INVESTMENT SUMMIT - Euromoney Institutional Investor PLC
INVESTMENT SUMMIT - Euromoney Institutional Investor PLC
INVESTMENT SUMMIT - Euromoney Institutional Investor PLC
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
PRESENTS THE<br />
3RD ANNUAL<br />
GOLD<br />
<strong>INVESTMENT</strong><br />
<strong>SUMMIT</strong><br />
Thursday 4th &<br />
Friday 5th November 2004<br />
THE WALDORF HILTON, LONDON<br />
LEAD SPONSOR<br />
LUNCH SPONSOR<br />
SUPPORTED BY<br />
WORLD<br />
GOLD<br />
Benefits of attending:<br />
• Discover where new reserves are coming on line<br />
• Analyse the changing face of the industry as<br />
consolidation continues<br />
• Explore the future of money flows into gold<br />
exploration and mining<br />
• Hear first hand institutional investor perspectives on<br />
the drivers for gold investment<br />
• Meet key industry players and gain first hand<br />
knowledge of their views on the future of the<br />
gold industry<br />
• Take advantage of focused regional panel discussions,<br />
on Asia, Russia, South America and Africa<br />
The Association of Mining Analysts<br />
Uncompromising Independence<br />
Key speakers:<br />
Tony Fell, Chairman, RBC Capital Markets<br />
Ian Cockerill, Chief Executive Officer, Gold Fields Limited<br />
Geoff Handley, Executive Vice President, Strategic Development,<br />
Placer Dome Inc.<br />
Dennis Gartman, Editor & Publisher, The Gartman Letter<br />
Raul Benavides, Vice President Business Development,<br />
Compañia de Minas Buenaventura SAA<br />
Robert R. Buchan, President and Chief Executive Officer,<br />
Kinross Gold Corporation<br />
Barry Riley, Columnist, Financial Times and Financial News<br />
Philip Olden, Managing Director, Marketing and Jewellery,<br />
World Gold Council<br />
Peter Cowley, President and Chief Executive Officer,<br />
Banro Corporation<br />
Bernard Swanepoel, Chief Executive Officer, Harmony Gold<br />
Gordon Wylie, Executive Officer, Exploration, Anglogold Ashanti<br />
Richard Duffy, Executive Officer, Business Development,<br />
Anglogold Ashanti<br />
Gregory Wilkins, President and Chief Executive Officer,<br />
Barrick Gold Corporation<br />
Mark Bristow, Chief Executive Officer, Randgold Resources<br />
www.euromoneyseminars.com/gold
PRESENTS THE<br />
3RD ANNUAL<br />
GOLD<br />
<strong>INVESTMENT</strong><br />
<strong>SUMMIT</strong><br />
<strong>Euromoney</strong> Seminars are delighted to<br />
announce the 3rd Annual Gold<br />
Investment Summit. If you are a fund<br />
manager, institutional investor,<br />
producer, analyst, central bank or<br />
exchange involved in the gold or<br />
precious metals industry, or are seeking<br />
to expand your role in the global gold<br />
markets, this event is for you.<br />
This high profile and timely event will<br />
provide an ideal opportunity to gauge<br />
the potential of this important market<br />
and identify optimal strategies for<br />
maximising investments in the current<br />
economic climate.<br />
• Discover where new reserves are<br />
coming on line and the impact these<br />
will have on the markets and<br />
producers<br />
• Hear directly from high profile producers<br />
including Gold Fields Ltd, Anglogold<br />
Ashanti, Barrick Gold Corporation, Placer<br />
Dome Inc and Kinross Gold Corporation<br />
• Examine the new frontiers for gold<br />
exploration and production<br />
• Consider the role of hedging in the<br />
21st Century<br />
• Review the interaction between the<br />
global economy and the exploration<br />
cycle and when that cycle is likely to<br />
change. Will funds go short Where are<br />
the risks Which direction will the<br />
market take next<br />
• Hear key regional discussions looking<br />
at production and investment in Russia<br />
and Africa, Asia and South America<br />
• Analyse the changing face of the<br />
industry as consolidation continues<br />
and explore the future of money flows<br />
into gold exploration and mining<br />
• Hear first hand institutional investor<br />
perspectives on the drivers for gold<br />
investment – review the instruments<br />
available and where new<br />
opportunities will open up<br />
Whatever your role in the Gold markets,<br />
you should not miss this unique<br />
opportunity to network with your peers,<br />
review the latest industry trends and<br />
hear how you can make investments in<br />
gold really work for you.<br />
To reserve your place now call our<br />
