16th & 17th June 2011 • Hotel President Wilson • Geneva and The 8th Annual present Global Commodities Finance Conference The annual meeting of the key players in the commodity finance community Register before Gold Sponsor 21 April and save €200 Lunch Sponsor Cocktail Sponsor Delegate Bag Sponsor Bronze Sponsors Exhibitors Confirmed Speakers include: ● Andrea Almeida, Head of ● Federico Turegano, Global Head ● Jean-Francois Lambert, Global Corporate Risk Management of Natural Resources & Energy Head Commodity and Structured Department, Vale Financing, Société Générale Trade Finance Trade and Supply ● Thierry Bourvis, Chief Financial Corporate & Investment Banking Chain, HSBC Bank Officer, Sucden ● Gert Bosscher, Managing Director, ● Philippe Chalmin, Professor at Paris ● Afegra Dauphine University and General Gauthier Froment, Head of Trade ● Jean Craven, General Manager, Editor, Cyclope Commodity Yearbook Finance, Louis Dreyfus Commodities Export Trading Group ● Robert Parson, Partner, Reed Smith ● Colin Heritage, Managing Director, ● Andrew C. Beckham, ● Robert Petritsch, Chief Financial Stemcor Director/Chief Financial Officer, Officer, Quadra ● Matthias Bormann, Finance BUMI Resources ● ● Michael Rolfe, Head of Commodity Director, Armajaro Bohumil Matousek, Senior Trade Finance, UniCredit Underwriter, Political Risk & Trade ● Sergey Rezontov, Head of ● Teymur Huseynov, Global Head Corporate Finance, Mechel Credit Insurance, Zurich ● Kevin Rhodes, Chief Operating Energy Consulting, Exclusive ● Analysis Thomas Öhl, Managing Director, Officer, LN Metals Global Head of Commodity Finance, ● Jürgen Siemer, Senior Investment ● Antonio Oliva Neto, Chief Financial Structured Finance, WestLB Manager, DEG Officer, Los Grobo ● Dono Boestami, Finance Director, ● Mario Messerschmidt, Head ● Matt Pieterse, Managing Director, PT Bukit Asam Structured Trade Finance, Beijing Axis Commerzbank www.euromoneyseminars.com/commodities The 8th Annual Global Com DAY ONE: THURSDAY 16TH JUNE 2011 10.15 08.00 Morning coffee and networking break Registration and coffee 11.00 China conquering new markets: Evaluating China’s rising presence 08.45 in the African and Latin American commodity markets and what it means for commodities finance Chairman’s opening remarks Jean-Francois Lambert, Global Head Commodity and Structured Shifts in lending: What role will Chinese banks play in these regions? Trade Finance Trade and Supply Chain, HSBC Bank What types of deal structures are they looking for? Which hard and soft commodities offer the most appeal? 09.00 Comparing financial strategies of Chinese and international producers Does Chinese Renminbi have potential to become a new Global economic overview: Examining the effects of expanding global currency? population and increasing wealth in developing economies on the The impact of changing trends in the Chinese consumer demand commodities market on commodities markets How to accommodate for rising commodity prices in the world How will China’s appetite for natural resources develop in the of austerity coming year? Deregulation and globalization of the commodities industry Andrea Almeida, Head of Corporate Risk Management Department, Vale How sustainable is the upward trend in the commodities market? Erik Bethel, Managing Partner, SinoLatin Capital What are the main drivers behind the high volatility of Matt Pieterse, Managing Director, Beijing Axis commodity prices? Philippe Chalmin, Professor at Paris Dauphine University 11.45 and General Editor, Cyclope Commodity Yearbook Metals & Mining: Can the market sustain the ever-increasing 09.30 demand from emerging economies? How dependent is the sector on Chinese and Indian demand? Annual Global Heads Panel: Are banks ready to cope with the Steel: Conquering new ground in India increasing demand for financing? What other new hubs for steel are in development? Analyzing how to overcome price volatility in deals: To what extent it can be attributed to speculators What are the reasons behind continuing consolidation among global steelmakers? What does this mean for deal flow? What criteria do banks use when structuring a deal? Is there room for innovation in current market conditions? Analysing current price trends for iron ore and steel. What do they Is the liquidity gap between top tier and second tier players going hold for the future of the industry? to close? How has the disruption in supply of iron ore and coking coal due to The increasing participation of local banks: What is the implication Australian floods affected the market? on the market? Valentina Burrai, Research Analyst, Metal Bulletin Research Does 2011 bring the end of restructurings? How are banks going to deal with non-performing loans now that 12.15 the market