Commodities & Precious Metals Investment Forum 2011

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About The Conference

Over the past few years, commodities and precious metals have been increasingly recognized as an effective and perhaps necessary tool for diversification.  In a post-recession and a slow growing economy, investors look to commodities to buffer their portfolios. Commodities tend to offer safety to investors since they tend to have a negative correlation with the stock market.  Furthermore, commodities tend to do well in times of inflation.  As a risk management tool, commodities and precious metals have clear benefits, but are they perhaps overlooked as a strong investment class in their own right?   iGlobal Forum’s Commodities and Precious Metals Investment Forum 2010 is designed for investors interested in the commodities markets.  You can expect thought provoking panel discussions from top notch speakers as they bring you the latest news and insights on gold, energy, agricultural, global currency and more.  The Forum will gather broker dealers, hedge fund managers, ETF issuers and marketers, high net worth individuals, index providers, financial advisors and consultants, pension fund managers and registered investment advisors.  We invite you to come to New York to meet with your industry peers, current clients, establish new clients, and create new business opportunities for your company.

Key Topics Covered

  • Commodity Trends: Promising Sectors and China's Growing Appetite for Energy and Materials
  • The case for Precious Metals: Portfolio Management and Strategy
  • Industrial Metals: Still an  Emerging Market? 
  • Using ETFs to Access Commodity Exposure
  • We Built This City: The Global Infrastructure Boom 
  • Precious Metals versus Currencies?
  • Agriculture Commodities: Farmland Investing is Here to Stay
  • Using Gold ETFs to Support Strategies For Diversification and Risk Mitigation

Network With Leading

  • Pension Fund Managers
  • Hedge Fund Managers
  • ETF Issuers
  • Asset Managers
  • High-net Worth Individuals
  • Index Providers
  • Financial Advisors and Consultants
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - COMMODITY TRENDS: PRICING, PROMISING SECTORS AND CHINA’S GROWING APPETITE FOR ENERGY AND MATERIALS
  • What\'s the outlook for 2011 and beyond? 
  • Can gold continue its amazing run?
  • What are the prospects for global commodity demand and supply?
  • Will we see spikes in food prices as we did in years past?
Drew Bernstein

Drew Bernstein

CPA and Co-Managing Partner

MARCUM BERNSTEIN & PINCHUK LLP

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Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

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Michael Norman

Michael Norman

Chief Economist

JOHN THOMAS FINANCIAL

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Daniel S. Shaffer, CPA, ChFC

Daniel S. Shaffer, CPA, ChFC

President & CEO

SHAFFER ASSET MANAGEMENT, INC.

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9:30 am - THE CASE FOR PRECIOUS METALS: PORTFOLIO MANAGEMENT AND STRATEGY
  • Discussing long-term investment strategies
  • Is it time for precious metals to break out past their all-time highs?
  • Analysis of how investors should relate precious metals with other commodities and investments
  • Why is scarcity emerging as the dominant investment theme?
  • What does a precious metals investment hedge against? Is it an inflation hedge, deflation hedge, or what?
  • How do the rare and technology metals fit into the scarcity investment thematic?
David Bensimon

David Bensimon

Principal

POLAR PACIFIC

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Suzanne S. Hamilton

Suzanne S. Hamilton

Founder & President

LEGACY ASSET MANAGEMENT, INC.

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Kingsley Jones

Kingsley Jones

International Portfolio Manager

MACQUARIE FUNDS GROUP, MACQUARIE BANK LTD

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Peter Hug

Moderator:

Peter Hug

Director, Investment Department

KITCO METALS INC.

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10:15 am - MORNING NETWORKING BREAK
10:45 am - INDUSTRIAL METALS: STILL AN EMERGING MARKET?
  • How will China and other countries continue to influence the global market in the years to come?
  • What\'s the outlook for copper and other base metals in 2011?
  • How will a lack of investment in mining and the restrictive nature of bringing a new mine into production limit the potential supply?
Justin Honrath

Justin Honrath

Commodity Analyst

CPM GROUP

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Luisa Moreno, Ph.D

Luisa Moreno, Ph.D

Analyst, Mining & Metals

JACOB SECURITIESinc

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11:30 am - USING ETFs TO ACCESS COMMODITY EXPOSURE
  • The Case for Commodity Investing: A Primer
  • Single Commodity or Diversified Index?
  • Analyzing commodity indexes and their differences
  • Following the evolution of Commodity ETFs
  • How to Select Your Best Choice
  • Evaluating the future of Commodity ETFs
John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

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Michael Jabara

Michael Jabara

Head of Exchange-Traded Fund (ETF) & Closed-End Fund Research

MORGAN STANLEY SMITH BARNEY

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Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

