IN-PERSON

26 APRIL 2023

THE QEII CENTRE, LONDON


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A BRAND NEW ADDITION AS PART OF COMMODITY TRADING WEEK, WE ARE PLEASED TO ANNOUNCE THE COMMODITY INVESTMENT SUMMIT WHICH WILL BE TAKING PLACE DURING COMMODITY TRADING WEEK ON THE 26TH APRIL 2023 IN LONDON.


The Commodity Investment Summit provides an exclusive, invitation only platform for investment professionals from across the globe to meet and explore portfolio strategies and discuss how learnings from previous commodity prices spikes might be applied to today.


KEY THEMES INCLUDE:


A BRAND NEW ADDITION AS PART OF COMMODITY TRADING WEEK, WE ARE PLEASED TO ANNOUNCE THE COMMODITY INVESTMENT SUMMIT WHICH WILL BE TAKING PLACE DURING COMMODITY TRADING WEEK ON THE 26TH APRIL 2023 IN LONDON.

The Commodity Investment Summit provides an exclusive, invitation only platform for investment professionals from across the globe to meet and explore portfolio strategies and discuss how learnings from previous commodity prices spikes might be applied to today.


KEY THEMES INCLUDE:

Investment Strategies


Investment Manager Selection


Market Outlooks


This one day event will combine presentations and panels from the leading minds in the industry, as well as pre-arranged meetings between buy and sell side organisations.


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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9:00 am remove 9:25 am
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Investing in commodities; why now? A rationale

OPENING KEYNOTE
As a whole, institutional investors continue to remain over reliant on equity markets, creating risk through lack of diversification, as well as missed opportunities to generate exceptional and supernormal returns linked to macro drivers.
This opening keynote lays out a clear rationale as to why exposure to commodities; be it physical, via equity markets or derivatives – should be form part of any asset owners investment toolkit. It will also explore the longer term forces to be aware of when developing and implementing your potential commodities investment approach.

9:25 am remove 10:00 am
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Ethical considerations when investing in agricultural and other commodities

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

10:00 am remove 10:30 am
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1 to 1 meeting 1

10:30 am remove 11:00 am
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1 to 1 meeting 2

11:00 am remove 11:30 am
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Networking Break

11:30 am remove 12:05 pm
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Exploring commodity investments via investment and hedge funds

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

12:05 pm remove 12:40 pm
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Utilising private equity, VC and infrastructure as vehicles for commodity exposure

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

12:40 pm remove 1:10 pm
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1 to 1 meeting 3

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Lunch

2:10 pm remove 2:40 pm
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Investors journey; designing our commodity investment strategy – learnings and outcomes so far

CASE STUDY
This highly practical case study will explore the journey of an institutional investor, from initial exploration to implementation of their commodity investing strategy, including processes, pitfalls and where they plan to take this strategy moving forward.

2:40 pm remove 3:10 pm
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1 to 1 meeting 4

3:10 pm remove 3:40 pm
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1 to 1 meeting 5

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Networking Break

4:10 pm remove 4:45 pm
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Investor perspectives

PANEL DISCUSSION
• Why are we interested?
• What are our concerns?
• What would we hesitate to invest in and why?

4:45 pm remove 5:15 pm
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Portfolio design and methodology – finding the optimal place for commodities in your asset mix

PANEL DISCUSSION
• Developing asset models reflecting and integrating commodity allocations
• Setting parameters for risk benchmarks
• Exploring analytics technologies and integrating into your wider technology stack

5:15 pm remove 5:40 pm
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The future of commodities investing

CLOSING KEYNOTE
This thought-provoking closing keynote will examine a range of questions, including expected long term outlooks by asset type, the regulatory environment, and impact of wider global megatrends on commodity markets

5:40 pm remove 7:00 pm
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Networking reception and dinner


SPONSORS


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GOLD MEDIA PARTNER




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