2020 VIRTUAL EVENT AGENDA
Incorporating The Denver Gold Group, Inc (DGG) is a capital formation organization that has supported public and private gold and silver mining companies for three decades. The Denver based not-for-profit association’s members own the majority of the world’s new gold and silver production, as well as www.denvergold.org most existing reserves and resources.
Board of Directors Contents Brian Christie - Chairman Block Schedule 1 (Chair - Compensation Committee) Agnico Eagle Mines Limited Detailed Event Schedule Sara Heston - Independent Director Pre-Recorded Sessions (Chair - Risk Committee; Investment/Finance Sunday, September 20 . . . . . 2 Committee) LIVE Sessions Haytham Hodaly - Independent Director Monday, September 21 . . . . 6 (Risk, Compensation Committees) Tuesday, September 22 . . . . 8 Wheaton Precious Metals Corp. Wednesday, September 23 9 Andrea Maxey - Independent Director (Nominating Committee) Keynote Speakers ...... 11 AngloGold Ashanti Session Moderators ...... 18 John Pearson - Independent Director (Chair - Nominating Committee) Centerra Gold Inc. Notice The Denver Gold Group does not make any express or Onno Rutten - Independent Director implied condition, representation, warranty or other (Chair - Investment/Finance Committee) term as to the accuracy, validity, reliability, timeliness or completeness of any information or materials in general Mackenzie Financial Corp. or in connection with any particular use or purpose presented at the Gold Forum. The Denver Gold Group Pamela Solly - Independent Director does not represent or endorse the accuracy or reliability (Risk, Compensation Committees) of any third party advice, opinion, statement, information or materials received during the Gold Forum. Vista Gold Corp. INVESTMENT ADVICE - NO OFFER OR Clifford Walter - Treasurer RECOMMENDATION (Investment/Finance Committee) The Gold Forum and the information and materials presented at the Gold Forum are not, and should not be Caring Accounting Services construed as, an offer to buy or sell, or as a solicitation of an offer to buy or sell, any regulated gold related products or any other regulated products, securities or Denver Gold Group Management investments. The Gold Forum does not, and should not be construed as acting to, sponsor, advocate, endorse Timothy Wood - Executive Director or promote any regulated gold related products or any other regulated products, securities or investments. Julie Dill - Director of Operations The Gold Forum and the information and materials presented at the Gold Forum do not, and shall not be construed as, making any recommendation or providing any investment or other advice with respect to the purchase, sale or other disposition of any regulated gold related products or any other regulated products, securities or investments, including, without limitation, any advice to the effect that any gold related transaction is appropriate or suitable for any investment objective or financial situation of a prospective investor. A decision to invest in any regulated gold related products or any other regulated products, securities or investments should not be made in reliance on any of the information or materials presented or obtained during the Gold Forum. Before making any investment decision, prospective investors should seek advice from their financial, legal, tax and accounting advisers, take into account their individual financial needs and circumstances and carefully consider the risks associated with such investment decision.
