mines and money london2013 advance agenda web 20082013

December 1-5, 2013 | business Design centre London 2013

Where quaLity mining projects secure investment capitaL

Shayne McGuire Head of Research & Portfolio Manager, GBI Gold Fund Teacher reTireMenT SySTeM of TexaS

Mark Bristow CEO randGold reSourceS

Markus Bachmann CEO and Fund Manager craTon capiTal

Trevor Mills Senior Advisor apollo ManaGeMenT

ani Markova Vice President and Portfolio Manager aGf inveSTMenTS

Bernie Sheahan Global Director for Infrastructure & Natural Resources ifc

pan Guochen President and CEO china hankinG holdinGS

Biao chen Managing Partner JinJianG MininG fund

Michael Scherb General Partner appian capiTal adviSory

andrew pullar CEO The SenTienT Group

Joe Zhang Chairman china MeZZanine capiTal

Bert koth Director denhaM capiTal

John Meyer Partner – Head of Resources Sp anGel

George fang Group Managing Director and Head of Mining and Metals (China) STandard Bank

kunal Shah Head of Commodities Research nirMal BanG

Mark Tyler Joint-head of Mining & Resources nedBank capiTal

vaughan Wickins Executive: Mining and Metals STandard Bank

dr dierk paskert CEO rohSToffallianZ – reSource alliance

investment anD finance keynotes from

special guest presentation

mining investment anD financing strategies exploreD by

John Hathaway Senior Managing Director, and Portfolio Manager tocqueville asset management

randy smallwood President and CEO silver WHeaton

rick rule Chairman sprott us HolDings

frank Holmes CEO and Chief Investment Officer us global investors

michael belkin Author tHe belkin report

platinum sponsors

Plus more speakers to be announced

alreaDy confirmeD on tHe programme

aDvance

agenDa

book by

6 september

to save up

to gbp600

registration & enquiries: visit: WWW.minesandmoney.com/London emaiL: [email protected] or caLL +44 (0) 20 7216 6056

mines anD money lonDon

Will Deliver

❚ The widest selection of mining investment opportunities under one roof in Europe

❚ The biggest gathering of qualified investment capital providers under one roof in Europe

❚ Online meeting planner to help you to connect with your fellow delegates

❚ Content-packed conference agenda filled with investment insights and capital raising ideas

❚ A well-organised and trusted event renowned for its buzz and deal-sourcing potential

http://www.minesandmoney.com/london

mailto:cs%40minesandmoney.com?subject=Mines%20and%20Money%20London%202013

http://www.linkedin.com/groups%3Fhome%3D%26gid%3D3064403%26trk%3Danet_ug_hm

http://www.twitter.com/minesandmoney

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europe’s leaDing mining investment anD capital

raising forum

NEW for 2013

} Extra conference and exhibition day to boost learning and networking

} Structured networking at investor roundtables and breakfast briefings

} Wider range of funding structures and sources covered

} Enhanced business matchmaking system

} New conference formats to enhance interactivity

eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063

Creating and investing in the next generation of mining projeCts

WHy attenD mines anD money?

INVESTORSSource fantastically valued investment opportunities among the 260 mining companies on display – Could this be the buying opportunity of a lifetime?

MINERSSeek out funding from sovereign wealth funds, pension funds, equities fund managers, private equity funds, royalty and stream financiers, debt capital providers, hedge funds and private investors gathered together for the event.

We asked 6 Investors, 4 Miners, 3 Finance Consultants and 1 Engineering Firm to explain why they attend Mines and Money London. Watch the video to see what they said…

DECEMBER 1-5, 2013 | BUSINESS DESIGN CENTRE LONDON 2013

REGISTRATION & ENQUIRIES: VISIT: WWW.MINESANDMONEY.COM/LONDON

The 11th annual Mines and Money London Conference and

Exhibition comes at a time of great change and opportunity

for the mining industry.

After a year of falling valuations, expect a wave of acquisitions and

mergers, value investments and refi nancings, coupled with emergence

of a raft of new fi nancing structures and funding sources.

WHAT’S NEW IN 2013?

❚ Extra conference and exhibition day to boost learning and networking

❚ Structured networking at investor roundtables

❚ Wider range of funding structures and sources covered

❚ Enhanced business matchmaking system

❚ New conference layout to enhance interactivity

Turning market intelligence and networking into deal-making

Designed fi rst and foremost as a networking and deal-making forum,

Mines and Money London helps mine developers to raise capital and

investors to discover high potential mining investment opportunities

from around the world

Join 3000+ mining investors, fi nanciers, brokers and developers at the

historic Business Design Centre and be part of the deal-making at the

heart of Europe’s number one mining investment and fi nance forum.

If you book before 6 September, you can save up to £600 o� your

pass. Visit www.minesandmoney.com/london to register or call

+44 (0) 20 7216 6056.

I hope to see you in December at Mines and Money London 2013.

Leo StempConference DirectorMines and Money

europe’s global mining investment forum

u 5 Days of conference, exHibition anD netWorking functions

u 57 countries representeD

u 80 mining companies presenting on stage

u 260 international mining companies in tHe exHibition

u 1,000 investors anD financiers in attenDance

u extensive range of genuine investment opportunities

“ It’s an obligatory participation for us.”

