Investment Masterclasses
Wednesday 27 June 2012 – Exclusive Investment Masterclasses
Implementing a Precious Metals Investment Strategy
Assess the benefits and potential risks of the various gold and precious metal-based investment instruments available in the market and learn how to successfully incorporate precious metals into your investment portfolio.
08:00 Registration and morning coffee
09:00 The case for precious metal investment
- Analysing the pros and cons of precious metal investment for wealth protection
- Correlation between precious metals and other commodities
09:30 Gold allocation strategies: strategic or tactical
- Allocation strategies to diminish volatility and enhance returns
- Incorporating precious metals into an investment portfolio while meeting diverse investor needs:
from high net worth individual (HNWI) to pension funds - Discussing long-term precious metal investment strategies and case studies
10:30 Morning refreshments and networking
11:00 How to invest in precious metals: ETFs, structured products, bullion, equity
- Identifying ways to gain exposure to rising gold and silver prices
- Overall risk-return assessment
ETFS
- Using ETFs to access commodity exposure
- Futures-based or physically backed funds
- Benefits and potential downsides ETF investing
- Taking advantage of gold price fluctuations with gold-linked structured products
Bullion
- Buying physical gold: Why and in what currency denomination?
- How much physical metal should you hold?
Equity
- Evaluating gold mine stocks
12:15 Q&A session
12:30 Close
Masterclass presenters:
Dr. Elena Clarici, Portfolio Manager, Scipion Mining & Resources Fund;
Chair of Association of Mining Analysts
Joseph Ho, Managing Director & Head of ETFs Asia Pacific, Credit-Suisse
Kunal Shah, Head of Commodities Research, Nirmal Bang
——————————————————————————————————————————————————————–
Reducing risk through gold price risk management strategies
This masterclass examines a variety of tools and approaches to structure a gold price risk management programme in order to minimise risk and optimise returns.
13:30 Introduction to gold price risk management
- Outlining the gold sector ecosystem
- Who should put a gold price risk management programme in place?
- Price trends and impact of gold price volatility
14:30 Afternoon refreshments and networking
15:00 Gold price risk management strategies to mitigate market risk
- Analysing different approaches to gold price risk management: industry case studies
- Utilising market analysis and optimisation tools for forward hedging
- Identifying risk profiles and matching risk management strategy
- How to use futures for hedging
- How to use optios for hedging
- Alternatives to gold price risk management
16:45 Q&A session
17:00 Close
Masterclass presenter:
Nicholas Sarro-Waite, Senior Vice President, Commodity Risk Management Associates
Sponsors 2012