Copyright © 2020 by The Denver Gold Group, Inc. All rights reserved. Distribution and republication is encouraged provided that no part of this publication is modified in any form or by any means without the prior written permission of the copyright holder. DENVER GOLD GROUP presents GOLD FORUM AMERICAS VIRTUAL EVENT Pre-Recorded Sessions LIVE Sessions LIVE Sessions Sunday MONday TUESday 20 September 21 September 22 September GFA 2020 XPL-DEV 2020 GFA 2020 XPL-DEV 2020 GFA 2020 XPL-DEV 2020 1x1 Meetings Open 3:00 am 1x1 Meetings Open 3:00 am Quaternary Track Neogene Track 8:00 am - 9:40 am 9:00 am - 11:40 am Keynote Speaker Keynote Speaker Shayne McGuire Frank Holmes Pleistocene Track Pliocene Track Neogene Track Neogene Track 6:50 am 7:00 am 8:00 am - 9:20 am 9:00 am - 11:20 am 6:30 am - 3:00 pm 6:30 am - 3:00 pm Gelasian Track Miocene Track Pleistocene Track Quaternary Track 8:00 am - 10:00 am 9:00 am - 11:40 am 7:00 am - 7:30 am 7:30 am - 11:30 am Keynote Speaker Keynote Speaker Mark Fellows John Reade Quaternary Track Neogene Track 7:30 am 6:45 am 9:40 am - 11:00 am 11:40 am - 3:40 pm Quaternary Track Keynote Speaker Pleistocene Track Pliocene Track 7:20 am - 12:30 pm Terry Heymann 9:20 am - 10:40 am 11:20 am - 3:00 pm Pleistocene Track 7:15 am Gelasian Track Miocene Track 8:00 am - 12:15 pm Pleistocene Track 10:00 am - 11:40 am 11:40 am - 3:00 pm 7:45 am - 9:45 am Keynote Speaker Michael Keynote Speaker Quaternary Track Shellenberger Steve de Jong 11:00 am - 1:00 pm 12:30 pm 9:45 am Pleistocene Track Pleistocene Track Quaternary Track 10:40 am - 12:20 pm 10:15 am - 10:45 am Gelasian Track 1:00 pm - 2:00 pm 11:40 am - 1:00 pm Pleistocene Track Keynote Speaker BMO Capital Event Graham Birch Quaternary Track 10:45 am 2:00 pm 1:00 pm - 2:40 pm Keynote Speaker Pleistocene Track Quaternary Track Peter Marrone 12:20 pm - 2:00 pm BMO Capital Event 11:30 am Gelasian Track 2:30 pm Quaternary Track 1:00 pm - 2:40 pm RBC Capital Event 1x1 Meetings 1:00 pm - 6:00 pm Quaternary Track 12:00 pm 3:30 pm - 4:00 pm Quaternary Track 12:30 pm - 2:00 pm 1x1 Meetings Close at 9:00 pm Keynote Speakers Ross Beaty & Frank Giustra 2:00 pm 1x1 Meetings Close at 9:00 pm
Live Sessions WEDNESday 23 September GFA 2020 XPL-DEV 2020 1x1 Meetings Open 3:00 AM - Close 3:00 PM Red Cloud Poker Room Red Cloud Special Event 4:00 PM
SAVE THE DATES
13-15 April 2021 12-15 September 2021 12-15 September 2021
1 GOLD FORUM EUROPE 2019 | ZÜRICH, SWITZERLAND SUNDAY | 20 September GOLD FORUM AMERICAS 2020
Gold Forum Americas 2020 Pre-Recorded sessions
Quaternary Track Pleistocene Track Gelasian Track
Session Moderator Session Moderator Session Moderator 8:00 AM 8:00 AM 8:00 AM Tim Wood Josh Wolfson Mark Mihaljevic Executive Director Director, Global Mining Research Analyst Denver Gold Group RBC Capital Markets RBC Capital Markets
Franco-Nevada Corporation Equinox Gold Dundee Precious Metals Wheaton Precious Metals Pretium Resources Inc. B2Gold Corp. Royal Gold, Inc. Ivanhoe Mines Buenaventura NOVAGOLD Lundin Gold Teranga Gold Session Moderator Avino Silver & Gold Mines Ltd. 9:20 AM Brian Quast Session Moderator Managing Director | Equity Products Session Moderator 9:40 AM BMO Capital Markets 10:00 AM David Radclyffe Chris Terry Managing Director - Senior Analyst Wesdome Director, Metals & Mining Equities Golden Star Resources Ltd. Research Regis Resources Ltd. Deutsche Bank Securities (U.S.) Roxgold Inc. Ramelius Resources Ltd. Coeur Mining, Inc. Silvercorp Metals Inc. Gold Road Resources Hecla Mining Company Red 5 Limited First Majestic Silver Corp. Endeavour Silver Corp. Torex Gold Resources Inc.
