Agenda Day One

For day two agenda, click here.

08:00
Registration and Morning Coffee
09:00
Raising long-term institutional and high-net-worth capital in the mining industry

With:

Kevin Smith, Founder & CIO, Crescat Capital

09:25
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?

With:

Carl Tricoli, Managing Partner, Denham Capital
Jose Martinez, Executive VP Investments, Rimac

Kevin Smith, Founder & CIO, Crescat Capital
James Wallbank, Managing Partner, Ibaera Capital

CEO Presentations
10:00
Puma Exploration
10:15
Onyx Gold
10:30
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

With:

Frank Nikolic, Head of Base Metals Supply, CRU

11:00
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

With:
Frank Nikolic, Head of Base Metals Supply, CRU
Warwick Smith
, CEO, American Pacific
Dan Symons
, President & CEO, C3 Metals

CEO Presentations
11:30
EMX Royalty Corp
11:45
CopAur Minerals
12:00
Sierra Metals
12:15
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 geopolitical dynamics impacting how investors are constructing their portfolios and assessing companies, projects and jurisdictions?

Moderator: Miranda Werstiuk, Founder, Fuchsia Capital Advisors

With:

Robert Mantse, Chairman, M2 Capital Partners
Tim Mister, Head of Credit & Royalties, Appian Capital Advisory

David Kaplan, Partner, Lascaux Resource Capital

13:00
Networking Lunch
14:00
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

With:

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

CEO Presentations
14:30
The Metals Company
14:45
Buxton Resources
15:00
Energy Transition Metals
15:15
Wealth Minerals
15:30
EV Panel
Supplying 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?

  • What are realistic timelines for innovations to reach application and impact the market?
  • Funding structures and offtake agreements – how are pricing and investment mechanisms evolving?

With:

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
16:15
Giyani Metals
16:30
Latitude Uranium
16:45
Retail Investor Awareness Through Digital Marketing

With:

Ty Hoffer, President, Winning Media

17:00
121 Networking Drinks
Continue networking over refreshments, quality beers, wines spirits and light food. Held in ETC’s networking space on the 4th floor
In association with:
19:00
End of Day One