Agenda Day 1

For day two agenda, click here

08:00
Registration and Morning Coffee
08:55
Welcome and Business Card Exchange
09:00
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

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

10:00
Mining CEO Presentations
11:00
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?

With:
Jeff Clark,
Metals & Mining Analyst, TheGoldAdvisor.com TheGoldAdvisor.com

11:30
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

12:00
Mining CEO Presentations
13:00
Networking Lunch
14:00
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?

With:
Robert Sinn, Senior Analyst, Energy & Gold

14:30
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

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

15:15
Mining CEO Presentations
16:00
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?

With:
Jeff Clark, Metals & Mining Analyst, TheGoldAdvisor.com
Daniel Henao, Partner, Sun Valley Investments

17:00
121 networking drinks
Stay with us for more relaxed networking, refreshments, quality beers and wines and light food.
19:00
End of day one