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12:15 pm - NETWORKING LUNCHEON
1:15 pm - USING COMMODITY ETFs TO SUPPORT STRATEGIES FOR DIVERSIFICATION AND RISK MITIGATION
  • Determining how passive investing supports or augments your core investment philosophy
  • Analyzing the use of futures-based or physically backed funds
  • Considering the real value of derivative contracts when formulating an ETF strategy
  • How will hedge funds influence activity in commodity ETFs? 
  • Liquidity considerations when using commodity ETFs
Mark Kremenstein

Mark Kremenstein

Director in DBX

DEUTSCHE BANK AG NEW YORK

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Edward McRedmond

Edward McRedmond

Senior Vice President, Institutional & Portfolio Strategies

INVESCO POWERSHARES

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DeFred G. Folts III (Fritz)

DeFred G. Folts III (Fritz)

Managing Director

WINDHAVEN INVESTMENT MANAGEMEN, INC.

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2:00 pm - CASE STUDY: FROM EXPLORATION, TO DEVELOPMENT, TO PRODUCTION

Serra Pelada – High grade gold and PGMs in Brazil

Ari Sussman

Ari Sussman

CEO & Chairman

COLOSSUS MINERALS, INC.

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2:30 pm - AFTERNOON NETWORKING BREAK
3:00 pm - PRECIOUS METALS VERSUS CURRENCIES?
  • Are investor concerns about the euro and other fiat currencies cause for alarm? 
  • Is the USD head for inflation? Deflation?
  • What is the role of central banks in the gold market and how is that evolving?
  • Can investors rely on commodities to protect their portfolios?
Matthew Turner

Matthew Turner

Precious Metals Strategist

MITSUBISHI CORPORATION INTERNATIONAL (EUROPE) PLC

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Bill Downey

Bill Downey

Technical Price Analyst

GOLDTRENDS.NET

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Martin Yu

Martin Yu

Analyst

CREDIT SUISSE

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3:30 pm - WE BUILT THIS CITY: THE GLOBAL INFRASTRUCTURE BOOM
  • Discussing the need for infrastructure in emerging markets
  • How will need to build roads, green energy facilities and communication systems effect commodity investments in the long term
Mario V. Maselli

Mario V. Maselli

Private Equity & Portfolio Management, Energy & Infrastructure, Global Private Markets

TIAA-CREF

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4:00 pm - ENERGY IN A POST-RECESSION ECONOMY
  • Will emerging markets continue to dominate demand of oil, natural gas and coal?
  • Have prices plateaued or will the continued demand and limited supply drive prices up permanently
  • Can investors replace or enhance fossil fuels in their portfolios with green energy commodities like biofuels, solar, wind and carbon trading?
John Licata

John Licata

Chief Commodity Strategist

BLUE PHOENIX INC.

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Daryl Jones

Daryl Jones

Managing Director

HEDGEYE RISK MANAGEMENT

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4:30 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

Brian Kelly

Brian Kelly

Managing Member and Co-Founder

SHELTER HARBOR CAPITAL

Kanundrum Capital was founded by global investor and CNBC contributor Brian Kelly. Brian has over 15 years

View More

Edward Morse

Edward Morse

Head of Commodities Research

CREDIT SUISSE

Ed Morse is a Managing Director and the Head of Global Commodities Research at Credit Suisse in New York. He

View More

John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

John T. Hyland, CFA is the Chief Investment Officer for United States Commodity Funds. USCF is a sponsor and

View More

John Licata

John Licata

Chief Commodity Strategist

BLUE PHOENIX INC.

After studying Economics at Saint Peter’s College (where he received the Wall Street Journal Award for Economic

View More

Justin Honrath

Justin Honrath

Commodity Analyst

CPM GROUP

Justin Honrath is a commodity analyst at CPM Group, an independent commodities research firm servicing producers,

View More

Kingsley Jones

Kingsley Jones

International Portfolio Manager

MACQUARIE FUNDS GROUP, MACQUARIE BANK LTD

Kingsley Jones, PhD CFA is a Portfolio Manager in the International Equities team at Macquarie Funds Group. He

View More

Mario V. Maselli

Mario V. Maselli

Private Equity & Portfolio Management, Energy & Infrastructure, Global Private Markets

TIAA-CREF

Mario Maselli is a Portfolio Manager at TIAA-CREF in New York, originating transactions in the energy and

View More

Mark Kremenstein

Mark Kremenstein

Director in DBX

DEUTSCHE BANK AG NEW YORK

Martin Kremenstein joined Deutsche Bank AG in August 2006, and serves as a Director in the DBX Group with

View More

Matthew Turner

Matthew Turner

Precious Metals Strategist

MITSUBISHI CORPORATION INTERNATIONAL (EUROPE) PLC

Matthew joined Mitsubishi Corporation as Precious Metals Strategist in July 2010. Before joining Mitsubishi he did

View More

Michael Jabara

Michael Jabara

Head of Exchange-Traded Fund (ETF) & Closed-End Fund Research

MORGAN STANLEY SMITH BARNEY

Michael Jabara is head of Exchange-Traded Fund (ETF) and Closed-End Fund Research at Morgan Stanley Smith Barney.

