still europe’s leading mining investment conference …€¦ · still europe’s leading mining...
TRANSCRIPT
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND
EXHIBITION
14th Annual
Monday 28th November to Thursday 1st December, Business Design Centre, Islington, London
Keynote speakers:
Mark Bristow, CEO, Randgold Resources – no 2 in Mining Journal’s most powerful people in mining
Rick Rule, Chairman and Founder, Sprott U.S. Holdings Inc - no 3 in Mining Journal’s most powerful
people in mining
Ross Beaty, Chairman, Pan-American Silver - no 16 in Mining Journal’s most powerful people in mining
Neal Froneman, CEO, Sibanye Gold - no 17 in Mining Journal’s most powerful people in mining
Grant Williams Author, Things That Make You Go Hmmm... And co-Founder, Real Vision Group
Ian Hannam, Founding Partner and Chairman, Hannam and Partners
Tom Albanese, CEO, Vedanta Resources
Marin Katusa, Founder, Katusa Research, Author, The Colder War
Tom Kaplan, Chairman and CEO, The Electrum Group
Ned Goodman, President and CEO, International Corona
Laszlo Varro, Chief Economist, International Energy Agency
Richard Schodde. Managing Director of MinEx Consulting – no 14 in Mining Journal’s most powerful
people in mining
Zhang Jijing, Chairman, CITIC Pacific Mining
Sir Richard Shirreff, Former Deputy Supreme Allied Commander Europe, NATO & Founder & CEO,
Strategia Worldwide
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key mining companies and mining projects speaking:
Peter Breese, CEO, Asanko Gold
Jose Bordogna, Finance Executive, Austral Gold
Richard Williams, COO, Barrick Gold
Tim Carstens, Managing Director, Base Resources
Zhang Jijing, Chairman, CITIC Pacific Mining
Paul Wright, CEO, Eldorado Gold
Sebastien De Montessus, CEO, Endeavour Mining
Ricardo Martínez, President, GEMERA
Ned Goodman, President and CEO, International Corona
Graeme Robertson, Chairman & CEO, Intrasia Capital
Michael Carvill, Managing Director, Kenmare Resources
Alfredo Vitaller, President, NGEx Resources
Patrick Evans, President and CEO, Mountain Province
Gareth Penny, Chairman, Norilsk Nickel
Sean Roosen, CEO, Osisko Royalties
Ross Beaty, Chairman, Pan-American Silver
Peter Hambro, Chairman, Petropavlovsk
Mark Bristow, CEO, Randgold Resources
Ross Lyons, Head of Tax, Rio Tinto
Neal Froneman, CEO, Sibanye Gold
Tom Albanese, CEO, Vedanta Resources
Mark Bennett, Managing Director & CEO, S2 Resources
Charles Koppel, Chairman, Samco Gold
Nolan Watson, President & CEO, Sandstorm Gold
Vijay Kumar Banty, Senior Manager, Tata Steel
Emin Eyi, Managing Director, Tri-Star Resources
Mark Wellesley Wood, Ex – Chairman, DRD Gold
Andrey Gorokhov, CEO, UMG
Amerigo Resources
Aston Bay
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key mining companies and mining projects speaking (continued)
Azure Minerals
Callinex Mines Inc
Condor Gold
Dalradian Resources
Denison Mines Corp.
Euromax Resources
Fission Uranium Corp
Foran Mining Corporation
Highland Gold Mining
KBL Mining
Lucapa Diamond
Mandalay Resources
Nautilus Minerals
Nemaska Lithium
Panoro Minerals
Royal Nickel Corp
Shore Gold Inc
SolGold
Key investors speaking:
Paul Mylchreest, Equity & Cross Asset Analyst, ADM ISI
Oliver Andrews, Chief Investment Officer, Africa Finance Corporation
Gerard Reid, Founding Partner, Alexa Capital
Rudolph de Bruin, Co –Founder, AMED Funds
Jayant Bhandari, Analyst - Mining & Minerals and Institutional Investor Consultant, Anarcho Capital
Julian Treger, CEO, Anglo Pacific Group
Tom Holl, Director, Natural Resources, BlackRock
Ian Williams, Chairman, Chief Executive, Charteris
Willem Middelkoop, Founder, Commodity Discovery Fund
Andor Lips, Fund Manager, Commodity Discovery Fund
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key investors speaking (continued)
Terence van der Hout, Commodity Discovery Fund
Tobias Tretter, Managing Director, Commodity Capital
Bert Koth, Managing Director Metals & Mining, Denham Capital Management
Carl J. Tricoli, Co-President, Global Head of Natural Resources, Denham Capital Management
Georges Lequime, Lead Advisor, Earth Resource Investment Group
John Robertson, Director, E.I.M Capital and contributor Mining Journal
Tom Kaplan, Chairman and CEO, The Electrum Group
Andreas Schmidt, Portfolio Mamager, FIB Asset Management
Joe Wickwire, Portfolio Manager, Fidelity Investments
John Newell, Portfolio Manager, Fieldhouse Capital Management
Tal Lomnitzer. Portfolio Manager, First State
Alain Corbani, Head of Mining, Portfolio Manager, Finance SA
Kimmo Viertola, Investment Director, Finnish Industry Investment
John Butler, Vice President, Head of Wealth Services, GoldMoney
Mark Sawyer, Partner, Greenstone Resources
Pim Kalisvaart, Portfolio Manager, Hawke's Point Capital
Ronald-Peter Stöferle, Managing Partner & Fund Manager, Incrementum
George Cheveley, Portfolio Manager, Investec Asset Management
Nick Stansbury, Portfolio Manager, Legal and General Investment Management
Neil Gregson, Managing Director, & Portfolio Manager, Global Natural Resources, JP Morgan Asset
Management
Ian Henderson, Ex - Fund Manager, JP Morgan Asset Management
Lind Partners (20 mins)
Jamie Horvat, Portfolio Manager, M&G
Robert Mantse, Vice-Chairman & Managing Director, M2 Capital Partners International
Egon von Greyerz, Founder and Managing Partner of Matterhorn Asset Management
Gervais Williams, Managing Director, Miton Group
Martin French, Investment Manager, Muse Capital
Jeremy Atkinson, Sole Principal and Consultant, Northshore Capital Advisors
Ned Naylor-Leyland, Fund Manager, Old Mutual
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key investors speaking (continued)
Michael Barton, Portfolio Manager, Orion Mine Finance
Dan Wilton, Partner, Pacific Road Capital
Anthony Milewski, Vice President, Pala Investments
Amanda Van Dyke, Fund Manager, Peterhouse Asset Management
Robert Mitchell, Managing Member, Portal Capital
Lawrence Roulston, President, Quintana Resources Capital
Mason Hills, Partner, RCF
Mike Price, Advisor, RCF
Riaz Rizvi, Partner, Rice Capital Partners
Warren Irwin, President & CIO, Rosseau Asset Management
Andrew Pullar, CEO, The Sentient Group
Jay Hambro, Chief Investment Officer - Chief Executive Energy & Mining Divisions, SMEC
Bjorn Paffrath, Director, Stabilitas Funds
Dr. Torsten Dennin, Tiberius Asset Management
Jia Yu, Director Business Development & Public Relations, State Power Investment Corp International
