Agenda.

Day 2

08:00 – Morning coffee

08:50 – Conference opening

09:00 – Mining CEO Presentations

09:00 Matthew Yates, CEO & MD, OreCorp Limited
09:10 Danny Keating, CEO, Dynamic Mining
09:20 Richard Hyde, Managing Director, West African Resources
09:30 John Dorward, President, CEO & Director, Roxgold
09:40 Stephen Stone, Managing Director, Azumah Resources
09:50 Dan Betts, CEO, Hummingbird Resources

10:00 – African investment panel: Fund manager insights on the opportunities and risk across Africa’s mining sector

• Sovereign risk landscape across the continent – What are the best and the most difficult jurisdictions for investment in 2019?
• How have investors adjusted to a resurgence of resource nationalism in some key African mining jurisdictions, DRC, South Africa and Tanzania?
• Perspectives from the miner – key challenges being a producing mine in Sub Saharan Africa
• Sustainability and ethics – how is ESG focus evolving across the continent’s resource sector?

Moderator:
Warren Bolttler,, CEO, Price Forbes
Panellists include:
Johan Dippenaar, CEO, Petra Diamonds
Peter Major, Director, Mining, Cadiz Corporate Solutions
Richard Crookes, Portfolio Manager, EMR Capital
Robert Still, Chairman, Pangea Exploration
Stephan Vermaak, Principal Investment Officer, IFC

10:30 – Mining CEO Presentations

10:30 Adam Smits, Chief Operating Officer, Nzuri Copper
10:40 Simon Clarke, CEO, M2 Cobalt
10:50 David Flanagan, Managing Director, Battery Minerals
11:00 Julian Stephens, Managing Director, Sovereign Metals
11:10 Tim Livesey, CEO, Oriole Resources
11:20 Chris MacKenzie, CEO, Manas Resources

11:30 – Battery materials panel: Electric ambitions – A look across the value chain for battery minerals extraction

• Accelerated disruption? Why the EV revolution could happen faster than we think
• How does Africa’s mining sector stand to benefit from the global clean energy narrative, EVs and the electrification of everything?
• Economics and supply side challenges amid the scramble for raw battery materials – can explorers and producers bring supply online quick enough?
• Sovereign risks – investor sentiment for difficult yet mineral rich jurisdictions – DRC’s new mining laws – Tanzania’s export bans and taxes?

Moderator:
Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters
Panellists include:
David Sekgororwana, Senior Industry Development Manager, IDC New Industries SBU
David Merriman, Analyst, EV Material division,Roskill
John Meyer, Partner & Analyst, SP Angel
Sophie Lu,Head of Metals & Mining, Bloomberg New Energy Finance

12:10 – Mining CEO Presentations

12:10 Brent Nykoliation, SVP Corporate Development, NEXTSOURCE Materials
12:20 Andrew Spinks, Managing Director, Kibaran Resources
12:30 Chris Reed, MD & CEO, Neometals
12:40 Mark Gasson, Executive Director, Taruga Minerals
12:50 William Dawes, CEO, Mkango Resources

13:00 – Lunch on the veranda upper lawn

14:00 – Project finance panel: Financing the world class mining projects of the future

• Considering the availability of mine finance to the junior sector – What size and type of project can secure funding at present?
• Which creative sources and alternative structures are available to take a mine into production?
• Will stream and royalties financing remain as popular for mining companies if traditional debt and equity markets continue to resurface?
• How has the bank lending environment changed over the last 12 months?
• Is appetite returning for early stage – can greenfield projects be confident of finding that much needed capital in this market?
• Responses to a new era funding – crowdfunding and the rise of internet-based financing
Moderator:
Andrew Newbury, Partner,Gowling WLG
Panellists include:
Henry Turner,
Principal – Mining Finance, Nedbank
Randy Smallwood, CEO, Wheaton Precious
Sean Russo, 
Managing Director, Noah’s Rule

14:30 – Mining CEO Presentations

14:30 Hayden Locke, CEO, Emmerson PLC
14:40 Russell Clark, CEO, Kasbah Resources Limited
14:50 Michael Masterman, Chairman, W Resources
15:00 Pine van Wyk, CEO, Namibia Critical Metals
15:10 Robin Birchall, CEO, Giyani Metals
15:20 Bernard Aylward, CEO, Kodal Minerals

15:30 – Exploration panel: Resource replacement and the path to success for junior exploration companies

• Implications of economic discoveries not keeping up with production
• Assessing the intensity of the current market for majors to find new projects and deposits
• What are the advantages for nimble juniors in new exploration plays?
• Is now the time for smart money to flow into exploration? How can investors recognise the ability of a technical team to succeed?
• What are the critical steps to improve the share price and attract a major?

Panellists include:
Douglas Jack, Exploration Consultant, First Quantum Minerals
Rudolph de Bruin, 
Founding Partner, AMED Funds
Willem Middelkoop,
Founder, Commodity Discovery Fund

16:00 – Mining CEO Presentations

16:00 Heye Daun, CEO & Founder, Osino Resources
16:10 Caigen Wang, Managing Director, Tietto Minerals
16:20 Peter Ledwidge, Managing Director, Mako Gold
16:30 Lynda Burnett, Managing Director, Sipa Resources
16:40 Bill Guy, Chairman, Theta Gold Mines
16:50 Grant Ferguson, Managing Director, Kopore Metals

17:00 – Investment influencers panel: ESG and the role of conscious investing across the mining sector

• Is the link between sustainability and profitability changing investment agendas?
• How are investment funds and private capital incorporating sustainability and ethical impacts into their portfolios?
• Ability to raise funds for mining in difficult jurisdictions – What are LPs looking for in terms of conscious capital?

Panellists include:
Amanda van Dyke, Fund Manager, South River Asset Management
Benjamin Gatland,, Executive Director, Partner Africa
Jan Fuchter,, Director – CS & PF, Efic
Sacha Akira Backes, Senior Investment Officer, Mining, IFC

17:30 – Farewell drinks reception – See you in Hong Kong