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 1:00 PM — Close 6:00 PM
2 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG GOLD FORUM AMERICAS 2020 Y SU N DA Explorer & Developer Forum 2020 Pre-RECorded sessions
Neogene Track Pliocene Track Miocene Track Session Moderator Session Moderator Session Moderator 9:00 AM 9:00 AM 9:00 AM
Michael French Sebastian de Kloet Derek Macpherson | 20 S eptember Associate VP, Marketing Senior Vice President, Marketing Vice President, Research Red Cloud Securities Red Cloud Securities Red Cloud Securities
Capricorn Metals SilverCrest Metals Inc. Orla Mining Novo Resources Corp. Bellevue Gold New Pacific Metals Corp. Osisko Mining Inc. Sabina Gold & Silver Corp. Pure Gold Mining Platinum Group Metals Ltd. Rupert Resources SolGold P re - recorded sessions Skeena Resources Limited Integra Resources Bear Creek Mining Corvus Gold Inc. Liberty Gold Corp. Gold Standard Ventures Corp. Marathon Gold Amex Exploration Alexco Resource Corp. Midas Gold Corp. Trilogy
Session Moderator Session Moderator Session Moderator 11:40 AM 11:20 AM 11:40 AM Chad Gilfillan Paolo Lostritto Jacob Willoughby Senior Vice President, President VP of Research Investment Banking Red Cloud Securities Red Cloud Securities Red Cloud Securities Artemis Gold Lion One Metals Auryn Resources Minera Alamos Bluestone Resources Western Copper & Gold Silver Mines Limited Spanish Mountain Gold Rio2 Vista Gold Corp. Gold Terra KORE Mining Revival Gold Paramount Gold Nevada Orezone Gold Breaker Resources NL Avidian Gold Corp. Golden Predator Silver Viper Minerals Ridgeline Minerals Corp. Regulus Resources Orford Mining Challenger Exploration Aftermath Silver GOLDMINING INC Northern Vertex Mining Corp. Condor Gold Bonterra Resources Doré Copper Mining Sun Metals Vizsla Resources Galway Metals First Mining Gold
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 1:00 PM — Close 6:00 PM
GOLD FORUM AMERICAS 2020 3 SUNDAY | 20 September
Gold Forum Americas 2020 Pre-Recorded sessions
Quaternary Track Pleistocene Track Gelasian Track
Session Moderator Session Moderator Session Moderator 11:00 AM 10:40 AM 11:40 AM Anita Soni Hayden Bairstow Roger Bell Managing Director Division Director Director, Mining Research CIBC Capital Markets Macquarie Capital | Macquarie Hannam & Partners Group Limited Yamana Gold EMX Royalty Inc. Silver Lake Resources Limited Osisko Gold Royalties Ely Gold Royalties Pantoro Limited Sandstorm Gold Royalties Great Panther Mining Limited Mandalay Resources Corp. New Gold Inc. Endeavour Mining Wiluna Mining Metalla Royalty & Streaming Superior Gold Galiano Gold Session Moderator Session Moderator 1:00 PM Session Moderator 12:20 PM 1:00 PM Ben Crowley Dominic O'Kane Senior Resources Analyst Kerry Smith Executive Director Macquarie Securities VP & Director, Senior Mining J.P. Morgan Securities Analyst St Barbara Ltd. Haywood Securities, Inc. Implats Evolution Mining AngloGold Ashanti Ltd. Hudbay Westgold Resources Ltd. Harmony Maverix Metals Resolute Mining Limited Pan African Resources PLC Premier Gold Mines Ltd. Dacian Gold Orvana Minerals Corp. Caledonia Mining Americas Gold and Silver
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 1:00 PM — Close 6:00 PM
PRODUCTIVITY TIP Continue to utilize your assistant, despite working remotely, to assist in managing your calendar and setting up/hosting conference calls.
