The LBMA Precious Metals Conference 2011
In Association with the LPPM

Le Centre Sheraton, Montreal

18-20 September 2011 

To dowload the programme click here.  
To view the 2011 conference delegate list click here.

Sunday, 18th September

17.30-19.00 Welcome Reception, Le Centre Sheraton Hotel
Sponsored by Johnson Matthey and Xstrata Canada

Day One – Monday, 19th September

09.00 Opening Session

Welcome
Stewart Murray, LBMA Chief Executive

Introductory Remarks – LBMA Chairman
David Gornall, Global Head of Precious Metals Trading, Natixis   Transcript

Keynote Speech
Pierre Lassonde, Chairman, Franco-Nevada Corporation  View Slides Transcript

Precious Metals Regulation
Barbara Ridpath, CEO, International Centre for Financial Regulation View Slides Transcript

10:45  Session 2: Precious Metals Investment - Laying The Foundation

Chairman - John Reade,  Senior Vice President, Paulson Europe

Macroeconomic Overview
Dr Avery Shenfeld, Managing Director & Chief Economist, CIBC View Slides Transcript

Are all Commodities the Same: Precious Metals Versus other Commodities 
John Fallon, President, Pia Capital Management   Transcript

The Realpolitik of Gold
James Steel, Precious Metals Analyst, HSBC Bank USA  View Slides Transcript

The Macro Outlook for Gold - $500 or $5000?
Douglas J. Hepworth, CFA, Director of Research, Gresham Investment Management  Slides Transcript

13:45  Session 3: Precious Metals Investment - The Hedge Fund View

Chairman – J. Anthony Boeckh, President, Boeckh Investments Inc.

Gold Investment: Metal, Equity, or ETF?
Jean-Francois Pages, CEO, Swiss Precious Metals Pte. Ltd. 
Jerome Berset, Senior Hedge Fund Analyst, Palaedino Asset Management  View Slides 
Transcript
Silver Investment: Long History, Short Future?
Som Seif, CEO, Claymore Investments Inc  View Slides
Transcript
PGM Investment: Fundamentally Flawed?
Christoph Eibl, CEO, Tiberius Group  View Slides  Transcript

15:30  Session 4: PGMs Fundamentals - Filtering Fact from Fiction

Chairman – Tom Kendall, Research Analyst – Precious Metals, Credit Suisse

Future Trends in Off Road Engine Demand - Platinum Saviour?
Ben Tiley, Global Account Manager, Johnson Matthey Inc.  View Slides  Transcript

Producer Pressures – The Inside Story
Stuart Murray, CEO, Aquarius Platinum Ltd  View Slides Transcript
Chinese Statistics: Lost in Translation?
David Jollie, Strategic Analyst, Mitsui & Co Precious Metals, Inc.  View Slides  Transcript

Day Two – Tuesday, 20th September

09.00 Session 5: China & India - the Evolution of Golden Giants

Chairman - Albert Cheng, Managing Director, Far East, World Gold Council

Increasing Chinese Consumerism and Propensity to Save
Wai-Chan Chan, Director, Partner, OC&C Greater China  View Slides  Transcript

Chinese Gold Market Evolution - a Boom or a Bubble?
Zhao Wenjian, Deputy General Manager, ICBC Precious Metal Department  View Slides  Transcript

Can India Maintain Its Appetite for Precious Metals?
Rujan Panjwani, President, Edelweiss Financial Services Ltd  View Slides Transcript

10:45  Session 6:  Silver Session - No Longer the Poor Man's Gold?

Sponsored by the Silver Institute

Chairman - Michael DiRienzo, Executive Director, Silver Institute

Investment
Philip Newman, Research Director, Thomson Reuters GFMS  View Slides Transcript

Coins and Bars - Demand or Supply?
Terence Hanlon, President, Dillon Gage Metals  View Slides Transcript

Silver Usage in the Photovoltaic Business - Electrifying Demand?
Andy London, Global Manager of Photovoltaic Business, Hereaus Materials Technology LLP  View Slides Transcript

12:00  Session 7: Threats, Myths and opportunities - the Grand Debate

Chairman – Tim Wilson, Managing Director, JPMorgan

Panel: 
Grant Angwin, General Manager, Johnson Matthey
Raymond Key, Managing Director, Deutsche Bank
Trevor Raymond, Head: Market Relations, Anglo Platinum Ltd
Jon Spall, Product Manager - Precious Metals, Barclays Capital

12:45  Session 8: Delegate Feedback & Closing Session

Chairman – Stewart Murray, Chief Executive, LBMA

Conference Summary
Dr Edel Tully, Global Precious Metals Strategist, UBS Investment Bank View Slides Transcript
Prizes Presentation: Best Speaker and Feedback Session Participant

14.15-15.45 Bullion Market Regulation Workshop: Responsible Gold

Chairman - Ruth Crowell, Commercial Director, LBMA

OECD Due Diligence - Gold Supplement
Tyler Gillard, Legal Expert - Investment Division, OECD  View Slides  Transcript

LBMA Responsible Gold Guidance
Stewart Murray, Chief Executive, LBMA  View Slides  Transcript

Conflict Gold - The Good, the Bad and the Ugly
John Bullock, Chairman, IPMI Environmental and Regulatory Affairs Committee  View Slides  Transcript