Emerging growth in a resource constrained world
Emerging growth in a resource constrained world
Emerging growth in a resource constrained world
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2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
195 speakers Over 2 Days & Gala Charity D<strong>in</strong>ner<br />
20–21 June 2012<br />
JW Marriott, Level 3<br />
Hong Kong<br />
To Register for Earth‘s Resources Conference, click HERE.<br />
If you have any queries about the conference or charity d<strong>in</strong>ner don’t hesitate to contact Jeremy.Gray@sc.com<br />
Page 1
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 1<br />
20 June 2012<br />
Wednesday<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
08:00 – 08:45 Registration and collect ticket for Charity d<strong>in</strong>ner<br />
08:45 – 09:00 Welcome Remarks<br />
Ben Hung, Chief Executive Officer, Standard Chartered Bank (Hong<br />
Kong) Ltd.<br />
Jeremy Gray, Global Head of Resources Equity Research, Standard<br />
Chartered Bank<br />
9:00 – 9:50 Copper price set to break out, but which way?<br />
Moderator: Dan Smith, Head of Metals Research, Standard<br />
Chartered Bank<br />
Panelists:<br />
David Morgan, editor of The Morgan Report<br />
Owen Hegarty, Vice Chairman, G Resources<br />
Chris Dundas, Chief Executive Officer, Duluth Metals<br />
Mark Holder, Director of Product Development, the Hong Kong<br />
Mercantile Exchange<br />
Judy Zhu, Commodity Analyst, Standard Chartered Bank<br />
Plantations- Runn<strong>in</strong>g out<br />
of spare land?<br />
Golden Agri<br />
Richard Fung<br />
Investor Relations<br />
Indofood Agri<br />
Mark Wakeford<br />
Chief Executive Officer and<br />
Executive Director<br />
Rare Earths and Gold<br />
Moderator: Ch<strong>in</strong>g-li Teo, SCB<br />
Frontier Rare Earths<br />
James Kenny<br />
Chief Executive Officer<br />
Oceanagold<br />
Mick Wilkes<br />
Chief Executive Officer<br />
Copper & Coal – <strong>Emerg<strong>in</strong>g</strong><br />
producers<br />
Copper North<br />
Sally Eyre<br />
Chief Executive Officer<br />
Hana M<strong>in</strong><strong>in</strong>g<br />
Marek Kreczmer<br />
Chief Executive Officer<br />
10:00 – 10:50 Oil products; strong Asian demand, ris<strong>in</strong>g prices – how to<br />
protect corporate profits?<br />
Moderator: Duke Suttikulpanich, Director Oil and Gas Equity<br />
Research, Standard Chartered Bank<br />
Panelists:<br />
Chris Gascoyne, Manag<strong>in</strong>g Director, FACTS Global Energy<br />
Ramon S. Ang, Chief Executive Officer, Petron<br />
Mark Catton, Manag<strong>in</strong>g Director, Glencore (S<strong>in</strong>gapore)<br />
Alan Koh, Global Head of Energy Sales, Standard Chartered Bank<br />
Priya Balchandani, Oil Products Analyst, Standard Chartered Bank<br />
Olam International<br />
Sunny Verghese<br />
Group Manag<strong>in</strong>g Director and<br />
Chief Executive Officer<br />
Gold – From discovery to<br />
production<br />
Rye Patch Gold<br />
Bill Howald<br />
President, Chief Executive<br />
Officer and Director<br />
East Asia M<strong>in</strong>erals<br />
Edward Rochette<br />
Chief Executive Officer<br />
Iron ore – <strong>Emerg<strong>in</strong>g</strong> magnetite<br />
producers<br />