Mark Bristow, CEO, ranDgolD resources

mailto:pablo.martin%40minesandmoney.com?subject=Mines%20and%20Money%20London%202013

http://www.minesandmoney.com/video/video-why-do-you-attend-mines-and-money







europe’s leading Capital raising forum

With more mining investors and financiers under one roof than any other event in Europe, Mines and Money London provides a superb platform for mining explorers and developers to display their projects to the international investor community and raise capital.

• Sovereign wealth funds

• Pension funds

• Equities fund managers

• Private equity funds

• Royalty and stream financiers

• Debt capital providers

• Hedge funds

• Private investors

investors at mines and moneY londonBelow is a sample of the 1,000+ investors and financiers that attended in 2012:21st Century GroupAberdeen Gould Capital MarketsAberforth PartnersAbydos Capital ManagementAdelante Asset ManagementAdvani EnterprisesAfrican Debt Capital MarketsAfrican Resource FundAltus Global GoldAltus Resource CapitalAM2 (Bermuda) LimitedAmati Global InvestorsAMCI CapitalAnglo Pacific GroupAnglo-Suisse CapitalApollo Global ManagementAppian Capital AdvisoryArgent PartnersArlington Asset ManagementArtefact PartnersAsset ManagementBaker Steel Capital ManagersBank Julius Baer & Co.Barclays CapitalBarclays Natural Resource InvestmentsBarclays WealthBaring Asset ManagementBergen Asset ManagementBlack River Asset ManagementBlackRockBlackRock World Mining FundBlakeney Asset ManagementBlue Creek CapitalBMO Capital MarketsBNP ParibasCaledonia Canada LifeCannizaroCannon Investment Management

Capital Resources AdvisorsCD CapitalCenkos SecuritiesCentral PattanaCervello CapitalCharles StanleyCheviot Chrystal CapitalCIBCCity of London Investment GroupClarity Capital ManagementCommerzbankCommodities Asset ManagementCommodity Discovery FundCormark SecuritiesCredit SuisseDavy StockbrokersDeltec CapitalDenham Capital ManagementDeutsche Investitions und EnterwicklunddsDoyen CapitalDragon GroupEarth Resources Investment GroupEIG Global PartnersEIG PartnersEmerald PartnersEmerging Asia CapitalEquity StrategiesFF&P Asset ManagementFidelityfinnCapFinnveraFirst International GroupFirst ReserveFiskeForbes & ManhattenForbes WestFox Davies CapitalFrontier Markets Fund

ManagersFundinvestGalena Asset ManagementGazpromabankGenesis Investment ManagementGlobal Investment Management GMP SecuritiesGoldman SachsGreenpark CapitalGrove Capital GroupGuardian StockbrokersHaywood SecuritiesHBS Financial PlanningHCF International AdvisorsHenderson Global InvestorsHinde CapitalHolta InvestHSBC BankInfraRed Capital PartnersING BankInternational Finance CorporationInverness Wealth ManagementInvestecInvestec Asset ManagementIvanhoe CapitalJoalel InvestmentsJP Morgan, Natural Resources FundJuniper Capital PartnersLanstead Investors Lauriam FundLiberum CapitalLimestreet CapitalLockwood FinancialLOM SecuritiesLW Investment ManagementMacquaire Private WealthMacquarie BankMacquarie Capital

Macquarie Metals & Energy CapitalMallingham Investment CompanyMaoming Investment ManagerMars Asset ManagementMelbury CapitalMerce InvestmentsMeridian CapitalMetallica Development FundMirabaud SecuritiesMount Kellett CapitalMundoro CapitalNedbank CapitalNemo Asset ManagementNew City Investment ManagersNicol InvestmentsNorthland Capital PartnersOcean EquitiesOch-Ziff Management EuropeODL SecuritiesPactum Asset ManagementParadigm CapitalPareto SecuritiesPatersons SecuritiesPathway CapitalPaulson EuropePhoenix Gold FundPlinian CapitalPraetorian Resources Investment Holding CompanyPrecious CapitalPrevisQuilter RAB CapitalRand Merchant BankRaymond JamesResource Capital FundsResource Opportunities & Metallica Development FundRFC AmbrianRMB Resources

Salamanca Capital ResourcesSandstorm GoldSeymour PierceSloane RobinsonSME Investor GroupSmith & WilliamsonSociete GeneraleSoditic Asset ManagementSP Angel Corporate FinanceSpartacus CapitalSprott Asset Management Standard BankStandard Chartered BankStanhill Capital PartnersStanhill Special Situations FundStrauss PartnersSwedbank First SecuritiesTamimi Investment & MiningTellus Investment PartnersTempest CapitalTempest FundsThani InvestmentsThe Lind PartnersThe Mongolia FundThe Sentient GroupTMS InvestmentsTrafigura BeheerTrimark CapitalUniCredit BankUnionskiVerona CapitalVTB CapitalWebb CapitalWest Yorkshire Pension FundWestoria CapitalWilliams De BroeWimmer FinancialYorkville AdvisorsZUPA Investments

to apply for an investor pass visit WWW.minesanDmoney.com/lonDon

at mines and moneY You Will meet



http://WWW.MINESANDMONEY.COM/LONDON




international mining investment expertise

gala Dinner & aWarDs WeDnesDay 4 December (7pm until late)

Honourable artillery company Winter garDen, cHisWell street, lonDon

Join over 1000 industry leaders at the black-tie Mines and Money London 2013 Gala Dinner, featuring the presentation of the prestigious Mining Journal Outstanding Achievement Awards 2013. This sell-out event is a must on the calendar of London’s key natural resources fund managers, brokers and mining executives.

nominations noW open

Nominated and selected by the mining and investment community, the Mining Journal Outstanding Achievement Awards recognise and reward, excellence, innovation and courage from across the globe.

