7:30 - 8:30 a.m.
Registration and Continental Breakfast
8:45 - 9:35 a.m.
The Outlook for 2014: The Road Ahead for Commodities
Leading global macro investors share their thoughts on the current state of the markets. Do certain commodities stand to benefit from global turmoil more than others?
9:35 - 10:25 a.m.
Commodity Traders Speak: First-Hand Accounts of First-Class Strategies
The seasonality and cyclical nature of commodities can make it a difficult asset class to own. Knowing how and why investors are allocating to commodities is essential to determine when and where to invest. During this 50-minute session, we will explore the dual role of commodities and how to benefit from both the tactical and strategic nature of commodity investing.
10:55 - 11:45 a.m.
Commodities Trading Strategies
With all the focus on commodities as an asset class, investors may be missing the real opportunities—those of the trader. In this freewheeling panel, we'll discuss developing commodities trading strategies based on technical indicators, fundamental factors such as inventory levels, and alternative strategies for tactical trading.
11:45 a.m. - 12:35 p.m.
Currency Wars: Debasing Currencies & the Effect on Commodities
Massive quantitative easing by the G-7 nations has raised questions about global economic stability and the long-term value of fiat currency. Will global QE drive a long-term boom in hard assets, or are concerns over currency debasement overblown? And should commodity investors be hedging out their currency risk?
12:35 - 1:55 p.m.
Luncheon for Delegates and Speakers
1:55 - 2:45 p.m.
The Outlook for Energy
Is the energy game changing? How will U.S. energy affect prices in the long haul? Will the boom in fracking continue or will environmental concerns shut it down?
2:45 - 3:35 p.m.
Grains, Livestock & Farmland: The True Diversifiers?
Global warming, rising populations and questionable markets for biofuels create unusual and uncertain times for agricultural investors. But with farmland prices rising by the minute and ag supplies tight, could this be the last corner of the commodities boom?
3:35 - 4:05 p.m.
Afternoon Networking Break
4:05 - 4:55 p.m.
Is China Overplayed?
Does a sputtering China spell doom for industrial metals investors? And if not China, can other emerging markets provide the incremental demand to power more commodities growth?
4:55 - 5:45 p.m.
The Outlook for Gold
Gold's meteoric rise stalled in 2012. Is the big run in precious metals over, or will the prospects of rising inflation keep fueling slow and steady growth? Is gold's status as the de facto reserve currency at risk? In this provocative session, renowned gold experts debate the future of the yellow metal.