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Commo & Energy 2009 Conference Schedule - October 28^th, 2009

08.00 Registration & Coffee

08.20 Chairman’s Introductory Speech
Welcome and comments on the agenda

08.30 THE MACRO PICTURE

• Macro Overview : commodity geopolitics
• UNCTAD commodities problematic
• Emerging Markets Commodities Trade and Development
• Sustainability & Commodities

09.10 OIL

• Opportunities and Risk in the oil sector
• Portfolio construction in oil
• Oil stocks vs. oil futures plus contango, backwardation and more

09.40 AGRICULTURAL COMMODITIES

• Opportunities and risk in agricultural commodities.
• Specificities of wheat, corn, sojabean, sugar markets.
• The influence of alternative energy on agro prices.
• Optimal agricultural portfolio construction.

10.20 Coffee break

10.50 GOLD, METALS & MINING

• How to build a gold and precious metals portfolio ?
• Is gold still a « safe heaven » asset ?
• What’s the outlook for silver, platinum and other precious metals ?
• Opportunities and risk in the metal segment
• Copper, aluminium, nickel, zinc specificities in the global recessionOpportunities and risk in agricultural commodities.

11.30 ELECTRICITY ANS GAS

• Electricity and an investment proposal
• Mid term, short term Gas opportunities

12.30 Networking Lunch

02.00 CARBON & NEW ENERGY TRENDS

• Co2 emissions. Trading and Funds opportunities
• Renewable Energy: a disruptive technology ?
• Wind opportunities & risks

02.40 TRADE FINANCE

• Commodity & Energy Trade Finance as an investment proposal
• Asian and African specificities

03.20 Afternoon Tea Break

03.50 REGION SPECIFIC

• Commodity & Energy region specific opportunities
• Special focus : Latin America, Africa.
• Asian and Australian Commodity and Energy Opportunities

04.30 MACRO STRATEGIES

• Liquidity issues in Commodities
• How to achieve good portfolio diversification?
• Opportunities in the PE segment
• Equity v/s Futures & Options

05.00 FUNDS of FUNDS & ALLOCATORS

• What is the right approach for Funds of Funds to invest in commodities ?
• Open debate with prominent allocators about the right approach to address the region
• Active v/s passive investments

05.40 FINAL INVESTORS

• The point of view of final investors (pension funds, private bankers and HNWIs)
• Strategies when investing in commodities
• Dedicated exposure or diversified portfolios ? Creating the ideal commodities portfolio

06.10 Chairman’s closing remarks

06.20 End

EVENING EVENT

06.30 Networking Cocktail / Dinner Reception

• At “Les Salons de Theophile” in Geneva Old Town
  Bus will leave at 7.00 pm in front of Grand Hotel Kempinski.
  (15 mn) Return around 11.00 pm
  Good food and Jazz Band
  Ideal for networking in good atmosphere