Minerals and Investment
Jay Roberge, Managing Director, Tehama Capital
David Street, Partner, Tembo Capital
Dr. Torsten Dennin, Head Portfolio Management & Research and Commodities, Tiberus Asset
Management
Will Smith, Director, Westbeck Capital Management
Marin Katusa, Founder, Katusa Research, Author, The Colder War
Key banks, brokers and financiers speaking:
Michael Rawlinson., Global Co-Head of Mining and Metals, Barclays
Andrew Breichmanas, Equity Research Analyst, BMO
Xiao Fu, Head of Commodity Strategy, Bank of China International
David Scott, Vice Chairman and Managing Director, Investment Banking. Global Mining, CIBC Capital
Markets - CIBC World Markets
David Wilson, Director, Metals Research and Strategy, Citi Research
J. Gianni Kovacevic, Executive Chairman, Copperbank
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key banks, brokers and financiers speaking (continued)
Eric Rasmussen, Natural Resources, European Bank for Reconstruction and Development
Francois Vidal, Head of Restructuring, Project Finance and Equity Unit, European Investment Bank
Christopher Ecclestone, Principal and Mining Strategist, Hallgarten & Company
Ian Hannam, Founding Partner and Chairman, Hannam and Partners
Michael White, President and Chief Executive Officer, IBK Capital Corp (tbc)
Namrata Thapar, Head, Global Mining, Infrastructure and Natural Resources, IFC
Ignacio de Calonje, Principal Investment Officer, Infrastructure and Natural Resources Department, IFC
André Abadie, Managing Director, Head of Global Environmental & Social Risk Management, J.P.
Morgan
Adam Collins, Equity Research Analyst, Liberum Capital
Paul MacGregor, Managing Director - Head of Sales, LME
Claire Dorrian, AIM Product Management, London Stock Exchange
Stefan Ljubisavljevic, Commodities Research, Macquarie Securities
Patrick Loftus-Hills, Managing Director, Moelis
Kunal Shah, Head of Commodities Research, Nirmal Bang Commodities
Timothy Ash, Head of EMEA Credit Strategy, Nomura International
Kieron Hodgson, Commodity & Mining Analyst, Panmure Gordon & Co
Jonathan Williams, RFC Ambrian
Rick Rule, Chairman and Founder, Sprott U.S. Holdings Inc
Jamie Strauss, Founding Partner, Strauss Partners
Graham Dallas, Head of Business Development EMEA. TSX & TSX Venture Exchange
Orlee Weitheim , Head, Business Development - Global Mining, TSX
Key industry experts speaking:
Christopher Welch, Chairman, Association of Mining Analysts
Charles Morris, Editor, Atlas Pulse
Nichole McCulloch, Managing Partner, Energy and Natural Resources Practice. The Ashton Partnership,
Chair for Women in Mining UK
David Weight, President, Cobalt Development Institute
Jochen Staiger, Chief Editor, Commodity-TV
Paul Robinson, Director, CRU Group
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Key industry experts speaking (continued):
DMT Consulting
Tim Law, CEO, Engaged Consulting
Mark Rachovides, President, Euromines
Rosa Abrantes- Metz, Managing Director, Global Economics Group, Adjunct Professor, Stern School of
Business, NYU
Geological Survey of Finland
John P. Sykes, Director, Greenfields Research
Jan Kwak, Managing Director, Mining and Minerals Processing, Hatch
Julie Hollis, Head of Geology Department, Ministry of Industry & Mineral Resources Greenland
Tom Butler, CEO, ICMM
Professor Dennis Buchanan, Emeritus Professor of Mining Geology and Senior Research Fellow at the
Royal School of Mines, Imperial College
Pete Duncan, General Manager Market Research, Johnson Matthey
Ludivine Wouters, Managing Partner, Latitude Five
Marshall Auerback, Director of Institutional Partnerships, Institute for New Economic Thinking
Philip Newman, Director, Metals Focus
Richard Schodde. Managing Director of MinEx Consulting
Chris Cann, Editor, Mining Journal
Ontario Ministry of Mines
Elena Mayer, Client Relationship Senior Manager, Mining, PwC and Chair, Women Who Rock Canadia
Ignacio Celorrio, partner, Quevedo Abogados
Sedgman
Ross Norman, CEO, Sharps Pixley
Chris Hinde, Editorial Director, SNL Metals & Mining
Simon Hunt, Founder & CEO, SHSS
Stephen Forrest, Director & Chairman, SFA Oxford
Jon Hykawy, President, Stormcrow Capital
John Revie, General Manager - UK/Europe, Swann Global
Benjamin Sporton, CEO , World Coal Association
Sir Richard Shirreff, Former Deputy Supreme Allied Commander Europe, NATO & Founder & CEO,
Strategia Worldwide
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Bruce Griffin, CEO, TZMI
Battery Metals Summit Day Speakers:
David Weight, President, Cobalt Development Institute
Terence van der Hout, Commodity Discovery Fund
Tobias Tretter, Managing Director, Commodity Capital
J. Gianni Kovacevic, Executive Chairman, Copperbank
Daniel Litvin, Managing Director, Critical Resource
Kimmo Viertola, Investment Director, Finnish Industry Investment
Rosa Abrantes- Metz, Managing Director, Global Economics Group, Adjunct Professor, Stern School of
Business, NYU
John Sykes, Director, Greenfields Research
Adam Collins, Equity Research Analyst, Liberum Capital
Stefan Ljubisavljevic, Commodities Research, Macquarie Securities
Richard Schodde. Managing Director, MinEx Consulting
Anthony Milewski, Vice President, Pala Investments
Robert Mitchell, Managing Member, Portal Capital
Riaz Rizvi, Partner, Rice Capital Partners
David Merriman, Senior Analyst, Roskill
Robert Baylis, Managing Director and Manager Minor Metals Research, Roskill Information Services
Jon Hykawy, President, Stormcrow Capital
Jay Roberge, Managing Director, Tehama Capital
Emin Eyi, Managing Director, Tri-Star Resources
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Mines and Money London 2016 Advisory Board
Mike Price, Advisor, RCF
Mark Wellesley Wood, Ex – Chairman, DRD Gold
Mark Bristow, CEO, Randgold Resources
Ian Henderson, Ex - Fund Manager, JP Morgan Asset Management
Chris Cann, Editor, Mining Journal
Amanda Van Dyke, Fund Manager, Peterhouse Asset Management
Michael Rawlinson., Global Co-Head of Mining and Metals, Barclays
Christopher Welch, Chairman, Association of Mining Analysts
Jamie Strauss, Founding Partner, Strauss Partners
Peter Hambro, Chairman, Petropavlovsk
John Revie, General Manager - UK/Europe, Swann Global
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
TESTIMONIALS
Investors
“As usual it was a great conference. A lot of very, very good speakers. This makes yours a
truly, truly a unique conference.”
