Session 1: Opening Session

• Conference Inauguration and Welcome

  Mr Sanjiv Batra, Chairman and Managing Director, MMTC Ltd
• Opening Remarks
  Jeremy Charles, LBMA Chairman

• The Indian Gold Business: The World Market’s Powerhouse

  Mr OP Bhatt, Chairman, State Bank of India

• After Iraq: The Middle East and the World

  John Simpson CBE, BBC World Affairs Editor

Session 2: Investment Efficiency in Precious Metals

• Session 2 - all available speeches (1MB)
• Introduction by the Session Chairman
  James Burton, CEO, World Gold Council
• Opportunities in Precious Metals Investment
  David Holmes, Director - Precious Metals Sales, Dresdner Bank
• Changing Nature of Physical Demand in India
  Sunil Kashyap, Managing Director, Bank of Nova Scotia - ScotiaMocatta

• Outlook for Indian Gold Investment

  Jignesh Shah, Managing Director, MCX India
• Investment Options: Metal vs. Equity
  Trevor Steel, Managing Partner, Baker Steel Capital Managers LLP

Session 3a: Jewellery

• Session 3a - all available speeches (1.2MB)
• Introduction by the Session Chairman
  Philip Klapwijk, Chairman, GFMS Ltd
• Trends in the Chinese Gold Jewellery Market
  Albert Cheng, Managing Director Far East, World Gold Council
• PGM Marketing
  James Courage, CEO, Platinum Guild International
• Outlook for the Indian Market
  Jatin Mehta, Chairman, Su-Raj Diamonds (India) Ltd

Session 3b: Mining

• Session 3b - all available speeches (910k)

• Introduction by the Session Chairman

  Emma Jenkins, Director, EJJ Limited
• Costs, Prices and Decision-Making in Gold Mining
  James Mavor, Vice President and Treasurer, Barrick Gold Corporation
• Junior Mining Activity
  Stephen A Forrest, Director and Principal Analyst, SFA (Oxford) Limited
• Questions and Answers

Session 4a: Industrial Demand

• Session 4a - all available speeches (680k)

• Introduction by the Session Chairman

  Ross Norman, Director, TheBullionDesk
• Gold is Green: Breaking News from the Industrial Front
  Chris Corti, Managing Director, COReGold Technology Consultancy and Consultant to World Gold Council
• Indian Silver Consumption Bhargava Vaidya, BN Vaidya & Associates
• Of Elephants and Yams: Thoughts on PGM Liquidity, Demand and Recycling
  Tom Kendall, Precious Metals Strategist, Mitsubishi Corporation UK (k)

Session 4b: Official Sector

• Session 4b - all available speeches (660k)
• Introduction by the Session Chairman
  Michael Paprotta, Member of the Management, Swiss National Bank
• Management of Reserve Assets
  Terrence Keeley, Managing Director – Client Relationship Director, UBS
• Lease Rates
  Raymond Key, Global Head of Metals Trading, Deutsche Bank

Session 5: The Super Cycle

• Session 5 - all available speeches (660k)

• Introduction by the Session Chairman

  James Steel, Analyst, HSBC Bank USA (k)
• Winners and Losers in the Commodities Super Cycle
  Alan Heap, Managing Director – Global Commodities, Australia and
  New Zealand Equity Research, Citibank (k)
• The Next Big Story: Prospects for Economic Growth in India and China
  David Fernandez, Head of Asia Sovereign Research, JPMorgan Chase Bank (k)

Session 6: Debate and Conference Summary

• The motion: Precious Metal Prices are a Bubble Ready to Burst

  Chairman – Stewart Murray, Chief Executive, LBMA
  Pro – Jeffrey Rhodes, Chief Executive Officer, INTL Commodities DMCC
  Con – David Davis, Mining Investment Analyst, Credit Suisse Standard Securities
• Conference Summary
  Kamal Naqvi, Director – Commodities – Head of Hedge/Institutional Fund Sales, Credit Suisse Inc (k)
• Delegate Survey Questions
  Kamal Naqvi, Director – Commodities – Head of Hedge/Institutional Fund Sales, Credit Suisse Inc (k)