Moderator: Ch<strong>in</strong>g-li Teo, SCB<br />
Grange Resources<br />
Russell Clarke<br />
Chief Executive Officer<br />
IRC Ltd<br />
Jay Hambro<br />
Executive Chairman<br />
Cont<strong>in</strong>ued…<br />
Note: Some speakers listed have been <strong>in</strong>vited and are pend<strong>in</strong>g confirmation.<br />
Page 4
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 1<br />
20 June 2012<br />
Wednesday<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
11:00 – 11:50 Gold: A fools gold bull market?<br />
Moderator: Yan Y Chen, Director Head of Metals & M<strong>in</strong><strong>in</strong>g,<br />
Standard Chartered Bank<br />
Panelists:<br />
Owen Hegarty, Vice Chairman, G-Resources<br />
Bob Quarterma<strong>in</strong>, Chief Executive Officer, Pretivm<br />
Brent Cook, Exploration Analyst and Geologist<br />
Chris Powell, Secretary/Treasurer, Gold Anti-Trust Action<br />
Committee Inc.<br />
Rob McEwen, Chief Executive Officer, McEwen M<strong>in</strong><strong>in</strong>g<br />
My vision of Bumi Plc and<br />
Pt Borneo<br />
Bumi Plc & Pt Borneo<br />
Sam<strong>in</strong> Tan<br />
Chairman<br />
Interviewer: Jennifer Zhu Scott<br />
MD, APAC BrightWire<br />
Coal Bed Methane – A viable<br />
alternative?<br />
Enviro Energy<br />
Kenny W. Chan<br />
Chief Executive Officer<br />
Fortune oil<br />
TEE Kiam Poon<br />
Chief Executive (Hong Kong)<br />
Far East Energy<br />
Mike McElwrath<br />
Chief Executive Officer<br />
Rubber & Plantations<br />
GMG Global<br />
Yao X<strong>in</strong>gliang<br />
Executive Director and Chief<br />
Executive Officer<br />
Gent<strong>in</strong>g Plantations<br />
Tan Wee Kok<br />
Chief F<strong>in</strong>ancial Officer<br />
12:00 – 13:00 Keynote Address:<br />
Barry Cheung, Chairman of the Hong Kong Mercantile Exchange ,<br />
“Hong Kong’s grow<strong>in</strong>g importance of traded commodities” (10 m<strong>in</strong>s)<br />
David Morgan, Editor, The Morgan Report, “Hyper<strong>in</strong>flation, silver and<br />
the demise of American society?” (40 m<strong>in</strong>s)<br />
13:00 – 14:00 Buffet Lunch and Network<strong>in</strong>g<br />
14:00 – 14:50 Is food Ch<strong>in</strong>a's next big import?<br />
Moderator: Adrian Foulger, Head of Food and Beverages, Soft<br />
commodities Research, Standard Chartered Bank<br />
Panelists:<br />
Duncan Mac<strong>in</strong>tosh, International Rice Institute<br />
Sunny Verghese, Olam, Chief Executive Officer<br />
Chari Ratwatte, Director, Rural Returns<br />
Debra Tan, Director, Ch<strong>in</strong>a Water Risk<br />
Guy Willams, Global Head, Agricultural Trad<strong>in</strong>g, SCB<br />
Keynote Address:<br />
Moderator: Stephen Green, Head of Greater Ch<strong>in</strong>a Research, SCB<br />
Simon Mikhailovich, Speaker at James Grant Conference, Co-Manag<strong>in</strong>g Member, Eidesis Capital LLC,<br />
“Probabilities of a global economic crisis and the role of gold”<br />
Ivanhoe M<strong>in</strong>es<br />
Robert Friedland<br />
Founder<br />
Interviewer: Jennifer Zhu Scott<br />
MD, APAC BrightWire<br />
Iron ore – <strong>Emerg<strong>in</strong>g</strong><br />
Western Australian<br />
magnetite producer<br />
London M<strong>in</strong><strong>in</strong>g<br />