Hotline on +44 (0)20 7779 8999 or<br />
email hotline@euromoneyplc.com<br />
We look forward to welcoming you to<br />
the Gold Investment Summit.<br />
DAY 1<br />
0830 Registration and morning coffee<br />
0900 Welcome and opening remarks<br />
Tony Fell, Chairman, RBC Capital Markets<br />
0915 Barrick: A perspective of the gold industry<br />
Gregory Wilkins, President and Chief Executive Officer, Barrick Gold<br />
Corporation<br />
Conference Chairman: Georges Lequime, Vice President, Gold & Precious<br />
Metals Analyst, RBC Capital Markets<br />
0945 The macroeconomic environment and the gold<br />
investment industry<br />
• Assessing how the macroeconomic environment impacts the health of the<br />
gold investment industry<br />
• When is the cycle likely to change<br />
o Will funds go short<br />
o Where are the risks<br />
o Which direction will the market take next<br />
Dennis Gartman, Editor & Publisher, The Gartman Letter<br />
1010 Where will the reserves and resources come from<br />
• Analysis of current world resources<br />
• Rate of production/required rate to find new reserves<br />
• Current and future money flows in the industry<br />
• Assessing which new projects are finding investment monies<br />
• Analysis of big projects and examining which projects are now coming back<br />
on line having been put on hold<br />
Paul Burton, Editor and Publisher, World Gold<br />
1030 Coffee and an opportunity to network<br />
1100 The role of hedging in the 21 st Century<br />
Senior Representative, RBC Capital Markets Commodities Team<br />
1115 Role of gold jewellery in driving demand for gold<br />
• Strategies in the jewellery industry to drive demand for gold<br />
• Demand for gold jewellery in relation to competitive products<br />
Philip Olden, Managing Director, Marketing and Jewellery, World Gold<br />
Council<br />
1135 Replacing gold reserves<br />
• Specific projects to increase reserves in 2004<br />
Robert R. Buchan, President and Chief Executive Officer, Kinross Gold<br />
Corporation<br />
1205 Managed risk beyond mature gold regions<br />
Gordon Wylie, Executive Officer, Exploration, Anglogold Ashanti<br />
Richard Duffy, Executive Officer, Business Development, Anglogold Ashanti<br />
1235 Lunch<br />
Sponsored by<br />
Luncheon Address<br />
• The first 100 years of the industry and how it has evolved<br />
• Importance of the producers to the gold industry<br />
• Where gold stands in relation to the US dollar, and its role in the monetary system<br />
• Is there a new boom market for gold New ways of investing<br />
• The importance of the growth of China in driving gold demand<br />
Barry Riley, Columnist, Financial Times & Financial News<br />
1400 Extracting maximum value from long life mines<br />
Bernard Swanepoel, Chief Executive Officer, Harmony Gold<br />
Ferdi Dippenaar, Executive Director, Harmony Gold<br />
1430 A focus on exploration<br />
Geoff Handley, Executive Vice President, Strategic Development,<br />
Placer Dome Inc.<br />
1500 Coffee and an opportunity to network<br />
BREAKING NEW FRONTIERS IN THE INDUSTRY<br />
1520 Panel: Asia<br />
Introduction from World Markets Research<br />
Amit Chanda, Senior Research Analyst - Asia, World Markets Research Centre<br />
• Increasing physical investment across Asia<br />
Senior Representative, Zijin Mining Industry Co Ltd<br />
Further panelists to be announced<br />
1600 Panel: Central Asia and Russia<br />
Introduction from World Markets Research<br />
Venla Sipila, Economist - Eastern Europe, World Markets Research Centre<br />
• The Soviet legacy – massive database<br />
• Opening up new fields<br />
• The drive to replace reserves<br />
• Consolidation in the market<br />
Panel Moderator: Rob Edwards, Research Director, Renaissance Capital<br />
Kevin Foo, Managing Director, Celtic Resources Holdings Plc<br />
Bill Trew, Chief Executive Officer, Oxus Gold plc<br />
Len Homeniuk, President and Chief Executive Officer, Centerra Gold Inc.<br />
1645 Panel: Fund manager perspective on the gold industry<br />
• The place of gold in a balanced portfolio<br />
• Benchmarking and portfolio optimisation<br />
• New opportunities opening up through new frontiers<br />
Panel Moderator: Robert Guy, Non-Executive Director, The Royal Mint<br />
Graham Birch, Managing Director Natural Resources Sector Funds,<br />
Merrill Lynch Investment Managers<br />
Kjeld Thygesen, Director, Lion Resource Management<br />