Jayant Bhandari, Analyst - Mining & Minerals and Institutional Investor
Consultant, Anarcho Capital
“Mines and Money London is the ‘must attend’ event for every serious mining investor”
Ronald-Peter Stöferle, Managing Partner & Fund Manager, Incrementum
“In 4 days we see as many industry players as we would otherwise see over a period of
months”
Rudolph de Bruin, Founding Partner, AMED Funds
“I thought the discussions were very, very good in terms of content”
Neil Brown, Director, KKR Institute
“Not only the most relevant and largest mining conference in EMEA, but actually the only
real one – a must visit event”
Peter Weidman, Director, The Sentient Group
“Mines and Money London is now firmly re-established as the leading event for institutional
investors, financiers and the mining industry to discuss, debate and get deals done”
Michael Price, London Representative, Resource Capital Funds
“I thought the conference was certainly worthwhile and even better than last year. I think
the opportunity for the conference to continue to evolve and be unique is bringing
companies and investors together from all over the world so that they can engage, listen,
discuss and debate key issues. This can only serve the industry better over time.”
Joe Wickwire, Portfolio Manager, Fidelity Investments
A great opportunity to meet with mining companies, investors and financiers, all in one
place at the same time”
Caroline Donally, Director, Denham Capital
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Mining Companies
“I must say that Mines and Money has come a long way since I last participated. I think
the conference is really well run and co-ordinated.”
Neal Froneman, Chief Executive Officer, Sibanye Gold
"Mines and Money 2015 rang the bell for the end of the bear market"
Paul Atherley Managing Director Berkeley Energia
“In these tough times it was good to catch up with investors and developers to share
thoughts on the future well done to Mines and Money for driving the interesting panel
agendas”
Stuart Brown, CEO, Firestone Diamonds
“You couldn’t afford to miss a second of this.”
Mark Wellesley Wood, Ex – Chairman, DRD Gold
“A great event!”
Mark Bennett, Managing Director and CEO, S2 Resources
“The Mines and Money show should be a must go to for serious miners and investors. Excellent for
networking and catching sight of the next new leaders of the Industry”
Rob McEwen, CEO, McEwen Mining
“We enjoyed the opportunity to present our project to a new potential investor audience”
Anthony Hall, Managing Director, Highfield Resources
“London Mines and Money is excellent opportunity to listen to professionals in our industry
give their views on the state and future of the industry.“
Patti Tirschmann, Vice President Exploration, North American Nickel
“Well done. I think honoring Pierre was a terrific idea. The panels were excellent and I
heard good things said by those i spoke to”
Ross Beaty, Chairman, Pan American Silver Corp
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Industry Experts
“I was very pleased by the quality of the content, Mark Bristow, Pierre Lassonde, Evy
Hambro, and so many more. thanks for creating this event”
Rick Rule, CEO, Sprott Global Resource Investments
"I enjoyed the conference immensely and derived considerable value from it”
Michael Atkins, Director of Corporate Finance, Patersons Securities
“Mines and Money remains the premier mining finance event in Europe and it is a great
opportunity to catch up with people from all around the world”
Mark Tyler, Senior Investment Banker - Resources, Nedbank Capital
“Mines and Money London is always a great place to discover new investment opportunities”
Namrata Thapar, Head, Global Mining, Infrastructure and Natural Resources, IFC
“Even in the depths of a mining bear market, Mines and Money was a busy, first rate show.
Michael White, President and Chief Executive Officer, IBK Capital Corp.
“Mines and Money really captures the dialogue of the industry at the time which this year
was more optimistic than many anticipated”
Chris Welch, Chairman, Association of Mining Analysts
“The breadth and depth of the speakers was exceptional and I look forward to returning in
2016"
Grant Williams, CEO, Author, Things That Make You Go Hmmm... And co-Founder,
Real Vision Group
“This was the best speaker line-up we have had with the best quality of content”
Amanda Van Dyke, Chair, Women in Mining (UK)
“This was probably the best-run Mines and Money I can recall, and certainly improved the
quality and range of speakers”
David Glennie, Managing Partner London Office, Blakes Cassels & Graydon
“Mines and Money in London is the must go resources conference in Europe”
Dr Paul Heithersay, Deputy Chief Executive, Department of State Development,
Government of South Australia; Chief Executive, Olympic Dam Task Force
“Mines and Money London continues to be a key meeting place for companies and
investors.”
