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?

10:20
Mining CEO Presentations
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

17:00
Join us for drinks, networking and panoramic views of the city at the 121 Cocktail Reception. We have exclusive hire of the Legacy Club rooftop bar on the 60th floor, Circa Hotel