Agenda Day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
Opening Keynote
Investing in the industry’s future-facing dynamics

Tony Manini, Executive Director & Investment Committee, EMR Capital

Investment Leaders Panel
Where to invest in 2023?
  • Where are we in the current investment cycle? Where are funds putting their cash?

  • ESG and sustainability - How is it driving investment decision-making?
  • Growth vs dividends vs M&A - How do funds want to see companies spending their surplus cash?
  • Impacts of the greater global macro issues, such as the invasion of Ukraine, on energy security and the progress of the energy transition overall


Peter Rozenauers, Managing Partner & Portfolio Manager, Orion Resource Partners

Hedley Widdup, Manager, Lion Selection Group

Economic Keynote
Mining investment initiatives to meet Australia’s Net Zero 2030 goal
  • Potential impact of a metals shortage on the Net Zero goal

  • Government initiatives to fund metals projects - A lack of focus?
  • Where to invest to accelerate key transition mine development?
  • How the drive to Net Zero creates a unique opportunity for Australian mining investment


Vivek Dhar, Mining & Energy Commodities Research Director, Commonwealth Bank of Australia

Networking Coffee Break
Analyst Briefing
Outlook for Graphite
  • Graphite has been top-of-mind for investors and analysts alike as the metal’s role in the batteries market overtakes its industrial use

  • Understanding graphite - The importance of investing in the right type of natural graphite product that matches future demand
  • Analysis on the supply, demand, and pricing outlook for graphite as its explores its growing role in the industry

Adam Best
, Principal Research Scientist, CSIRO

Analyst Briefing
Outlook for Nickel

Harry Fisher, Project Manager (Consultancy), Benchmark Mineral Intelligence

Networking Lunch
Energy Transition Investment Panel
Battery metals and beyond
  • Investing to fill the gaps in Australia’s domestic critical minerals supply chain

  • Lithium, graphite, nickel, copper, cobalt, silicon, rare earths, etc. - Where is the smart money going?
  • Where government investment programmes, such as the US IRA, are creating opportunities in the mining investment space - How are the IRA and other policies likely to change the market long-term?
  • NMC vs LFP - Impacts of different battery chemistries on investment decision-making?


Adam Best, Principal Research Scientist, CSIRO

Alex Biggs, Chief Executive Officer, Lightning Minerals

James Gurry, Research Analyst, PAC Partners

Laura Hubbard, Managing Consultant – APAC, Wood Mackenzie

Analyst Briefing
Outlook for Lithium
  • Know your lithium - Grades, metallurgy, processing - What investors should be looking for in a lithium project

  • Potential market impacts of emerging processing techniques
  • How NIMBY-ism globally is providing opportunities to invest in Australia’s lithium sector
  • What can we expect for the short and long-term on supply, demand and pricing?

Cameron Perks, Principal Analyst, Benchmark Mineral Intelligence

Networking Coffee Break
Precious Metals Investment Panel
  • What is driving institutional demand for precious metals right now?

  • What impacts are inflation and high interest rates having on the gold space?
  • Why gold still attracts investment dollars in an industry driven by the energy transition narrative
  • Junior exploration - What should investors look for in potential investments?
  • How to spot a potential M&A target


Andrew Haythorpe, Chief Executive Officer, ECR Minerals

Sagar Kalra, Senior Research Analyst – Gold, Wood Mackenzie

Shae Russell, Financial & Mining Investment Content Creator

Mike Spreadborough, Executive Co-Chairman, Novo Resources

121 Networking Drinks