Robert Peterman, Director, Global Business Development, Toronto Stock Exchange
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
MML Agenda 2016 Week at a Glance
Date Breakfast Conference Masterclasses
And
workshops
Exhibition Social
Mon 28th Nov
Klondike Theatre: Breakfast briefing
– Europe with Mark Rachovides,
Euromines 08.10 – 09.40
Sutter’s Mill Theatre Battery Metals Summit
Morning Plenary 08.40 – 13.00
Olympic Dam Theatre:
Mining in a day 09.00-17.00
Exhibition set up; one to
one meeting facilities open
Opening Around The World in 80
minutes Drinks Reception 18.00 – 19.20
12.40 – 13.40 Lunchtime roundtables
Sutter’s Mill Theatre: Battery Metals Summit Afternoon Plenary
Tues 29th
Nov
Klondike Theatre: Breakfast briefing
– State of the Market Report Chris Hinde
08.10 – 08.40
Mines and Money – Conference Day 1
Sutter’s Mill Theatre: Preparing for the next mining growth cycle
08.40 – 13.00
Mines and Money London
exhibition and
opening of one to one meeting facilities
08.00 – 18.00 29th
November
08.00 – 18.00 30th
November
08.00 – 16.00
1st December
Exhibition floor: Mines and Money official ‘Meet the Miners’’ Drinks
Reception 18.00 – 19.20
13.00 – 13.40 Lunchtime meet the investor roundtables
VIP Lunch Tom Kaplan, Marin Katusa
Afternoon streams 13.40 – 18.00
Sutter’s Mill Theatre: Gold and Precious Metals
Klondike Theatre: Speciality Metals / Base & Bulks
Olympic Dam Theatre: Innovations in Mining Finance
Wed 30th Nov
Klondike Theatre: Breakfast briefing
- Rick Rules’ Exhibition guide 08.10 – 08.40
Mines and Money – Conference Day 2
Sutter’s Mill Theatre: Key trends in mining finance, accessing capital, deal making and M&A
08.40 – 13.00
Invitation only: Women in Mining
Champagne Diamond Reception
18.00 – 19.20
13.00 – 13.40 Lunchtime commodity discussion roundtables
VIP Lunches Grant Williams, Rick Rule
Afternoon streams 13.40 – 18.00
Sutter’s Mill
Theatre Base & Bulks / Gold and
Precious
Klondike Theatre:
Government Policy & Regional Outlook
Olympic Dam
Theatre: Bauxite
workshop Led by SRK
Thu 1st Dec
Klondike Theatre: Breakfast briefing
– Financial Modelling with
Jeremy Atkinson 08.10 – 08.40
Mines and Money – Conference Day 3
Sutter’s Mill Theatre: The future of mining – leadership employees, innovation, sustainability,
opportunity, exploration and technology 08.40 – 13.00
Mining Journal Outstanding Achievement
Awards and Gala Dinner 2016
Hilton Park Lane 19.00 – 00.00
Lunchtime country roundtables 13.00 – 13.40
VIP Lunches Ross Beaty, Sir Richard Shrieff, Ned Goodman
Sutter’s Mill Theatre: Exploration
Klondike Theatre: Hot Commodities
Closing Plenary
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Monday 28 November - Morning
Battery Metals Summit
07.45 Registration opens
08.10-09.30
BREAKFAST BRIEFING – KLONDIKE THEATRE Evaluating the impact of European and international policies and legislation on the mining industry Mark Rachovides, President, Euromines with: Andor Lips, Fund Manager, Commodity Discovery Fund & Chris Cann, Editor, Mining Journal
08.40 BATTERY METALS SUMMIT – SUTTER’S MILL THEATRE Welcome from the organiser : Andrew Thake, Global Head of Content and Research, Mines and Money
09.50 Introduction from the chair Robert Baylis, Managing Director and Manager Minor Metals Research, Roskill Information Services 09.00 Keynote Address: Setting the context for why battery metals and energy storage is so important
Gianni Kovacevic, Executive Chairman, Copperbank 09.30 Address: Assessing the supply and price of key battery metals David Merriman, Senior Analyst, Roskill
09.50 Mining spotlight Nemaska Lithium
10.00 Mining spotlight Geological Survey of Finland
10.10 Panel Discussion: Evaluating how investors can best capitalise on the opportunities in the battery metals sector Panellists: Anthony Milewski, Vice President, Pala Investments Terence van der Hout, Fund Manager, Commodity Discovery Fund Kimmo Viertola, Investment Director, Finnish Industry Investment SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
10.40 Morning Coffee and networking break 11.20 Address: Evaluating the growth potential of evolving battery technologies Jon Hykawy, President, Stormcrow Capital
11.40 Mining spotlight AVAILABLE 11.50 Mining spotlight AVAILABLE
12.00 Panel Discussion Examining the opportunities and challenges in Lithium investment, mining and processing Panellists: Rosa Abrantes- Metz, Managing Director, Global Economics Group, Adjunct Professor, Stern School of Business, NYU Abid Mukhtar, Partner, Commodity Capital SPACE AVAILABLE FOR 2 MORE PANELISTS AND 1 MODERATOR
12.40 – 13.40
Networking lunch and Country / Regional discussion roundtables Roundtable 1: Lithium – boom or bubble? Roundtable 2: Lithium-Ion Batteries Roundtable 3: Vanadium Redox Batteries Roundtable 4: Future for energy storage Roundtable 5: How can investors’ best capitalise on the battery metals growth story? Roundtable 6: Electric cars and their impact on battery metals demand Roundtable 7: Brine processing vs hard rock
13.40 Panel Discussion: Examining the opportunities and challenges in cobalt investment and production Panellists: Jon Hykawy, President, Stormcrow Capital Robert Mitchell, Managing Member, Portal Capital David Weight, President, Cobalt Development Institute
14.20 Mining spotlight SPACE AVAILABLE 14.30 Mining spotlight SPACE AVAILABLE 14.40 Automotive presentation AVAILABLE 15.00 Fireside Chat with a leading antimony producer
Emin Eyi, Managing Director, Tri-Star Resources Interviewed by John P. Sykes, Director, Greenfields Research 15.20 Afternoon Coffee and networking break
15.50 Presentation Revolution not evolution: understanding how developments in battery technologies and energy storage are a game changer and what mining companies and investors must do to position themselves to capitalise on these key trends Gerard Reid, Founding Partner, Alexa Capital
16.10 Address: What to look for when making a graphite investment Richard Schodde. Managing Director of MinEx Consulting
16.30 Address: Overcoming the challenges of financing battery metals projects Riaz Rizvi, Partner, Rice Capital Partners
16.50
Case study: The Solactive Lithium Performance Index Tobias Tretter, Managing Director, Commodity Capital
17.10 Closing Battery Metal Analyst Panel Discussion Panellists: Stefan Ljubisavljevic, Commodities Research, Macquarie Securities Adam Collins, Equity Research Analyst, Liberum Capital Moderated by: Jay Roberge, Managing Director, Tehama Capital
