Conference Day Two: Wednesday, April 2, 2008

8:30 Chairman’s Welcome & Opening Address

Looking Ahead – Setting Your Investment Strategy

8:45 Exploring How To Incorporate Commodity Investments Into Your Portfolio

• Diversifying your portfolio to generate growth in a volatile market
• Choosing between different commodities
• Selecting the right balance of alternative investments
• Avoiding pitfalls and lessons learned

9:15 Update On The Regulatory Environment And The Trading Of Metals

• Update on recent regulatory changes and CFTC and SEC rulings affecting the development of metals-linked structured products market
• Meeting the demands of international capital markets
• Achieving greater reporting transparency

Stephen Obie
Associate Director and Regional Counsel
Division of Enforcement
U.S. Commodity Futures Trading Commission

11:00 Generating True Out-Performance In Commodities Investments Using Supply/ Demand Research

• Understanding the fundamental drivers of the base-metals markets
• Setting your investment criteria based on supply and demand factors
• Examples of fundamental investment ideas in the base metals markets

Austin T Brown
Analyst
Touradji Capital Management LP

11:45 Evaluating Commodity-Linked Investment Vehicles Available For Different Metal Investments

• Identifying the different ETFs available for different metals
• Comparing ETFs linked to individual spot commodities vs. ETFs linked to commodity indexes vs. ETFs linked to commodity equities
• Discussing exchange traded notes, mutual funds and direct equity investments

1:30 Comparing Investments In Futures Vs. Investments In Equity, Junior Companies And Mining Companies

• Overview of overall performances and future scenarios
• Looking into alternative ways to gain commodity exposure
• Comparing investments in equities of commodity companies with futures and discussing the sensitive nature of supply and demand’s impact on prices
• Identifying the risks, the pros and cons associated with different types of investments
• Setting your investment strategy depending on your risk model

2:15 Understanding And Leveraging From The Futures Market

• Debating financial models and their shortcomings when analyzing commodity futures markets
• Discussing the index (beta) of futures correlated volatility relative to the volatility of the overall market
• Discussing the risks associated with managed futures before placing your bet
• Discussing structural risk premium when trading in base metals (idea of backwardation)

3:00 End Of Conference

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