Agenda 2022

JUNE 8

Wednesday
08 June 2022
Houston, Texas
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Markets in Focus: ESG

08:55
Ben_Hillary
Ben Hillary
Managing Director
Commodities People
Opening Comments
09:00
Executive Panel
howard walper
Howard Walper
CEO Americas
Commodities People
ernie trasher
Ernie Thrasher
Chief Executive Officer and Chief Marketing Officer, Xcoal
melisa culbertson
Melisa Culbertson
Executive Director OTC Structured Product, RJO'Brien
Gregory Broussard
Gregory Broussard
Managing Director and Global Head of Financial Trading, Cargill
Witches brew (Geopolitics, ESG initiatives and the lingering impact of COVID-19)
  • How are company leaders positioning themselves in an era of high prices and extreme volatility?
  • How has the war on Ukraine impacted different markets? How till this impact markets in the long term?
  • What are the lingering impacts of COVID-19? Are supply chains springing back, and if not, how long until we are back to"normal?"
  • How has the focus on ESG changed the way companies operate, particularly carbon-intensive industries?
09:45
Presentation
craig pirrong
Dr. Craig Pirrong
Professor of Finance, Bauer College of Business,
University of Houston
Impact of extreme volatility on large trading companies
  • The impact of volatility on funding needs/costs: variation margins
  • The impact of volatility on funding needs/costs: initial margin
  • The impact of volatility and price levels on funding needs: financing inventories
  • The impact of volatility on trading risk and opportunities
10:15
Presentation
keith barnet
Keith Barnett
President,
Barnhill Energy
Ukraine invasion exposes weakness of global integration of commodities
  • Impact of invasion on commodity markets
  • Interrelationship between oil, natural gas, fertilizers, ag commodities, FX, inflation, etc.
  • Need for top notch data sources, analytics and risk management systems

 

10:45
Exhibition Area
Break
12:30
Exhibition Area
Lunch
13:45
Panel Discussion
mike prokop
Mike Prokop
Managing Director,
The Alliance Risk Group
brian beebe 2
Brian Beebe
Managing Director, Evolution Markets
ken nelson
Ken Nelson
President,
Blue Delta Energy
Profile Placeholder image. Gray silhouette no photo of a person on the avatar. The default pic is used for web design.
Uma Surana
Managing Director, Commodity and Trade Finance, Hartree Partners
terry embury
Terry Embury
Director, Head of Trading,
AES Clean Energy
Impact of ESG on the trade life cycle
  • Industry view of ESG, essential or "greenwashing"?
  • ESG metrics and benchmarks
  • Efforts towards industry standardization
14:30
Panel Discussion
mike prokop
Mike Prokop
Moderator
Managing Director,
The Alliance Risk Group
anuj chopra
Capt. Anuj Chopra FNI
Adjunct Professor, Supply Chain & Logistics Technology / Cofounder & CEO, Construction Management Department, College of Technology, University of Houston / ESGplus LLC
elizabeth carlsoon
Elizabeth Carlson
Chief Sustainability Officer, Tricon Energy
From theory to reality: Implementing ESG across an organization
  • Harmonizing initiatives across departments
  • Where should the ESG function live?
  • Communicating efforts to the marketplace
15:15
Exhibition Area
Break
16:00
Presentation
faiza rizvi
Faiza Rizvi
Senior Editor, ESG,
Hart Energy
Your ESG rating and you - a look behind your company's ESG rating:
  • How are ESG ratings developed?
  • Who are the major players in ESG rating?
  • What are the methodologies behind these indexes?
  • How are different financial institutions weighting these different indexes?
16:45
Panel Discussion
Ben_Hillary
Ben Hillary
Managing Director,
Commodities People
nicholaus rohleder
Nicholaus Rohleder
Co-Founder,
Climate Commodities
jazib hasan
Jazib Hasan
Co-Head of Modern Energy Renewables, Head of Investments,
Modern Energy
rohit ogra
Rohit Ogra
Partner and Co-Founder, Treaty Oak Clean Energy
Greener dollars: Sustainable finance
  • How are lenders viewing ESG ratings and trade specific carbon footprints
  • Evolution not revolution? Adapting traditional trade mechanisms whilst driving change
  • Demonstrating best practice in climate transparency and calculation of carbon footprints
  • What are the opportunities of climate finance in emerging markets?
17:30
Exhibition Area
Networking Reception & Texas BBQ Dinner

Join your friends and colleagues for Texas BBQ, frozen margaritas and live ARMADILLO RACING at this one-of-a-kind networking event!

Sponsored by KWA Analytics
 

JUNE 9

Thursday
09 June 2022
Houston, Texas
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Markets in Focus: ESG

09:00
Panel Discussion
Ben_Hillary
Ben Hillary
Managing Director, Commodities People
randy lack
Randall Lack
President,
Element Markets
marc merill
Marc Merrill
President & CEO,
Uniper North America
Marty Weems
Marty Weems
President - North America, American Rare Earths Limited and its US Subsidiaries, Western Rare Earths, La Paz Rare Earths, LLC & Wyoming Rare (USA) Inc
adam raphaely
Adam Raphaely
MD, Trading - Carbon and Environmental Products, Mercuria Energy America, LLC
Executive Roundtable

- Impact of carbon policy on commodity trading
- Impact of sustainability initiatives on commodity trading companies
- Combating image issues in an increasingly climate-focused world
- Impact of sustainability initiatives on investment
- ESG from a leadership perspective/Creating a culture of sustainability trading

09:45
Presentation
jamila
Jamila Piracci
Managing Director
Patomak Global Partners
A brief update on the SEC rulemaking on climate disclosures and what this means for trading companies
10:00
Exhibition Area
Break
10:45
Presentation
thomas lord
Thomas Lord
Senior Risk Consultant,
Norton Rose Fulbright
Trouble is in the air: The Risks of Carbon Trading

-Risks associated with carbon trading and how to manage them
-Fungibility of carbon credits
-Implementing effective controls
-Tracking credits

11:30
Panel Discussion
thomas lord
Thomas Lord
Senior Risk Consultant,
Norton Rose Fulbright
John McDougal
John McDougal
VP of Environmental Products,
Element Markets
richard williamson
Richard Williamson
CEO, GEN10
Nitasha Yacoob 2
Nithasha Yakoob
Vice President – Carbon Markets,
StoneX Financial Inc
Trading Carbon Offsets: Insider's Perspectives
12:15
Panel Discussion
tim sullivan
Tim Sullivan
President & General Manager.
SeQuest - part of Oxy Low Carbon Ventures
mac marshall
Mac Marshall
VP Market Intelligence,
United Soybean Board
Tomorrow's Company: What does an ESG optimized organization look like?

- A sustainability expert, an HR professional and risk professional talk about how tomorrow's "ideal" company will look and function
- Abide by ESG Covenants to be more investment worthy
- Full recognition of end user preferences linking that back to production and throughout the value chain
- Recognition of value pockets throughout the supply chain

13:00 - 14:00
Exhibition Area
Lunch

Investors are increasingly incorporating ESG metrics into their investment decisions. What criteria are being used to make these decisions? And how will this affect financial performance?

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