17.50 Chair’s Closing remarks
18.00- 19.20
Around the world in 80 minutes opening networking drinks reception
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Tuesday November 29 – Mines and Money London – Main conference day one
07.45 Registration opens
08.10-08.40
BREAKFAST BRIEFING: KLONDIKE THEATRE State of the Market and Mining and Finance report Chris Hinde, Editorial Director, SNL Metals & Mining
08.40 Welcome from the organiser Andrew Thake, Global Head of Content and Research, Mines and Money
08.50 Chairs’ Opening Remarks Marin Katusa, Founder, Katusa Research, Author, The Colder War
09.00 MORNING PLENARY: SUTTER’S MILL THEATRE - PREPARING FOR THE NEXT MINING GROWTH CYCLE Keynote Economic Address: Brexit? Better to reign in Hell than serve in Heaven? Challenges and opportunities for the mining industry in a post-Brexit world Marshall Auerback, Director of Institutional Partnerships, Institute for New Economic Thinking & Spokesperson, Pinetree Capital
09.20 Keynote Address: Uncovering value opportunities for mining investors – is the worst now over? Rick Rule, Chairman and Founder, Sprott U.S. Holdings Inc
09.40 Keynote Address: Preparing for the next mining bull market part 1 – but have we learnt the lessons of the last one? Mark Bristow, CEO, Randgold
10.00 Keynote Panel Discussion: Preparing for the next mining bull market part 2 – what must investors and the mining industry do differently this time? Panellists: Gareth Penny, Chairman, Norilsk Nickel Jamie Horvat, Portfolio Manager, M&G Bert Koth, Managing Director, Denham Capital Tal Lomnitzer. Portfolio Manager, First State Jonathan Williams, Executive Team, RFC Ambrian Moderator: Orlee Weitheim , Head, Business Development - Global Mining, TSX
10.50 Keynote Address: Towards a new paradigm: rethinking financing in the mining industry Jan Kwak, Managing Director, Mining and Minerals Processing, Hatch
11.10 Keynote Address: Through the Boom, Beyond the Bust: CITIC and the next iron age Zhang Jijing, Chairman, CITIC Pacific Mining
11.30 Keynote Fireside chat: Delivering real value for shareholders in the mining industry Tom Albanese, CEO, Vedanta Resources interviewed by: Jayant Bhandari, Analyst - Mining & Minerals and Institutional Investor Consultant, Anarcho Capital
11.50 Keynote CEO Address: The changing dynamic of the mining industry Reserved for leading major /mid-tier
12.10
Keynote Address: Investment lessons from an industry veteran: Great ways to make and lose money in natural resources Tom Kaplan, Chairman and CEO, The Electrum Group
12.30 Keynote Panel Discussion: “The Ecstasy of Gold” – was the success that gold miners had in 2016 just down to rising prices? Panellists: Paul Wright, CEO, Eldorado Gold Sebastien De Montessus, CEO, Endeavour Mining Mark Bristow, CEO, Randgold Peter Breese, CEO, Asanko Gold Moderator: Willem Middelkoop, Founder, Commodity Discovery Fund
13.00 Lunch and opportunity to join a roundtable or view exhibition
13.00– 13.40
LUNCHTIME MEET THE INVESTOR ROUNDTABLES Roundtable 1: Kimmo Viertola, Investment Director, Finnish Industry Investment Roundtable 2: Joe Wickwire, Portfolio Manager, Fidelity Investments Roundtable 3: Jamie Horvat, Director of Global Equities, M&G Investments Roundtable 4: George Cheveley, Portfolio Manager, Investec Asset Management Roundtable 5: Nick Stansbury, Portfolio Manager, Legal & General Roundtable 6: Martin French, Investment Manager, Muse Capital Roundtable 7: Pim Kalisvaert, Portfolio Manager, Hawkes Point Capital Roundtable 8: Dan Wilton, Partner, Pacific Road Capital Roundtable 9: Carl J. Tricoli, Co-President, Global Head of Natural Resources, Denham Capital Management Roundtable 10: David Street, Principal, Tembo Capital VVIP Roundtable: Tom Kaplan, Chairman and CEO, The Electrum Group VVIP Roundtable: Marin Katusa, Founder, Katusa Research, Author, The Colder War
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
Tuesday November 29 – Mines and Money London – Main conference day one - Afternoon
SUTTER’S MILL THEATRE: GOLD AND PRECIOUS METALS
KLONDIKE THEATRE: SPECIALITY (RARE EARTH & BATTERY) METALS
OLYMPIC DAM THEATRE: DEVELOPMENTS & INNOVATIONS IN MINING FINANCE
13.40 Chair’s opening remarks Phliip Newman, Director, Metals Focus
13.40
Chair’s opening remarks MODERATOR NEEDED
13.40 Chair’s opening remarks MODERATOR NEEDED
13.50 Thought Piece: Gold is back – the start of a new bull market Ronald-Peter Stöferle, Managing Partner & Fund Manager, Incrementum
13.50
Thought Piece: Which markets are the future stars of the ‘critical metals’ industry? John Sykes, Director, Greenfields Research
13.50 Thought Piece: Is Crowdfunding the saviour of mining exploration? John Robertson, Director, E.I.M Capital and contributor Mining Journal
14.10 Mining spotlight: Sedgman
14.10 Mining spotlight Shore Gold
14.10 Mining spotlight Nemaska Lithium 14.30
Panel Discussion: How well is London positioning itself as a major global mining finance and commodities trading centre? Panellists: Paul MacGregor, Managing Director - Head of Sales, LME Claire Dorrian , AIM Product Management, London Stock Exchange SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
14.20 Mining spotlight SPACE AVAILABLE
14.30 Mining spotlight SPACE AVAIALBLE
14.20
Mining spotlight SolGold 14.40 Mining spotlight: Fission Uranium Corp
14.30 Mining spotlight: Mandalay Resources
14.50 Mining spotlight Denison Mines
15.00
Mining spotlight 14.40 Gold has surpassed most analysts
expectations in 2016 - what did we correctly identify as a driver and what did we miss - and what does this tell us about likely future moves in the price? Panellists: Ross Norman, CEO, Sharps Pixley David Wilson, Director, Metals Research and Strategy, Citi Research Andrew Breichmanas, Equty Research Analyst, BMO SPACE FOR MODERATOR
15.00 Debate: With China planning a three-fold increase in nuclear capacity and rising demand from India is now the time to invest again into Uranium? Panellists: J. Gianni Kovacevic, Executive Chairman, Copperbank Warren Irwin, President & CIO, Rosseau Asset Management Robert Mitchell, Managing Member, Portal Capital Denison Mines SPACE FOR MODERATOR Commodities trading and its evolving impact on the mining industry Mark Hansen Concord Resources
