Recorded on September 12, 2012

Commodity markets provide a wide range of structural sources of return that arise from both broad, secular changes as well as persistent structural relationships. These sources of return and their associated risk are accessible to market participants, including institutional investors, through both physical and derivative markets. We discuss commodity market issues including global changes in demand, the economics of substitution, transportation and storage, changes in commodity forward curves, inter-commodity price relationships, and how these issues may relate to institutional investors.

Watch this informative discussion from the Global Commodity Investment Roundtable. Presented by CME Group, this exclusive one-day academically driven event brought together the commodity industry's foremost decision makers and thought leaders to provide institutional investors with the high-level market insights and education needed to advance within the commodity marketplace.

Featured Speakers:

• Moderator - George Martin, Principal, Alternative Investment Analytics, LLC; Associate Director at CISDM at the University of Massachusetts
• Ilia Bouchouev, Managing Director, Global Head of Energy Derivatives, Koch Supply & Trading, L.P.
• Robert McNally, Founder and President, The Rapidan Group
• Boris Shrayer, Managing Director, Head of Global Commodities Marketing and Strategy, Morgan Stanley
• Dr. Sykes Wilford, Frank W. Hipp Distinguished Professor of Business, the Citadel