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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 />

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

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