has improved? South and South East Asian economies: Providing solutions to Assessing ways to absorb increasing banking costs financing challenges and securing deal flow Rising competition from bond and capital markets: How real is India: What are the main challenges faced by banks in the world’s the threat? second-fastest growing economy and how to overcome them? How crucial is the development of syndicated loans market to How to deal with rising inflation in the region financing large deals? Reviewing economies in South East Asia: What commodities are What is the deal flow expected to be like in the coming year? seen as the most attractive and where is the deal flow coming from? Bankers’ perspective on what clients really want and need To what extent can Singapore be seen as an alternative hub Jean-Francois Lambert, Global Head Commodity and Structured for financing? Trade Finance Trade and Supply Chain, HSBC Bank Dono Boestami, Finance Director, PT Bukit Asam Thomas Öhl, Managing Director, Global Head of Commodity Finance, Andrew C. Beckham, Director/Chief Financial Officer, BUMI Resources Structured Finance, WestLB Matthias Bormann, Finance Director, Armajaro Michael Rolfe, Head of Commodity Trade Finance, UniCredit Federico Turegano, Global Head of Natural Resources & Energy Financing, Société Générale Corporate & Investment Banking 13.00 Mario Messerschmidt, Head Structured Trade Finance, Commerzbank Lunch Hosted by: Karel W. Valken, Global Head Trade & Commodity Finance Agri, Global Head Grains & Oilseeds, Rabobank International John MacNamara, Global Head of Structured Commodity Finance, Deutsche Bank 14.30 Bernard Zonneveld, Managing Director/Global Head; Structured Russia & CIS: How to take advantage of enormous natural resource Metals and Energy Finance, ING wealth and secure deals safely in the energy sector Moderator: Robert Parson, Partner, Reed Smith Where are prices going? Where is the deal flow coming from? Will there be a return of the syndicated loans market? Will IPOs and bond issues severely impact the commodities finance market or produce new opportunities? The Caspian region: How will the deal pipeline develop in 2011-2012? Analyzing the factors facilitating this development How to identify and deal with the challenges faced by large international banks when securing deals in Russia? Providing solutions to legal, political and logistical risks Are increasing political and legal risks being matched with higher rewards in Russia & CIS? Sergey Rezontov, Head of Corporate Finance, Mechel Teymur Huseynov, Global Head Energy Consulting, Exclusive Analysis Rouben Indjikian, International Consultant and Former Executive Director, Global Commodities Forum © Euromoney Seminars and Trade Finance 2011 mmodities Finance Co DAY TWO: FRIDAY 17TH JUNE 2011 15.15 Sub-Saharan Africa: What are the most secure ways of financing deals in the region? 08.15 Overcoming counter-party risk: Are collateral managers essential Registration and coffee when securing deals in the region? Increase in deal flow: How crucial is logistical and technological 08.45 advancement in the region? Do local currencies have potential in African commodities deals? Chairman’s opening remarks Evaluating how the region is coping with high volatility of soft commodity prices 09.00 How will rising fertilizer prices impact deal flow in crops and other The Annual Global Trader Panel: The changing profile of traders soft commodities in the region? in the deal-making chain and the impact on the commodities Jürgen Siemer, Senior Investment Manager, DEG finance industry Jean Craven, Head of Corporate Finance, Export Trading Group Are large traders ready to finance themselves? 16.00 Overview of the activity of top traders: Will they switch from structured finance to capital markets? Afternoon coffee and networking break Analyzing the growing importance of traders’ balance sheets The role of the trader in supply and logistics management 16.30 How have trading flows evolved since summer 2010? Traders’ perspective on working best with bankers Soft Commodities: Hedging against higher risks brought about Uncertainties over commodity market regulations: What are the by disruptions in supply likely impacts? Price volatility: To what extent are prices affected by natural disasters? Where to find additional funding to face commodity price trend? Is there enough supply to meet rising demand? How is supply shifting? Kevin Rhodes, Chief Operating Officer, LN Metals How are ever-growing food prices affecting the industry? Colin Heritage, Managing Director, Stemcor Would GM crops provide a solution? Thierry Bourvis, Chief Financial Officer, Sucden To what extent is extra demand from biofuels raising soft Robert Petritsch, Chief Financial