Agenda Day 1
For day two agenda, click here.
08:00
Registration and morning refreshments
08:55
Conference Opening
09:00
Investment Leaders Panel
Strategies and challenges for resilience in an ever-volatile market
- Coming to the end of a major election year, how do investors see the political landscape shaping investment decisions?
- Risks and opportunities for investment today
With:
Pim Kalisvaart, Principal, Hawke’s Point Resource Finance
Antony Rowe, Investment Team Leader, Resource Capital Funds
Tom Solomon, Portfolio Manager and Head of Public Equities, Pala Investments
09:45
Analyst Insights:
Base metals outlook - Pricing, supply, and demand and impacts of the global macro environment
11:15
Regulatory Panel
Key impacts of global regulations on critical minerals outlook and investment
- How have policy perspectives changed in the past year and what’s next?
- Decoupling from China - How global policies have impacted metals costs and supply chains
- How can we work across different jurisdictions to ensure the effective, efficient, and fair supply of critical minerals needed?
- Overseas project development and relationships with the European Commission - What’s needed to push these into development? Investment outlook
With
Robert Baylis, Portfolio Manager, EBA Materials Fund
Fiona Clouder, Chief Executive, ClouderVista
CEO Presentations
13:00
Networking Lunch
14:00
Analyst Insights
Outlook for lithium - Pricing dynamics and what it means for this critical mineral moving forward
With
Rodney Hooper, Partner, RK Equity
14:30
Critical Minerals Panel
Navigating supply and demand for these dynamic transition metals
- Addressing the key supply gaps that have been highlighted in recent years - Where are we now?
- Where is the smart money going? How are investors making decisions regarding commodities, jurisdictions, and more
- Evolution of the battery metals space - What can we expect next?
With
Rodney Hooper, Partner, RK Equity
Thomas Lagree, Partner, Critical Metals, InfraVia Capital Partners
Cormac O’Loaire, Managing Director, Electrios Limited
Scott Yarham, Raw Material Sourcing Manager, Ascend Elements