Main Conference Day One - Tuesday, September 16, 2008

8:15 Registration & Continental Breakfast In The Solutions Zone

9:00

Welcoming Remarks
Sara Wessman, Executive Director, Commodities Portfolio Management 2008


9:05 Chairperson's Opening Address
Kathy Kriskey, Senior Vice President, Jefferies Financial Products, LLC

9:20

PANEL: It's More Than Beating A Benchmark: Determining How To Measure The Success Of Your Commodities Program
Eric Kolts, VP Commodity Indices, Standard and Poor’s
Timothy P. Cahill, Treasurer, Massachusetts State
Nick Koutsoftas, VP, Portfolio Manager, Energy & Commodities, GE Asset Management


10:00

Is It A Bubble? Deciphering Commodity Trends Of 2008
Doug Hepworth, Director of Research, Gresham Investment Management


10:35 Coffee Break & Opportunity To Network In The Solutions Zone

11:05

Uncovering Opportunities For Enhanced Returns With Nonstandard Commodity Investments
Ryan Carrier, Senior Vice President, Macquarie


11:40

Guest Speaker: Foundations Of Energy Finance
Dr. Ehud I. Ronn, Professor of Finance and Director Center for Energy Finance Education and Research, University of Texas at Austin


12:25 Lunch For All Attendees

1:25

Afternoon Keynote Address: Exploring The Role Of Active Commodity Index Management To Maximize Returns In Today's Evolving Markets
James Crimmins, Managing Director, Jefferies Asset Management


2:00

Global Commodity Outlook 2008/2009
Francisco Blanch, Head of Global Commodity Research, Merrill Lynch Global Commodities


2:35 Afternoon Coffee Break & Opportunity To Network In The Solutions Zone

3:05

The Global Commodity Picture: New Industry Drivers
Rick Gilmore, President and Founder, GIC Group


3:40

Commodity Specific Roundtables
#1 Carbon – Stephen Bruel, Analyst, Tower Group
#2 Metals – Akiba Leisman, Red Kite
#3 Agricultures


4:40 Chairperson's Closing Address

4:45

CPM 2008 Cocktail Party
Sponsored by MorningStar


5:45 CPM 2008 Day One Concludes

Main Conference Day Two - Wednesday, September 17, 2008

8:15 Continental Breakfast & Opportunity To Network In The Solutions Zone

9:00

Chairperson’s Opening Address
Rian Akey, Vice President and Chief Operating Officer, Cole Partners


9:15

Exploring The Expanding Investment Opportunities In Global Commodities Today
Allan Bufferd, Treasurer Emeritus, MIT
Martin Garzaron, Fund Manager, City of London Investment Management


9:50

PANEL: Uncovering Next-Generation Strategies For Commodity Indexing To Exceed Your Investment Goals
Daniel Raab, Managing Director, AIG Financial Products
Paul Kaplan, Vice President, Head of Quantitative Research, Morningstar


10:25

PANEL: Clarifying Asset Class Correlation To Achieve Maximum Diversification
Jeffry R. Haber, Associate Professor, Iona College and Controller, The Commonwealth Fund
Chris Burton, Portfolio Manager, Credit Suisse Asset Management


11:00 Morning Refreshment Break & Opportunity To Network In The Solutions Zone

11:30

The Decoupling Dilemma – Assessing How A US Economic Slowdown Affects Commodity Demand
John Dell'Erario, Principal, Silver Hill Capital


12:05

Manager Selection Panel: Easing The Process
Moderated By:
John Serrapere, Portfolio Strategist and Investment Analyst, Foster Holdings Inc.
Panelists:
Lester Satlow, Portfolio Manager, Cabot Money Management
Mel Epstein, Chief Operating Officer, Four Winds Capital Management (US Inc.)
John Hill, Partner, Crabel Capital Management


12:45

Commodity Investment Simulation
John Serrapere, Portfolio Strategist and Investment Analyst, Foster Holdings Inc.


1:00

Interactive Lunch Discussions: Market Structure And Regulatory Changes


2:15 Chairperson’s Closing Remarks

2:20 CPM 2008 Concludes

 

 



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