To nominate your favourite companies and individuals for an award, visit www.minesandmoney.com/london and click on Awards.

To book a table at the Gala Dinner for your team and invited guests, contact Pablo Martin, Sales Director, Mines and Money at [email protected] for prices and availability.

agenda at a glanCe

Date breakfasts main conference sessions WorksHops anD briefings exH social

functions

SUNDAY1 DEC

canaDa anD australia Day Mining company presentations from the pick of the TSX

and ASX DRINkS

MONDAY2 DEC

mines anD money lonDon – commoDities summit• Market trends and project opportunities in precious metals,

bulks, base metals, mined energy and strategic minerals• End-user roundtable

• Company presentations

mining in a Day masterclass

DRINkS RECEPTION

ipo briefing – strategies for a successful

listing (pm only)

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TUESDAY 3 DEC

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mines anD money lonDon • The future of global mining – Where we are in the cycle• Divestments and acquisition opportunities – Building for

recovery and growth• Mine finance options update

• Royalty and stream finance: Pros and cons • DCM opportunities for mining

• Investors panelCompany presentations

DRINkS RECEPTIONLUNCH AND INvESTOR ROUNDTABLES

stream a new sources of liquidity• The Gulf as a source of

mining funding• Chinese outbound investment update

• The future of the funding mix


stream b around the World

in half a day• Country briefings to source

global opportunities• Company presentations

mining non-executive Directors

masterclass(14:30 – 16:30)

WEDNESDAY 4 DEC

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mines anD money lonDon • Investing in gold: keynote and panel

• Mining M&A trends• Private Equity: Pros, cons and evolution of the

PE funding sector• Company presentations MINING

JOURNAL ACHIEvEMENT AWARDS GALA

DINNER

LUNCH AND INvESTOR ROUNDTABLES

• Special guest keynote: Asset allocation strategies for 2014• Commodities focus: PGMs and Diamonds

• Cost reduction strategies for optimised shareholder returnCompany presentations


investing in Development impact bonDs

THURSDAY5 DEC

mines, tecHnology, management anD money Practical strategies for cost cutting, efficiency and optimised

shareholder returns


http://www.MinesandMoney.com/London

mailto:Pablo.Martin%40MinesandMoney.com?subject=Mines%20and%20Money%20London%202013







dailY investor panel disCussions – investor appetites and investment floW trends revealed

dailY investor keYnotes from industrY superstars

mondaY

tuesdaY

WednesdaY

mining CompanY spotlights:

investment strategies to take advantage of a cyclical market Ani Markova, Vice President and Portfolio Manager, aGf inveSTMenTSToby Bradbury, Head of Mining, doyen capiTal Rick Rule, Chairman, SproTT uS holdinGS And more…

chinese outbound investment outlook – china’s further potential to grow as a source of capital for mining projectsJoe Zhang, Chairman, china MeZZanine capiTalGeorge Fang, Group Managing Director and Head of Mining and Metals (China), STandard Bank Biao Chen, Managing Partner, JinJianG MininG fundPan Guochen, President and CEO, china hankinG holdinGS

Plus investor panels on…• End-user insights – How leading manufacturers are securing supplies of strategic metals • The funding mix – Evolving to a “new normal”• Investing in Africa – Mining, politics, risk and reward • Exploring European mining opportunities – Investor views• Cost reduction, efficiency, innovation – Creating a mining company for success in the next stage of the

commodities super-cycle

public vs private – can pe fill the funding gap?Andrew Pullar, CEO, The SenTienT GroupTrevor Mills, Senior Advisor, apollo ManaGeMenTBert Koth, Director, denhaM capiTal And more…

up or down – Where on earth is the gold price going in 2014? Michael Belkin, Author, The Belkin reporT John Hathaway, Senior Managing Director, and Portfolio Manager, Tocqueville aSSeT ManaGeMenTShayne McGuire, Head of Research & Portfolio Manager, GBI Gold Fund, Teacher reTireMenT SySTeM of TexaSKunal Shah, Head of Commodities Research, nirMal BanG

09:00 50 shades of gold Frank Holmes, CEO and CIO, us global investors Always a fascinating presenter, Frank Holmes returns to Mines and

Money London for the first time in four years to present a sideways look at the state of the gold market.

09:00 global mining and investment opportunities: Where next for the mining cycle? Rick Rule, Chairman, sprott us HolDings Appearing for the first time at Mines and Money London, legendary

mining investor Rick Rule shares his razor-sharp insights into the outlook for mining investment.

09:00 gold and gold mining investment keynote John Hathaway, Senior Managing Director, and Portfolio Manager,

tocqueville asset management Gold investment titan John Hathaway lays out the long-term

strategic rationale for investing in gold and gold mining stocks. Get your seat early for what should prove to be a highly timely and valuable presentation

09:50 alternative funding for mining projects: the streaming approach Randy Smallwood, President and CEO, silver WHeaton Find out what stream finance pioneer, Randy Smallwood, looks for in

a potential investment. Discover some of the secrets that lie behind the phenomenal success of one of the most exciting companies in alternative mine finance today.

13:40 Where next for global markets? asset allocation strategies for 2014 Michael Belkin, Author, tHe belkin report In a special guest presentation, hedge fund consultant and author

of the Belkin Report, Michael Belkin will offer his asset allocation and Long/Short stock recommendations for 2014. How does he see metals and mining stocks faring in 2014? Attend this session to find the answer.

