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Commo & Energy 2009 Conference Schedule - October 28th, 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
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