Agenda – Day One

For day two agenda, click here
Registration and Morning Coffee
Welcome to Las Vegas and Business Card Exchange
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?

Justin Machin, Managing Director, Denham Capital
Roger Mortimer, Portfolio Manager, Kranshare
Keith Spence, CEO & Partner, Global Mining Capital
Dan Denbow, Independent Investor

The Future of Mining Communications
3D models and virtual site visits aren’t just improving transparency in the sector, they’re also essential to unlocking non-traditional sources of capital

Adam Jones, Chief Revenue Officer, Vrify

Mining CEO Presentations
Blake Hylands, Chief Executive Officer, Lithium Ionic
Cathy Fitzgerald, VP - Exploration & Resource Development, Apollo Silver
Kimberly Ann, Founder & CEO, Lahontan Gold
Ross McElroy, CEO & President, Fission Uranium
Gold Briefing
The dynamics of gold in this market and future mine supply
  • 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 physical metal and ETFs?

  • How are miners addressing the greatest resource replacement?

Jeff Clark, Metals & Mining Analyst,

Mining CEO Presentations
David Grondin, President & CEO, TomaGold
Ken Brophy, Chief Executive Officer, Intrepid Metals
Martin Pawlitschek, President & CEO, Sanu Gold
Strategies Investing Panel
Investing across the metals complex: Identifying value and creating long term appreciation
  • Which projects look good now - gold, copper or the battery metals complex?

  • Sentiment & Patience

  • Are juniors cheap relative to global equities?

  • Optionality and diversification strategies

Matt Geiger, Managing Partner, MJG Capital Fund
Matthew Zabloski, Managing Director, Delbrook Capital
Matt Johnston, President, Johnston-Sequoia Capital

Networking Lunch
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

Roger Mortimer, Portfolio Manager, Kranshare
Darren Collins, Chief Executive Officer, US Critical Minerals
Craig Shesky
, Chief Financial Officer, The Metals Company
Prashant Chintawar, Chief Executive Officer, Volt Resources

Mining CEO Presentations
Daniel Tuffin, Managing Director & CEO, Panther Metals
Craig Shesky, Chief Financial Officer, The Metals Company
Aldo Boitano, Chief Executive Officer, CleanTech Lithium
Roger Rosmus, Chief Executive Officer, Goliath Resources
Tim Mason, Chief Executive Officer, Eagle Mountain Mining
Warwick Smith, CEO & Director, American Pacific
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?

  • 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?

Ellis Martin, Host, The Ellis Martin Report

Jeff Clark, Metals & Mining Analyst,
Joe ReagorManaging Director/Senior Research Analyst, Roth Capital Partners
Steve Todoruk, Investment Executive & Geologist, Sprott Global Resource Investments
Dan Denbow, Independent Investor

Closing Remarks
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