BASE & BULKS part i 15.10 Session hosted by Women in Mining Nichole McCulloch, Managing Partner, Energy and Natural Resources Practice. The Ashton Partnership, Chair for Women in Mining UK
15.20 Mining spotlight: Sebastien De Montessus, CEO, Endeavour Mining
15.40
Address: Copper outlook for 2017 Simon Hunt, CEO & Founder, SHSS
15.30
Mining spotlight: Euromax Resources
15.40 Address: Implementing effective tax planning measures for mining companies
16.00 Mining spotlight Amerigo resources
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
15.40
Panel Discussion: I Investment outlook for silver and silver mining companies – bullish or bearish? Panellists: Ned Naylor-Leyland, Fund Manager, Old Mutual Ian Williams, Chairman, Chief Executive, Charteris Amanda Van Dyke, Fund Manager, Peterhouse Asset Management
16.10 Mining spotlight Azure Minerals
Ross Lyons, Head of Tax, Rio Tinto & Tim Law, CEO, Engaged Consulting
16.10 Mining spotlight Panoro Minerals tbc (gold and copper)
16.20 Mining spotlight Foran Mining Corporation
16.20 Mining spotlight Dalradian Resources tbd (gold)
16.30 Mining spotlight Condor Gold tbd (gold)
16.40 Address: Platinum and PGM outlook for 2017 Peter Duncan, General Manager, Market Research, Johnson Matthey
16.30 Mining spotlight : Toachi Mining 16.00 Address: Reviewing and determining the best current financing options for miners in emerging markets Ignacio de Calonje, Principal Investment Officer, Infrastructure and Natural Resources Department, IFC
16.40 Mining spotlight: Aston Bay 16.20 Mining spotlight
17.00
In conversation: Is this the right time for a gold miner to be entering the platinum space? Neil Froneman, CEO, Sibanye Gold and Stephen Forrest, Principal Consulting Analyst & Engineer - Director & Chairman, SFA Oxford
16.50
Panel Discussion: Examining Mineral Sands global supply and demand outlook Panellists: Michael Carvill, Managing Director, Kenmare Resources Tim Carstens, Managing Director, Base Resources SPACE AVAILABLE FOR 1 MORE PANELIST Moderator: Bruce Griffin, CEO, TZMI
16.30 Panel Discussion: Evaluating recent corporate restructuring, debt restructuring and divestments undertaken by mining companies: What are the essential steps to reignite investor interest? Panellists: Patrick Loftus-Hills, Managing Director, Moelis Francois Vidal Head of Restructuring, Project Finance and Equity Unit European Investment Bank SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
17.20
Panel Discussion: Leading gold fund managers discussion Panellists: Bjorn Paffrath, Director, Stabilitas Funds Georges Lequime, Lead Advisor, Earth Resource Investment Group John Newell, Portfolio Manager, Fieldhouse Capital Management Tom Holl, Blackrock Moderator: Jochen Staiger, Chief Editor , Commodity-TV
17.20 Chairs closing remarks 17.00 Chairs closing remarks
Wednesday, November 30 – Mines and Money London – Main conference day two
07.45 Registration opens 08.10-08.40
BREAKFAST BRIEFING: KLONDIKE THEATRE Breakfast Briefing: Rick picks - Which mining companies should investors be seeking out at this year’s Mines and Money London exhibition and what questions should you be asking before you invest? Rick Rule, Chairman and Founder, Sprott U.S. Holdings
08.40 Welcome from the organiser Andrew Thake, Global Head of Content and Research, Mines and Money
08.50 Chair’s Opening Remarks Michael White, President and Chief Executive Officer, IBK Capital Corp (tbc)
09.00 MORNING PLENARY: SUTTER’S MILL THEATRE THEME - KEY TRENDS IN MINING FINANCE, ACCESS CAPITAL, DEAL MAKING & M&A Keynote Address: Crazy – how the lunatics took over the asylum Grant Williams, CEO, Things That Make You Go Hmmm…..
09.30 Panel Discussion: With private equity deal making on the increase, can we expect to see PE move from being an alternative to a mainstream solution for the mining industry? Panellists: Andrew Pullar, CEO, The Sentient Group Mark Sawyer, Partner, Greenstone Mason Hills, Partner, RCF Moderator: David Glennie, Blakes
10.00 Address: Ukraine - Prepare for lift-off? Is it still too risky or is the turnaround near? Timothy Ash, Head of EMEA Credit Strategy, Nomura International Andrey Gorokhov, CEO, UMG
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
10.20 Panel Discussion: The changing nature of mining debt finance – how best can you source project finance for your mining project? Panellists: Michael Barton, Portfolio Manager, Orion Mine Finance Namrata Thapar, Head, Global Mining, Infrastructure and Natural Resources, IFC Pim Kalisvaert, Portfolio Manager, Hawkes Point Capital Eric Rasmussen, Natural Resources, European Bank for Reconstruction and Development SPACE AVAILABLE FOR MODERATOR
11.00 Geological Survey of Finland
11.20 Session: From alternative to the new mainstream - the evolving royalty and streaming industry: what’s next? Nolan Watson, President & CEO, Sandstorm Gold Sean Roosen, CEO, Osisko Royalties SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
11.50 Keynote Address: Lessons learnt from M&A and divestments in the mining industry over previous cycles: what if anything can we expect to be different this time around David Scott, Vice Chairman and Managing Director, Investment Banking. Global Mining, CIBC Capital Markets
12.10 Session: Exploring the anatomy of negotiating a successful mining deal This session will be based around some of the shortlisted nominees for Deal of the Year
12.30 Panel Discussion: M&A review of 2016 and outlook for 2017 Panellists: Ian Hannam, Founding Partner & Chairman, Hannam and Partners Julian Treger, CEO, Anglo Pacific Group James Hartop, Partner, Centerview Partners SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
13.00 Lunch and opportunity to join a roundtable or view exhibition
13.00– 13.40
LUNCHTIME COMMODITY ROUNDTABLES Roundtable 1: Gold mining AVAILABLE Roundtable 2: Diamonds AVAILABLE Roundtable 3: Thermal coal AVAILABLE Roundtable 4: Uranium AVAILABLE Roundtable 5: Copper AVAILABLE Roundtable 6: Bauxite/Aluminium AVAILABLE Roundtable 7: Lead/Zinc/Nickel AVAILABLE Roundtable 8: Battery minerals i.e lithium, cobalt, graphite) AVAILABLE Roundtable 9: Potash and fertilisers AVAILABLE Roundtable 10: Iron Ore AVAILABLE Roundtable 11: Silver AVAILABLE Roundtable 12: Physical gold Egon von Greyerz, Founder and Managing Partner of Matterhorn Asset Management VVIP Roundtable: Rick Rule, Chairman and Founder, Sprott U.S. Holdings VVIP Roundtable: Grant Williams, CEO, Things That Make You Go Hmmm…..
