Agenda Day One
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:55
Opening Welcome
09:00
Investment leaders Panel
Protectionism and Expanding Resource Security
The chessboard of geopolitics – key forces impacting the market today
Strong US dollar, Trump led policy shifts, and market volatility
Heating territorial disputes over mineral wealth - Trump, Greenland, and Ukraine
How can juniors navigate swiftly changing rules?
With:
Chris Berry, President, House Mountain Partners
Rachel Ziemba, Founder, Ziemba Insights
Erez Ichilov, Founder, Cedrus Arbour LCC
Ellis Martin, Host & Executive Producer, Ellis Martin Report
Ed Bonner, Investment Advisor, Sprott
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.
12:00-12:40
Investing in the Future
Funding the Energy Transition and Balancing Supply and Demand
- Factors influencing supply and demand landscape - Growing focus from EVs and the energy transition to defense strategies
- How do we strengthen partnerships among resource rich and consuming nations?
- Growing M&A activity
- How is the China-US rivalry reshaping supply chains? Mitigating risk through supply chain diversification
Moderator:
Howard Klein, Founder & Partner, RK Equity
With:
Luke Oliver, Managing Director, Head of Climate Investments, Krane Funds Advisors
Aaron Colleran, CEO & Managing Director, AIC Mines
Tate Sullivan, Managing Director, Equity Research, Maxim Group
Bela Onken, Director, KfW IPEX-Bank GmbH
12:40-13:00
Keynote Presentation
OTC Markets
13:00
Networking Lunch
14:00-15:45
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.