Agenda – Day One
For day two agenda, click here
08:00
Registration and Morning Coffee
08:50
Welcome to Las Vegas and Business Card Exchange
09:00
Leaders in Mining Investment Panel
Commodities through a perfect storm of inflation and economic instability
Discussing the macroeconomics conditions for markets, supply chains and strong dollar - what are investors most concerned about?
Investor views on Xi’s pivot and China’s outlook since reopening yet facing a flagging property sector
Industrial inventory levels - is this the defining factor for industrial metals markets? Where does USA sit as a net consumer not producer of metals?
As commodities have endured the global economic downturn better than most sectors, how and where should institutional investors increase their allocation to metals near term?
Has the Inflation Reduction Act sparked the beginnings of a critical minerals super-cycle? Being a metals consumer is tricky in this market.
How are inflationary pressures impacting profitability
Hunting quality assets in a slow market - will M&A activity pick up from 2022?
With:
Carl Tricoli, Managing Partner, Denham Capital
Kevin Smith, Founder & CEO, Crescat Capital
09:50
Analyst Briefing
Commodities outlook - a look through the dynamics of metals and mining supply and demand
Top drivers and headwinds impacting metals markets
Which metals are set to perform well against the physical and financial markets today
Across the metals complex where is the greatest supply tightness?
11:00
Gold Briefing
A look through the dynamics of metals and mining supply and demand
Assessing the positive start to the year, what is different now? Outlook for the current rally to sustain
2022 saw the highest rate of Central Bank buying since 1967 as reserves are diversified. What does this indicate?
How have equities performed against the pysical metal and ETFs?
How are miners addressing the greatest resource replacement?
With:
Jeff Clark, Gold & Silver Analyst, The Gold Advisor
11:30
Mining CEO Presentations
13:00
Networking Lunch
14:00
Establishing the true costs, barriers and opportunity created in the Energy transition
Opportunities and challenges pivoting to a cleaner energy producing country
Where do the investment opportunities lie in the shift towards decarbonisation?
Developments in clean processing and circularity
Unpacking the Inflation Reduction Act
Exploring the key challenges
14:40
Mining CEO Presentations
15:30
Silver Briefing
Making the investment case for Silver and a look across the mining equities
With:
David Morgan, Chief Editor, The Morgan Report
16:00
Precious Metals Investment Panel
Opportunity in precious metals and their equities for both generalist specialist portfolios
How are miners looking at the resource replacement challenge? Is organic growth coming back to the table vs M&A?
How should generalist portfolios look at exposure to gold and silver now? What role are equities playing? Is it too late to position given recent moves?
Fundamental supply and demand drivers for gold
Will silver always trail? Discuss correlations
The pool of silver miners is relatively small, so what is attracting large institutions and pension funds back to equities?
With:
Jeff Clark, Gold & Silver Analyst, The Gold Advisor
David Morgan, Chief Editor, The Morgan Report