Trevor Steel, Managing Partner, Baker Steel Capital Managers LLP<br />
1730 Chairman’s closing comments followed by drinks reception<br />
DAY 2<br />
0830 Registration and morning coffee<br />
0900 Chairman’s welcome and opening comments<br />
Conference chairman: Joe Hamilton, Mining Analyst, RBC Capital Markets<br />
0910 Panel: The role of gold as a currency as well as<br />
an investment instrument<br />
• Central banks’ perspective on gold as a reserve asset and a store of value<br />
• Gold sales agreement between central banks<br />
• Gold as a store of value<br />
Senior Representative, Swiss National Bank<br />
Peter Zoellner, Executive Director & Member of the Governing Board,<br />
Central Bank of Austria<br />
Further panelists to be announced<br />
0950 Panel: South America<br />
Introduction from World Markets Research<br />
Nick Ashwell, Research Manager - Latin America,<br />
World Markets Research Centre<br />
• The gold markets of Brazil, Argentina, Peru<br />
Raul Benavides, Vice President Business Development, Compañia de Minas<br />
Buenaventura SAA<br />
Further panelists to be announced<br />
1030 Coffee and an opportunity to network<br />
1100 Panel: Meeting the challenges in Africa<br />
Introduction from World Markets Research<br />
Gus Selassie, Research Manager - Africa, World Markets Research Centre<br />
• Managing the challenges of mature mines and a strong currency<br />
• What are the opportunities outside of South Africa<br />
Hamish Bohannan, Managing Director, Gallery Gold Limited<br />
Mark Bristow, Chief Executive Officer, Randgold Resources<br />
Peter Cowley, President and Chief Executive Officer, Banro Corporation<br />
Trevor Schultz, President and Chief Executive Officer, Guinor Gold Corporation<br />
1145 Gold Fields and the new frontiers<br />
Ian Cockerill, Chief Executive Officer, Gold Fields Limited<br />
1215 Panel: The future outlook for the gold industry<br />
Ferdi Dippenaar, Executive Director, Harmony Gold<br />
Geoff Handley, Executive Vice President, Strategic Development,<br />
Placer Dome Inc.<br />
Ian Cockerill, Chief Executive Officer, Gold Fields Limited<br />
1245 Close of conference and lunch<br />
ARE YOU INTERESTED IN RAISING YOUR<br />
PROFILE IN THE GOLD MARKETS<br />
A number of sponsorship and exhibition opportunities are<br />
available in association with this event. These can be tailor-made<br />
to suit your business and marketing plans, including:<br />
• Lunch sponsorship<br />
• Exhibition stand<br />
• Conference bags<br />
For further information and to discuss your requirements please<br />
contact: William Kelso, tel:+44 (0)20 7779 8514,<br />
email: wkelso@euromoneyplc.com<br />
Unrivalled networking<br />
opportunities<br />
Take advantage of this unique opportunity to meet<br />
key industry players. <strong>Institutional</strong> investors who<br />
attended the event in 2003 include:<br />
Franklin Mutual Series • Fleming Family & Partners •<br />
Henderson Global <strong>Investor</strong>s • Deutsche Asset Management<br />
Investment Services Ltd • Fidelity Investment Services<br />
• American Express • Bearbull • Colonial First State<br />
Investments Limited • Anod Bank • Fox-Davies Capital<br />
• Sarasin Investment Management Ltd • R H Asset<br />
Management Ltd • BW Bank Stuttgart • Russel & Associates<br />
• Asset Value <strong>Investor</strong>s • Gold 2000 Ltd • Roger Harris<br />
& Company • Chatsworth Management Services • Rieter<br />
Management AG • Insight Investment • United European<br />
Bank • LGT Capital Management Ltd • Bullion Management<br />
Services Inc • Morgan Stanley & Co Ltd • Venaglass Ltd •<br />
NCL Smith & Williamson • Oakwood Global Markets • Midas<br />
Capital • Flagship Investments • Gerrard • RAB Capital •<br />
Mercer Investment • Erste Financial Products Ltd • Ravenna<br />
UK Ltd • N M Rothschild & Sons • Sanlam Investment<br />
Managers • Union Investment Privatfonds GmbH • Theodoor<br />
Gilissen Securities • Morgan Stanley Quilter • Rothschild<br />
Private Management Ltd • Merrill Lynch Investment Managers<br />
• Soros Funds Ltd<br />
www.euromoneyplc.com<br />
© <strong>Euromoney</strong> Seminars 2004. The programme may change due to<br />
unforeseen circumstances and <strong>Euromoney</strong> Seminars reserves the<br />
right to alter the venue and/or speakers. <strong>Euromoney</strong> Seminars is a<br />
division of <strong>Euromoney</strong> <strong>Institutional</strong> <strong>Investor</strong> <strong>PLC</strong>.