10-minute company and project overviews presented by senior management of mining companies to an auditorium of investors:

Alderon Iron Ore Corp

Alliance Mining Commodities

Archipelago Resources

Aurcana Corp

Base Resources

Bullabulling Gold

Caledonia Mining Corp

Canamex Resources

Colt Resources

Condor Gold

Dalradian Resources

Doray Minerals

Equatorial Resources

Fission Energy

Gascoyne Resources

Global Atomic Fuels Corp

Gold Group

Golden Rim Resources

Goldstone Resources

KEFI Minerals

Kingrose Mining

Kopy Goldfields

Lydian International

Mandalay Resource

Manhattan

Corporation

Mawson West

Metminco

Minco Silver & Gold

Minera IRL

Mundoro

Nautilus Minerals

New Age Exploration

Nord Gold

Northern Shield Resources

One Asia Resources

Orbite Aluminae

Panoro Minerals

Peninsula Energy

Renaissance Minerals

Robust Resources

Sandfire Resources

Santacruz Silver Mining

Seafield Resources

Shore Gold

Sirius Reources

Smiibaw Resources

Sol Gold

Stornoway Diamond Corporation

Stratex International

Talga Resources

Plus more to be announced

neW features for 2013tuesday and Wednesday

• Investor-only breakfast briefings

• Investor-hosted roundtable structured networking session

• Book your place at the most interactive and content-rich Mines and Money event to date!






pre-conference investor days and masterclasses

sunday 1 December 2013

canada and australia Day

Investor seminar showcasing a selection of 18+ mining and exploration companies from the ASX

and the TSX

Confirmed spotlight speakers include: Aurcana Corp

Namibia Rare Earths Banlaw Africa

Monday 2 December 2013Day 1 – mines & money london 2013

- commodities

08:00 investor breakfast briefing – (Investors only)

08:30 Registration and morning coffee

08:45 Welcome and business card exchange leo stemp, Conference Director, mines and

money

09:00 guest keynote: 50 shades of gold frank Holmes, ceo and cio, us global

investors

09:30 market outlook for mining commodities – Where are the growth opportunities? What will trigger the next boom?

• China and beyond – Identifying the key emerging markets that will drive future demand for mining products

• Global infrastructure developments – A tally of the projects planned and their metals requirements

• Assessing the stimulative impact on selected metal prices

• Timing for investors – When will this increase in metals demand start to be reflected in mining company share prices?

John meyer, Partner – Head of Resources, sp angel

company spotlight presentations

09:50 santacruz silver mining10:00 Doray minerals10:10 caledonia mining corp10:20 volta mining10:30 canamex resources10:40 seafield resources

11:00 Refreshments and networking

11:20 investor’s perspective on the state of the junior sector

• Investor appetite for the junior sector • Challenges for juniors to find funding • What juniors need to do to make

themselves more attractive to the investment community

• Commodities, geographies and types of project that are looking attractive right now

markus bachmann, CEO and Fund Manager, craton capital

11:40 steel raw materials: supply and demand trends – identifying opportunities for investment and growth

• Impact of global infrastructure development plans on demand for steel raw materials

• Iron ore spot pricing trends and the impact on long term planning for major projects

• Update on West African iron ore: Investor appetite post-Mali crisis

• To what extent do the headwinds to shale gas development offer opportunities to coal

• How bulk producers are managing costs to maximise margins and shareholder returns

• Ferro-alloys: Where are the opportunities – where are the market risks?


12:00 orpheus energy group12:10 12:20 alderon iron ore corp12:30 orbite aluminae12:40 brixton metals12:50 goldstone resources

13:00 Lunch and networking – mines and money london 2013 – exhibition opens

13:40 copper: opportunities and challenges for a late-cycle commodity

• A strong case for copper? Understanding the underlying market fundamentals of copper as a late-cycle metal

• Trends in financial investment into copper and the impact on price and price volatility

• From Pebble to Oyu Tolgoi, to what extent are project delays leading to a supply side crunch?

• Long term or short term play? Why copper offers opportunities for the patient investor


14:00 mandalay resource14:10 nautilus minerals14:20 Western copper & gold14:30 metminco14:40 mawson West 14:50 Discovery metals15:00 alara resources

15:10 Refreshments and networking

15:30 the energy mix: uranium and thermal coal in world of energy insecurity and a shale gas bubble

• Shale gas over-hyped? Assessing the real future demand for coal and uranium to meet energy demand

• Impact of legislation and taxation on the competitiveness of thermal coal

• Outlook for global uranium demand: Status of global nuclear power build programmes

• Where is the supply coming from following the conclusion of the “Megatons to Megawatts Program”

• Price predictions for mined energy resources in 2014 and beyond


15:50 fission energy 16:00 manhattan corporation16:10 peninsula energy16:20 renaissance minerals16:30 talga resources

16:40 End user roundtable: examining future metal needs and how industry is developing strategies to secure supplies

• Future trends in metals usage: The manufacturers’ perspectives

• Perception of “mineral scarcity” in the product supply chains for European manufacturers

• Securing future supplies of strategic metals – how are end users planning for this?

