Commodity Finance Centre, University of London and ESCP Europe & UBS - Bloomberg Commodity Index Keynote: Commodity cycles and the impact on commodity investments for Asian institutions
10.10	Morning refreshments & exhibition opening ceremony
	ASSESSING COMMODITY INVESTMENT METHODS
11.20	New approach of low correlation & diversification effect through gold › Mr Kazuhiko Inaba, Senior Manager, Mitsubishi UFJ Trust & Banking Corporation New approach of low correlation & diversification effect through gold
11.50	Panel discussion: Critically examining the differences between direct investment in commodities and investing in commodities equities › Mr Diego Parilla, Chief Executive Officer, Nareco Advisors › Mr Lionel Semonin, Chief Executive Officer, Four Elements Capital › Mr Tien Long Tan, Director & Chief Investment Officer, AN Capital › Mr Jason Wang, Chief Executive Officer, Stamford Management Panel discussion: Critically examining the differences between direct investment in commodities and investing in commodities equities
12.20	Networking luncheon
	INVESTING IN PRECIOUS METALS
14.00	Panel discussion: Opportunities and risks in the precious metals market › Mr Grant Williams, Portfolio Manager, Vulpes Investment Management › Mr Shayne McGuire, Director of Global Research and Portfolio Manager, GBI Gold Fund, Texas Teachers Retirement System › Mr Kazuhiko Inaba, Senior Manager, Mitsubishi UFJ Trust & Banking Corporation › Mr Diego Parilla, Chief Executive Officer, Nareco Advisors Panel discussion: Opportunities and risks in the precious metals market
14.45	An Indian private bank's perspectives on gold investments › Mr Nilesh Mundra, Head ? Investment Strategy, ICICI Bank Private Banking, ICICI Bank An Indian private bank's perspectives on gold investments
15.15	Afternoon refreshments
16.15	End of conference day one Before joining the networking cocktail session, attendees are invited to browse the adjacent exhibition halls featuring mining projects from around Asia Pacifi c and globally. The exhibition will allow you to learn more on direct investment opportunities into the metals and mining sector, networking with such mining CEO’s and other investors already investing in this sector, as well as identify projects which may offer you interesting investment opportunities through equities. End of conference day one
18.00	Networking cocktail

	Commodity Investment World Asia Day 2
	INVESTING FOR ASIAN INVESTORS
09.00	Chairperson’s opening remarks
09.10	Keynote: Global investment outlook for the commodities market and the impact on Asian portfolios › Mr Michael Lewis, Managing Director and Global Head of Commodities Research, Deutsche Bank Keynote: Global investment outlook for the commodities market and the impact on Asian portfolios
09.40	Case Study: Asset allocation priorities, strategies and investor considerations › Ms Ser Sze Puah, Director of Investments, Towers Watson Case Study: Asset allocation priorities, strategies and investor considerations
	COMMODITIES TRENDS AND STRATEGIES – SECTOR REVIEWS
10.10	Morning refreshments
10.50	Panel discussion: What contribution can agricultural make to your portfolio? › Mr Greg Smith, Group CEO, Global Commodities › Mr Zack Kembar, Director, Pacific Agri Capital Limited › Mr Lionel Semonin, Chief Executive Officer, Four Elements Capital › Mr Desmond Sheehy, Chief Investment Officer, Duxton Asset Management Panel discussion: What contribution can agricultural make to your portfolio?
11.30	Yielding the best returns from oil and gas investments › Mr Lionel Yeo, Invesment Analyst, Wesvault Yielding the best returns from oil and gas investments
12.00	Networking luncheon
	INTERACTIVE AFTERNOON SESSION
13.30	A critical look at the performance of commodities investment vehicles across varying commodity cycles › Prof Helyette Geman, Director & Member of the Board, Commodity Finance Centre, University of London and ESCP Europe & UBS - Bloomberg Commodity Index A critical look at the performance of commodities investment vehicles across varying commodity cycles
16.30	End of conference day two

sponsor

Silver Sponsor

Mitsubishi UFJ Trust & Banking Corporation at Commodity Investment World Asia 2013

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The big picture on demand, supply, China and funding sources

North American markets, commodities and mining investment

Chairperson’s opening remarks

Keynote: How have commodities performed for investors over the last decade and what are the trends for the future?

Keynote: 2013 outlook for gold investments

Keynote: Commodity cycles and the impact on commodity investments for Asian institutions

New approach of low correlation & diversification effect through gold

Panel discussion: Critically examining the differences between direct investment in commodities and investing in commodities equities

Panel discussion: Opportunities and risks in the precious metals market

An Indian private bank's perspectives on gold investments

End of conference day one

Keynote: Global investment outlook for the commodities market and the impact on Asian portfolios

Case Study: Asset allocation priorities, strategies and investor considerations

Panel discussion: What contribution can agricultural make to your portfolio?

Yielding the best returns from oil and gas investments

A critical look at the performance of commodities investment vehicles across varying commodity cycles

Related events

Related training