2012 - Hong Kong Conference
The LBMA/LPPM Precious Metals Conference 2012
The Grand Hyatt Hotel, Hong Kong
11-13 NOVEMBER 2012

Sunday, 11th November
15:30-17:30 Afternoon Networking Reception, Grand Hyatt Hotel, Poolhouse
 
17:30-19:00 Welcome Reception, Grand Hyatt Hotel, Tiffin Lounge
Sponsored by the Shanghai Gold Exchange and the Shanghai Futures Exchange

Day One - Monday, 12th November

08:30 Opening Session

Welcome Remarks
Stewart Murray, Chief Executive, London Bullion Market Association
David Gornall, LBMA Chairman and Global Head of Precious Metals Trading, Natixis London Branch
Peter Smith, LPPM Chairman and Executive Director, JPMorgan Chase Bank
Haywood Cheung, President, Chinese Gold & Silver Exchange Society
Wang Zhe, Chairman, Shanghai Gold Exchange
Chu Juehai, Executive Vice President, Shanghai Futures Exchange

Keynote Speech
Xie Duo, General Director, People's Bank of China (PBOC)
Macro Outlook for the World Economy and Currencies
Yu Yongding, Institute of World Economics & Politics, CASS
 
10:15 Coffee Break

10:45 Session 2: Precious Metals Investment
Chairman - John Reade, Senior Vice President, Paulson & Co
Gloom, Boom or Doom for Gold?
Marc Faber, Editor and Publisher of “The Gloom, Boom & Doom Report”, Marc Faber Ltd
Tactical Gold Allocation Within a Multi-Asset Portfolio. Does That Fit the Mould?
Charles Morris, Head of Global Asset Management, HSBC
The Role of Gold in a Real Asset Portfolio
Bob Greer, Executive Vice President and Manager of Real Return Products, PIMCO
ETFs: What the Precious Metal Investor Really Wants to Know
Graham Tuckwell, Chairman, ETF Securities Ltd
 
12:30-13:45 Lunch
Sponsored by IE Singapore

13:45 Session 3: China / Asia
Chairman - Albert Cheng, Managing Director, Far East, World Gold Council
Is China’s Retail Demand a Function of Policy or Culture?
Zheng Zhiguang, General Manager, Precious Metals Dept, ICBC
Asian Trends - New Markets, New Opportunities
Cheng Thye Ng, Managing Director, Head of Precious Metals, Asia, Standard Bank
Asia-Pacific Precious Metal Industry and Investment Demand
Howard Chen, Chairman, Solar Applied Materials Technology Corp
 
15:00 Coffee Break

16:00 Session 4: PGMs: Fundamental Drivers in a Changing World
Chairman - David Jollie, Strategic Analyst, Mitsui & Co. Precious Metals, Inc.
Can South African PGM Supply Meet Demand?
Derek Engelbrecht, Group Executive Marketing, Impala Platinum Holdings Limited
Platinum Jewellery in China
James Courage, CEO, Platinum Guild International
The Automotive Sector: A Driver of Demand and Supply
Friedemann Rohr, Senior Manager Systems Integration Research & Technology, Umicore Autocat (China) Co Ltd
 
17:30 Conference Adjourns

Evening: Cocktail Party & Conference Dinner, Convention Hall, HKCEC
Sponsored by the Chinese Gold and Silver Exchange Society

Day Two - Tuesday, 13th November

9:00 Session 5: Jewellery
Chairman - Philip Klapwijk, Global Head of Metals Analytics, Thomson Reuters GFMS
Changing Trends in the Chinese Jewellery Market
Kent Wong, Managing Director, Chow Tai Fook Jewellery Group
Indian Jewellery Demand in 2013: Can it Withstand the Challenges Ahead?
Shekhar Bhandari, Executive Vice President, Kotak Mahindra Bank Ltd
Understanding Asian Scrap Flows
Jochen Shlessmann, Head of Recycling Division Hong Kong, Heraeus
Gold Supply Chain Due Diligence
Phillip Olden, Consultant to Signet Jewelers Ltd, Signet Jewelers Ltd
 
10:15 Coffee Break

10:45 Session 6: Gold Reserves and Potential Supply: Underground and Above Ground
Chairman - Suki Cooper, Precious Metals Analyst, Barclays
International Mine Production
Jamie Sokalsky, CEO, Barrick Gold Corporation
Chinese Gold Production - Retaining Pole Position?
Lan Fusheng, Vice Chairman, Zijin Mining Group Co. Ltd
Central Banks: The Future Outlook
Ashish Bhatia, Manager, Government Affairs, World Gold Council
 
12:00 - 13:30 Lunch

13:30 Session 7: Panel Session - Reading the Tea Leaves
Chairman - Steven Lowe, Managing Director, Bank of Nova Scotia - ScotiaMocatta
Panel:
Ryan Byrne, Global Precious Metals Manager, Jefferies Bache Limited
John Levin, Global Head of Metal Sales, ANZ Investment Bank
Kamal Naqvi, Managing Director, Commodities, Credit Suisse
David MS Wang, Executive Director, Greater China Metals Marketing, JPMorgan

14:30 Session 8: Delegate Feedback & Closing Session
Stewart Murray, Chief Executive, London Bullion Market Association

Conference Summary
Tom Kendall, Director, Precious Metals Research, Credit Suisse
Prizes Presentation: Best Speaker and Feedback Session Participant

16:00 Close of Conference
 
Coffee Break

16:15 Johnson Matthey Presents “Platinum 2012 Interim Review”

Panel:
Peter Duncan, General Manager Market Research, Johnson Matthey
Tim Pearce, General Manager Trading, Johnson Matthey
Mike Gross, General Manager, Johnson Matthey Pacific

Programme