View More

Peter Hug

Peter Hug

Director, Investment Department

KITCO METALS INC.

Peter has been involved in the precious metals industry in various capacities since 1974. Upon graduating from the

View More

Edward McRedmond

Edward McRedmond

Senior Vice President, Institutional & Portfolio Strategies

INVESCO POWERSHARES

At Invesco PowerShares, Mr. McRedmond works on increasing the awareness and usage of PowerShares ETFs within the

View More

DeFred G. Folts III (Fritz)

DeFred G. Folts III (Fritz)

Managing Director

WINDHAVEN INVESTMENT MANAGEMEN, INC.

Mr. Folts has over 18 years of experience in the investment industry and joined Windhaven Investment Management in

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it

View More

Drew Bernstein

Drew Bernstein

CPA and Co-Managing Partner

MARCUM BERNSTEIN & PINCHUK LLP

In 1983, Mr. Bernstein cofounded Bernstein & Pinchuk LLP, now the managing member of Marcum Bernstein & Pinchuk

View More

Luisa Moreno, Ph.D

Luisa Moreno, Ph.D

Analyst, Mining & Metals

JACOB SECURITIESinc

Luisa Moreno is a metals and mining analyst at Jacob Securities. She was previously at Lusight Research, an

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in

View More

Michael Norman

Michael Norman

Chief Economist

JOHN THOMAS FINANCIAL

Mike Norman is the Chief Economist of John Thomas Financial and a 30-year veteran of Wall Street. He was a former

View More

Bill Downey

Bill Downey

Technical Price Analyst

GOLDTRENDS.NET

Bill Downey has an analytical background in manufacturing and production control in the disk drive industry. He

View More

Daniel S. Shaffer, CPA, ChFC

Daniel S. Shaffer, CPA, ChFC

President & CEO

SHAFFER ASSET MANAGEMENT, INC.

Daniel S. Shaffer is President & CEO of Shaffer Asset Management, Inc. In January of 1983, Daniel S. Shaffer

View More

David Bensimon

David Bensimon

Principal

POLAR PACIFIC

David Bensimon graduated in 1988 with multiple national awards and top of his class in finance at the University

View More

Suzanne S. Hamilton

Suzanne S. Hamilton

Founder & President

LEGACY ASSET MANAGEMENT, INC.

Suzanne Hamilton is the founder and president of Legacy Asset Management, Inc., and hedge fund manager of Legacy

View More

Martin Yu

Martin Yu

Analyst

CREDIT SUISSE

View More

Ari Sussman

Ari Sussman

CEO & Chairman

COLOSSUS MINERALS, INC.

Ari Sussman, CEO & Chairman, has over 15 years of experience in natural resources and investment markets.

View More

Daryl Jones

Daryl Jones

Managing Director

HEDGEYE RISK MANAGEMENT

Daryl Jones is the Managing Director of Macro research at Hedgeye Risk Management, where covers commodities,

View More

Sponsors

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
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The Park Central Hotel

870 7th Avenue

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(212) 247-8000

http://www.parkcentralny.com/

 

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-Located directly across from Carnegie Hall in Midtown Manhattan, New York City 
-Just blocks from Times Square, the Theatre District, and Rockefeller Center 
-Convenient to premier shopping on 57th Street and Fifth Avenue 
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 To secure a discounted guest room rate, please contact Chih Chen, Catering Sales Manager, Park Central Hotel at (212) 707-4224 or cchen@parkcentralny.com.

 

Brian Kelly

Brian Kelly

Managing Member and Co-Founder

SHELTER HARBOR CAPITAL

Kanundrum Capital was founded by global investor and CNBC contributor Brian Kelly. Brian has over 15 years


View More

Edward Morse

Edward Morse

Head of Commodities Research

CREDIT SUISSE

Ed Morse is a Managing Director and the Head of Global Commodities Research at Credit Suisse in New York. He previously

View More

John Hyland

John Hyland

Chief Investment Officer

UNITED STATES COMMODITY FUNDS

John T. Hyland, CFA is the Chief Investment Officer for United States Commodity Funds. USCF is a sponsor and manager of

View More

John Licata

John Licata

Chief Commodity Strategist

BLUE PHOENIX INC.

