Agenda Day Two

For day one agenda, click here.

08:00
Registration and Morning Coffee
09:00-11:45
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.​

11:15-12:00
Analyst Presentation
Is Silver the New Gold?

With:

Coille Van Alphen, Portfolio Manager, Metals and Mining, Equinox Partners

12:00
The Precious Metals Shift
Silver’s Role as the New Gold
  • Silver’s uniqueness as a metal with dual usage and its role in the clean energy transition

  • Stagnant silver supply and the implications of supply/demand

  • The gold rally - how are tariffs, Fed cuts, and geopolitics fuelling this?

With:

Wasif Latif, Co-Founder & Chief Investment Officer, Sarmaya Partners

Mark Learmonth, CEO, & Director, Caledonia Mining

Edward Meir, President, Commodity Research Group

Coille Van Alphen, Portfolio Manager, Metals and Mining, Equinox Partners

13:00
Networking Lunch
14:00-16:00
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.​

17:00
Close of Conference and Farewell Drinks