Day 1

Thursday 15 May 2019

08:00 Registration and morning coffee

08:50 Conference opening

09:00 Commodities outlook – Metals, markets and mines in a volatile macro environment

• Where are we in the commodity investment cycle?
• Where next for the China-US trade war and impact on commodities trade flows
• China stimulus, e-vehicles, India rising – Key demand drivers for mined commodities
• Metals and minerals winners and losers in 2019

Clyde Russell, Asia Commodities and Energy Columnist, Thomson Reuters

09:30 Mining investment leaders panel: Outlook to 2020

• Assessing the pools of capital available for mining investment in Singapore
• Investment themes: Which commodities, regions and types of project might outperform or under perform from here to 2010
• What would investors like to see mining companies focusing over the next twelve months?
• Environment, politics, regulation, finance – Identifying and navigating the key challenges for the mining investor in 2019

Panellists include:
Geoff McNamara, Partner, Medea Capital Partners

Scott Clements, Managing Director, Canaccord Genuity
Willem Middelkoop, Founder, Commodity Discovery Fund

10:10 Mining company CEO briefings

11:20 Commodity focus: Battery materials investment update

• Update on the supply and demand for key battery materials
• Have prices fallen too much in 2018 and has this created value investment opportunities?
• Examining the battery supply chain: Where are the choke points and what opportunities might these create
• Cobalt overhyped or oversold?
• Battery grade nickel sulphate: update on new production pipelines and potential market impact

Panellists include:
David Merriman, Manager – Battery & Electric Vehicles Materials, Roskill

12:00 Mining company CEO briefings

13:00 Lunch and networking

14:00 Mining company CEO briefings

15:20 Commodity focus: Nickel market outlook

• Demand outlook for nickel for the stainless steel market
• Production outlook and price expectations for 2019
• US-China trade war and other macro forces impacting the nickel price in 2019
• A look at the high purity nickel sulphate market: Demand potential and risks of oversupply

Ian Hiscock, Head of Consulting, SE Asia, CRU Group

15:50 Mining company CEO briefings

16:30 Commodity focus panel:Gold mining investment outlook

• From central bank buying to inflation and currencies: Factors driving the gold price higher in 2019
• State of actively managed gold funds and retail investor appetite for gold equities
• Outlook for further M&A across the gold mining sector and opportunities for investors to take advantage
• How to play the gold sector in 2019/20

Panellists include:
Daniel Ornatowski, Managing Partner, DKO Capital
Juerg Kiener, Managing Director & CIO, Swiss Asia Capital
Albert Cheng, CEO, Singapore Bullion Market Association

17:15 Day one wrap-up and Rooftop Drinks Reception