Exploration, investment and development for mines, investors and financiers

Africa Mining Congress Day One – 20th July 2011

last modified: 19 July '11

7.30am

Registration and refreshments

8.45am

Chairperson’s opening remarks

Mahendra Raghunath, Anchor & Producer, SABC TV News

RE-IMAGINING AFRICA

9am

Keynote opening address: Growth drivers and investors for Africa’s mining industry

Operating in Africa: how senior mines are doing business in Africa
What’s on the strategic agenda for 2011/2012 and beyond?
Regions and commodities – where to next?
Looking at the advantages of partnering with African government to proceed with projects

› Mr Phillip Barton,

CEO, De Beers Consolidated Mines

9.30am

Keynote address: How mining houses can access foreign investment

Africa’s rich commodities regions and China
China's investment into Africa going beyond just the search for resources
Chinese mining enterprises favouring Africa’s listed mining enterprises
China’s outlook for mining investment in Africa

› Mr Didier Rault,

Chairman & CEO, World Mining Investment Ltd.

10am

Keynote address: China as a driver of the African resources sector

Sustainability of the China story
China’s resource consumption outlook
China’s role as an investor in Africa mining
Imperatives for African companies looking to leverage Chinese opportunity

› Mr Kobus van der Wath,

CEO, Beijing Axis

10.30am

Morning refreshments

11am

Key industry players panel: The future of hot commodities in Africa

Where are the different commodity markets likely to head?
Looking at sustainable development in Africa’s mining sector
A look at the best options and strategies for commodity investing
Knowing which commodities will ensure the best return
Hot future commodities – which are they?

› Mr Jean-Francois Minardi,

Associate Director, The Fraser Institute

› Mr Isaac Takawira,

CEO, Kwality Commodity Traders

› Mr Angus Auchterlonie,

Head: Mineral Economics, Mintek

› Mr Ernst Venter,

Executive General Manager, Exxaro

› Mr Sakhile Ngcobo,

Director, De Beers Consolidated Mines

MONEY TALKS I - INVESTMENT

11.45am

Panel discussion: Uncovering new opportunities for investors in Africa

The direct investment environment in Africa
Uncovering ideal returns in Africa’s mining projects
How to overcome the geopolitical risk
Funds key criteria and concerns when investing
Risk ratios that funds are seeking in emerging markets

King Modise Tlou, Managing Director, Riyashuma Business Enterprise

› Mr John Robertson,

Director, E.I.M Capital Managers

› Mr George Aboagye,

Chief Executive Officer, Ghana Investment Promotion Centre

› Mr Neil Gardyne,

Director, New Africa Mining Fund ? Decorum Investment Holdings

12.30pm

Networking Lunch

1.30pm

Panel discussion: Investing in Africa-key players & priorities

Looking at the attractive investment themes and the funding gaps
Performance track record of Africa funds vs. other emerging market funds
Potential overseas partnerships and future expansion plans

Richard Procter, General Manager, LinQ Capital Limited, South Africa

› Mr Clive Donner,

Managing Director, LinQ Capital Limited

› Mr Dorian Wrigley,

Chief Operating Officer, Umbono Capital

› Mr Bruce Williamson,

Investment Manager, Imara Asset Management

› Mr Ibrahim Bwire,

Principal Consultant, Nova Capital Partners

› Mr Solomon Asamoah,

Deputy Chief Executive Officer and Chief Investment Officer, African Finance Corporation

2.15pm

Case study: ETF’s as a key driver for African resource investment

Why exchange traded funds for Africa?
How African capital markets today is affecting resource investment
How ETF’s are providing a solution to investment in commodities
An depth look at exchange traded funds and resource investments

› Dr Vladmir Nedeljkovic,

Principal: Head Investments, ABSA Capital

MONEY TALKS II – CAPITAL RAISING

2.45pm

Private equity panel: Unearthing the real value – emerging opportunities for private equity

What are private equity and private investors considering in mining investments today?
Opportunities in the African exploration mining sector
Comparing mining projects at different stages – identifying the most lucrative
Who are the dealmakers and brokers?

Berth Koth, Director, Denham Capital

› Mr Dorian Wrigley,

Chief Operating Officer, Umbono Capital

› Dr Zuko Kubukeli, Ph.D,

CEO, Pan-African Private Equity Fund

› Mr Stephan Vermaak,

Principal Investment Officer, International Finance Corporation

3.30pm

Afternoon refreshments and speed networking

4pm

Panel discussion: How to raise capital

A look at the best options and strategies for getting listed
Knowing the benefits of simple listing and EPL’s (Exclusive Processing Licences)
Identifying the difference between various stock exchanges and your needs as a mining house

Noah Greenhill, Senior General Manager: Marketing and Business Development, Johannesburg Securities Exchange

› Mr John Mandy,

CEO, Namibia Stock Exchange

› Mr Ibukun Adebayo,

Head of Primary Markets, London Stock Exchange AIM

PARTNERSHIPS

4.45pm

Case study: Strategic mergers and acquisitions - creating world class mines through collaboration

Analysing some of the global players and drivers of mining M&A’s
The role of Africa’s majors and their strategic directions in choosing partners
Uncovering new opportunities for investors
Expansion plans and projects throughout Africa that are attractive for M&A transactions
How to choose your partners wisely

› Mr Bruce Beath,

Chief Financial Officer, Richards Bay Minerals

5.15pm

How to achieve business growth through joint venture partnerships

What do the next wave of junior joint ventures look like?
Identifying the right synergistic partner for your project
Critical considerations when looking at joint venture partnerships
To JV or not to JV – it this the best strategy for your mine that ensures long term return on your investment?

› Mr Andrew Johnson,

Vice President, Sekoko Resources

5.45pm