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,
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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
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
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
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
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)
16.40 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
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