Speakers 2012
After the event, Speaker Videos and Presentation Slides for many of the speakers are made available on this page. To view the videos or download the slides, you must first complete a brief registration form. If you are already registered, please log in using the form on the right.
Keynote Speakers
Mines and Money Keynote Presentations are conducted by leading international speakers from across the mining and investment sectors. The presentations concern key topics of the day and feature valuable insight from key industry players.
Patersons Securities
Alex Passmore – Director & Head of Research – Patersons Securities
- Exploring ASX-listed investment opportunities across Africa, Asia, Europe and the Americas
- How does the ASX compare with other bourses in terms of numbers of international mining projects listed
- Case studies of Australian companies successfully investing overseas and being taken over once projects mature
- Assessing growth potential and M&A trends among ASX-listed mining firms
CRU Group
Allan Trench – Consultant – CRU Group
- Minerals sector multi-commodity outlooks: Where are the next market hot-spots - by commodity and by geography?
- Views on medium to long term trends for bulk commodities and base, precious and boutique metals
- What do current commodities prices mean for valuations and M&A opportunities
- Where are the greatest value opportunities in a time of challenging market sentiment
Mining Associates
Andrew Vigar – Director – Mining Associates
- Understanding the key steps in mining investment due diligence
- Reading technical reports: Key points to consider
- What makes for a good mining project management team?
- Understanding when to invest in the lifecycle of a mining project
Denham Capital
Bert Koth – Director – Denham Capital
- Funding options for the mining entrepreneur: PE, IPO/reverse merger into cash shell or earn-in from strategic or offtaker
- Why is there a scarcity of private risk capital for the junior mining industry
- PE sponsorship models: Case studies from Africa and Brazil
- How to attract and unlock private risk capital
Argonaut
Charles Fear – Executive Chairman – Argonaut
- Assessing Africa’s role in China’s iron ore supply strategy
- The rise of Africa as the next major iron ore province – project updates
- Opportunities vs risks – Implications for the iron ore mining investor
Dorsey & Whitney
David Richardson – Partner – Dorsey & Whitney
- Why Hong Kong remains one of the few relatively bright spots for mining companies to list
- Key reasons to select Hong Kong as a listing venue
- Do’s and don’ts to cut costs and save time in the listing process
Teck Resources
Donald Lindsay – CEO – Teck Resources
- Views on the market outlook: Where’s the demand for mined resources
- Growth strategies: Drill bit vs M&A
- Funding, infrastructure, skills and equipment shortages: Challenges and opportunities in an expanding mining sector
SinoLatin Capital
Erik Bethel – Managing Partner – SinoLatin Capital
- Exploring the drivers behind Chinese and Asian investment into South American mining
- Overview of South America’s key mineral resources and investment environment
- Why have certain transactions failed between China and Latin America?
- Thoughts on how to maximize success in closing a transaction between China and Latin America
Erdenes Tavan Tolgoi
Graeme Hancock – Chief Operating Officer – Erdenes Tavan Tolgoi
- Update on the development of Mongolia’s world-class coal project
- Transport infrastructure to enable TT to achieve its full potential
- Update on TT’s IPO plans
- What the success of the TT and OT investment agreements mean for the development of mining in Mongolia
RBS
The RBS Investment Group
Jesse Irving Seligman, Partner, The RBS Investment Group
- Regulatory and business environment for mining investment across South America
- Investment case studies: Key lessons for investors
China - JP Morgan
Jing Ulrich – Managing Director and Chairman Global Markets, China – JP Morgan
- Hard or soft landing? Assessing the facts and exploding the myths
- Examining future demand for key commodities: Iron ore, copper and coal
- Exploring the growth of a consumer-led economy in China
- Why are there such wide-ranging views on China’s outlook?
Clifford Chance
Justin Harris – Partner – Clifford Chance
- State of the global project finance market
- Finding alternative sources of liquidity: Can ECAs fill the gap?
- Local versus global – can regional banks step into the breach?
