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
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