Wednesday, November 30 – Mines and Money London – Main conference day two – Afternoon
SUTTER MILL’S THEATRE BASE & BULKS part ii –
KLONDIKE THEATRE GOVERNMENT POLICY & REGIONAL OUTOOK
OLYMPIC DAM THEATRE
13.40 Chair’s opening remarks Paul Robinson, Director, CRU Group
13.40 Chair’s opening remarks Roger Martin, Energy Mining Advisory Partnership
13.40 - 16.00
Bauxite Workshop hosted by SRK Consulting Key topics to be discussed: • Exploring how bauxite and alumina supply in Asia can meet demand, given the increased demand for aluminium from the transport and packaging sectors, in particular? • Key trading and pricing concerns
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
13.50 Thought piece: Is the coal industry dead in the long term? Benjamin Sporton, CEO, World Coal Association
13.50
Panel Discussion: How can investors and mining companies best manage infrastructure project risk in Africa? Panellists: Graeme Robertson, Chairman & CEO, Intrasia Capital Roland Janssens, Investec Asset Management Oliver Andrews, Chief Investment Officer, Africa Finance Corporation Richard Lockwood, Director, Arlington Group Asset Management Moderator: Ludivine Wouters, Managing Partner, Latitude Five
• Evaluating the potential for Chinese import volumes of bauxite and alumina • Discussing who will emerge to fill the void left by the loss of Indonesian bauxite supply? • Can Malaysia continue to supply China at such high volumes? • When will Guinea be able to ‘turn on the tap’? • Examining Iran’s potential in the Asian bauxite and alumina markets • Reviewing new technological advancements for bauxite and alumina processing • Assessing refinery and smelter downstream developments • A closer look at the non-metallurgical applications in Asia
14.10 Mining spotlight Royal Nickel Corp 14.20 Government spotlight: Greenland's mineral resources: advancing projects and future potential Julie Hollis, Head of Geology Department, Ministry of Industry & Mineral Resources Greenland
14.20 Mining spotlight Nautilus Minerals
14.30
Mining spotlight KBL Mining 14.40
Exchange Address: TSX and TSX V – Access to global capital and market update Graham Dallas, Head of Business Development EMEA. TSX & TSX Venture Exchange TSX
14.40 Debate: The future for the iron ore industry – grounds for optimism or pessimism? Jay Hambro, Group Chief Investment Officer & CEO Energy & Mining at SIMEC Group Vijay Kumar Banty, Senior Manager, Tata Steel SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
15.10 Mining spotlight Metal Tiger
15.20 Mining spotlight AVAILABLE
15.30 Mining spotlight AVAILABLE
GOLD AND PRECIOUS METALS part ii
15.40 Keynote Address: Time to worry about the return of your capital Egon von Greyerz, Founder and Managing Partner of Matterhorn Asset Management
15.00 Mining Spotlights and Panel Discussion: Evaluating opportunities for mining and mining investment in Ontario
16.00 Mining spotlight Highland Gold Mining
15.40 Mining spotlight: Max Porterfield, CEO, Callinex Mines
15.50 Mining spotlight AVAILABLE
16.10 Mining spotlight Cardinal Resources
16.00
Panel discussion: Focus on Argentina: From ‘Where money goes to die’ or’ Latin America’s most compelling mining investment opportunity?’ Jose Bordogna, Finance Executive, Austral Gold Ignacio Celorrio, partner, Quevedo Abogados Ricardo Martínez, President, GEMERA Alfredo Vitaller, President, NGEx Resources Charles Koppel, Chairman, Samco Gold Christopher Ecclestone, Principal and Mining Strategist, Hallgarten & Company Moderator: Elena Mayer, PwC & CEO, WWR
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
16.20 Address: Determining when to tactically allocate to gold as part of your investment strategy Charles Morris, Editor, Atlas Pulse
16.40 Panel Discussion: Australia as an mining investment proposition Panellists: Mark Bennett, CEO, S2 Resources John Robertson, Director, E.I.M Capital and contributor Mining Journal SPACE AVAILABLE FOR 1 MORE PANELIST AND 1 MODERATOR
17.10
Address: Evaluating economic outlook and Chinese investment sentiments towards the mining industry Jia Yu, Director Business Development & Public Relations, State Power Investment Corp International Minerals and Investment
16.30 Mining spotlight Lucapa Diamond 17.30
Debate: Had Modi changed the mining industry and investment climate in India for the better or for the worse? For: Kunal Shah, Head of Commodities Research, Nirmal Bang Commodities Against: Jayant Bhandari, Analyst - Mining & Minerals and Institutional Investor Consultant, Anarcho Capital
16.40 Address: Déjà vu – LIBOR Mark 2? Has the gold market manipulation problem over exploiting prices been resolved? Rosa Abrantes- Metz, Managing Director, Global Economics Group, Adjunct Professor, Stern School of Business, NYU
17.00 Address: Reforming the LBMA and the true price of physical gold Paul Mylchreest, Equity & Cross Asset Analyst, ADM ISI
17.20 Panel Discussion: Evaluating opportunities for investors in the diamond industry in 2017 Panellists: Kieron Hodgson, Commodity & Mining Analyst, Panmure Gordon & Co Patrick Evans, President and CEO, Mountain Province SPACE FOR ONE MORE PANELLIST Moderator: Jamie Strauss, Founding Partner, Strauss Partners
18.00 19.20
Women in Mining and Mines and Money Drinks Reception
Thursday December 1 – Mines and Money London – Main conference day three
07.45
Registration and exhibition opens
08.10 – 08.40
BREAKFAST BRIEFING: KLONDIKE THEATRE Breakfast Briefing: Financial Modelling Breakfast Briefing/Workshop: Key criteria for improving your financial modelling for mining projects Jeremy Atkinson, Principal, Northshore Capital Advisors
