28 - 29 May 2020 GRAND HOTEL KRASNAPOLSKY, DAM 9, AMSTERDAM, THE NETHERLANDS Thank you to our Sponsors PARTNERS SPONSORS SUPPORTER IN ASSOCIATION WITH Best commodity finance conference and networking platform in Europe Thomas Schirmier, RBI Keynote speakers Tanya Epshteyn Jumana Saleheen Stephan Jansma Paul van Spaendonk Head of Structured Chief Economist Global Head Trade & Group Head of Finance CRU Structured Finance Financing Czarnikow Trafigura COFCO Canan Tulum Tawfik Sadfi Jayant Parande Kona Haque Head of Treasury & Head of Finance Global Head – Trade Head of Research Trade Finance Gunvor & Structured Finance ED&F MAN Petrochina UK Olam International Philippe Penet Alexander Peters Nitin Navandher CFO & Treasurer Finance Director CFO Sucafina Arrow Metals Phoenix Global DMCC Thierry Bourvis Ozan Ozturk Robert Frank CFO Managing Director Global Head of Sucres et Denrees Agrozan Insurance & Risk Commodities Mitigation Gerald Group Why Attend TXF returns to the beautiful city of Amsterdam for our flagship commodity finance conference. Widely regarded asthe event of the year in the commodities calendar, TXF Global Commodity Finance 2020 will gather dealmakers from all corners of the market to discuss the latest trends impacting the industry. The market finds itself in a key period of transition, TXF Global Commodity Finance 2020 is the perfect opportunity to bring the market together and examine the driving forces behind this. It’s all set to be another unmissable event. Greater representation of A new stream focused on Our brand new commodity commodity producers physical commodities financing training course. Join us in May as TXF Global Commodity Finance 2020 goes back to the future. What’s New? EVENT FEATURES: PROGRAMME FEATURES THE COMMODITIES FOOTBALL CUP INDUSTRY DUELS The Commodities Cup is the sporting event of the year. Banks Industry stalwarts tackle the issues of the day in our and traders go head to head in an attempt to win the coveted brand new Industry duel format. Who will be crowned the Commodities Cup. We can’t promise total football but we can champion? promise total fun. DEAL OF THE YEAR CASE STUDIES THE INDUSTRY DINNER Hear how they did it as we profile the most innovative deals Join everyone who’s anyone at TXF’s famous commodity from 2019 in our perfect 10 deal case study sessions. finance industry dinner. Expect food, wine and lots of suspect dance moves. GLOBAL HEADS DEBATE Hear the industry big-wigs battle it out in our brand new PERFECT 10 ‘DEAL OF THE YEAR’ AWARDS global heads debate session. It’s sure to get heated. Celebrate with your industry peers as we recognise some of the most innovative deals from 2019 in our Perfect 10 ‘Deal of the year’ award ceremony. Delegate Breakdown 16% Other RATED 43% 8/10 8% Corporates for content Law Firms RATED 4% 9/10 Insurance for networking Companies 29% Financial Institutions Fail to attend and you miss the event of the year. John Goodridhe, BP Traders and Producers You Could Meet Addax Energy SA Coral Energy Litasco Advaita Coriolis Technologies Louis Dreyfus Company Agritrade International Limited Maersk Pte Ltd CTA Geneva MET Group Agrozan Commodities Dubai Multi Commodities Metinvest DMCC Centre minmetals uk Alpicom Duferco MRI Trading Alvean Sugar ECOM Agroindustrial Nehme Commodities Amaggi S. A. Corporation Nidec ASI S.p.A. Ameropa AG ED & F Man Olam International Archer Daniels Midland Enerco Limited Arrow Metals AG Finco Fuel Benelux Olam International Aston FFI (Suisse) S.A. Gazprom neft Limited, Geneva branch BB Energy Gerald Group OMV Supply & Trading Bluequest Resources AG Glencore Ltd Bonroy Petchem Gulf Petrochem Petersen Matex Trading BP Gunvor GmbH BP Oil International Ltd ICIS PetroChina International BroadGrain IX Metals London China Aviation Fuel KazMunaiGas Petroineos Trading (Europe) Limited KME Group Limited COFCO International Lafonte Commerce SA Philia Concord Resources Latour Commodities Limited Advisory Pte Ltd Excellent and innovative with great topics of interest. Mike Marnell, Bank of China DAY 1 Agenda COFFEE & REGISTRATION Don’t forget to bring your business card to register! Once you’ve got your badge, help yourself to a coffee and croissant and start mingling. OPENING REMARKS WELCOME TO TXF GLOBAL COMMODITY FINANCE 2020 With commodity finance volumes down by more than half, the market finds itself in a key period of transition. TXF’s Editor-in-Chief, Jonathan Bell, provides an overview of what you can expect from the commodities event of the year. Jonathan Bell, Editor-in-Chief, TXF AROUND THE WORLD IN A DAY KEYNOTE ADDRESS As the commodities market battles the opposing forces of globalisation and geopolitical instability, understanding the risk factors within your supply chain is essential. We go back to the future in this keynote economic address to outline the key geopolitical and supply risks in the world’s top commodity producing and trading countries to give you an unrivalled opportunity to improve your risk management practices in 2020 and