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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 [email protected] STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14 th Annual Monday 28 th November to Thursday 1 st 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
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STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

Oct 01, 2020

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Page 1: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 2: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 3: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 4: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 5: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 6: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 7: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 8: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 9: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 10: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 11: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 12: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 13: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

Page 14: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

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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

[email protected]

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

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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

[email protected]

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

Page 17: STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE …€¦ · STILL EUROPE’s LEADING MINING INVESTMENT CONFERENCE AND EXHIBITION 14th Annual ... Commodity Capital Bert Koth,

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

[email protected]

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

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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

[email protected]

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

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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

[email protected]

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

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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

[email protected]

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

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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

[email protected]

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

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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

[email protected]

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