Essential Insights on Commodities Today: Trends and ...

CFA China Shenzhen

Seminar: Essential Insights on Commodities Today: Trends and Opportunities Saturday, 24 May 2014

Essential Insights on Commodities Today:

Trends and Opportunities

Investors often look to commodities as a way to potentially gain enhanced portfolio diversification, protect against inflation, and earn equity-like returns. As such, commodities have gained traction among institutional and retail investors in recent years, either as a separate asset class or as part of asset allocation. In this seminar, Jodie Gunzberg, CFA, global head of commodities, S&P Dow Jones Indices, will share her views on a broad range of topics related to the commodities market. Commodities market update: How does Chinese demand impact on commodity prices? Review characteristics of commodities as an asset class Features of commodities index investing Understanding how futures contracts are measured by the S&P GSCI indices How contango and backwardation affect total return Recent developments in commodity indexing (designed to alleviate the potential negative impact

of contango and/or reduce volatility) Role of commodities in asset allocation to satisfy investor demand for transparency, flexibility,

risk, and returns

Speaker:

Jodie Gunzberg, CFA Global Head of Commodities, S&P Dow Jones Indices

Jodie is responsible for the product management of S&P DJI Commodity Indices, which include the S&P GSCI? and DJ-UBS Commodities Index, the most widely recognized commodity benchmarks in the world. Both indices represent the global commodity market and are most commonly used for the historical benefits of inflation protection and diversification to stocks and bonds.

Prior to joining S&P Dow Jones Indices, Jodie worked for more than a decade analyzing commodities in various roles within the investment management and consulting business. Most recently, Jodie was the chief investment strategist for an investment consulting firm. In her role, she oversaw more than 350 plans ranging in size from USD10 million to USD13 billion and totaling more than USD85 billion in assets. Jodie has published many industry pieces on hedge funds and commodity investing and is a frequent speaker and moderator. She is commonly quoted by the press and has been a guest on Bloomberg TV, CNBC, Fox Business, and CCTV2.

Jodie is a CFA charterholder, member of CFA Institute and the New York Society of Security Analysts. She is also a former director of the Board of Directors for CFA Chicago. She received her MBA from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.

Event Details:

Date: Saturday, 24 May 2014 Time: 3:00 p.m. ? 4:30 p.m. (Registration & Refreshments: 2:30 p.m. ?

3:00 p.m.) Venue: Morningstar Shenzhen, 6FL, Tower A, Donghai International Center,

7888 Shennan Road, Futian District Cost: Free

Exclusive to CFA members and candidates only Capacity: 60 max

Language: English

Dress Code: Business casual

Booking:

Advance booking is required and is on a first-come, first-served basis. To register for this event, please e-mail Anthony.Zeng@ with your name, member/candidate no., company name, telephone no., and event name. Please contact Mr. Zeng at +86 159 14116871 should you have any inquiries regarding this seminar.

Policy for Cancellation and Substitution:

1) Attendance will be secured on a first-come, first-served basis. Please register early to avoid disappointment.

2) Cancellation in writing must be received by 21 May 2014. 3) Substitution is allowed. Please notify us in writing on or before 21 May 2014. 4) CFA China reserves the right to change the date or cancel the event and will attempt to give

registrants sufficient notice prior to such changes.

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