Rachel Rhodes<br />
Chief F<strong>in</strong>ancial Officer<br />
G<strong>in</strong>dalbie Metals<br />
Michael Weir<br />
Corporate Affairs and Investor<br />
Relations Manager<br />
Plat<strong>in</strong>um & Gold<br />
Moderator: John Caparusso, SCB<br />
Aquarius<br />
Stuart Murray<br />
Chief Executive Officer<br />
Cont<strong>in</strong>ued…<br />
Note: Some speakers listed have been <strong>in</strong>vited and are pend<strong>in</strong>g confirmation.<br />
Page 5
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 1<br />
20 June 2012<br />
Wednesday<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
15:00 – 15:50<br />
Coal – The DHL of commodities<br />
Moderator: Alan Koh, Global Head of Energy Sales, Standard<br />
Chartered Bank<br />
Panelists:<br />
Tor Peterson, Head of Glencore Coal<br />
Richard Elman, Founder and Chairman, Noble Group<br />
Sam<strong>in</strong> Tan, Chairman, Bumi Plc & Pt Borneo<br />
Graham Mascall, Chief Executive Officer, Ncondezi Coal<br />
AngloGold Ashanti<br />
Sr<strong>in</strong>ivasan Venkatakrishnan<br />
Chief F<strong>in</strong>ancial Officer<br />
&<br />
Richard Duffy (Executive VP –<br />
Cont<strong>in</strong>ental Africa)<br />
Ch<strong>in</strong>a Coal<br />
Zhou Dongzhou<br />
Company Secretary<br />
Copper – Major copper<br />
producers<br />
Kazakhmys<br />
Andrew Southam<br />
Deputy Chief F<strong>in</strong>ancial Officer<br />
Antofagasta<br />
Alejandro Rivera<br />
Group Chief F<strong>in</strong>ancial Officer<br />
Gold – Undervalued gold<br />
juniors<br />
Northern Gold<br />
Frederick Lacy<br />
Chief Executive Officer<br />
Gold Standard Ventures<br />
Jonathan Awde<br />
President and Chief Executive<br />
Officer<br />
16:00 – 16:50 CleanTech — Assess<strong>in</strong>g policy opportunity/risk <strong>in</strong> Ch<strong>in</strong>a;<br />
maximis<strong>in</strong>g <strong>in</strong>vestor returns<br />
Moderator: Evan Li, Director, Head of Power, Utilities, Renewables &<br />
Environment (PURE), Standard Chartered Bank<br />
Panelists:<br />
Dorjee Sun, Executive Director, Carbon Agro Pte Ltd<br />
David Lunsford, Consultant, Energy Environment Solutions<br />
Peter Kennedy, Manag<strong>in</strong>g Director, CLSA Capital Partners<br />
Peter Gutman, Energy & Environment, Pr<strong>in</strong>cipal F<strong>in</strong>ance Standard<br />
Chartered Bank<br />
Alexandra Boakes Tracy, Chairman, Association for Susta<strong>in</strong>able &<br />
Responsible Investment <strong>in</strong> Asia<br />
Baosteel<br />
Hong YU<br />
Representative<br />
of Securities Affairs<br />
Mongolian M<strong>in</strong><strong>in</strong>g<br />
Battsengel Gotove<br />
Executive Director<br />
Diamonds – Rare stones<br />
gett<strong>in</strong>g rarer<br />
Mounta<strong>in</strong> Prov<strong>in</strong>ce<br />
Patrick Evans<br />
Chief Executive Officer<br />
Duluth Metals<br />
Chris Dundas<br />
Chief Executive Officer<br />
Gold & Z<strong>in</strong>c<br />
Moderator: John Caparusso, SCB<br />
Endeavour M<strong>in</strong><strong>in</strong>g<br />
Mark Connelly<br />
Chief Operat<strong>in</strong>g Officer<br />
Z<strong>in</strong>cox<br />
Andrew Woollett<br />
Chairman/Co-Founder<br />
