7:30 – 8:30Registration and Continental Breakfast

8:30-8:45
Chairperson's Welcome

8:45-9:35
Commodities 2012: The Road Ahead

Commodities have continued to make gains in 2011. Is the recovery in full swing, or are we headed for a double-dip? And which commodities are best positioned for either a growth or inflationary outcome?

9:35-10:25
Inflation, the Dollar & You

Inflation and the outlook for the U.S. dollar are top-of-mind issues for many investors. Will the greenback continue its march toward zero, or will it bounce back in the face of weakness in the eurozone? What's the best way to play either scenario's weakness? And are commodities really a good hedge for inflation?

10:25-10:45
Morning Networking Break

10:45-11:35
The Outlook for Energy

Continued turmoil in the Middle East has kept oil prices high, while a slowing recovery has many energy investors worried about long-term demand. Which side of supply and demand will dominate energy in 2012? Can the natural gas boom finally translate into higher prices? And are sustained high prices enough to drive real alternatives?

11:35-12:25
The Outlook for Ags

Is the recent grain price rally sustainable? How can investors access farmland? Can the softs boom continue? And how can investors profit from less liquid commodities, like palm oil or rice?

12:25-1:45
Keynote Luncheon Address

1:45-2:35
Evaluating Commodities ETFs: How to Choose
the Best Broad-Market Commodity Fund

Investors know they want "commodities exposure," but don't know the best way to get it. With dozens of different commodity ETPs on the market today, how should investors evaluate the differences? This session will look at the competing broad market indexes and compare and contrast their approaches, including both long-only and long/short products. Are active strategies the way to go?

2:35-3:25
The Outlook for Industrial Metals

It seems every year brings another niche metals story to the forefront. 2011 has seen big moves in tin, aluminum and copper while other metals such as nickel have struggled for meaningful gains. What signals should investors be monitoring to find the next breakout metal?

3:25-3:55
Afternoon Networking Break

3:55-4:45
The Outlook for Precious Metals
Including Gold

Precious metals are at all-time highs, and the gold/silver ratio is back in the 40s. But with gold ETF assets falling for the first time in Q1 of 2011, some investors are asking if the multiyear, headline-making investor love affair with precious metals is coming to a close. This panel will examine the outlook for precious metals and precious metal ETFs.

4:45-5:35
Commodities Beta, or 'What's the Market Cap
of Wheat?'

Commodities investors are increasingly getting their commodities exposure not directly in the futures or physical markets, but through ETFs based on indexes. But how those indexes are built is often a bigger indicator of investor experience than even the commodities themselves. What is the best way to index the commodities markets, in the absence of familiar crutches like market cap, issuance or company fundamentals? And what's on the horizon for commodities ETF investors?

5:35-7:00
Cocktail Reception, NYSE Trading Floor