Agenda Day Two
For day one agenda, click here.
08:00
Registration and Morning Refreshments
09:00
Conference Opening
09:10
Investment Leader’s Panel
Precious Metals
Positioning portfolios to protect against inflation
Is increased focus on critical minerals and ET metals impacting demand in any way?
Are there signs that silver will see a sustained upswing? Will a solar boom result in a surge in demand?
Will M&A activity continue to gain momentum?
The resource replacement challenge, finding high grades and the role of good exploration
With:
Suki Cooper, Precious Metals Analyst, Standard Chartered
James Steel, Analyst, Precious Metals, HSBC
Dan Oliver, Founder & Managing Partner, Myrmikan Capital
Christopher Mancini, Analyst – Metals & Mining, GAMCO Investors Gabelli Funds
Kimberly Ann, Founder, CEO, President & Director, Lahontan Gold
10:45
Analyst Briefing
Economic imbalance and record gold buying – outlook on supply demand dynamics and the investment sentiment across precious metals
With:
Suki Cooper, Precious Metals Analyst, Standard Chartered
11:15
Regional Spotlight Briefing
Lithium projects supporting the energy transition across the Americas
What are the success stories so far and which regions are showing greatest potential
Assessing how the IRA is supporting the development of US based battery metal projects
Overcoming NIMBY-ism and green protectionism to deliver critical projects across the Americas
Centering community and environmental concerns to overcome permitting challenges