The LBMA Precious Metals Conference 2004

5 - 7 September

The Pudong Shangri-La Hotel - Shanghai, China

Session 1: Opening Session

Session 1 - all speeches (142k)
Introduction Stewart Murray, LBMA Chief Executive (56k)
Opening Remarks Simon Weeks, LBMA Chairman (67k)
Welcome to Shanghai Han Zheng, Mayor of Shanghai (61k)
Keynote Address: Give Full Play to the Gold Market's Investment and Hedging Functions Zhou Xiaochuan, Governor, the People's Bank of China (67k)
The Role of Precious Metals in Politics and Finance Dennis Gartman, President, The Gartman Letter (71k)
The Foundation and Development of the Chinese Gold Market Shen Xiangrong, Chairman of the Board, Shanghai Gold Exchange (71k)

Session 2: Diversification - Balancing Risk and Reward

Session 2 - all speeches (499k)
Introduction by the Session Chairman Paul Fisher, Head of Foreign Exchange Division, Bank of England (59k)
The Role of Gold: A Central Banker's Perspective Jean-François Rigaudy, Head of Treasury,
Bank for International Settlements (162k)
The Role of Commodities as a Portfolio Diversifier Jelle Beenen, Manager, Commodities and Quantitative Analysis, PGGM Investments (272k)
Institutional and Retail Investors: A Return to Precious Metals? Markus Mezger, Senior Portfolio Manager, BW Bank (148k)
Questions and Answers (64k)

Workshop 3A: Mining Supply

Workshop 3A - all speeches (274k)
Introduction by the Session Chairman Paul Burton, Editor and Publisher, World Gold (63k)
The Evolving Role of the World Bank Group in Extractive Industries Han Cao, Investment Officer - East Asia and Pacific, Int'l. Finance Corp. (65k)
Understanding the New South African Mining Environment Mzolisi Diliza, Chief Executive,
Chamber of Mines of South Africa (89k)
A Second Year of Surging Precious Metals Exploration David Cox, Vice President of Sales,
Metals Economics Group (192k)
Questions and Answers (62k)

Workshop 3B: Growing the Investment Market - Panel Discussion

Workshop 3B - all speeches (525k)
Albert Getz, Senior Director of Metals Research, New York Mercantile Exchange, Inc. (63k)
Katherine Pulvermacher, Head, Asset Allocation Research, World Gold Council (61k)
Bob H Takai, General Manager, Commodity Business Dept, Sumitomo Corp (468k)
Martin Stokes, Vice President, JP Morgan Chase Bank (42k)

Workshop 3C: Industrial Applications

Workshop 3C - all speeches (748k)
Introduction by the Session Chairman Serge Gambs, Head of Marketing and Sales, Refining Division, Metalor Technologies SA (56k)
Precious Metals in Electronics: the Winners and Losers Jessica Cross, CEO, Virtual Metals Research & Consulting (64k)
Gold Use in Electronics: Bonding Wire Ichimitsu Itabashi, Research Associate, Tanaka Kikinzoku Kogyo K.K (484k)
Autocatalysts in China Grant Angwin, Sales & Marketing Manager, Johnson Matthey Plc (154)
Questions and Answers (70k)

Workshop 3D: Growing the Jewellery Market - Panel Discussion

Workshop 3D - all speeches (344k)
Chairman: Paul Walker, Chief Executive Officer, GFMS (62k)
Tawhid Abdullah, Chief Executive, Damas Jewellery Group (62k)
Harish Bhat, Chief Operating Officer, Tanishq (262k)
James Courage, Chief Executive Officer, Platinum Guild International (60k)
Philip Olden, Director, Managing Director, Marketing and Jewellery, World Gold Council (66k)
Questions and Answers (81k)

Session 4: Discovering China - Myth vs. Reality

Session 4 - all speeches (335k)
Introduction by the Session Chairman Jonathan Anderson, Chief Economist, Asia Pacific, UBS (56k)
Competing for Chinese Consumers Duke Lee, Managing Director, Shanghai Prime Platinum Jewellery Limited (161k)
Developments in the Chinese Banking System John S Adams, Director, China Financial Services (83k)
The Chinese Silver Market: Ready for Take-off Jin Haiming, Beijing Antaike Information Development Co., Ltd (186k)
Questions and Answers (63k)

Session 5: Forecasting the Future

Session 5 - all speeches (1.9 Mb)
Introduction by the Session Chairman Martin Murenbeeld, M Murenbeeld & Associates Inc (88k)
Prospects for the Chinese Private Gold Market Wang Zhe, President, the Shanghai Gold Exchange (144k)
Insatiable Dragon: What the Future Holds for China James Kynge, China Editor, Financial Times (76k)
Conference Summary Kamal Naqvi, Precious Metals Analyst, Barclays Capital,
& Chairman, LBMA Public Affairs Committee (1.7M)