Agenda Day One

For day two agenda, click here.

Registration and Morning Coffee
Raising long-term institutional and high-net-worth capital in the mining industry


Kevin Smith, Founder & CIO, Crescat Capital

Investment Leader’s Panel
Investing in American re-industrialisation - understanding domestic supply chains in renewable energy technology and ESS
  • US entering a new manufacturing super-cycle – how will the huge surge in capital inflow impact the macroeconomic landscape in the mid- to long-term?

  • Is China’s decades-long dominance on the decline? What opportunities (and risks) does this create for the US and global markets?

  • With US inflation looking set to ease, are concerns about dedollarization abating?


Keith Spence, CEO, Global Mining Capital
Carl Tricoli, Managing Partner, Denham Capital
Jose Martinez, Executive VP Investments, Rimac

Kevin Smith, Founder & CIO, Crescat Capital
Edwin Bennett, Commodities Analyst, Metals & Mining, Engine No. 1

CEO Presentations
Analyst Briefing
Global Commodities Outlook - understanding the dynamics shaping metals markets
  • How are market dynamics shifting in response to ongoing political tension

  • Increasing trends towards resource nationalism driving a global supply chain race


Frank Nikolic, Head of Base Metals Supply, CRU

Copper Panel
Copper at a critical moment
  • Bringing new supply online to counteract rapidly depleting stockpiles – what is the incentive price point?

  • Ongoing disagreements over the proper valuation of copper assets – how will this play out?
  • Implications of potential technological breakthroughs in the recovery of copper from low-grade ore


Michael Bradshaw, Senior Portfolio Manager, Allspring Global Investments
Frank Nikolic, Head of Base Metals Supply, CRU

CEO Presentations
Strategic Financing Panel
Unlocking a new capital pipeline for natural resource projects
  • Is growing awareness of mining’s fundamental role in the energy transition driving inflow from more diverse sources of capital?

  • Challenges of attracting the necessary significant investment into crucial early stage projects

  • Are JV’s becoming a more popular way to de-risk and enable greater diversification?

  • Are geopolitical dynamics impacting how investors are constructing their portfolios and assessing companies, projects and jurisdictions?


Robert Mantse, Chairman, M2 Capital Partners
Tim Mister, Head of Credit & Royalties, Appian Capital Advisory
Mark Rice, Senior Vice President, Auramet

Networking Lunch
Analyst Briefing
Cobalt Market Outlook
  • Understanding current supply and demand dynamics and the factors driving ongoing market volatility

  • New pricing mechanisms for the EV era

  • Next generation cathode chemistries – potential to impact cobalt demand long-term


Kimberly Berman, Energy Transition Technology & Metals Specialist, SFA Oxford

CEO Presentations
EV Panel
Mapping the EV Value Chain
  • Exploring the realistic scenarios for a localised, vertically integrated value chain

  • Can the required infrastructure be delivered at the scale and pace required to support targets?

  • Funding structures and offtake agreements – how are pricing and investment mechanisms evolving?


Tara Berrie, Senior Group Manager (Battery Metals, Recycling, Components), Rivian

Luke Oliver, Managing Director, Head of Climate Investments & Head of Strategy, KraneShares

Veronica Zhang, Deputy Portfolio Manager, Environmental Sustainability, VanEck

Erez Ichilov, Managing Director, Traxys

CEO Presentations
121 Networking Drinks
Continue networking over refreshments, quality beers, wines spirits and light food. Held in ETC’s networking space on the 4th floor
End of Day One