08.40 Welcome from the organiser: Andrew Thake, Global Head of Content and Research, Mines and Money
08.50 MORNING PLENARY: SUTTER’S MILL THEATRE THEME : THE FUTURE OF MINING – LEADERSHIP, EMPLOYEES, SUSTAINABILITY, OPPORTUNITY, EXPLORATION & TECHNOLOGY Chair’s Opening remarks SPACE FOR CHAIR
09.00 LEADERSHIP & EMPLOYEES Keynote Address: Applying leadership lessons from the battlefield to the boardroom: a comprehensive approach to corporate risk management Sir Richard Shirreff, Former Deputy Supreme Allied Commander Europe, NATO & Co-Founder & Partner, Strategia Worldwide
09.20 Fireside chat: Richard Williams, COO, Barrick Gold interviewed by Sir Richard Shirreff, Former Deputy Supreme Allied Commander Europe, NATO & Co-Founder & Partner, Strategia Worldwide
09.40 Session: Mining industry skills shortages – now and in the future Professor Dennis Buchanan, Emeritus Professor of Mining Geology and Senior Research Fellow at the Royal School of Mines, Imperial College Hosted by: John Revie, General Manager - UK/Europe, Swann Global
10.20
Address: SRK Consulting
10.40 Mining spotlight
10.50 Fireside Chat: The broken slot machine’s outlook on the mining industry for 2017 Ross Beaty, Chairman, Pan-American Silver Interviewed by: Marin Katusa, Founder, Katusa Research, Author, The Colder War
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
11.10 ESG & SUSTAINABILITY Address: Evaluating the long term impact of the Paris Summit for a decarbonised economy Laszlo Varro, Chief Economist, International Energy Agency
11.30 Panel Discussion: ESG and Sustainability Panellists: André Abadie, Managing Director, Head of Global Environmental & Social Risk Management, J.P. Morgan Namrata Thapar, Head, Global Mining, Infrastructure and Natural Resources, IFC Daniel Litvin, Managing Director, Critical Resource Moderator: Tom Butler, CEO, ICMM
OPPORTUNITY
12.10 Address: DMT Consulting
12.20 Keynote Panel Discussion: As we near 2017, how do equity fund managers view majors and mid-tiers investment opportunities? Panellists: George Cheveley, Portfolio Manager, Investec Asset Management Nick Stansbury, Portfolio Manager, Legal & General Joe Wickwire, Portfolio Manager, Fidelity Investments
13.00
COUNTRY ROUNDTABLES Roundtable 1: Australia AVAILABLE Roundtable 2: Canada: Lawrence Roulston, President, Quintana Resources Capital Roundtable 3: Russia: Robert Mantse, Vice-Chairman & Managing Director, M2 Capital Partners International Roundtable 4: South Africa AVAILABLE Roundtable 5: Argentina AVAILABLE Roundtable 6: Chile AVAILABLE Roundtable 7: United Kingdom AVAILABLE Roundtable 8: China: Xiao Fu, Head of Commodity Markets Strategy, Bank of China International Roundtable 9: Roundtable 10: VVIP Roundtable: Sir Richard Shirreff, Former Deputy Supreme Allied Commander Europe, NATO VVIP Roundtable: Ross Beaty, Chairman, Pan-American Silver VVIP Roundtable: Ned Goodman, President and CEO. International Corona (tbc)
Thursday December 1 – Mines and Money London – Main conference day three – Afternoon
SUTTER MILL’S THEATRE: EXPLORATION KLONDIKE THEATRE: HOT COMMODITIES
13.40 Chair’s opening remarks SPACE FOR CHAIR
Chair’s Opening remarks SPACE FOR CHAIR
13.50 Fireside chat: The future for exploration Richard Schodde. Managing Director of MinEx Consulting Interviewed by: Chris Cann / Richard Roberts, Mining Journal
13.50 Address: Greed is back and what to do next Marin Katusa, Founder, Katusa Research, Author, The Colder War
14.10 Panel Discussion: What is the future for exploration funding in the mining industry? Panellists: Rudolph de Bruin, Co –Founder, AMED Funds Will Smith, Director, Westbeck Capital Management Dan Wilton, Partner, Pacific Road Capital SPACE FOR MODERATOR
14.10 Dr. Torsten Dennin Tiberius Asset Management (20 mins)
14.50 Mining spotlight AVAILABLE 15.10 Address: Gold- a new cycle is born Alain Corbani, Head of Commodities & Portfolio Manager, Finance SA
15.00 Panel Discussion: Where can you find value in junior mining stocks in 2017? Panellists: Andreas Schmidt, Portfolio Manager, FIB Asset Management Gervais Williams, Managing Director, Miton Group Martin French, Investment Manager, Muse Capital Neil Gregson, Managing Director, & Portfolio Manager, Global Natural Resources, JP Morgan Asset Management Moderator: Christopher Welch, Chairman, Association of Mining Analysts
15.30 Off the Record: Grant Williams on commodities in conversation with Ross Beaty Grant Williams, CEO, Things That Make You Go Hmmm….. Interviewed by: Ross Beaty, Chairman, Pan-American Silver
15.40
Mining spotlight AVAILABLE 15.50 Close of Session and return to Sutter’s Mill Theatre
15.50 TECHNOLOGY Address: Futureshock! How Fintech is changing the nature of finance John Butler, Vice President, Head of Wealth Services, GoldMoney
This draft agenda is private and confidential and not intended for public distribution. For more
information please contact Andrew Thake on +852 9388 1780 (HK mobile) or at
16.10 CLOSING PLENARY Locknote Panel Discussion: Mines and Money London 2016 – what are the key takeaways? Panellists: Mike Price, Advisor, RCF Mark Wellesley Wood, Ex – Chairman, DRD Gold Mark Bristow, CEO, Randgold Resources Ian Henderson, Ex - Fund Manager, JP Morgan Asset Management Michael Rawlinson., Global Co-Head of Mining and Metals, Barclays Peter Hambro, Chairman, Petropavlovsk Moderated by Chris Cann, Editor, Mining Journal
16.50 Chair’s closing remarks and end of main conference
19.00– 24.00
Mining Journal Outstanding Achievement Awards 2016 – The Hilton Park Lane Hosts: Dominic Frisby and Amanda Van Dyke, Fund Manager, Peterhouse Asset Management