Day 1

08:00 – Registration and morning coffee

08:50 – Welcome to Cape Town and business card exchange

09:00 -Leaders in mining investment panel: Investor views on achieving scale and finding value in the cyclical business of mining

• Interpreting the sector at present: How are natural resource fund managers evaluating sector risks and identifying successful companies?
• Perspectives on the geopolitical themes shaping the year ahead: US-China trade war; strategic minerals disputes; commodity prices
• How important is China’s economic output to sustaining mining’s overall revival? Will strong global demand for mined resources continue to prop up the sector throughout 2020?
• How are the majors performing? Can innovation and strong company performance minimize exposure to metals price dips?
• Thoughts on evolving ESG principles – Are asset owners and institutions changing their message in line with a new generation’s values?

Panellists include:
Henry Steel, Portfolio Manager, Odey Concentrated Natural Resources Fund
Julian Treger, Executive Director & CEO, Anglo Pacific
Carl Tricoli, Managing Partner, Denham Capital
Philip Clegg, Portfolio Manager, Orion Mine Finance
Hans-Anre L’Orange, Head of Metals & Mining, Clarksons Platou

09:50 – Mining CEO Presentations

11:00 – Precious metals investor panel: Playing the new bull market in precious metals

• Will a new bull market in precious metals spur generalists to rotate capital back into mining equities? Are investors already in the sector cautious to commit new capital?
• Assessing the merits of investing in financially sound small to midcap gold and silver miners
• How attractive are gold projects in RSA, West Africa versus other jurisdictions?
• Activity among the majors – how do investors see M&A activity progressing?

Panellists include:
Chief Market Strategist, World Gold Council
Willem Midlekoop, Founder & CEO, Commodity Discovery Fund

11:40 – Mining CEO Presentations

13:00 – Lunch on the veranda and upper lawn

14:00 – Mining CEO Presentations

15:00 -Analyst briefing:China metals and markets in focus

• Sino-US Trade war – likely dissruption to metals markets in 2020
• Changes of environmental inspections on domestic mine output
• Early effect of NEV industry switch from policy to market-led
• What opportunities and restrictions does Chinese dominance of strategic metals create?
• Update on Australia-US collaboration to create alternative supply chains for rare earths?

Colin Hamilton, Managing Director, Commodities Research, BMO

15:30 – Mining CEO Presentations

16:50 – Investors roundtable: Portfolio strategies to capitalise on the next phase of growth in junior mining

• After a prolonged period of underinvestment in juniors how are porfolio managers identifying the next group of
successful compaines?
• What has been working well for the junior mining sector and where should compnies focus their business efforts to win over investors in 2020?
• How will comapnies meet evolving ESG criteria with limited funds available?
• Investor’s thoughts on commodities set to outperform in the next 12 months

Mark Sawyer, Senior Partner, Greenstone Capital

17:30 – 121 Cocktail Reception on the lawns and veranda