4 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG Y SU N DA
| 20 S eptember P re - recorded sessions
GOLD FORUM AMERICAS 2020 5 MONDAY | 21 September GOLD FORUM AMERICAS 2020
Gold Forum Americas 2020 Live sessions
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 3:00 AM
Quaternary Track Pleistocene Track Keynote Speaker 6:50 AM Kinross Gold Corp. 7:00 AM Shayne McGuire Sponsored by Portfolio Manager, Emerging Keynote Speaker 7:30 AM Markets & Gold Fund Mark Fellows Sponsored by Teacher Retirement System of Texas Director, Co-Founder "The Reincorporation of Gold into Skarn Associates Limited Mainstream Finance" "ESG: Why it Matters and How it will Drive Value for Miners and Polyus 7:20 AM Investors" Newcrest Mining Ltd. 7:50 AM Wheaton Precious Metals 8:20 AM Agnico Eagle Mines Limited 8:00 AM
Barrick 8:50 AM Hochschild Mining plc 9:45 AM Newmont 9:20 AM MAG Silver Corp. 10:15 AM Gold Fields Ltd. 9:50 AM Silvercorp Metals Inc. 10:45 AM Sibanye-Stillwater 10:20 AM Endeavour Silver Corp. 11:15 AM Kirkland Lake Gold 10:50 AM Sierra Metals Inc. 11:45 AM B2Gold Corp. 11:20 AM IAMGOLD Corporation 11:50 AM
Keynote Speaker 12:30 PM Michael Shellenberger Sponsored by Founder/President Markets & Gold Fund Environmental Progress "The Harm Caused by Environmental Alarmism" Equinox Gold 1:00 PM Lundin Gold 1:30 PM
Keynote Speaker 2:00 PM Graham Birch Owner, Field Barn Farm "Gold and Silver in Britain’s Coins– Sponsored by Where did it come from and how did it get here? (2,000 years of monetary history and what it tells us about fiat currencies)" Northern Star Resources Limited 2:30 PM
BMO Capital Markets 3:00 PM
OceanaGold Corp. 3:30 PM
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Close 9:00 PM
6 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG GOLD FORUM AMERICAS 2020 Y MO N DA Explorer & Developer Forum 2020 Live sessions
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 3:00 AM
Neogene Track
Ridgeline Minerals Corp. 6:30 AM | 21 S eptember Condor Gold 7:00 AM Bellevue Gold 7:30 AM Sabina Gold & Silver Corp. 8:00 AM New Pacific Metals Corp. 8:30 AM Northern Dynasty Minerals 9:00 AM Orla Mining 9:30 AM Pure Gold Mining 10:00 AM Skeena Resources Limited 10:30 AM LIVE sessions Rupert Resources 11:00 AM Marathon Gold 11:30 AM Doré Copper Mining 12:00 PM Integra Resources 1:00 PM Midas Gold Corp. 1:30 PM Amex Exploration 2:00 PM GOLDMINING INC 2:30 PM
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Close 9:00 PM
GOLD FORUM AMERICAS 2020 7 TUESDAY | 22 September GOLD FORUM AMERICAS 2020
Gold Forum Americas 2020 Live sessions
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 3:00 AM
Quaternary Track Pleistocene Track Keynote Speaker 7:30 AM Keynote Speaker 6:45 AM Frank Holmes Sponsored by John Reade Sponsored by CEO & Chief Investment Officer Chief Market Strategist and U.S. Global Investors, Inc. Head of Research "Quant Factors That Are World Gold Council Driving Gold Stocks" "Gold in (and after) the time of COVID-19"
Hudbay 8:00 AM Keynote Speaker 7:15 AM Terry Heymann Anglo American Platinum 8:30 AM Sponsored by CFO Pan American Silver Corp. 9:00 AM World Gold Council Alamos Gold 9:30 AM "Gold and gold mining’s Centerra Gold Inc. 10:00 AM contribution to the SDGs" Coeur Mining, Inc. 11:00 AM Great Panther Mining Limited 7:45 AM
Keynote Speaker 11:30 AM GoGold Resources 8:15 AM Peter Marrone Argonaut Gold Inc. 9:15 AM Executive Chairman Sponsored by Yamana Gold Keynote Speaker 9:45 AM "Why Investing in Gold Equities is Steve de Jong a Must-The Best Gold Investment CEO and True Value Proposition" VRIFY Technology Inc. "The Future of Resource Investing: RBC Capital Markets Live Event 12:00 PM How Data and Analytics Will Influence the Mining Pitch of Tomorrow" Seabridge Gold Inc. 12:30 PM Eldorado Gold 10:15 AM Resolute Mining Limited 1:00 PM Metalla Royalty & Streaming 1:30 PM BMO Capital Markets 10:45 AM
Quaternary Track Keynote Speakers 2:00 PM