17:00 – 17:50 Ch<strong>in</strong>a's real liquidity crisis: Water<br />
Moderator: Clive McDonnell, Head of <strong>Emerg<strong>in</strong>g</strong> Markets Equity<br />
Strategy, Standard Chartered Bank<br />
Panelists:<br />
Christ<strong>in</strong>e Loh, Chief Executive Officer, Civic Exchange<br />
Debra Tan, Director, Ch<strong>in</strong>a Water Risk<br />
Peter Gutman, Energy & Environment, Pr<strong>in</strong>cipal F<strong>in</strong>ance, SCB<br />
Stephen Green, Head of Greater Ch<strong>in</strong>a Research, SCB<br />
Bernt Osthus, Chairman of the Board, Aqualyng<br />
Lonm<strong>in</strong><br />
Ian Farmer<br />
Chief Executive Officer<br />
Cok<strong>in</strong>g coal - Develop<strong>in</strong>g and<br />
build<strong>in</strong>g m<strong>in</strong>es<br />
Tigers Realm Coal<br />
Mart<strong>in</strong> Grant<br />
Chief Executive Officer<br />
Cokal<br />
Peter Lynch<br />
Executive Chairman<br />
Beacon Hill<br />
Just<strong>in</strong> Lewis, Chairman<br />
Oil & Gas<br />
Buru Energy<br />
Eric Streitberg<br />
Executive Director<br />
Page 6
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
17:50 – 18:00 Cocktails<br />
19:00-22:00<br />
Gala Charity d<strong>in</strong>ner for See<strong>in</strong>g is Believ<strong>in</strong>g and Child's Dream:<br />
Introduction to ―See<strong>in</strong>g is Believ<strong>in</strong>g‖: Ben Hung, Chief Executive Officer, Standard Chartered Bank (Hong Kong) Ltd.<br />
Introduction to ―Child‘s Dream‖ via webcast by: Dr. Marc Faber, author of ‗Gloom Doom and Boom‘ report<br />
Armchair D<strong>in</strong>ner Discussion: 'Are the next 20 years very different to the last 20 years for the <strong>world</strong> as we know it, and where will Asia’s position be <strong>in</strong> the <strong>world</strong>?”<br />
Rob McEwen, Chief Executive Officer, McEwen M<strong>in</strong><strong>in</strong>g<br />
Robert Friedland, Founder, Ivanhoe M<strong>in</strong>es<br />
Chow Tai Fook Prestigious Jewellery Show- Introduction to Chow Tai Fook by Alan Chan, Director of Group Brand<strong>in</strong>g Department, Chow Tai Fook Jewellery<br />
Silent Auction<br />
Tickets are US$250 each<br />
Limited Seats available - please email jeremy.gray@sc.com to reserve a seat or to be a sponsor for the even<strong>in</strong>g.<br />
Jo<strong>in</strong>t Chairpersons : Laura Ste<strong>in</strong> & Jeremy Gray<br />
Cont<strong>in</strong>ued…<br />
Note: Some speakers listed have been <strong>in</strong>vited and are pend<strong>in</strong>g confirmation.<br />
Page 7
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 2<br />
21 June 2012<br />
Thursday<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
08:00 – 08:45 Registration<br />
08:45 – 09:00 Welcome Remarks<br />
Arun Murthy, Global Head of Commodities, Standard Chartered<br />
Bank<br />
Han P<strong>in</strong> Hsi, Global Head of Commodities Research, Standard<br />
Chartered Bank<br />
09:00 – 09:50 Demand vs supply – Can rubber stretch?<br />
Moderator: Abah Ofon, Agricultural Analyst, Standard Chartered<br />
Bank<br />
Panelists:<br />
Jom Jacobs, Senior Economist, Association of Natural Rubber<br />
Produc<strong>in</strong>g Countries<br />
Dr. Stephen Evans, Secretary General, International Rubber Study<br />
