Agenda day two

For day one agenda, click here

08:00
Registration and Morning Refreshments
08:50
Conference Opening
09:00
Investor Panel
The Opportunity in Precious Metals Equities for Generalist and Specialist Portfolios
  • How to look at exposure to gold and silver equities at a time of prolonged inflation
  • Impacts of Jackson Hole - How conflicted is the FED over receission and inflation? What is the strong dollar and inflation doing to GDX-J and how will the sector look towards the end of this year?
  • Having called the inflation tsunami early last year how long does the panel of experts believe high rates will play out?
  • Is the next silver squeeze coming? Fundamental supply and demand outlook for silver
  • What does Gold Silver ratio say about mining equities?
  • M&A outlook for miners versus new discovery breakthrough
  • Dissecting the relatively small pool of precious metals at developer stage - what is attracting large institutions and pension funds back to equities?
  • Are sanctions and increasingly politicized supply chains impacting precious metals supply and demand?

Panellists:

Chris Mancini, Portfolio Manager, Gabelli Funds

Matt Geiger, MD, MJG Capital

Peter Krauth, Editor, Silver Stock Investor

Dan Oliver, Managing Partner, Myrmikan Capital Assay

09:50
Morning coffee break
10:00
Exploration Investment Panel
Financing a New Era of Exploration to Sustain the Energy Transition
  • How are Copper and Nickel exploration projects more vital than ever?
  • What are major miners interested in now? What forms of alternative finance are available and to which projects?
  • The team or the asset: as the pool of quality exploitation assets is relatively small where are the interesting projects coming online?
  • Should industry be concerned about price mitigation from inflation and China’s lockdown-driven demand destruction? Or is this a time for exploration to thrive on long term fundamentals?
  • Thoughts on the Inflation Reduction bill –
    a) why is copper not on the US critical minerals list?
    b) investment into non-Indonesian Nickel mines
    c) developing localised smelting capacity outside of China

Panellists:

Sonia Scarselli, Vice President, BHP Xplor Program
Alex Tsukernik, CEO, Nova Royalty
Dan Jauncey, Executive Director, Austral Resources

11:00
Assay TV Interview
Marcel Robillard, Director & CEO, Puma Exploration
11:30
Assay TV Interview
Alberto Morales, Executive Chairman & Founder, Andean Precious Metals
12:00
Assay TV Interview
TBC
12:30
Assay TV Interview
John Proust, CEO, Japan Gold
13:00
Lunch and Networking
14:00
Assay TV Interview
Sonia Scarselli, Vice President, BHP Xplor
14:30
Assay TV Interview
TBC
15:00
Assay TV Interview
TBC
16:00
Official Closing Drinks at Connolly’s Pub and Restaurant 121, West 45th Street
19:00
End of 121 New York, See You in London in November