beyond. Jumana Saleheen, Chief Economist, CRU BROTHERS IN ARMS SLIDO SURVEY: HAVE YOUR SAY ON THE LATEST TRENDS This anonymous live survey is a chance to hear your thoughts on the key trends shaping the market. With representatives present from all corners of the industry, we’ll find out everything from which commodities are hot, how the market is investing in digitisation and everything in between. After the conference we’ll send you a full set of annotated results. Tom Parkman, Head of Research, TXF Moderator: Hesham Zakai, Managing Director, TXF SLIPPERY WHEN WET THE KEY DRIVERS OF GLOBAL TRADE This panel of international trading houses assess the key issues driving global trade. In a period of transition commodity traders are facing a myriad of challenges given lower prices in the market and a decrease in deal volumes. Coupled with regulatory obstacles and increased supply chain opportunities you can learn how the best traders are navigating through this difficult period. • How are traders faring considering the low commodity price environment? • Where are the key trade and supply chain routes developing? • How are Basel IV and IMO 2020 being approached? • With deal volumes down, are corporates finding the structured and working capital financing that they need? Tanya Epshteyn, Head of Structured Finance, Czarnikow Nitin Navandher, CFO, Phoenix global DMCC Tawfik Sadfi, Head of Finance, Gunvor Jayant Parande, Global Head – Trade & Structured Finance, Olam International Kona Haque, Head of Research, ED&F Man Moderator: Hesham Zakai, Managing Director, TXF NETWORKING COFFEE BREAK Ask us about our networking concierge service in order to arrange meetings and meet your peers. THE CHALLENGER’S TRACK SECTOR SPOTLIGHTS These essential market intelligence This track takes key challenges in banking workshops are your chance to learn more and trading based on current market about key trends in the energy, mining and volatility through interactive sessions agricultural sectors and pose questions to where all – including the audience – are expert industry analysts covering those encouraged to participate. sectors. TOP GUN BORN IN THE USA THE GLOBAL HEADS DEBATE ENERGY & PETROCHEMICALS In this oxford style debate, global heads • What is the outlook for oil and gas from international commodity finance banks and what will be the main change for go head-to-head in a (light-hearted) way of commodity finance professionals in 2020? tackling serious industry issues. Two teams • Is the US shale boom coming to an end will use their powers of persuasion to debate and what impact will that have on your a series of pre-assigned topics. The winning business? team will be determined by the audience. • Was the death of coal announced Debate 1: This house believes that structured commodity finance is no longer prematurely and who’s filling the financing viable. gap? Debate 2: This house believes that • Will the LNG market bounce back in 2020 regulation is killing the market. and are you prepared for that impact? Debate 3: This house believes that IRON MAIDEN sustainable finance is nothing more than METALS & MINING greenwashing. • What is the outlook for EV metals in 2020 Sandra Hack, Global Head of Structured and how will you be affected? Commodity Trade Finance, Deutsche Bank • How will you be impacted by China’s Maarten Koning, Managing Director, Global slowing economy causing a reduction in Lead Structured Commodities Finance, ING investment in new projects? Bank Esther Berkelaar, Head TCF Agri EMEA, • Is mining in the DRC becoming an impossible situation and, if so, how can Rabobank you turn that into a positive? Moderator: Stephan Jansma Global, Head Trade and Structured • As demand outstrips supply, are we headed for a copper crisis, and are you Finance, Trafigura Group ready to mitigate that risk? BACK IN BLACK GRACELAND PRODUCER PRIORITIES IN 2020 AGRI & SOFTS Commodity producers from across the • What is the outlook for bulk commodity energy, mining and agricultural sectors prices in 2020 and what does that mean share their hopes and concerns for the year for you? ahead and discuss their approach in light of • How has the African swine fever affected the tough current market conditions. long term supply for food? • What financing techniques are producers • Is the pure agri-trading model dead and currently using and are they becoming how are agricultural traders evolving their more sophisticated? approach? • Could investment in downstream and • Have we seen the end of the ABCD trading operations be a potential source dominance and, if so, what next? of new revenue? Thierry Bourvis, CFO, Sucden • How is investment in new technology helping to reduce the costs of production? Moderator: Alexander Peters, Finance Director, Arrow Metals LUNCH REGIONAL ROUNDTABLES Select which of these concurrent discussions you would like to attend. Sit side-by-side with your peers and participate in an interactive discussion led by an industry expert. AFRICA • Investment opportunities in Africa.