Group<br />
Yao X<strong>in</strong>gliang,Executive Director and Chief Executive, GMG Global<br />
Joo Eng Teo, Equity Research Associate Soft Commodities,<br />
Standard Chartered Bank<br />
Rio T<strong>in</strong>to<br />
Andrew Hard<strong>in</strong>g<br />
Chief executive, Copper<br />
Deeply discounted gold<br />
juniors<br />
Moderator: John Chan, SCB<br />
Seafield Resources<br />
Cesar Lopez<br />
Chief Executive Officer<br />
New Dawn M<strong>in</strong><strong>in</strong>g<br />
Ian Saunders<br />
Chief Executive Officer<br />
Gold<br />
Wits Gold<br />
Philip Kotze<br />
Chief Executive Officer<br />
Prophecy coal<br />
John Lee<br />
Chief Executive Officer<br />
10:00 – 10:50 LNG – the golden age of gas? Volume or price?<br />
Moderator: David Fyfe, Head of Oil Industry & Markets Division, IEA<br />
Panelists:<br />
Eric Streitberg, Executive Director, Buru Energy<br />
Gundi Royle, Pr<strong>in</strong>cipal Royle Energy Partners<br />
Chris Gascoyne, Manag<strong>in</strong>g Director, FACTS Global Energy<br />
Duncan van Bergen, Senior Expert, Oil and Gas, McK<strong>in</strong>sey &<br />
Company<br />
Peter Godfrey, Head of Oil & Gas, Energy & Environment, Pr<strong>in</strong>cipal<br />
F<strong>in</strong>ance, SCB<br />
Gold & Silver – The<br />
benefits of a big <strong>resource</strong><br />
Pretivm<br />
Bob Quarterma<strong>in</strong><br />
Chief Executive Officer<br />
G Resources<br />
Owen Hegarty<br />
Vice Chairman<br />
W<strong>in</strong>d operators/Equipment &<br />
Steel<br />
Ch<strong>in</strong>a W<strong>in</strong>dpower<br />
Ms Samantha Ko<br />
Executive Director<br />
Tata Steel<br />
Subhra Das<br />
Head of Investor Relations<br />
Gold<br />
Moderator: John Chan, SCB<br />
McEwen M<strong>in</strong><strong>in</strong>g<br />
Rob McEwen<br />
Chief Executive Office<br />
Pan American Goldfields<br />
Dr. Alex Becker<br />
Cont<strong>in</strong>ued…<br />
Page 8
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 2<br />
21 June 2012<br />
Thursday<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
11:00 – 11:50 Jewellery – a boom<strong>in</strong>g demand outlook?<br />
Moderator: Kishore Lall, Manag<strong>in</strong>g Director and Global Head of<br />
Diamonds & Jewelry, SCB/ Anna Mart<strong>in</strong>, Manag<strong>in</strong>g Director Head<br />
Global Market<strong>in</strong>g, Diamonds & Jewelry, SCB<br />
Panelists:<br />
Jamie Strauss, Director, Strauss Partners LLP<br />
James Courage, Chief Executive Officer, Plat<strong>in</strong>um Guild<br />
Stephen Forrest, Director, Pr<strong>in</strong>cipal Consultant, SFA (OXFORD)<br />
Jim Pounds, Executive VP, Buy<strong>in</strong>g & Sourc<strong>in</strong>g, Harry W<strong>in</strong>ston<br />
Shlomo Tidhar, Chief Executive Officer, SDX<br />
12:00 – 13:00 Keynote Address<br />
Bob Quarterma<strong>in</strong>, “Explor<strong>in</strong>g <strong>in</strong> the Gold Industry: a 35-year<br />
Perspective”<br />
Randy Smallwood, Chief Executive Officer, Silver Wheaton, “Silver: A<br />
major supply short fall loom<strong>in</strong>g?”<br />
13:00 – 14:00 Buffet Lunch<br />
14:00 – 14:50 Iron ore and steel: Is Ch<strong>in</strong>a ex <strong>growth</strong>?<br />
