Conference Day One 2011

• The state of the industry in 2011- key economic forces impacting the mining industry in 2011
• From Chinese demand to commodity prices and political risk – where are we in the current commodities cycle?
• Strategies for surviving and thriving on the boom and bust natural resources rollercoaster
• Picking the hot commodities – Where is the smart money going in 2011/12?

Doug Casey, Chairman, Casey Research

• Export revenue trends for Australian commodites

• Examining Australia’s share of the global resources market: key competitive advantages and threats

• Currency exchange trends and implications for the Australian resources sector

• Strengths and weaknesses of Australia as an investment destination for foreign capital

Barry Dawes, Managing Director, Martin Place Securities

• Where to from here: Outlook for banks in 2012-14 and implications for mining finance

• Exploring alternative sources of funding

David Lloyd, Head of Resources, Project Finance – Global Specialised Finance

Dave Roberts, Managing Director and Head of Infrastruture and Natural Resources Advisory, NAB

• Assessing the health of key markets for Australian mineral commodities

• Overcoming the skills shortage – implications for domestic mining investment

• Infrastructure bottlenecks – what can be done to relieve these and what are the opportunities for investors

• Perspectives on taxation and regulation

• Key success factors in a time of global economic volatility

Tad Watroba, Executive Director, Hancock Prospecting 

• Price outlook for Australia’s key mineral exports: coal, iron ore, precious and base metals

• Finding opportunities amongst the minor and boutique metals: tungsten, thorium, lithium, uranium and rare earths

• Assessing our current position in the commodities cycle

• Identifying market hot-spots – by commodity and by geography

Chris Baker, Investment Manager, Caledonia 

• On which commodities should investors focus their attention right now?

• Where are we in the commodities super-cycle?

• Examining key supply and demand drivers
• What are the key market risks facing the industry? How can these be mitigated?

• Our panellists’ predictions for future commodities pricing trends

Moderator: Simon Upperton, Director – Commodity Sales, NAB
 

Panelists include:

Chris Baker, Investment Manager, Caledonia

Philip Klapwijk, Executive Chairman, GFMS

Clive Donner, Managing Director, Linq Resources

Matt Fusarelli, Head of Research, AME Group

• Assessing key demand and pricing trends for thermal coal: China, India and beyond

• Impact of inbound investment from India and China on the Australian coal industry

• Assessing the threat of emerging overseas coal producers on domestic coal projects

• Impact of carbon tax on the development of domestic coal projects

• Infrastructure bottlenecks: threat to the industry or opportunity for the investor

Bernard J Guarnera, president & CEO, Behre Dolbear & Company

• Progress report on the implementation of the Mineral Resource Rent Tax and development of the carbon tax in Australia

• Impact on the valuation of mining companies and projects

• Impact on investor appetite for Australian-based mining projects

• How do the taxes compare with those of other mining nations?

• What changes, if any, need to be made to the proposed taxes to protect and promote the mining industry in Australia?

Ross Henderson, Managing Director, Australia, American Appraisal

Adrian Immarrata, Associate Director, Financial Valuation Group, American Appraisal

• Exploring the appetite for mining investments across the investment community

• What do junior mining companies need to do to make themselves more attractive to the institutional investor?

• Understanding how fund managers evaluate mining projects – what are they looking for?

• Domestic vs overseas – exploring the attractiveness of emerging markets for investors

• Investors’ perspectives on the outlook for the commodities and mining sector

Panelists include:

Jason Chesters, Head of Equities, Patersons Asset Management

Louis Rozman, Investment Director, Pacific Road Capital Management

Clive Donner, Managing Director, Linq Resources

Trevor Rowe, Chairman, Rothschild Australia