Day One - World Mining Investment Congress Wednesday 30th May

last modified: 23 May '12

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8.30am

Registration

9am

Chairman's opening remarks

ECONOMICS, COMMODITIES AND CLIMATE CHANGE

9.10am

Keynote address: The outlook for the global economy and the implications for the mining sector

Mr Julian Jessop

Julian Jessop is Chief Global Economist at Capital Economics, the leading macroeconomics and financial markets consultancy. He joined the company in 2004 from Standard Chartered Bank, where he was Senior International Economist responsible for...

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Mapping the global recovery – where is the world economy headed?
What impact will the euro-zone crisis have?
How will emerging market growth develop and what are the implications for the resource sector?

› Mr Julian Jessop, Chief Global Economist, Capital Economics

10am

How will future global commodity market supply and demand shape mining investment?

Mr Ric Deverell

Ric Deverell is a Director and Head of Commodities Research at Credit Suisse, based in London. He joined Credit Suisse in April 2010 after 10 years at the Reserve Bank of Australia, where he held several senior positions including Deputy Head of...

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Do recent pricing trends suggest the commodities super-cycle is over?
What will be the top performing commodities over the next 12 months?
What will demand levels be and what are the implications for the profitability of the mining sector?

› Mr Ric Deverell, Head of Commodities Research, Credit Suisse

10.40am

Morning refreshments and

11.40am

Metal market outlook: will we see another 2008 on the back of weakening international economics?

Mr Michael Widmer

Michael Widmer leads the research coverage in metals markets at BofAML Global Research and publishes the Global Metals Weekly and Metals Strategist. Michael joined BofAML Global Research from BNP Paribas where he was Senior Metals Strategist. Before ...

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Examining the 2008 crisis, what caused the fall in prices and what parallels are there with the current market?
What metals will be most affected by any global economic downturn?
Where will we see metal prices head in the year ahead and what are the implications for mines and investors?

› Mr Michael Widmer, Metals Strategist, Bank of America Merrill Lynch

12.10pm

Investing in mining projects in Brazil. Regulatory issues and key features

Overview of mineral activity in Brazil
Key project features - What are the key features of the mining projects in this region?
Regulatory issues: Brazilian mineral regimes and the main regulatory restrictions applicable to the mineral sector
Taxation of mineral activity
Access to land. Recent developments.
The bottom line: what are the pros and cons of investing in mining in this region?

12.40pm

Networking lunch

GENERATING INVESTMENT RETURNS

1.40pm

Panel discussion: Spotting the opportunity - what should investors look for when determining whether to invest in mining companies?

Mr John Robertson

John Robertson is a director of equity fund manager E..I.M. Capital Managers. He has worked as a business strategist and investment market professional for over 30 years. He was responsible for resources sector investment strategy at a leading...

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Mr David Hutchins

David commenced his career in 1979 with the Stock Exchange of Melbourne and following a move to London he progressed to become an executive director of M&G Investment Management Limited. He became head of the International Desk at M&G in April...

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Mr Angelos Damaskos

Angelos is Chief Executive Officer at Sector Investments. In 2004, he set up Sector Investment Managers Ltd (SIM), an FSA-authorised and regulated investment advisory company and launched the Junior Oils Trust which he advises. Junior Oils Trust...

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Mr Didier J. Rault

Didier J. Rault is a successful financier, international businessman and the founder and chairman of International Finance Capital (IFC), a global finance and investment firm based in Hong Kong. IFC specializes in the integral capital transactions...

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What key criteria should investors utilise when considering investing in mining equity?
What minerals and regions will prove to be the most lucrative for investors going forward?
Investing in Junior vs. Major miners – what approach should you take and what are the potential risks and rewards of each?

2.20pm

Panel discussion: assessing private equity opportunities in the mining and metals space

Mr Bert Koth

Bert Koth is a Director of Denham Capital and brings 13 years of experience to the firm. Bert is responsible for origination, analysis, structuring, and execution of investments in the metals, mining and energy sectors. Prior to joining Denham, Bert ...

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Mr Yong Kwek Ping

Mr Yong Kwek Ping is the CEO of Inventis Investment Holdings (China) Co Ltd, a leading private equity firm based in China and one of the largest PE firms investing in the greater China region with more than USD3.0bn of capital under management. Yong ...

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Mr Ajay Paliwal

Ajay Paliwal is a Director of Jiva Capital, a firm that invests and consults in the mining, metals and power sectors. The investment focus is on situations in which Jiva can play a role in the development of resources. In the consulting...

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Examining success factors for private equity in the mining sector
Which key criteria do PE firms consider before making an investment?
What can miners do to attract PE investors?
What opportunities are currently of particular interest to investors?

CHINA: THREAT OR OPPORTUNITY?

3pm

Is China a bubble? Mapping China’s economic outlook and the implications for global commodity demand

Mr Chris Watling

Chris has called markets, analyzed global economic cycles and quantified investor behavior for 7 years as CEO and Chief Market Strategist at Longview Economics. Prior to founding Longview Economics in 2003, Chris worked in the City (of London) for...

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Analysing current demand levels and the state of Chinese industry
To what extent has excessive stockpiling occurred?
What are the potential areas of weakness in China’s economy and does China represent a bubble?

› Mr Chris Watling, CEO, Longview Economics

3.30pm

Afternoon refreshments and networking

4pm

Chinese foreign direct investments in mining – major threat or great opportunity?

Mr Matt Pieterse

Matt is a co-founder of TBA and Head of the firm’s Capital division. He served as a Non-Executive Director of the Company since 2003 before joining TBA as an Executive Director in 2009. Matt joined TBA from CREATE Ventures, the UK Venture Capital...

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Assessing the situation: how large an influence does China really hold over global mine production?
Examining Chinese investment and operations in Africa and other emerging markets
Is there a growing Chinese dominance of the ‘critical metals’?
How can mining companies successfully engage with Chinese investors?
How will China’s FDI influence the future of the mining sector as a whole?

› Mr Matt Pieterse, Managing Director, The Beijing Axis

GOLD: FUTURE OUTLOOK

4.30pm

Evaluating the outlook for Gold: how high can prices go?

What can gold offer to an investor’s portfolio?
What is currently driving the gold price?
Will we see prices pass the $2000 mark?

5pm

Panel discussion: What developments will we see for gold miners and investors in the new economic era?

Mr Angelos Damaskos

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Gold stocks vs. Physical – what does each exposure offer to investors?
Where is the top of the gold market and will we reach it any time soon?
Is the market currently undervaluing gold mining companies?
Are development projects being heavily discounted by the market, and if so, why?