• Financing options for the “more restricted” markets for industrial specialty minerals

• Creating a long term off-take strategy in an age of spot pricing

• Examining the potential for JVs between producers and manufacturers

Panelists drawn from a selection of metal end-users

Moderator: Dr Dierk paskert, CEO, rohstoffallianz – resource alliance

17:20 Networking drinks reception

09:00 – 17:00 mining in a Day From geology, exploration and extraction

to mining costs, economics and profitability – A guide to the mining business for non-mining professionals

Tuesday 3 December 2013Day 2 – mines & money london 2013

conference and exhibition


08:00 registration and morning coffee

08:45 Welcome and business card exchange leo stemp, Conference Director, mines and

money

global mining – tHe future

09:00 Investment keynote: global mining and investment opportunities: Where next for the mining cycle?

• End of the mining boom or just a mid-cycle correction?

• Assessing the macro-economic forces shaping the mining landscape

• What must mining companies do to regain investor appetite for the sector?

• Strategies to rebuild a more lean and robust industry for the future

rick rule, Chairman, sprott us Holdings

s 09:30 Mining Keynote: value maximisation and capital discipline for optimised shareholder return

• Outlook for commodities demand: Emerging drivers of growth

• Evolution of the cost curve vs commodities prices in 2013

• What can companies do to manage their costs? Short term cuts vs real structural change

• Strategies to refocus on core assets and projects that maximise shareholder return

• Embracing innovation to drive future growth

09:50 Keynote: alternative funding for mining projects: the streaming approach

• Examining the availability of funding for precious metals projects in 2013

• State of investor appetite for mining in 2013-14

• To what extent can stream finance fill the funding gap created by sluggish IPO markets?

• Benefits of the streaming approach – Pros and cons for the investor and the mining company

• What Silver Wheaton looks for in a potential project

randy smallwood, President and CEO, silver Wheaton

10:10 Keynote: alternative funding for mining projects: royalty finance

• How have the royalty companies fared through the past 12 months?

• How much of the funding gap can royalty finance fill?

• Is royalty finance going mainstream? Why traditional funds are looking at royalty finance options

• What type of projects is Anglo-Pacific looking at in 2013-14?

John theobald, Executive Director and CEO, anglo-pacific group

10:30 Royalty and streaming Q&A


10:40 nord gold 10:50 archipelago resources 11:00 liongold11:10 sirius reources 11:20 sandfire resources 11:30 equatorial resources


Creating and investing in the next generation of mining projeCts

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mining finance insigHt

Session Chair: David glennie, Office Managing Partner, London, blakes cassels & graydon

11:40 sourcing liquidity: Where are miners finding funding?

• State of equity markets and size of the funding gap

• Emerging sources of capital: Who and how?

• From streaming and off-take financing to equity lines and high yield convertibles: Examining the pros and cons of key alternative funding sources

• Blending debt, equity and other sources of capital to meet your funding needs

mark tyler, Head of Resources, nedbank capital

12:00 Debt financing for mine developers – structures, sources and availability

• The state of the super cycle – The bankers’ view

• The future of debt finance – Availability, structures and new sources of liquidity

• A lenders view of the top 3 business risks for miners

vaughan Wickins, Executive: Mining and Metals Coverage, standard bank

12:20 Investors roundtable: investment strategies to take advantage of a cyclical market

• Identifying the key signs of recovery: How long before the markets recover and how to benefit from the inevitable upswing

• The future face of equity investors and specialist mining-focused funds

• Yield vs growth equities: How will a focus on yield over growth impact the attractiveness of mining stocks?

• How will the inflow of private equity impact the availability of quality projects for the public markets?

• Which commodities and what types of projects show the greatest potential for shareholder returns?

Panelists include: ani markova, vice President and

Portfolio Manager, agf investments toby bradbury, Head of Mining, Doyen

capital rick rule, Chairman, sprott us

Holdings bernie sheahan, Global Director for

Infrastructure & Natural Resources, ifc

13:00 Lunch and exhibition visit

13:00 – 13:40 investor hosted round table

discussions: Taking place in the gallery level above

the exhibition hall, this is a great opportunity for miners to talk directly with a range of different investors. Discuss the key issues impacting mine finance and discover what investors are looking for in a potential mining investment:

Confirmed investor roundtable hosts: biao chen, Managing

Partner, Jinjiang Mining Fund michael scherb, General Partner, appian capital advisory

rick rule, Chairman, sprott us Holdings

trevor mills, Senior Advisor, apollo management

bert koth, Director, Denham capitalIf you would like to host a table, please contact Leo Stemp on +852 2531 6130 or email [email protected]

stream a

13:40 Opening remarks from session chair

sources of liquiDity

13:45 the growing importance of the gulf as a mining finance provider

• Examining the role of mining in the Gulf States’ investment diversification strategies

• Exploring the potential of the Gulf as a listing and capital raising hub

• Qatar Mining: Investment strategies to building a portfolio of projects across Africa, the Middle East and Asia

• The potential of the Arabian-Numbian Shield as a new major mining and exploration province

14:10 mauritius: gateway to africa and emerging capital raising destination

• Why major investment banks are building up significant teams on this Indian Ocean island

• Understanding Mauritius’s treaty arrangements with key African resources producers

• From where is capital flowing into Mauritius: Examining the role of key investors from China, India and the Gulf

• Opportunities for mining companies to list and raise capital in Mauritius


14:30 kopy goldfields14:40 condor gold14:50 sol gold15:00 stratex international 15:10 new age exploration15:20 kefi minerals

15:30 Panel discussion: chinese outbound investment outlook – examining china’s further potential to grow as a source of capital for mining projects

• Economic outlook, capacity for further stimulus and implications for mineral resource demand