Ross Beaty, Chairman, Equinox Gold and Pan American Silver Sponsored by Frank Giustra, CEO, Fiore Group of Companies "The US dollar, gold price, gold stocks, philanthropy, inequality, taxation and growth – A freewheeling conversation between Ross Beaty and Frank Giustra"
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Close 9:00 PM
8 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG GOLD FORUM AMERICAS 2020 Y TUES DA Explorer & Developer Forum 2020 Live sessions
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 3:00 AM
Neogene Track
| 22 S eptember Aftermath Silver 6:30 AM Rio2 7:00 AM Minera Alamos 7:30 AM Artemis Gold 8:00 AM Trilogy 8:30 AM Gold Standard Ventures Corp. 9:00 AM Auryn Resources 9:30 AM Western Copper & Gold 10:00 AM Bluestone Resources 10:30 AM LIVE sessions KORE Mining 11:00 AM Vista Gold Corp. 11:30 AM Regulus Resources 12:00 PM Breaker Resources NL 12:30 PM Velocity Minerals 1:00 PM Chaarat Gold Holdings 1:30 PM Revival Gold 2:00 PM Alexco Resource Corp. 2:30 PM
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Close 9:00 PM
WEDNESDAY | 23 September
Virtual Meeting Rooms | www.dggmeetings.com 1x1 Meetings Open 3:00 AM - Close 3:00 PM
Red Cloud Poker Room Red Cloud Poker Series Special Event 4:00 PM
GOLD FORUM AMERICAS 2020 9 10 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG KEYNOTE SPEAKERS KE YN OTE SPEAKERS
Ross Beaty Graham Birch Chairman, Owner, Equinox Gold and Pan American Silver Field Barn Farm
The US dollar, gold price, gold stocks, Gold and Silver in Britain’s Coins - philanthropy, inequality, taxation and Where did it come from and how did growth - A freewheeling conversation it get here? (2,000 years of monetary between Ross Beaty and Frank Giustra history and what it tells us about fiat currencies) Tuesday, 22 September, 2:00 pm Quaternary Track Monday, 21 September, 2:00 pm Geologist and resource company entrepreneur Quaternary Track with over 46 years of experience in the Graham Birch has a PhD in Mining Geology international minerals and renewable energy from the Royal School of Mines, Imperial industries. Founder and Chairman, Pan American College. He spent much of his early career as Silver Corp., one of the world's leading silver a mining equity analyst before switching to producers, and Equinox Gold Corp., a major asset management in 1993. He became head gold producer, he has also founded and divested of the Natural Resources investment team a number of other public mineral resource at BlackRock in London where he had overall companies including Alterra Power Corp., a responsibility for some of the world’s largest clean power producer. Beaty is President of precious metals equity mutual funds. After Sitka Foundation, one of Canada’s leading leaving BlackRock in 2010, Graham joined the environmental foundations and Patron of boards of two London listed precious metals Beaty Biodiversity Center, University of British companies; Petropavlovsk plc and Hochschild Columbia. He is also Director of a number of Mining plc (where he still serves). He also environmental NGOs, including Panthera, the joined the board of ETF Securities – a pioneer BC Parks Foundation and the Pacific Salmon in the area of gold exchange traded funds. In Foundation. Former President, World Silver late 2019 Graham joined the Board of Sprott Institute, Washington DC. Fellow: Geological Inc, a leading Toronto based resources industry Association of Canada; Society of Economic asset manager and gold ETF provider. Graham Geologists; Canadian Institute of Mining; and is based in Dorset, England and spends part of Royal Canadian Geographic Society. He has each summer helping with the harvest on his received many awards and honours for business two commercial farms. In July 2020, Graham’s and philanthropic achievements, including the first book was published – on the history of the Canadian Mining Hall of Fame (2018), Order metals in Britain’s coins. of Canada (2017) and Doctor of Laws honoris causa, University of British Columbia (2018).
