IN-PERSON

26 APRIL 2023

THE QEII CENTRE, LONDON


REGISTER NOW



DIVERSIFICATION. HEDGING AGAINST INFLATION.
SUPPLY & DEMAND DYNAMICS.
GROWTH PROSPECTS.

 

THESE ARE JUST A FEW REASONS WHY THE GLOBAL INVESTOR COMMUNITY INCREASINGLY SEES COMMODITIES AND RELATED STRATEGIES AS AN ATTRACTIVE LOCATION FOR CAPITAL.


The Commodity Investment Summit provides a platform for institutional investors and investment managers from across the globe to meet and explore strategies across commodity, natural resource and ESG investments.


KEY THEMES INCLUDE:


DIVERSIFICATION.
HEDGING AGAINST INFLATION.
SUPPLY & DEMAND DYNAMICS. GROWTH PROSPECTS.


THESE ARE JUST A FEW REASONS WHY THE GLOBAL INVESTOR COMMUNITY INCREASINGLY SEES COMMODITIES AND RELATED STRATEGIES AS AN ATTRACTIVE LOCATION FOR CAPITAL.

The Commodity Investment Summit provides a platform for institutional investors and investment managers from across the globe to meet and explore strategies across commodity, natural resource and ESG investments.


KEY THEMES INCLUDE:

Investment Strategies


Investment Manager Selection


Market Outlooks


This one day track taking place during Commodity Trading Week and will combine presentations and panels from the leading minds in the industry.
We aim to make the day as inclusive as possible to the burgeoning investor community and ensure as many of these rapidly growing, important new sectors of commodities are able to join.


You'll get the lowdown from industry leaders on topics including:

  • Rationales for investing in commodity futures, and their levels of correlation
  • Latest thinking and product design from the sell side
  • Ethical and reputational considerations  
  • Buy side focus: motivations for investing, concerns, products of greatest and least interest


AGENDA


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Background

ESG, Ethical & Legal considerations in Commodities Investing

Thumbnail Moderator: Peta Milan, Founder & Principal, Henmil Group Family Office

Thumbnail Philippe Cohen, CFO, Kariya Energy Ltd

Thumbnail Amanda van Dyke, Managing Director, ARCH Emerging Markets Partners

Thumbnail Emma Leith, VP - ESG & Communications, La Mancha Resource Capital

PANEL DISCUSSION
• Theory or reality? Exploring the argument that commodity investing drives higher food prices
• Developing an ethics framework for your commodity investment strategy
• Impact investing in commodities via ESG investing and supporting the energy transition

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Exploring commodity investments via investment and hedge funds

Thumbnail Moderator: Rebekah Fajemirokun, Head of Trade Finance, Eminent Energy Limited (Berkeley Energy Services )

Thumbnail Peter Lenart, Former Head of Investment Research, UK Wealth Management Firm

Thumbnail Richard Lloyd, CEO / Chairman, Minexia / Marula Mining PLC

Thumbnail Faisal Javaid, Managing Director & Head of Investment Risk, Man FRM

PANEL DISCUSSION
• Benchmarking commodity focused strategies against other alternatives and wider primary markets
• Outlooks for carbon and other environmental markets
• The growth and performance of asset managers as alternative commodity trade finance lenders

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Utilising private equity, VC and infrastructure as vehicles for commodity exposure

Thumbnail Moderator: Peta Milan, Founder & Principal, Henmil Group Family Office

Thumbnail Dr Joel Hooper, Director, Henmil Group Family Office

Thumbnail David Halkyard, Managing Director / Head of Credit Funds, Resource Capital Funds

Thumbnail Ilya Medvedenko, Director, Barens Group

PANEL DISCUSSION
• The role of private equity in the energy and commodities transition
• Exploring the fundraising landscape for traditional and renewable energy
• VC’s importance as a major driver of the cleantech revolution

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Networking Break

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Portfolio design and methodology – finding the optimal place for commodities in your asset mix

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The future of commodities investing

Thumbnail Mark Lewis, Head of Climate Research, Andurand Capital Management

CLOSING KEYNOTE
• Carbon markets outlook: Where to now for the best performing energy commodity so far this year?
• Tightening of UK ETS cap: What impact on the markets?
• Evolution in Californian ETS
• Investment opportunities: where do they lie?
• Roles of commodities investors in the energy transition

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Background

Lunch


SPONSORS


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LEADERS IN THE INDUSTRY

SPEAKERS


Founder & Principal

Peta Milan

Henmil Group Family Office

Managing Director / Head of Credit Funds

David Halkyard

Resource Capital Funds

Head of Climate Research

Mark Lewis

Andurand Capital Management

Managing Director and Partner

Zane Reiter

Zelta Capital Partners Ltd.

Global Product Head – Sustainability / Innovation / FIs & Asset distribution

Swaroop N L N

HSBC

Former Head of Investment Research

Peter Lenart

UK Wealth Management Firm

Global Head - Research & Analysis / Structured Trade & Commodity Finance - GTFD

James Lowrey

Sumitomo Mitsui Banking Corporation (SMBC)

VP - ESG & Communications

Emma Leith

La Mancha Resource Capital


SEE ALL SPEAKERS

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