• Opportunities for late-cycle metals as China’s transition towards a more mature domestic consumer-led economy

• From SOEs to the individual investor: How the QDII2 initiative will aid the flow of investment capital from China into the global resources market

• Resource acquisition vs financial investment: How Chinese investment flows are shifting from the former to the latter and the implications for capital flows

Panelists include: Joe Zhang, Chairman, china mezzanine

capital george fang, Group Managing Director

and Head of Mining and Metals (China), standard bank

biao chen, Managing Partner, Jinjiang mining fund

pan guochen, President and CEO, china Hanking Holdings


16:10 base resources 16:20 mundoro16:30 unigold16:40 gascoyne resources16:50 bullabulling gold

tHe future of tHe funDing mix

17:00 Funding roundtable: the funding mix – evolving to a “new normal”

• From sovereign wealth funds to private investors, who is investing into mining developers right now and how is this changing?

• No more “right to finance”? What do mining companies need to do to attract capital

• Strategies to raise capital while minimizing shareholder dilution

• Opportunities in bonds and high yield convertibles

• Equity lines and flow through financing: Opportunities and challenges

• From streaming to off-take financing: Examining the pros and cons of key alternative funding sources

Panelists include: Dr elena clarici, Managing Director –

Investments, meridian equity partners Jamie strauss, Founding Partner, strauss partners

17:45 networking cocktail reception

stream b

arounD tHe WorlD in Half a Day – country briefings to source global

opportunities

13:40 Opening remarks from session chair

13:50 investing in africa - mining, politics, risk and reward

• Update on general investor appetite for West Africa

• Infrastructure challenges in the mining sector in Africa and how to address them

• Government role and regulations in the African mining space

• Role of multilaterals in addressing some of these challenges

bernie sheahan, Global Director for Infrastructure & Natural Resources, ifc

14:20 country updates – Ministries and Chambers of Mines from around the world present updates on the regulatory environments in their jurisdictions and emerging opportunities and incentives for mining companies to invest


15:2015:3015:4015:5016:00

16:10 country updates – Ministries and Chambers of Mines from around the world present updates on the regulatory environments in their jurisdictions and emerging opportunities and incentives for mining companies to invest

17:10 exploring european mining opportunities – investor views

• To what extent is have recent market conditions led to a revival of investor interest in European-based projects

• Legislation and regulation: How do European jurisdictions compare with other regions in terms of red tape, green tape and approvals processes?

• Our panelists views on the most exciting projects under development in Europe right now

17:45 Networking cocktail reception

14:00 – 16:00 mining non-executive Directors

masterclass Led by: Dominic schofield Senior Client Partner – Board & CEO

Practice korn/ferry Whitehead mann



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mailto:delegatesales%40minesandmoney.com?subject=Mines%20and%20Money%20London%202013




this interactive two hour session includes:

• Best practice guide to the roles and responsibilities of a non-executive director

• Introduction to the work of audit, compensation and standards committees

• Guide to listing requirements related to the composition and expertise of boards

• Strategies for selecting non-executive directors to build a strong board

Wednesday 4 December 2013 Day 3 – mines and money london 2013

conference and exhibition


08:15 Morning coffee and networking

08:45 Chairman’s opening remarks

09:00 Keynote: gold mining and investment – refocusing the industry on maximizing shareholder returns

• Macro-economic forces shaping the gold market in 2014

• Grade is king – the shifting priorities for mine developers

• What progress has the gold mining industry made towards cutting total costs?

• What opportunities are being created by the divestment of assets and the mothballing of marginal projects for the long-term health of the sector?

• key reasons why investors should or should not invest in gold miners in 2014

John Hathaway, Senior Managing Director, and Portfolio Manager, tocqueville asset management

09:25 Gold Panel discussion: up or down – Where on earth is the gold price going in 2014?

• Crash or boom? Why is discussion on the future of the gold price so polarized?

• Inflation or deflation: Examining the real impact of QE on the money supply

• Global gold supply and demand dynamics

• The gold price vs the price of gold: A widening gap between physical and paper gold?

• Our panelists’ outlook for gold prices in 2014

Moderator: rod Whyte, Principal, Whyte and associates

Panelists include: michael belkin, Author, the belkin

report John Hathaway, Senior Managing

Director, and Portfolio Manager, tocqueville asset management

shayne mcguire, Head of Research & Portfolio Manager, gbi gold fund, teacher retirement system of texas

kunal shah, Head of Commodities Research, nirmal bang

m&a focus – a year of Divestments anD acquisitions

10:05 Divestments and acquisition strategies – allocating capital for growth

• Divestment strategies to create leaner companies focused on core high-margin assets

• What types of assets are up for sale and who are buyers?

• The next wave of diversified? Update on the creation of private funds to take advantage of the asset sell-off

• Yield vs capital growth: What does the change in capital focus mean for future

shareholder returns? lee Downham, Lead Partner, Global Mining

& Metals – Transaction Advisory Services, ey


10:25 lydian international10:35 aurcana corp10:45 Dalradian resources10:55 gold group11:05 one asia resources

capital raising alternatives – pe focus11:15 examining the lifecycle of a pe mining

investment • Case studies of PE investments into

mining: How it works in practice • Are PE funds able to be a long term

investors in mining projects? • What are the exits? • Funding vs control: How can the mining

developer retain control of their project following a PE investment?

bert koth, Director, Denham capital

11:35 Private equity panel discussion: public vs private – can pe fill the funding gap?

