Agenda Day 1

For day two agenda, click here.

08:00
Registration and Morning Coffee
08:55
Opening Welcome
09:00
Investment Leaders Panel
Resource Resilience & Maintaining Momentum for the Green Revolution
  • Key trends and the geopolitical forces impacting the market today
  • Opportunities and risks for the West in de coupling from China and securing supply chains. How far have we come with vertical integration in the West?
  • Trump’s tariffs, counter tariffs, and general trade uncertainty -- What are the potential consequences?
  • Trump and Greenland -- Unpacking national security and resource nationalism
  • Conquering short-termism and realising immediate investment prospects

With:

Cailey Barker, Director, Natural Resources, BlackRock

Natalie Scott-Gray, Senior Metals Analyst, StoneX

David Freeland, Portfolio Manager, Drakewood Capital

Fiona Clouder, Chief Executive, ClouderVista

10:00-11:45
Assay TV Live Interviews

15 minute interviews recorded with a small live audience in our dedicated studio lounge space. Interviews will be a mix of corporate project updates and investors discussing key strategies for navigating today’s investment climate.

12:00
Panel Discussion
Strategic Mine Finance
  • Current trends in mining finance from exploration to production
  • Navigating the current landscape of lower prices and negative sentiment
  • Key risks and challenges for developing projects in the West

Moderator:

Robert Mantse, Chairman, M2 Capital Partners

 

With:

Bert Koth, Managing Director and Partner, Denham Capital Management

Pim Kalisvaart, Portfolio Manager, Hawke’s Point Capital

John Meyer, Partner & Mining Analyst, SP Angel

13:00
Networking Lunch
14:00-16:00
Assay TV Live Interviews

15 minute interviews recorded with a small live audience in our dedicated studio lounge space. Interviews will be a mix of corporate project updates and investors discussing key strategies for navigating today’s investment climate.

16:15
Junior Mining Showdown
Where Companies Meet Capital - Critical Minerals Edition
  • Five junior mining companies will pitch to London’s top investors, showcasing their story and projects with the hopes of winning (a fictional) $1,000,000 investment!

With:

Scott Yarham, Global Head Battery Metals, Ascendant Metals

Cailey Barker, Director, Natural Resources, Cailey Barker

Charles Stephenson, Analyst, ARCH EM Partners

17:00

Day 1 Networking CocktailsDay 1 Networking Cocktails

Stick around after your meetings to catch up over some drinks and light snacks