Agenda Day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
Investment Leader's Panel
Navigating new global dynamics of conflict and co-operation in natural resources investments
  • How are leading jurisdictions designing policy and incentive structures to mobilise finance and investment and pace and scale?

  • How are global supply chains developing

  • Evolving ESG principles - How are asset owners and institutions changing their strategy in line with a new generation’s values?

  • Reducing reliance and rebalancing relations with China

Justin Machin, Managing Director, Denham Capital
Steve Todoruk, Investment Executive & Geologist, Sprott Asset
Management USA
Brian Demain, Portfolio Manager, Janus Henderson Investors U.S.

Mining CEO Presentations
Analyst briefing
Gold markets in the new monetary regime
  • Top drivers and headwinds impacting metals markets

  • How significant is slower Chinese growth?

  • Which metals are set to perform well against the physical and financial markets today?

  • Across the metals complex where is the greatest supply tightness?

Jeff Clark,
Metals & Mining Analyst,

Mine Financing
Overcoming key barriers to bringing new supply online
  • Challenges of attracting new capital at required pace in a technically complex and geopolitically volatile sector

  • Permitting pain points – how can we reduce timelines to encourage investment?

  • Creating coherent frameworks to reduce cross-jurisdictional friction

Mining CEO Presentations
Networking Lunch
Analyst Briefing
Global Battery Raw Materials Outlook
  • Opportunities and challenges pivoting to a cleaner energy producing country
  • Dynamics of financing renewable power sources
  • Why we cannot switch off hydrocarbons overnight
  • What pillars need to be in place to stimulate finance and accelerate junior mining success?

Robert Sinn, Senior Analyst, Energy & Gold

Battery Metals Panel
Developing the domestic supply chain for battery raw materials
  • How is the competitive landscape of next gen battery technology developing?
  • Evaluating the impact of the IRA so far - will election-year politics imperil progress?
  • 2024 marks first major wave of EVs coming off the road – impact for recycling capacity

Robert Sinn, Senior Analyst, Energy & Gold
Roger Mortimer, Independent Investor
Simon Jowitt, Associate Professor of Economic Geology, University of Nevada
Redwood Materials (Speaker TBC)

Mining CEO Presentations
Precious Metals Panel
Mining and exploring for the energy transition
  • 2024 pricing predictions

  • Ongoing geopolitical tensions and expectations of interest rate cuts by most major central banks - will gold see a renewed surge?

Jeff Clark, Metals & Mining Analyst,
Daniel Henao, Partner, Sun Valley Investments

121 networking drinks
Stay with us for more relaxed networking, refreshments, quality beers and wines and light food.
End of day one