Mines and Money is pleased to present a strong lineup of renowned thought leaders and influential market players speaking at this year’s Mines and Money Connect London, taking place April 25th and 26th, 2023 in London.
Delegates can expect to leave this year’s conference with a clearer understanding of the outlook for commodities and mining companies, equipping them for better investing, planning, budgeting, and preparation over the medium and longer term.
The two day program covers key topics including financing the energy transition, industry preparation for critical mineral demand, supply chain risks and opportunities, expectations for gold in 2023, the meaning of natural resources ESG for investors, and uranium as a green metal investment opportunity.
A Lineup Built for Clarity in Uncertain Markets
The program features a strong roster of leading investors and commodity analysts who will help provide clarity on investment opportunities and pricing outlooks across various commodities in the months and years ahead.
Private equity funds are increasingly emerging as a major financing source for new critical minerals projects. Representatives from this space will be in attendance, including Jessica Fung of Pala Investments, Michael Wrotniak of Orion Resource Partners, Maddie Srivastava of AMED Funds, and Antony Rowe of Resource Capital Funds, each offering insight throughout the event.
Numerous macro factors are expected to shape commodity demand in the years ahead, including the ongoing war in Ukraine, the broader energy transition, and China’s re-emergence following prolonged Covid related lockdowns. To help attendees better understand how these global forces will affect supply and demand for individual commodities, as well as related equities, Mines and Money has assembled several leaders in the space to offer perspective on these evolving market impacts.
Among them are Colin Hamilton, Head of Commodity Research at BMO Capital Markets, Henry Sanderson, Executive Editor at Benchmark Source, Will Dymott, Equity Analyst at Cenkos, Sheldon Modeland, Analyst at Shore Capital, Paul Renken, Equity Analyst at VSA Capital, and Andrew Breichmanas of Stifel.
Where the Real Opportunities Lie
What makes this year’s program especially timely is the convergence of two powerful forces reshaping the mining sector at once: the global push toward renewable energy and the sustained strength of traditional commodities like gold and copper. Rather than treating these as separate conversations, the conference is structured to help attendees see how they intersect, giving investors a more complete picture of where genuine opportunity is likely to emerge over the next several years.
Mining companies hold significant potential to benefit from the ongoing energy transition as the world shifts toward renewable technologies in place of conventional fossil fuels. At the same time, traditional commodities such as gold and copper continue to trade at historically high prices, offering a promising outlook for equity investors.
Leading fund managers attending include Rob Crayfourd, Portfolio Manager at CQS, Torsten Dennin, CIO of Asset Management Switzerland, Clive Burstow of Barings, and Marcos Camhis of FOS Asset Management, each set to share where they see opportunity within this rapidly evolving landscape.
Mines and Money Connect London remains committed to delivering a highly informative and engaging event for anyone seeking valuable insight into the latest trends, market analysis, exploration project updates, and industry innovations. Attendees will also have the opportunity to connect with fellow professionals and learn directly from the industry’s top experts.
