Agenda Day Two
For day one agenda, click here.
08:00
Registration and Morning Coffee
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.
11:40-12:00
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
Steven Bowles, Managing Partners, Nebari Holdings
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.