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
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
With:
Bert Koth, Managing Director and Partner, Denham Capital Management
Pim Kalisvaart, Portfolio Manager, Hawke’s Point Capital
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
- 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