| 8:45 |
Continental Breakfast & Institutional Investor Only
Summit Registration |
|
| 9:30 |
Welcoming Remarks
Sara Wessman, Executive Director, Commodities Portfolio Management 2008
|
|
| 9:35 |
Chairperson's Opening Address
Kyle Dickard, Managing Director, Head of Americas Commodity Sales and Global Commodity Analysis, Merrill Lynch Global Commodities
|
|
| 9:50 |
CASE STUDY: Exploring Opportunities To Enhance Returns With Commodities
Scottie Bevill, Senior Investment Officer – Global Bonds and Real Return, Teachers Retirement System of the State of Illinois
|
|
| 10:20 |
CASE STUDY: Insight Into Implementing A Passive
Commodity Investment Approach
Jeff Blazek, Principal – Strategic Research Group, Teachers Retirement System of Texas
|
|
| 10:50 |
Morning Coffee Break & Opportunity To Network |
|
| 11:20 |
CASE STUDY: Implementing A Broad Hard Asset
Exposure Into Your Portfolio For Maximum Returns
Mark Warner, Director, Natural Resources Investing, The University of Texas Investment Management Company (UTIMCO)
|
|
| 11:50 |
Ask The Investors: Commodity Investing Optimization
Panel
Scottie Bevill, Senior Investment Officer – Global Bonds and Real Return, Teachers Retirement System of the State of Illinois
Jeff Blazek, Principal – Strategic Research Group,
Teachers Retirement System of Texas
Mark Warner, Director, Natural Resources Investing, The University of Texas Investment Management Company (UTIMCO)
|
|
| 12:20 |
Lunch For Summit Attendees |
|
| 1:20 |
Interactive Roundtable Discussions: Commodity
Investment Strategies
Table 1: Commodity Alpha Vs. Commodity Beta
Ryan Carrier, Senior Vice President, Macquarie
Table 2: Commodity Structured Products
Jim Koppel, Managing Director – Commodity Structured Products, Societe Generale Corporate & Investment Banking
Graham Leighton, Director – Commodity Structured Products, Societe Generale Corporate & Investment Banking
Table 3: Actively Managed Commodity Strategies
James Crimmins, Managing Director, Jefferies Asset Management
|
|
| 3:25 |
Afternoon Refreshment Break & Opportunity To
Network |
|
| 3:45 |
PANEL: Determining Commodities' Effect On Your
Entire Portfolio: Balancing The Potential For High
Returns With Effective Risk Management
John C.S. Anderson, Senior Managing Director and Head of Power & Project Finance, John Hancock Life Insurance Company
Jerry Davis, Chairman, Board of Trustees, New Orleans Retirement System
|
|
| 4:20 |
Chairperson's Closing Remarks |
|
| 4:25 |
CPM 2008 Wine & Cheese Welcome Reception
|
|
| 5:40 |
Institutional Investor Only Summit Concludes |
|