GOLD FORUM AMERICAS 2020 11 KEYNOTE SPEAKERSGOLD FORUM A MERICAS 2020
Steve de Jong Mark Fellows CEO, Director, Co-Founder, VRIFY Technology Inc. Skarn Associates Limited
The Future of Resource Investing: ESG: Why it Matters and How it will How Data and Analytics Will Influence Drive Value for Miners and Investors the Mining Pitch of Tomorrow Monday, 21 September, 7:30 am Tuesday, 22 September, 9:45 am Pleistocene Track Pleistocene Track Mark Fellows has over 30 years experience, Stephen de Jong holds 11 years’ experience providing strategic advice on metal markets, in the mining industry and is currently the exploration, development projects, operating Chairman of Integra Resources, Director of mines and corporate development. Mark’s GFG Resources and CEO of VRIFY, a Vancouver expertise includes asset evaluation, based tech start-up focused on connecting benchmarking and optimisation, and mining companies to the modern-day investor. encompasses, geology, mining, ore processing, and mining finance. He has conducted Prior to VRIFY, in 2012 Stephen was appointed investment appraisals of numerous companies, CEO of Integra Gold, a Quebec-focused mining projects and mining sector services junior exploration company, and proved to businesses. be instrumental in raising over $150M while growing the business from a $10M exploration Prior to co-founding Skarn, Mark led the metals company through to its $590M sale to Eldorado & mining consulting business at SNL Financial. Gold in July 2017. His career started in 1987 as an exploration geologist with Anglo American Corporation in Southern Africa. He went on to work for junior diamond and gold explorers in West and East Africa. He subsequently spent 13 years at Brook Hunt & Associates Ltd (now Wood Mackenzie) where he held the position of Director with primary responsibility for bespoke consulting work. From 2009 Mark was Managing Director of GFMS Mine Economics Limited, a business co-founded with GFMS Limited, which was sold to Thomson Reuters in 2011. Mark graduated from University of Liverpool with a B.Sc. (Hons) in Geology.
12 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG GOLD FORUM A MERICAS 2020 KE YN OTE SPEAKERS
Frank Giustra Terry Heymann CEO, CFO, Fiore Group of Companies World Gold Council
The US dollar, gold price, gold stocks, Gold and gold mining’s contribution philanthropy, inequality, taxation and to the SDGs growth - A freewheeling conversation between Ross Beaty and Frank Giustra Tuesday, 22 September, 7:15 am Pleistocene Track Tuesday, 22 September, 2:00 pm Terry Heymann is CFO at the World Gold Quaternary Track Council and has broad experience across the gold supply chain. In addition to his role as CFO, Mr. Giustra is President and CEO of the Terry also oversees the World Gold Council’s Fiore Group, a private firm managing a broad work on standard-setting for the industry, portfolio of private equity investments and including development of the Responsible Gold companies. Mr. Giustra has an established Mining Principles, The World Gold Council track record of building natural resource Conflict-Free Gold Standard® and the Guidance companies through access to capital and Note on All-In costs, all of which support creative deal-making. As President and later increased transparency and integrity in the gold Chairman and Chief Executive Officer of industry. Yorkton Securities in the 1990s, he grew the firm into a leading natural resource investment Prior to joining the World Gold Council, Terry bank. As Chairman of Endeavour Financial was a Principal at Marakon Associates, a leading from 2001 to 2007, his vision and leadership strategy consultancy, where he helped clients in led to the successful launch of numerous a number of industries on strategic issues and resource companies, including Wheaton River new product development. Minerals Ltd. (acquired by Goldcorp Inc.), Silver Wheaton Corporation, Endeavour Mining Corporation and Leagold Mining Corporation, which recently merged with Equinox Gold. Mr. Giustra's entrepreneurial success includes founding Lionsgate Entertainment, now one of the world's largest independent film companies. Today, Mr. Giustra is a major shareholder of Thunderbird Entertainment Group, a company focused on content and distribution in the television and film sector.