After studying Economics at Saint Peter’s College (where he received the Wall Street Journal Award for Economic

View More

Justin Honrath

Justin Honrath

Commodity Analyst

CPM GROUP

Justin Honrath is a commodity analyst at CPM Group, an independent commodities research firm servicing producers,

View More

Kingsley Jones

Kingsley Jones

International Portfolio Manager

MACQUARIE FUNDS GROUP, MACQUARIE BANK LTD

Kingsley Jones, PhD CFA is a Portfolio Manager in the International Equities team at Macquarie Funds Group. He leads

View More

Mario V. Maselli

Mario V. Maselli

Private Equity & Portfolio Management, Energy & Infrastructure, Global Private Markets

TIAA-CREF

Mario Maselli is a Portfolio Manager at TIAA-CREF in New York, originating transactions in the energy and

View More

Mark Kremenstein

Mark Kremenstein

Director in DBX

DEUTSCHE BANK AG NEW YORK

Martin Kremenstein joined Deutsche Bank AG in August 2006, and serves as a Director in the DBX Group with

View More

Matthew Turner

Matthew Turner

Precious Metals Strategist

MITSUBISHI CORPORATION INTERNATIONAL (EUROPE) PLC

Matthew joined Mitsubishi Corporation as Precious Metals Strategist in July 2010. Before joining Mitsubishi he did

View More

Michael Jabara

Michael Jabara

Head of Exchange-Traded Fund (ETF) & Closed-End Fund Research

MORGAN STANLEY SMITH BARNEY

Michael Jabara is head of Exchange-Traded Fund (ETF) and Closed-End Fund Research at Morgan Stanley Smith Barney. The

View More

Peter Hug

Peter Hug

Director, Investment Department

KITCO METALS INC.

Peter has been involved in the precious metals industry in various capacities since 1974. Upon graduating from the

View More

Edward McRedmond

Edward McRedmond

Senior Vice President, Institutional & Portfolio Strategies

INVESCO POWERSHARES

At Invesco PowerShares, Mr. McRedmond works on increasing the awareness and usage of PowerShares ETFs within the

View More

DeFred G. Folts III (Fritz)

DeFred G. Folts III (Fritz)

Managing Director

WINDHAVEN INVESTMENT MANAGEMEN, INC.

Mr. Folts has over 18 years of experience in the investment industry and joined Windhaven Investment Management in 2003

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it offers

View More

Drew Bernstein

Drew Bernstein

CPA and Co-Managing Partner

MARCUM BERNSTEIN & PINCHUK LLP

In 1983, Mr. Bernstein cofounded Bernstein & Pinchuk LLP, now the managing member of Marcum Bernstein & Pinchuk

View More

Luisa Moreno, Ph.D

Luisa Moreno, Ph.D

Analyst, Mining & Metals

JACOB SECURITIESinc

Luisa Moreno is a metals and mining analyst at Jacob Securities. She was previously at Lusight Research, an Emerging

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in ETFs and

View More

Michael Norman

Michael Norman

Chief Economist

JOHN THOMAS FINANCIAL

Mike Norman is the Chief Economist of John Thomas Financial and a 30-year veteran of Wall Street. He was a former

View More

Bill Downey

Bill Downey

Technical Price Analyst

GOLDTRENDS.NET

Bill Downey has an analytical background in manufacturing and production control in the disk drive industry. He became

View More

Daniel S. Shaffer, CPA, ChFC

Daniel S. Shaffer, CPA, ChFC

President & CEO

SHAFFER ASSET MANAGEMENT, INC.

Daniel S. Shaffer is President & CEO of Shaffer Asset Management, Inc. In January of 1983, Daniel S. Shaffer

View More

David Bensimon

David Bensimon

Principal

POLAR PACIFIC

David Bensimon graduated in 1988 with multiple national awards and top of his class in finance at the University of

View More

Suzanne S. Hamilton

Suzanne S. Hamilton

Founder & President

LEGACY ASSET MANAGEMENT, INC.

Suzanne Hamilton is the founder and president of Legacy Asset Management, Inc., and hedge fund manager of Legacy

View More

Ari Sussman

Ari Sussman

CEO & Chairman

COLOSSUS MINERALS, INC.

Ari Sussman, CEO & Chairman, has over 15 years of experience in natural resources and investment markets. During

View More

Daryl Jones

Daryl Jones

Managing Director

HEDGEYE RISK MANAGEMENT

Daryl Jones is the Managing Director of Macro research at Hedgeye Risk Management, where covers commodities,

View More

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