Day 1

08:00 – Registration and morning coffee

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

09:00 – State of the industry panel: Leading funds outlook on mining sector performance, macro drivers and capital flows into the sector

• Investors view on the macro influences defining the commodities cycle – US China trade wars, Asia’s output, inflationary pressured, Brexit
• Is strong synchronous global growth expected to continue? Is there enough capital flowing into the sector to sustain prosperous growth for metals and mining in 2019?
• With Inflationary pressures rising will commodities attract much needed generalist capital back to the sector?
• Access and availability of debt – are big banks gaining confidence in the industry again?
• Buy vs build – is now the time for major miners to ramp up investment or look to greater M&A?

Panellists include:
Neil Gregson, Portfolio Manager, JP Morgan Global Natural Resources Fund
Peter Grosskopf, CEO, Sprott Inc
Philip Clegg, Investment Manager, Orion Mine Finance
Stephanie Clement de Givry, Managing Director – Global Head Metals & Mining Finance, Societe Generale

09:50 – Mining CEO Presentations

11:10 – Leaders in mining investment panel: Portfolio strategies and value creation though junior mining

• Stock picking methodologies and company fundamentals – how are top investors tackling an ever-volatile mining industry?
• Where are portfolio managers seeing long term capital appreciation in the juniors?
• What are some of the value destructive actions from last up-cycle to be cautious of now?
• What are the stand out features a junior miner needs to attract funds?
• With pressing need to replace mined ounces, is early stage exploration back on investors radar?

Panellists include:
Aline Carnizelo, Investment Director, Pala Investment
Rick Squire,
Portfolio Manager, Acorn Capital
Shoaib Vayej, Executive Director, Afena Capital
James Rattenbury, Senior Associate, Resource Capital Funds

11:40 – Mining CEO Presentations

13:00 – Lunch on the veranda and upper lawn

14:00 – Mining CEO Presentations

15:00 – China commodities outlook 2019

• Impacts of Winter cuts on metals and mining so far – has the economic cycle been squashed into summer months?
• Expectations for post CNY base and bulk metals performance – a strong comeback or flatter?
• SupplySide reforms 3 years on – Will domestic production cutbacks continue?
• ‘Belt and Road’ developments – Will China offshore significant metals and mining consumption across Asia?
• China’s key outbound investment horizon

Ian Roper, General Manager, SMM Singapore

15:30 – Mining CEO Presentations

16:20 – Precious metals investor panel: As mining experiences a gradual recovery where are precious metals funds looking for returns?

• When will active and speculative money flow back into the gold sector? What will get shareholders excited again?
• Crating value in a precious metals portfolio – what attributes do gold and silver mining companies offer in terms of long term capital appreciation?
• Views on M&A – is greater activity what the market needs now and what conditions would help stimulate this?

Panellists include:
Amanda van Dyke, Fund Manager, South River Asset Management
James Wallbank,
Managing Partner, Ibaera Capital
Joachim Berlenbach,
Investment Adviser, Earth Resource Investment Group

16:20 – Mining CEO Presentations

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