- Competing for equity funding: Where and how to find it
- Developing the skills to succeed in a competitive capital raising environment
IFC
Karsten Fuelster, Senior Investment Officer, International Finance Corporation
- Regulatory update on the application of new mining law
- Challenges for funding and developing new exploration projects in Indonesia
- A guide to political and project risk in Indonesia
- Key success factors for a foreign mining investor in Indonesia
Roma Group
Kelvin Luk – Chairman – Roma Group
- Challenges of measuring reserves and resources and impact on valuation
- Factoring project and country risk into valuations
- Pros and cons of differing valuation strategies
- Valuation case studies
Hong Kong Exchanges and Clearing
Lawrence Fok – Chief Marketing Officer, Hong Kong Exchanges and Clearing
- Assessing Hong Kong investor appetite for mining IPOs
- Why should you consider HKEx
- Case studies from natural resource listings in 2011-2012
China Development Bank International
Lei Mu – Executive Director – China Development Bank International
- Background to the launch of CDB International: Aims and competitive advantages
- Leveraging CDB’s broad client base to optimise outbound investment opportunities
- Market outlook: Where are the opportunities?
- How best to react to these opportunities to achieve the optimum result
Noble Group
Neil Dhar – Executive Vice President, Energy Coal & Carbon Complex – Noble Group
- Assessing demand from Chinese smelters for steel raw materials: Met coal, iron ore, specialty ores
- Geographical supply point trends: Where are materials being sourced?
- Strategies for importing raw materials to China: Maximising profitability
- Noble’s strategy as a supply chain manager in the global steel feedstock market
Fortescue Metals Group
Nev Power – CEO – Fortescue Metals Group
- China, India, Japan, Korea: Examining the status of Asia’s major steel markets
- Iron ore pricing mechanisms and the impact on profitability of a mining project
- Project development challenges and key success factors for growth
- FMGL’s growth strategy: People, infrastructure, global partnerships
Hancock Coal
Paul Mulder – Managing Director & CEO – Hancock Coal
- Examining India’s growing role as a major investor in mining projects
- Assessing demand in India for natural resources and future needs
- Exploring the rationale behind GVK’s acquisition of Hancock Coal
- Development plans to take advantage of demand for coal in Asia’s other key markets
Arcelor Mittal
Peter Kukielski – Head of Mining – Arcelor Mittal
- Outlook for global steel and implications for iron ore and coking coal demand
- Drivers behind the development of ArcelorMittal's mining business
- Update on ArcelorMittal’s global acquisition and project development strategy
- Key success factors for developing a world-class bulk commodities mining business
Ivanhoe Mines
Robert Friedland – Founder & CEO – Ivanhoe Mines
- Perspectives on the market climate and implications for the industry
- Right project, right place, right team: Building blocks for success
- Resource nationalism: Engaging with local partners to create a win-win
PwC
Tim Goldsmith – Partner, Global Mining Leader – PwC
- Impact of market volatility on investor appetite for IPOs and availability of capital
- How best to time an IPO
- Where to list? Assessing the growing list of options
- Lessons from recent mining listings
Canaccord BGF
Warwick Grigor – Executive Chairman – Canaccord BGF
- Valuation across the lifecycle of a junior mining stock
- Key success factors for a gold project
- Understanding key political and project risks and impact on valuation
ANZ
Will Rathvon – Global Head of Natural Resources – ANZ
- Impact on the landscape of the mining industry: winners and losers
- Creative financings some companies are using for these uncertain markets
- Impact on M&A volumes: trends, opportunities and threats
Chairman
SAMI Funds
Anthony Desir – Principal – SAMI Funds
Chairman’s opening remarks
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Company Spotlight Speakers
Mines and Money Investor Spotlight sessions are 10-minute presentations from global junior exploration companies presenting their current and planned projects, allowing delegates to hear about potential investment opportunities directly from company representatives.
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Mining Journal Breaking News
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- Northern Iron rejects A$477m offer May 15, 2012