• How long will traditional funding streams remain in the doldrums? Can PE really cover the funding gap

• What types of projects are attractive to PE funds?

• What are benefits and pitfalls of private equity for a junior-mid cap mining company?

• Beyond specialist mining PE funds: When will mining go mainstream in the private equity sector?

Panelists include: andrew pullar, CEO, the sentient

group bert koth, Director, Denham capital


12:10 alliance mining commodities12:20 smiibaw resources12:30 colt resources12:40 minco silver & gold12:50 minera irl

13:00 Lunch, networking and exhibition visit

13:00 – 13:40 investor hosted round table

discussions: Taking place in the gallery level above

the exhibition hall, this is a great opportunity for miners to talk directly with a range of different investors. Discuss the key issues impacting mine finance and discover what investors are looking for in a potential mining investment:

Confirmed investor roundtable hosts: biao chen, Managing

Partner, Jinjiang mining fund trevor mills, Senior Advisor, apollo management michael scherb, General Partner, appian capital advisory

If you would like to host a table, please contact Leo Stemp on +852 2531 6130 or email [email protected]

special guest keynote 13:40 Where next for global markets?

asset allocation strategies for 2014 Michael Belkin, hedge fund consultant and author of the Belkin Report, will offer his asset allocation and Long/Short stock recommendations for 2014. Based on a proprietary model offering timely, predictive and accurate forecasts, this presentation will offer thought provoking commentary, taking definitive stances on world market movements. How does he see metals and mining stocks faring in 2014? Attend this session to find the answer michael belkin, Author, the belkin report


14:20 shore gold14:30 stornoway Diamond corporation14:40 northern shield resources14:50 brixton metals15:00 golden rim resources

15:10 Diamonds: outlook for the industry in an era of risk-off investment

• Outlook for diamond supply, demand and price

• Divestments, M&A and consolidation: Guide to the future shape of the diamond industry and the opportunities this creates for investment

• Update on the reform of the kimberley Process and implications for investment

• Physical vs mining stocks: Where is the smart money going right now in the sector

krisztina kalman-schueler, Managing Partner, Dmm advisory group


15:30 northern shield resources15:40 panoro minerals15:50 16:0016:1016:20

16:30 pgm outlook and opportunities for investors in a sector with supply-side challenges

• To what extent will China’s pollution-reduction goals drive increased demand for platinum and palladium?

• Impact of South Africa’s on-going labour disputes on the supply of PGMs

• Russian PGM production and domestic consumption outlook

• key PGM mining opportunities – When with the demand and supply factors start to be reflected in higher share prices?

16:50 Panel discussion: cost reduction, efficiency, innovation – creating a mining company for success in the next stage of the commodities super-cycle

• Top ways that companies can reduce total production costs in 2014

• Why the mining sector must invest in innovation: Lessons from the oil & gas sector

• Bringing lean philosophies to the mining industry: What will the mine of the future look like?

• What investors need to look to discover a company that will succeed in the new market conditions

17:30 close

18:45 mines and money london 2013 gala Dinner and mining achievement awards 2013

thursday 6 December

09:30 – 16:30 practical strategies for cost cutting

and efficiency

this practical one-day masterclass includes:

• People: Creating efficiencies in your workforce from hiring and staffing practices to FIFO strategies

• Processes: Design techniques and technological innovations to streamline your operation

• Exploration: Technologies and strategies to optimise exploration ROI

• Red tape: Strategies to cut the cost of bureaucracy, permitting and approvals

Where miners seCure finanCe


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Food Bar

SponsoredBusiness Lounge

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Investor Roundtable

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Investor Roundtable

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Investor Roundtable

Investor Roundtable

europe’s leading Capital raising forum

Confirmed exhiBitors for 2013

exhiBition floorplan

Senior management from 260 junior and mid-tier mining companies, financiers and service providers showcased in the exhibition21ST NORTH

A7 Skyblue Mining Nigeria

Afferro Mining Inc

African Consolidated Resources

African Eagle Resources

Alderon Iron Ore Corp

Alliance Mining Commodities

ALS Minerals

Altan Nevada / Altan Rio

AMC Consultants

AMEC

Amlib Holdings

Anglesey Mining

Anglo Asian Mining

Archipelago Resources

Aston Bay Ventures

Aura Energy

Aurcana Corp

Aureus Mining

Australia Unlimited – Government of South Australia, Western Australia & Queensland

Avrupa Minerals

Banlaw African Group

Base Resources

Behre Dolbear

Bia Overseas

Black Mountain Resources

Blackstone Mining Associations (BMA)

Boart Longyear

Bullabulling Gold

Business Oulu

CA Mining Global Recuritment

Caledonia Mining Corp

Canamex Resources Corp

Cap-Sat Technologies

Cayman Islands Stock Exchange

Colt Resources Inc

Cominco Resources Co.

