Agenda Day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
Investment Leaders Panel:
How today’s biggest risks, challenges, and opportunities are driving investment
  • The global macro factors impacting today’s metals markets

  • What’s driving investment into the sector?

  • How the energy transition continues to change industry dynamics


Scott Clements, Head of Advisory, Tribeca Capital
Damian Pearson, Investment Director, EMR Capital
Kenny Yeng, Portfolio Manager, Investment Analyst, GIC

Analyst Opener
Global commodities outlook and the road to net zero
  • How do we see metals performing over the coming year? Top performers - and why?

  • Impact of the energy transition on supply/demand - Assessing the looming supply gaps

Ashima Tyagi, Economics Associate Director – Pricing & Purchasing, S&P Global Market Intelligence

CEO Presentations
Analyst Insights
Uncovering opportunities in the battery value chain and key battery metals outlook


Linda Zhang, Battery Materials APAC Lead, Base Metals, CRU

Investor Insights
Investing across the transition space
  • How to assess key opportunities in green and renewable investment

YueJer Lee, Director & Co-Fund Manager, Arcane Capital

Energy Transformation Panel:
Where is the smart money going in battery metals?
  • What’s currently driving investment into this space? How can investors know they’re making the right decisions, based on outlook, technologies, etc.?

  • Role of government and alternative investors in driving the industry
    - Where are the biggest impacts being made?

  • As more countries are looking to secure their own supply of the key transition metals, where do you stand on the de -globalization trend?

Vinit Lakhani, Head – Base Metals (Minerals), Tata International Limited
YueJer Lee, Director & Co-Fund Manager, Arcane Capital
Alberto Migliucci, CEO and Founder, Petra Commodities
Linda Zhang, Battery Materials APAC Lead, Base Metals, CRU

Networking Lunch
Spotlight on Indonesia
Becoming a major player in the global metals markets


Precious Metals Panel
Will gold continue breaking record highs?
  • Gold pricing hit record highs in early 2024 - Where do our panellists think pricing will move through the remainder of the year?

  • Is a correction necessary?

  • Do you see central banks continuing to purchase high amounts of precious metals moving forward? Other macro factors impacting this

Nikos Kavalis, Managing Director, Singapore, Metals Focus

CEO Presentations
End of Day 1 and Networking Drinks