Moderator: Judy Zhu, Commodity Analyst, Standard Chartered Bank<br />
Panelists:<br />
Rod Beddows, President and Co-Founder, HCF<br />
Graeme Hossie, Chief Executive Officer, London M<strong>in</strong><strong>in</strong>g<br />
Shagang Steel, Chief F<strong>in</strong>ancial Officer<br />
Jay Hambro, Executive Chairman, IRC Ltd<br />
David Quarmby, Director, Commodities Structur<strong>in</strong>g, SCB<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Petroch<strong>in</strong>a<br />
Mao Zefeng<br />
Senior Assistant Secretary to the<br />
Board of Directors<br />
S<strong>in</strong>opec<br />
Evan Jia<br />
Head of <strong>in</strong>vestors relations<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Hydro & Energy Efficiency<br />
Ch<strong>in</strong>a Hydro<br />
John Donahue<br />
VP Investor Relations<br />
Ch<strong>in</strong>a Power Equipment<br />
Lillian Feng<br />
Director & Vice GM<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
Copper & Gold – From<br />
America to the Philipp<strong>in</strong>es<br />
Exeter Resources & Extorre<br />
Gold M<strong>in</strong>es Ltd<br />
Yale Simpson<br />
Executive Chairman<br />
CGA M<strong>in</strong><strong>in</strong>g<br />
Michael Carrick<br />
Chief Executive Officer<br />
Keynote Address<br />
Brent Cook, Exploration Analyst and Geologist, “Exploration companies : A Guide to <strong>in</strong>vest<strong>in</strong>g for non<br />
professionals"<br />
Chris Powell, Secretary/Treasurer, Gold Anti-Trust Action Committee Inc, “Gold price suppression<br />
purposes and proofs”<br />
My vision of First Pac & Philex<br />
M<strong>in</strong><strong>in</strong>g<br />
First Pacific & Philex M<strong>in</strong><strong>in</strong>g<br />
Manuel V. Pangil<strong>in</strong>an<br />
Chairman & Chief Executive<br />
Officer<br />
Coal<br />
Sakari Resources<br />
Jeremy Figg<strong>in</strong>s<br />
Group General Manager,<br />
Mount Gibson<br />
Geoff Hill<br />
Chief Executive Officer<br />
Gold; <strong>Emerg<strong>in</strong>g</strong> African<br />
powerhouses<br />
Moderator: Ch<strong>in</strong>g-li Teo, SCB<br />
Centam<strong>in</strong><br />
Josef El-Raghy<br />
Chairman<br />
African Barrick<br />
Andrew Wray<br />
Head of Corporate Development<br />
and Investor Relations<br />
Note: Some speakers listed have been <strong>in</strong>vited and are pend<strong>in</strong>g confirmation.<br />
Cont<strong>in</strong>ued…<br />
Page 9
2 nd Earth’s Resources Conference 2012<br />
<strong>Emerg<strong>in</strong>g</strong> <strong>growth</strong> <strong>in</strong> a <strong>resource</strong> constra<strong>in</strong>ed <strong>world</strong><br />
20-21 June 2012 | Hong Kong | JW Marriott, Level 3<br />
Day 2<br />
21 June 2012<br />
Thursday<br />
15:00 – 15:50 Silver - the $100/oz silver l<strong>in</strong><strong>in</strong>g<br />
Track 1<br />
Plenary Panel Discussions & Keynotes<br />
Ballroom<br />
Moderator: Tom Coghill, Director Commodity Sales, SCB<br />
Panelists:<br />
David Morgan, editor of The Morgan Report<br />
Bob Quarterma<strong>in</strong>, Chief Executive Officer, Pretivm<br />
Randy Smallwood, Chief Executive Officer, Silver Wheaton<br />
Yale Simpson, Executive Chairman, Exeter Resource<br />