Condor Gold

Copper North Mining Corp

Copperzone Resources

Cordoba Minerals

CSA Global

Dalradian Resources Inc

Digby Wells Environmental

Dodygold SpA

Donner Metals

Doray Minerals

Emerita Gold

Energold Drilling Copr

Equatorial Resources

Ernst & Young LLP

Fasken Martineau

Faststream Recruitment’

Fission Energy Corp (now ownered by Denison Mines)

Focus Ventures

Fugro Airborne Surveys

Gascoyne Resources

GBM Minerals Engineering Consultants

Gemcom Software Europe

Geovariances

Global Atomic Fuels Corp

Golden Rim Resources

Golder Associates

GoldGroup

Goldstone Resources

Guinea Iron Ore

GV Gold

Horizonte Minerals

IMC Group Consulting

Inspectorate / ACME Labs

Intierra Rmg

Jacobs UK

Jameson Resources

Kaboko Mining

KEFI Minerals

Kingrose Mining

Kopy Goldfields AB

Laramide Resources

Limestreet Capital (Smiibaw Resources)

Lupaka Gold Corp

Lydian International

Mandalay Resource

Manhattan Corp

Matamec Explorations Inc

Mawson West

Maya Gold & Silver Inc

Merrex Gold

Metminco Limited

Micromine

Middle Island Resources

Minco Silver Corp

Minera IRL

Minesight Applications

Mineweb

Ministry of Northern Development and Mines Ontario

Mott MacDonald

Mundoro Capital Inc

Namibia Rare Earths

Nautilus Minerals

Nedbank Capital

New Age Exploration

Nord Gold NV

Northern Shield Resources Inc

Norton Gold Fields

Olympus NDT

One Asia Resources

Orbis Gold

Orbite Aluminae

Ormonde Mining

Panoro Minerals

Papillon Resources

Parsons Brinckerhoff

Peak Resources

Peninsula Energy

Potash Ridge

Potash West NL

Rand Merchant Bank

Randgold Resources

Renaissance Minerals

Requisite Business Solutions

Reservoir Minerals

Revett Minerals

RFC Ambrian

Rio Alto Mining

Robust Resources

Royal HaskoningDHv

RPA Uk

RPS Aquaterra

Sandfire Resources NL

Santacruz Silver Mining

Seafield Resources

SGS

Shore Gold Inc

Silver Wheaton

Sirius Resources

SNC-Lavalin

SNL Metals Ecomonics Group

Snowden Group

Sol Gold

Southern Mapping

Spidersat Communications

SRK Consulting

Standard Bank

Stellar Resources

Stornoway Diamond Corp

Stratex International

Talga Gold

Tender Minerals

Tetra Tech

Thermo Scientific Nitron Analyzers Nitron Europe GmbH

Unigold Inc

URS

VMS Ventures

Volta Mining

Western Copper & Gold

Wolf Minerals

Wood Mackenzie

Xcalibur Airborne Geophysics

Zimtu Capital Corp

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Where miners seCure finanCe

sponsors of mines and moneY london 2013platinum sponsors

golD sponsors

silver sponsors

official meDia supporting partners

With over a decade of delivering high quality delegates, Mines and Money London is one of the world’s best forums for interacting with senior investors, financiers, mining entrepreneurs and analysts and networking with ceos, cfos, coos, geologists, exploration managers and engineers to discuss the critical issues shaping the future of mining and investment.


INCORPORATING





1 – 5 December, 2013 Business Design Centre, Islington

To regisTer conTacT +44 (0) 20 7216 6056 or email [email protected]

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Please Note: All discounts can only be applied at the time of registration and discounts cannot be combined. In the event that more than one discount is applicable, delegates will receive the discount with the highest value. All discounts are subject to approval. Please note the conference fee does not include travel or hotel accommodation costs. 1. Should you be unable to attend, a substitute delegate is always welcome at no extra charge. 2. Alternatively, the organisers can also provide a credit note for attendance at the any other Mines and Money event for cancellations received 14 days prior to the event. Alternatively, a 50% refund will be provided for cancellations received in writing (letter or facsimile) no later than four weeks prior to the event; thereafter we regret no refunds or credit notes can be arranged. 3. The organisers reserve the right to alter the programme without notice including the substitution, alternation or cancellation of speakers and / or topics and / or alternation of the dates and / or location of the event. 4. The organisers are not responsible for any loss or damage as a result of a substitution, alternation, postponement or cancellation of any event. ©2013 Mines and Money. All rights reserved.

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Mail: 120 Old Broad Street, London EC2N 1AR, UK

VEnuE InFORMATIOn1 – 5 December, 2013

Business Design Centre, Islington 52 upper St, London, Greater London n1 0QH

PROMOCODE: ML775WEB

On-site registration/payment: £100 + VAT surcharge will be collected and no discounts available. Early bird rates are contingent upon payment being received within 14 days from the registration date. Group discounts are available for three or more bookings from one company, please contact the organisers for more information

Pass Book and pay by6th Sept 2013

Book and pay by4th Oct 2013

Book and pay by1st nov 2013 Standard Pricing

3 Day Conference and Exhibition Pass (Mon – Wed)

£1,320SAVE £375

£1,445SAVE £250

£1,570SAVE £125 £1,695

4 Day Conference and Exhibition Pass + Workshop Pass (Mon – Thurs)

£1,845SAVE £600

£2,045SAVE £400

£2,245SAVE £200 £2,445

All prices are subject to 20% VAT.

London 2013

Conference Code: ML775

Please indicate whether you would like to attend the Gala Dinner & Awards on Dec 5 (£250) Yes NoPlease indicate which of the additional sessions you would like to attend (free with your delegate pass)Canada & Australia Day (Sun) Yes No • Mining in a Day (Mon) Yes No • IPO Briefing (Mon) Yes No Mining non-executive directors Masterclass (Tues) Yes No • Investing in Development Impact Bonds Workshop (Wed) Yes No

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mines and money london2013 advance agenda web 20082013

Documents

head of mining

mining companies

investment insights

chief investment officer

holdingsfrank holmes

debt capital providers

pension funds

hedge funds