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:
Justin Machin, Managing Director, Denham Capital
Roger Mortimer, Portfolio Manager, Kranshare
Keith Spence, CEO & Partner, Global Mining Capital
Dan Denbow, Independent Investor
09:50
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
With:
Adam Jones, Chief Revenue Officer, Vrify
10:20
Blake Hylands, Chief Executive Officer, Lithium Ionic
10:30
Cathy Fitzgerald, VP - Exploration & Resource Development, Apollo Silver
10:40
Kimberly Ann, Founder & CEO, Lahontan Gold
10:50
Ross McElroy, CEO & President, Fission Uranium
11:00
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?
With:
Jeff Clark, Metals & Mining Analyst, TheGoldAdvisor.com
Mining CEO Presentations
11:30
David Grondin, President & CEO, TomaGold
11:40
Ken Brophy, Chief Executive Officer, Intrepid Metals
11:50
Martin Pawlitschek, President & CEO, Sanu Gold
12:00
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
With:
Matt Geiger, Managing Partner, MJG Capital Fund
Matthew Zabloski, Managing Director, Delbrook Capital
Matt Johnston, President, Johnston-Sequoia Capital
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
With:
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
14:40
Daniel Tuffin, Managing Director & CEO, Panther Metals
14:50
Craig Shesky, Chief Financial Officer, The Metals Company
15:00
Aldo Boitano, Chief Executive Officer, CleanTech Lithium
15:10
Roger Rosmus, Chief Executive Officer, Goliath Resources
15:20
Tim Mason, Chief Executive Officer, Eagle Mountain Mining
15:30
Warwick Smith, CEO & Director, American Pacific
15:40
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?
Moderator:
Ellis Martin, Host, The Ellis Martin Report
With:
Jeff Clark, Metals & Mining Analyst, TheGoldAdvisor.com
Joe Reagor, Managing Director/Senior Research Analyst, Roth Capital Partners
Steve Todoruk, Investment Executive & Geologist, Sprott Global Resource Investments
Dan Denbow, Independent Investor