| 08:30 | REGISTRATION & REFRESHMENTS |
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| 09:00 | WELCOME FROM FT GLOBAL EVENTS |
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| 09:05 | OPENING REMARKS BY THE CHAIRMAN,
Chris Flood, Commodities Correspondent, FINANCIAL TIMES |
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TWO PART OPENING : THE GOLD TRADING RUSH |
| 09:10 | GENERAL: ECONOMY ASSESSMENT - Credit crunch – the true impact
- Can the markets continue to weaken?
- The strength of gold in times of trouble
Dr. Gerard Lyons, Chief Economist and Group Head of Global Research, Standard Chartered Bank |
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| 09:30 | SPECIFIC: PUTTING IT IN CONTEXT FOR THE GOLD INVESTOR - Gold as a hedge against inflation
- Charting the increasing strength in gold
- Spotting future investment returns
James Steel, Chief Commodities Analyst, HSBC Bank USA |
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| 09:50 | GOLD IN A STAGFLATIONARY ENVIRONMENT - Identifying the maximum equity in gold
- Best methods of investment
- Minimising the risk
- Staying one step ahead in the investment race
John Reade, Head of Metals Strategy, UBS |
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| 10:30 | |
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| 10:50 | WHY GOLD? WHY SOUTH AFRICAN GOLD? Adam Fleming, Chairman, Witwatersrand Consolidated Gold Resources |
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| 11:05 | DEMAND vs SUPPLY - ANALYSING THE IMBALANCE - Supply forecasts for 2008
- Future supply – the impact on trading
- How much can supply be stepped up?
- Is there sufficient investment in future infrastructure?
- Million dollar question – when will resources run dry?
Moderator: Michael Lynch Bell, Global Oil & Gas Transaction Advisory Services, Global Mining & Metals Transaction Advisory Services IPO, Ernst & Young |
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| 11:30 | TAKING THE LEAD IN THE MIDDLE EAST - The impressive emergence of the Dubai Multi Commodities Centre
- Ensuring your transactions are clear and transparent
Dr. David Rutledge, CEO, Dubai Multi Commodities Centre |
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| 11:50 | THE GFMS PERSPECTIVE - Does jewellery provide a firm floor for the Gold price?
- What are the role expectations of rising or falling price trends in price elastic markets?
- Does scrap matter?
Dr. Paul Walker, CEO, GFMS |
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| 12:30 | |
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| 13:45 | GOLD MINING IN RUSSIA - WHERE TO INVEST - Gold mining in Russia compared to the rest of the world
- Operating successfully in Russia
Peter Hambro, CEO, Peter Hambro Mining |
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| 14:05 | - Overview of the Russian Gold Sector
- Russian Mergers & Acquisition Activity
- In Focus: Polyus, Polymetal, Peter Hambro, Highland Gold
Robert Mantse, Head of Metals and Mining, Alfa-Bank |
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| 14:30 | NEW INITIATIVES IN THE DUBAI GOLD MARKET - Physical flows in the City of Gold
- Commodity asset management initiatives
- Innovative financing initiatives – Dubai Gold Receipt
Ian MacDonald, Executive Director – Gold & Precious Metals, Dubai Multi Commodities Centre |
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| 15:10 | INVESTING IN GOLD. THE WORLD GOLD COUNCIL INSIGHT - The relevance of gold for Institutional investors
- Inflation hedge, dollar hedge, safe bet or volatile asset class?
- Portfolio diversification
- Assessing the market – what drives up the value of gold?
George Milling-Stanley, Director - Official Sector, World Gold Council |
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| 15:50 | |
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| 16:10 | RELIABILITY MATTERS - What are exchange traded gold securities?
- Introducing the “reliability index”
- Establishing a secure platform for buying and selling
- Lyxor Gold Bullion Securities
Owen Rees, Principal Marketing Adviser, Exchange Traded Gold |
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| 16:50 | CONCLUDING REMARKS Chris Flood, Commodities Correspondent, FINANCIAL TIMES |
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| 17:00 | |
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