GOLD FORUM AMERICAS 2020 13 KEYNOTE SPEAKERSGOLD FORUM A MERICAS 2020
Frank Holmes Peter Marrone CEO & Chief Investment Officer, Executive Chairman, U.S. Global Investors, Inc. Yamana Gold
Quant Factors That Are Driving Why Investing in Gold Equities is a Gold Stocks Must-The Best Gold Investment and True Value Proposition Tuesday, 22 September, 6:30 am Quaternary Track Tuesday, 22 September, 11:30 am Frank Holmes is the CEO and chief investment Quaternary Track officer of U.S. Global Investors. Mr. Holmes Peter Marrone is the Executive Chairman of purchased a controlling interest in U.S. Global Yamana Gold Inc., which he founded in 2003. Investors in 1989 and became the firm’s He has more than 30 years of mining, business, chief investment officer in 1999. In 2006, Mr. and capital markets experience. He has been Holmes was selected mining fund manager of on the boards of a number of public companies the year by the Mining Journal, and in 2011 he and has advised companies with a strong South was named a U.S. Metals and Mining "TopGun" American and North American presence. by Brendan Wood International. In 2016, Mr. Prior to Yamana, Mr. Marrone was the head Holmes and portfolio manager Ralph Aldis of investment banking at a major Canadian received the award for Best Americas Based investment bank and before that practiced law Fund Manager from the Mining Journal. He in Toronto with a strong focus on corporate law, is also the co-author of The Goldwatcher: securities law and international transactions. Demystifying Gold Investing. More than 30,000 subscribers follow his weekly commentary in the award-winning Investor Alert newsletter which is read in over 180 countries. Mr. Holmes was awarded the Huron Medal of Distinction from Huron University College in 2013, his alma mater for the class of 1978. This award recognizes individuals whose life achievements set an example of excellence and reflect Huron’s arts and social sciences missions.
14 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG GOLD FORUM A MERICAS 2020 KE YN OTE SPEAKERS
Shayne McGuire John Reade Portfolio Manager, Emerging Markets & Gold Chief Market Strategist and Fund, Head of Research, Teacher Retirement System of Texas World Gold Council
The Reincorporation of Gold into Gold in (and after) the time of Mainstream Finance COVID-19
Monday, 21 September, 6:50 am Tuesday, 22 September, 6:45 am Quaternary Track Pleistocene Track Shayne McGuire runs the internal Emerging John Reade joined the World Gold Council Markets portfolio and Gold Fund for Teacher in February 2017 as Chief Market Strategist. Retirement System of Texas, one of the nation’s John is responsible for producing strategy and largest pension funds with $150 billion in developing insights on the gold market; leading assets under management. our global dialogue by engaging with leading Shayne has spent 19 years at TRS starting as economists, academics, policy makers, fund a senior international analyst and later as a managers and investors on gold; and leading our portfolio manager for Southern Europe. Prior research team. to TRS, Shayne was a Senior Analyst for ING John has over 30 years’ experience in the gold Barings and Deutsche Bank in Mexico City, industry and related fields, most recently as a where he was twice recognized as being among partner and gold strategist with Paulson & Co the top Latin American analysts by Institutional for the past seven years. Prior to that, John Investor. worked as a precious metals strategist at UBS He received an undergraduate degree in for 10 years; a gold equity analyst in South History and Political Economy at Fordham Africa for 5 years; and over 8 years held various University, and an M.A. in History and an MBA positions in production and project evaluation in from the University of Texas at Austin. Shayne the gold division of Gencor, then a leading South is author of three books on precious metals African mining house. investing, including Hard Money: Taking Gold John has a degree in Mining Engineering from Investment to a Higher Level and The Silver the Royal School of Mines, a constituent of Bull Market. Imperial College, London.ment.
