Agenda day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
Mining Investment Strategies Panel
Bull Cycle Investment Trends and Impacts
  • Impact of the Russian invasion into Ukraine on metals and mining - Impact on pricing, supply and demand, and more
  • Challenges and risks to the industry - impact of Social Licence to Operate, ESG, inflation, investment flows, etc.
  • Capital returns to shareholders
  • Do we expect even higher prices to come after a decade of under-investment in the industry?
  • The energy transition is upon us - How can mining find their place within the world of ESG-focused investment?


John Dorian, Investment Manager, Orion Resource Partners

Matt Griffin, Co-Portfolio Manager, Maple-Brown Abbott

Hans-Arne L’orange, Head of Metals & Minerals, Investment Banking, Clarksons Securities

Risks and Opportunities - Impacts of ESG, Geopolitics, and the Energy Transition on the Industry
  • This session will look at the key risks and opportunities facing miners and investors in light of the current geopolitical and economic environment


Matt Fifield, Managing Partner, Pacific Road Capital

Morning Networking Break
Battery Metals Panel
Supply, Demand, and More in an Age of Elevated Commodities Prices
  • Supply deficits across the battery metals space continue to grow - What are some solutions to come with the looming shortages in copper, nickel, lithium, etc.?

  • Recent reports have noted a significant amount of capital needed for the mining industry in order to meet our decarbonization goals - Where do we see financing coming from? Is there a trend to go into earlier-stage projects?
  • Role of OEMs - What do investors and miners think?


Adam Best, Principal Research Scientist, CSIRO
Joel Crane, Investor Rolations/Commercial Manager, Cobalt Blue Holdings Limited
Henry Jennings, Market Strategist and Analyst, Marcustoday
James Stewart, Natural Resources Portfolio Manager/Mining Equity Analyst, Ausbil Investment Management Ltd.

Analyst Insights
Lithium’s Supply Crunch
  • Lithium has a critical role to play in the energy transition and while demand is growing significantly, market players are still unsure as to what supply will look like in future years. This session will assess supply/demand dynamics, investment opportunities, the role of OEMs, and more

Cameron Perks, Senior Analyst, Benchmark Mineral Intelligence

Mining CEO Q&A
Lunch and Networking
Miners Panel
Making Mining Operations More Environmentally-Friendly
  • What are miners doing to decarbonize their operations?

  • How can investors and others best support miners decarbonization efforts?
  • Impact of growing focus on ESG on miners - In order to win green investing dollars, should miners put more of an emphasis on the environmental factors?


Kelly Earle, Senior Vice President, Corporate Development, Skeena Resources

Andrew Phillips, Executive Director, Lithium Power International Ltd.

Analyst Insights
Outlook for Copper
  • Copper prices have rallied in the first half of 2022 as Chile recorded its lowest output in a decade. This session will assess the geopolitical situation impacting the supply of copper and resulting effects on pricing, future supply, projected demand, and more

Piers Montgomery, Principal Analyst, CRU

Afternoon Networking Break
Mining CEO Q&A
121 Mining Investment Networking Drinks