Conference Day Four

Friday 23 March 2012 – Africa and Emerging Asia Summits

 

08:00      Registration and morning coffee

08:50      Chairman’s opening remarks

Anthony Desir, Principal, Sami Funds

 

09:00      Investing in African mining – Perspectives of a seasoned investor

• Outlook for the African mining sector – Which commodities and countries show the most promise?
• Examining the regulatory and business environment for mining investment: Risks and opportunities
• Financing options for African mining projects and role of PE funds
• What the Element Fund looks for in a potential investment target

Gregor Theiser, Founder and CEO, Element Group & Chairman, Element Funds

 

09:25      Key opportunities and challenges when investing in Africa: Manganese in Gabon

• Demand outlook for Manganese in China
• Where are Chinese companies looking for new sources
• Update on CITIC Dameng’s Gabon-based manganese project
• Key infrastructure, project and country risk challenges faced by mining investors into West Africa

Charlie Tian, CEO, CITIC Dameng Holdings

 

 

10:45      China-Africa Development Fund: Building long-term partnerships with Africa’s natural resources producers

• Examining Chinese demand for African-produced mineral resources
• Predicting future trends for Chinese mining investment in Africa
• Update on the China-Africa Development (CAD) Fund’s activities in Africa
• What CAD Fund looks for in a potential investment target

Liliang Teng, Chief Marketing Officer and Managing Director, Southern Africa Investment Department, China-Africa Development Fund

 

11:10      Morning refreshments and networking

 

 

12:30      Panel discussion: Exploring investor appetite for African investment opportunities

• How do Asian investors perceive the risks of investing in an African mining project?
• Which countries and commodities are most attractive?
• What do Africa-based projects need to do to attract Asian investment?
• How African countries compare with other frontier and emerging market destinations
• Our panellists picks of the hottest African mining investment opportunities

Panellists include:

Andrew K P Leung, Chairman, Andrew Leung International Consultants

Charles A Fear, Executive Chairman, Executive Chairman, Argonaut

Kobus van der Wath, Founder & Group Managing Director, The Beijing Axis

Clive Donner, Managing Director, LinQ Group

Elena Clarici, Portfolio Manager, Scipion Mining & Resources Fund

 

13:15      Lunch and networking

14:00      Chairman’s opening remarks

John P. Finigan, CEO, Golomt Bank

 

14:05      Emerging Asia keynote: Why Asia is the best place to be for mining and investment

• Assessing Asia’s geological riches and abundance of in-demand natural resources
• How mining can benefit from Asia’s mix of economic development, geology, people, technology and demand
• Regulatory and business climate: How Asia compares with other mining destinations
• Infrastructure, skills, funding and legislation: Key challenges for developing Asia’s full mining potential

Owen Hegarty, Executive Vice Chairman, G-Resources 

 

 

15:15      Mongolia mining update: Legislation, infrastructure and business environment

• Update on Mongolia mining legislation and licensing
• Assessing the impact of 2012 elections on Mongolian mining investment
• Developments in infrastructure to support mining projects
• Key reasons why Mongolia remains Asia’s hottest mining destination

Peter Akerley, President & CEO, Erdene Resource Development

 

15:35      Afternoon refreshments and networking

 

 

16:55      Panel discussion: Investor perspectives on Asia’s frontier and emerging mining investment opportunities

• Investor perspectives on country and project risk
• Which countries are most attractive and which should be treated with caution?
• Development of Asian capital markets to support mining project funding
• Our panellists’ picks for the most interesting investment opportunities in Asia’s frontier and emerging market

Moderator: William Clay, Vice Chairman Debt Capital Markets Asia, ANZs

Panellists include:

Anthony Milewski, Entrepreneur in Residence, EAS Advisors

Peter Akerley, President & CEO, Erdene Resource Development

Karsten Fuelster, Senior Investment Officer, International Finance Corporation

Hal G Bosher, Sr Underwriter, Multilateral Investment Guarantee Agency -The World Bank Group

 

17:30      Close and farewell drinks