GOLD FORUM AMERICAS 2020 15 KEYNOTE SPEAKERS
Michael Shellenberger Founder/President Markets & Gold Fund, Environmental Progress
The Harm Caused by Environmental Alarmism
Monday, 21 September, 12:30 pm Quaternary Track Michael Shellenberger is a Time Magazine "Hero of the Environment," Green Book Award winner, and the founder and president of Environmental Progress. He is author of the best-selling new book, "Apocalypse Never" (Harper Collins June 30, 2020), which has received strong pre-publication reviews from scientists and scholars including Harvard’s Steven Pinker, MIT climate scientist Kerry Emanuel, and the former CEO and Chief Scientist of The Nature Conservancy. “This may be the most important book on the environment ever written,” writes leading climate scientist Tom Wigley. Shellenberger advises policymakers around the world including in the U.S., Japan, Taiwan, South Korea, the Philippines, Australia, United Kingdom, the Netherlands, and Belgium. In January, 2020, Shellenberger testified before the Committee on Science, Space, and Technology of the U.S. House of Representatives. The Intergovernmental Panel on Climate Change invited Michael in 2019 to serve as an independent Expert Reviewer of its next Assessment Report.
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GOLD FORUM AMERICAS 2020 17 ® Registered trademark of Bank of Montreal in the United States, Canada and elsewhere. ™ Trademark of Bank of Montreal in the United States and Canada. *Global Finance Magazine, 2020. SESSION MODERATORS
Hayden Bairstow Dominic O'Kane Macquarie Capital J.P. Morgan Securities Macquarie Group Limited Executive Director Division Director Brian Quast Roger Bell BMO Capital Markets Hannam & Partners Managing Director | Equity Products Director, Mining Research David Radclyffe Ben Crowley Global Mining Research Macquarie Securities Managing Director - Senior Analyst Senior Resources Analyst Kerry Smith Sebastian de Kloet Haywood Securities, Inc. Red Cloud Securities VP & Director, Senior Mining Analyst Senior Vice President, Marketing Anita Soni Chad Gilfillan CIBC Capital Markets Red Cloud Securities Managing Director Senior Vice President, Investment Banking Chris Terry Deutsche Bank Securities (U.S.) Michael French Director, Metals & Mining Equities Research Red Cloud Securities Associate VP, Marketing Chad Williams Red Cloud Securities Paolo Lostritto Chairman & Founder Red Cloud Securities President Jacob Willoughby Red Cloud Securities Derek Macpherson VP of Research Red Cloud Securities Josh Wolfson Vice President, Research RBC Capital Markets Director, Global Mining Research Mark Mihaljevic RBC Capital Markets Analyst
18 DENVER GOLD GROUP | WWW.DENVERGOLD.ORG SESSIO N MODERATORS
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GOLD FORUM EUROPE 2021 13-15 April 2021 | Park Hyatt Hotel | Zürich, Switzerland
GOLD FORUM AMERICAS & XPL-DEV 2021 12-15 September 2021 | Broadmoor Hotel & Resort | Colorado Springs, Colorado
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