3RD ANNUAL GOLD <strong>INVESTMENT</strong> <strong>SUMMIT</strong><br />
Thursday 4th & Friday 5th November 2004<br />
To register for this event and take advantage of our early registration discount,<br />
please complete your details below:<br />
Delegate/s Full Registration Fee £1,099<br />
Delegate/s Early Registration Fee (by 30th September 2004) £949<br />
Plus VAT @17.5%<br />
Total Remittance<br />
5 EASY WAYS TO REGISTER<br />
+44 (0) 20 7246 5200<br />
www.euromoneyplc.com<br />
Please refer to email<br />
Please refer to email<br />
Complete and return to: Alberto Anido,<br />
<strong>Euromoney</strong> <strong>PLC</strong>, Nestor House,<br />
Playhouse Yard, London, EC4V 5EX, UK<br />
For further information including sponsorship or<br />
exhibition opportunities please contact William Kelso<br />
Tel: +44 (0) 20 7779 8514<br />
Email: wkelso@euromoneyplc.com<br />
Please note your booking ref:<br />
(PLEASE PRINT)<br />
Title/First Name/Last Name:<br />
Position:<br />
Organisation:<br />
Address:<br />
P L C<br />
METHOD OF PAYMENT<br />
Please quote ELE682 on all correspondence<br />
Payment must be received before the conference date to guarantee your place<br />
Invoice me<br />
Bank transfer quoting ELE682<br />
Account No: 01938032, Sort code: 30-00-02, Lloyds TSB, PO Box 72,<br />
Bailey Drive, Gillingham Business Park, Kent, ME8 0LS, UK<br />
IBAN No: GB 53 LOYD 300002 01938032 Swift Address: LOYD GB2 LCTY<br />
Please find cheque enclosed (please make payable to <strong>Euromoney</strong> Seminars)<br />
Please debit my credit card Mastercard Visa Amex Diners Club<br />
Postcode:<br />
Tel:<br />
Country:<br />
Fax:<br />
Cardholder’s Name:<br />
Card No:<br />
Card Verification Check:<br />
Expiry date /<br />
(last 3/4 digits printed on signature strip of card)<br />
(exactly as it appears on the card)<br />
Please include billing address if different from address given (e.g. if your credit card<br />
bill is sent to your home address):<br />
Email:<br />
Please photocopy this form for additional delegates.<br />
The information you provide will be safeguarded by the <strong>Euromoney</strong> <strong>Institutional</strong> <strong>Investor</strong><br />
<strong>PLC</strong> group, who may share it with the sponsors of this event. As an international group, we<br />
may transfer your data internationally and our subsidiaries may use it to keep you informed<br />
of relevant products and services. If you object to being contacted by telephone fax or<br />
email , please tick the relevant box. We occasionally make your details available to<br />
other reputable organisations who may wish to contact you. Please tick this box if you<br />
would prefer your details to remain confidential.<br />
CANCELLATION POLICY:<br />
If you cannot attend you must cancel your registration<br />
in writing by 21st October 2004 to receive a refund<br />
less a 10% administration charge. We cannot accept<br />
verbal cancellations. Cancellations received after 21st<br />
October 2004 are liable for the full conference fee.<br />
We suggest you send a substitute to attend in your<br />
place at no extra charge.<br />
REGISTRATION FEE:<br />
The registration fee includes participation in the<br />
Summit, lunches and documentation material, which<br />
will be distributed at the beginning of the event. All<br />
bookings are considered binding on receipt of the<br />
booking form.<br />
CANNOT ATTEND<br />
Please pass this brochure on to a colleague or you<br />
can purchase the documentation for £330 (includes<br />
courier despatch). If your company is registered within<br />
the EU please supply your VAT number.<br />
ADMINISTRATIVE INFORMATION<br />
3RD ANNUAL GOLD <strong>INVESTMENT</strong> <strong>SUMMIT</strong> • Thursday 4th & Friday 5th November 2004<br />
For immediate information on<br />
this and related events, please<br />
call our Hotlines<br />
TELEPHONE<br />
Please refer to email<br />
FAX<br />
+44 (0)207 246 5200<br />
or alternatively email<br />
Please refer to email<br />
Please note that in completing this booking form you undertake to adhere to the<br />
cancellation and payment terms listed below.<br />
Signature:<br />
Approving Manager:<br />
Position:<br />
Date:<br />
VENUE:<br />
The Waldorf Hilton<br />
Aldwych<br />
London WC2B 4DD<br />
Tel: +44 (0) 20 7836 2400<br />
Fax: +44 (0) 20 7836 7244<br />
Nearest Underground station: Temple / Covent Garden<br />
TRAVEL & ACCOMMODATION:<br />
Delegates wishing to take advantage of<br />
preferential room rates in London should<br />
contact In Business Reservations (IBR) on<br />
+44 (0)1332 285 521 or email<br />
reservations@ibr.co.uk. IBR can find<br />
accommodation to suit any budget –<br />
please mention that you are attending <strong>Euromoney</strong><br />
Seminars’ 3rd Annual Gold Investment Summit.