The LBMA/LPPM Precious Metals Conference 2012

Grand Hyatt Hotel, Hong Kong

11-13 November 2012

To dowload the programme click here
To view the 2012 conference delegate list click here

Sunday, 11^th November

15:30-17:30 Informal 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, LBMA Chief Executive
David Gornall, LBMA Chairman and Global Head of Precious Metals Trading, Natixis London Branch Transcript
Peter Smith, LPPM Chairman and Executive Director, JPMorgan Chase Bank  Transcript
Haywood Cheung, President, Chinese Gold & Silver Exchange  
Wang Zhe, Chairman, Shanghai Gold Exchange Chinese Transcript.  English Transcript
Chu Juehai, Executive Vice President, Shanghai Futures Exchange .  English Transcript

Keynote Speech
Xie Duo, General Director, People's Bank of China (PBOC) Slides

Macro Outlook for the World Economy and Currencies
Professor Yu Yongding, Institute of World Economics and Politics, former member of the Monetary Policy Committee of the PBOC English Slides Chinese Slides.  English Transcript

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"

Tactical Gold Allocation Within a Multi-Asset Portfolio.
Charles Morris, Head of Global Asset Management, HSBC Slides.  English Transcript

The Role of Gold in a Real Asset Portfolio
Bob Greer, Executive Vice President and Manager of Real Return Products, PIMCO Slides
English Transcript

ETFs: What the Precious Metal Investor Really Wants to Know
Graham Tuckwell, Chairman, ETF Securities Ltd Slides.  English Transcript

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 Slides.

Is China's Retail Demand a Function of Policy or Culture?
Zheng Zhiguang, General Manager, Precious Metals Dept, ICBC Slides Transcript.
English Transcript

Asian Trends - New Markets, New Opportunities
Cheng Thye Ng, Managing Director, Head of Precious Metals, Asia, Standard Bank Slides

Asia-Pacific Precious Metal Industry and Investment Demand
Howard Chen, Chairman, Solar Applied Materials Technology Corp Slides English Transcript

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 Slides

Platinum Jewellery in China
James Courage, CEO, Platinum Guild International Slides.  English Transcript

The Automotive Sector: A Driver of Demand and Supply
Friedemann Rohr, Senior Manager Systems Integration Research & Technology,
Umicore Autocat (China) Co Ltd Slides.  English Transcript.

17:30  Conference Adjourns

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

Day Two – Tuesday, 13^th November

09.00 Session 5: Jewellery

Chairman - Philip Klapwijk, Global Head of Analytics, Thomson Reuters GFMS English Transcript English Slides Chinese Slides

Changing Trends in the Chinese Jewellery Market
Kent Wong, Managing Director, Chow Tai Fook Jewellery Group Transcript

Indian Jewellery Demand in 2013: Can it Withstand the Challenges Ahead?
Shekhar Bhandari, Executive Vice President, Kotak Mahindra Bank Ltd. Slides

Understanding Asian Scrap Flows
Jochen Schlessmann, Head of Recycling Division Hong Kong, Heraeus Slides.  English Transcript

Gold Supply Chain Due Diligence
Philip Olden, Consultant to Signet Jewelers Ltd Slides.  English Transcript

 10:30  Coffee Break

11:00  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 Slides.  English Transcript

Chinese Gold Production - Retaining Pole Position?
Lan Fusheng, Vice Chairman, Zijin Mining Group Co. Ltd English Slides Chinese Slides
English Transcript

Central Banks: The Future Outlook
Ashish Bhatia, Manager Government Affairs, World Gold Council Slides.  English Transcript

12:15 - 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, JP Morgan

14:30 Session 8: Delegate Feedback & Closing Session

Chairman - Stewart Murray, Chief Executive, LBMA

Conference Summary
Tom Kendall, Director, Precious Metals Research, Credit Suisse Slides.  English Transcript

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