Brent Cook, Exploration Analyst and Geologist<br />
16:00 – 16:50 Plat<strong>in</strong>um - a play on clean air or luxury goods?<br />
Moderator: Stephen Forrest, Director, Pr<strong>in</strong>cipal Consultant, SFA<br />
(OXFORD)<br />
Panelists:<br />
Ian Farmer, Chief Executive Officer, Lonm<strong>in</strong><br />
David Morgan, editor of The Morgan Report<br />
Stuart Murray, Chief Executive Officer, Aquarius Plat<strong>in</strong>um<br />
Dr. Fiona Perrott-Humphrey, Director, AIM M<strong>in</strong><strong>in</strong>g Research<br />
James Courage, Chief Executive Officer, Plat<strong>in</strong>um Guild<br />
17:00 – 17:50 Crude palm oil – a price storm is brew<strong>in</strong>g<br />
Moderator: Marios Maratheftis, Global Head of Regional Research,<br />
SCB<br />
Panelists:<br />
Dorab Mistry, Godrej<br />
Adrian Foulger, Head of Food and Beverages, Soft commodities<br />
Research, Standard Chartered Bank<br />
Abah Ofon, Agricultural Analyst, Standard Chartered Bank<br />
Mark Wakeford, Chief Executive Officer, Indofood Agri<br />
Track 2<br />
Large Company Presentations<br />
Ballroom<br />
Petron<br />
Ramon S. Ang<br />
Chief Executive Officer<br />
Vedanta<br />
M S Mehta<br />
Chief Executive Officer<br />
Silver Wheaton<br />
Randy Smallwood<br />
Chief Executive Officer<br />
Teck Resources<br />
Ralph Lutes<br />
VP Asia Affairs and Chief<br />
Representative, Ch<strong>in</strong>a<br />
Thailand : Asia‘s Food Basket<br />
Thai Union Frozen<br />
Paco Lee<br />
F<strong>in</strong>ancial Controller<br />
Thai Vegetable Oil<br />
Dr. Wiboon Lohachoonsiri<br />
Director<br />
17:50 – 18:00 Clos<strong>in</strong>g Remarks - Marios Maratheftis, Global Head of Regional Research, Standard Chartered Bank<br />
END OF CONFERENCE<br />
Track 3<br />
Company Presentations<br />
Queensway Victoria Room<br />
Cement & Coal<br />
Ch<strong>in</strong>a Resources Cement<br />
Robert Lau<br />
Chief F<strong>in</strong>ancial Officer<br />
Atlas Resources<br />
Andre Abdi<br />
Co-Chief Executive Officer<br />
Coal & Alum<strong>in</strong>ium<br />
Adaro<br />
Cameron Tough<br />
Investor Relations<br />
Rusal<br />
Dom<strong>in</strong>ic Li<br />
Manag<strong>in</strong>g Director, Hong Kong<br />
<strong>Emerg<strong>in</strong>g</strong> Renewables<br />
Carnegie Wave Energy<br />
Dr Michael Ottaviano<br />
Manag<strong>in</strong>g Director<br />
STX Multifeed<br />
Peter Strebl<br />
Bus<strong>in</strong>ess Development<br />
Manager<br />
Track 4<br />
Company Presentations<br />
Aberdeen Room<br />
Nickel & Gold – Challenges of<br />
new entrants<br />
Poseidon Nickel<br />
David S<strong>in</strong>gelton<br />
Chief Executive Officer<br />
K<strong>in</strong>gsgate Consolidated<br />
Gav<strong>in</strong> Thomas<br />
Chief Executive Officer<br />
Gold<br />
Premier Gold<br />
Ewan Downie<br />
Chief Executive Officer<br />
Cont<strong>in</strong>ental Gold<br />
Ari Sussman<br />
President and Chief Executive<br />
Officer<br />
Gold<br />
Archipelago Resources<br />
Marcus Engelbrecht<br />
Chief Executive Officer<br />
Noble M<strong>in</strong>eral Resources<br />
Wayne Norris<br />
Chief Executive Officer<br />
Page 10
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