8:00
REGISTRATION & BREAKFAST
PART 1: GLOBAL PRECIOUS METALS MARKETS
9:00
OPENING REMARKS
» Ken Hoffman — Senior Metals and Mining Analyst, Bloomberg Intelligence
9:05
KEY NOTE: THE FUTURE OF PRECIOUS METALS MARKETS
» Harriet Hunnable — Executive Director, Global Head of Precious Metals, CME group
9:25
PANEL DISCUSSION: AN OPEN DEBATE ON GLOBAL GOLD MARKETS
» What is China's role in global gold markets?
» Do gold bugs have any merit to any of their theories?
» Is gold a currency for the modern world?
Participants:
» Ken Hoffman — Senior Metals and Mining Analyst, Bloomberg Intelligence
» Ross Norman — CEO, Sharps Pixely
» John Reade — Partner and Gold Strategist, Paulson
10:00
LONDON PRECIOUS METALS PRICES: RAISING THE BENCHMARK
» Sakhila Mirza — General Counsel, London Bullion Market Association
10:20
COFFEE BREAK
PART 2: LET’S GET PHYSICAL
10:40
CHINA: A NEW GOLD STANDARD
» Ken Hoffman — Senior Metals and Mining Analyst, Bloomberg Intelligence
11:05
MAKING SENSE OF CHINESE GOLD FLOWS & GOLD DEMAND
» Philip Klapwijk — MD, Precious Metals Insights, Ltd
11:30
PHYSICAL FLOWS IN PRECIOUS METALS
» Nikos Kavalis — Director, Metals Focus
11:50
PANEL DISCUSSION: HOW WILL FUNDAMENTALS IMPACT PRECIOUS METALS PRICES
» Impacts of declining mine supply
» Outlook for Indian imports
» Chinese thirst for precious metals
Participants:
» James Steel — Precious Metals Analyst, HSBC
» Nikos Kavalis — Director, Metals Focus
» Philip Klapwijk — MD, Precious Metals Insights, Ltd
» Tom Kendall — Head of Metals Strategy, LCM Metals
12:30
LUNCH
PART 3: SPOTLIGHT ON THE PGMS, DIAMONDS
13:30
A REVIEW OF PLATINUM JEWELLERY DEMAND IN CHINA
» Rupen Raithatha —Research Manager, Johnson Matthey
13:55
PANEL DISCUSSION: OUTLOOK FOR PGMS
» Why are deficits not supporting prices?
» Above ground stocks
» Outlook for auto demand
Participants:
» David Jollie — Strategic Analyst, Precious Metals, Mitsui Global Precious Metals
» Dr Jonathan Butler — Precious Metals Strategist, Mitsubishi Corporation
» James Steel — Precious Metals Analyst, HSBC
14:30
INVESTMENT CASE FOR PLATINUM
» Paul Wilson, CEO, World Platinum Investment Council
14:50
DE BEERS: FUTURE OF THE DIAMOND INDUSTRY
» Bruce Cleaver — Executive Head, Strategy & Corporate Affairs, De Beers Group
15:10
COFFEE BREAK
PART 4: MACRO & ASSET MANAGEMENT
15:30
SOURCES OF VOLATILITY EMANATING THE GLOBAL ECONOMIC ENVIRONMENT
» Blu Putnam — Managing Director and Chief Economist, CME Group
15:50
THE CASE FOR GOLD EQUITIES
» Ned Naylor-Leyland — Investment Director and Fund Manager, Quilter Cheviot
16:10
UNDERSTAND GOLD AS AN ASSET-CLASS
» Alistair Hewitt — Director, Market Intelligence Group, World Gold Council
16:30
CLOSING REMARKS
» Ken Hoffman — Senior Metals and Mining Analyst, Bloomberg Intelligence
16:40
DRINKS/CANAPÉS
BREAKOUT SESSIONS RUNNING ALONGSIDE MAIN SESSIONS
10:40
UNDERSTANDING BLOOMBERG COMMODITY INDEXES
» Carole Bernard — Indexation Business Specialist, Bloomberg L.P.
12:45
METALS & MINING ON BLOOMBERG
» Ken Hoffman — Senior Metals and Mining Analyst, Bloomberg Intelligence
13.30
USING THE COMEX PRECIOUS METALS MARKETS FOR PHYSICAL DELIVERIES: A CLOSER LOOK
(IN PARTNERSHIP WITH MALCA-AMIT)
» Andinya Boral — Director, Metals Products, CME Group