Day 1

Tuesday 22 October 2019

08:00 Registration and breakfast

09:00 Opening remarks

09:10 Mining investment leaders panel: Investing through the cycle – Appetite, investment approaches and buying signals 
• Deal activity, valuations and capital raises: What current market metrics tell us about where we are in the mining investment cycle
• Trade war: Impact on metals demand and investment flows
• Investor preferences for this stage in the mining cycle: Hold for the upswing, or get proactive?
• What should mining companies be focusing their business efforts towards in 2019/20? – Continued capital discipline or investment in new projects?
• The next mining boom? – When will the shortage of new projects translate into higher metals prices?

Panellists include:
Andrew Ferguson, CEO, APAC Resources
David Teng, MD & Chief Analyst, Fosun Resources Group
Matt Fifield, Managing Partner, Pacific Road Capital

09:50 Mining company CEO briefings

11:10 China outbound investor insights: Outbound investment ramping up?
• Where next for China’s outbound dealflow – accelerating or slowing?
• From gold to technology metals: Investment preferences of China’s leading outbound mining investors
• How China’s drive for lower emissions is shaping demand for mined commodities – less thermal coal, more battery metals?
• Building successful cross-border partnerships – lessons from successful transactions and pitfalls to avoid

Panellists include:
Pan Guocheng, CEO/Vice Chairman, Hanking Industrial Group
Richy Xie, MD and Head of North Asia & Greater China – Metals & Mining, Standard Chartered Bank

11:50 Mining company CEO briefings

13:00 Lunch and networking

14:00 Mining company CEO briefings

15:00 Mine finance panel: Junior mining investment dealflow – Capital raising and growth strategies through the downcycle
• How much capital is available for mining development projects and which projects are getting funded?
• Non-bank project finance, off-takes, royalties, streams and PE – Alternative options for miners and investors towards the bottom of the cycle
• The implications of a funding squeeze on the global mine development pipeline
• What can mining companies do to attract investors back into the sector?
• Is preserving and returning cash to shareholders a sustainable strategy in an industry requiring resource replacement?

Panellists include:
Jorge Ramiro Monroy, Managing Director, Emerging Markets Capital
John Dorian, Investment Manager, Orion Resource Partners
Peter Akerley, President, CEO & Director, Erdene Resource Development

15:40 Mining company CEO briefings

16:20 The irresistible force: Vehicle electrification and the necessary critical materials

• Two major reasons new energy vehicles (NEVs) are an unstoppable trend in the automotive industry
• Reason why all NEVs do not need to be big-battery electric vehicles like a Tesla
• Major design and technology changes coming to this space, soon
• How this may mean a significant realignment of what materials matter most to the battery industry

Panellists include:
Jon Hykawy, President & Director, Stormcrow Capital

16:50 Battery panel:: A new bull market for battery metals on the way?

• Update on the launch and uptake of new EVs – When will EVs and ICEs reach price parity?
• To what extent has the US-China trade war intensified competition to secure supply chains for battery raw materials and how can investors benefit?
• Assessing the growing role of governments in funding the necessary exploration for strategic metals?
• Valuations and deal-flow in 2019/20 – Are we entering a new bull market for battery materials?

Panellists include:
Mark Newman, Managing Director & Senior Analyst, Sanford Bernstein
Jon Hykawy, President & Director, Stormcrow Capital
Cormac O’Laoire, Lithium-ion Battery Technology Director, Electrios
David Whittingham, Group Vice President, FSG

17:30 Day one wrap-up and Pool Lounge Drinks Reception