Agenda Day 1

For day two agenda, click here.

Registration and Morning Coffee
Opening Welcome
Investment Leaders Panel
Resource resilience & maintaining momentum for the green revolution
  • Evaluating progress in establishing sustainable and responsible vertically integrated supply chains for transition critical metals, amidst unpredictable market shifts and fast changing supply and demand dynamics

  • Rising costs vs plummeting prices – assessing the long-term ramifications of unsustainable project economics on the critical mineral supply chain

  • Overcoming extreme short-termism in market mindsets – realising the opportunity for value creation beyond near-term volatility
  • Understanding the shifting spheres of global influence – with multiple supply chains developing in parallel to compete with Chinese dominance, how will this ‘bloc-ification’ impact where capital flows


Mark Burridge, CEO & Managing Partner, Baker Steel
John Meyer, Partner/Mining Analyst, SP Angel Partners
Sunny Shah, Investment Team Leader, Resource Capital Funds
Jan-Henk van Konijnenburg
, Head of Global Prospect Evaluation,
BHP Exploration

CEO Presentations

Jorge A. Ganoza, President, CEO, & Director, Fortuna Silver


Kimberly Ann, Founder, Director, CEO, President, Lahontan Gold Corp


Frank Eagar, Managing Director, Sovereign Metals


J.T. Starzecki, Chief Marketing Officer, 5E Advanced Materials


Scott Brown, Managing Director, Pure Hydrogen

Panel Discussion
Mapping European Critical Mineral policy and the impact on regional pipelines
  • What do policy U-turns and government inaction mean for the UK’s green industrial strategy and how can the investment industry intervene to drive net zero aims forward?

  • Lessons from the IRA - are FEOC rules pitting automakers against miners

  • Is deglobalisation/localisation a viable route? Increasing costs and friction in an already highly complex value chain


Robert Baylis, Portfolio Manager, EBA Materials Fund

Cormac O’Laoire, Managing Director, Electrios Energy

Amanda van Dyke, Managing Director, The Sustainable Resources Fund, ARCH Emerging Markets Partners

CEO Presentations

Richard Maddocks, Managing Director, Kingsland Minerals


Rupert Verco, CEO & Director, Cobra Resources


Greg McKenzie, CEO, Silver Storm Mining


Luke Alexander, President, CEO, & Director, Newcore Gold


Greg Martyr, Executive Chairman, Capital Metals

Networking Lunch
Analyst Briefing
Base Metals Supply & Demand - Outlook and role within the batteries space
  • Analysis of China’s role on base metals supply and demand

  • Copper, nickel, and more - supply and demand; role of different battery chemistries


Dan Smith, Head of Research, Amalgamated Metal Trading

Battery Metals Panel
Navigating supply crunches, battery chemistry changes, and more
  • Challenges of investing in supply chain development when there is still much uncertainty – indecision around battery tech/chemistry and at a policy level is stalling progress

  • Determining true price and the green premium – how to measure factors such as fair wages and emissions capture? Will sustainability drives ultimately result in costs for the end consumer?

  • Are underlying assumptions about raw materials requirements outdated as technological advancements? Is demand destruction an intrinsic part of technological progress in mining?

  • Navigating the challenges of complying with passporting rules across geographies

Moderator: Nichole McCulloch, Managing Director, Stratum International


Bernard Dahdah, Executive Director, Senior Commodities Analyst, Natixis

Liam Farley, Founder and CEO, Xcelsior Capital

Simon Gardner-Bond, Chief Technical Officer, TechMet

Barry Jackson, Sourcing & Origination, AngloAmerican

CEO Presentations

Caedmon Marriott, Managing Director, Western Mines Group


Ian Tchacos, Executive Chairman, ADX Energy


Bronwyn Barnes, Executive Chair, Indiana Resources


Mike Hodgson, CEO, Serabi Gold


Andrew Lee, President, CEO, & Director, Deeprock Minerals

121 Networking Drinks:

Stay with us for more relaxed networking, refreshments, quality beers and wines, and canapés – in association with the New York Mining Club.

End of Day One