AGENDA | Monday 25th November Main Conference and Exhibition: Monday 25th November to Wednesday 27th November; Post Event Masterclasses: Thursday 28th November

PLENARY SHOWCASE EXPLORATION THEATRE OTHER EVENTS 08.00 Registration opens 11.55 Out of the box address: Time for a brand overhaul? 10.20 Welcome from the organiser 13.00 Mining Pitch Battle – Heat 1 – Gold & Precious 10.00- Exhibition open What can the mining industry learn from other Contestants: 17.00 08.50 Welcome from the organiser industries about reinventing its image? 10.25 Introduction from Morning’s Host Reserved for 3 mining companies 09.00- Mines and Technology London – Exhibition floor Andrew Thake, Global Head of Content and Research, Case studies of successful brands in other sectors – Michael White, President & CEO, IBK Capital Geoff Stanley, CEO, Panthera Resources 17.00 Mines and Money what can the mining industry learn from them? Ivan Bebek, CEO, Auryn Resources Strategies for dealing with negative PR stories 10.30 Investment Thesis: In Gold We Trust – key 14.00- Guru Garden – Exhibition floor, Coffee Area SESSION 1: THE FUTURE OF EXPLORATION, takeaways from one of the leading reports on gold Gary Cope, Barsele Minerals / Belcarra Group Why do you never see a ‘good news’ story in mining – 17.00 MINING AND INVESTMENT strategies for getting mining’s positive image out Ronald-Peter Stoeferle, CMT, Research & Investment Funds, Judges: Incrementum AG Mark Burridge, Managing Partner, 14.00- Roundtables – Exhibition floor, Coffee Area 08.55 Welcoming Address from Session Sponsor Turning diversity from a statement of intent to something 17.00 meaningful and encompassed by your brand Baker Steel Capital Managers Reserved for Session Sponsor 10.50 Mining Spotlight How can you turn brand overhaul turn into ROI? Jeremy Atkinson, CEO, Northshore Capital Advisors GURU GARDEN – Book a one on one Keith Barron, CEO, Aurania Resources 09.00 Keynote Address: The future for mining David Haigh, Founder and CEO, Brand Finance Ian Henderson, Private Investor meeting with a leading metal guru expert exploration – what’s next? Richard Haigh, Managing Director, Brand Finance 11.00 Mining Spotlight Emcee: Jochen Staiger, Chief Editor, Commodity-TV 14.00 Investment Guru What’s next for exploration? Alan Carter, CEO, Cabral Gold 12.20 Reserved for Sponsor 14.00 Investment Thesis: Lithium processing technology Egon Von Greyerz, CEO and Founder, What’s next for exploration investment? 11.10 Mining Spotlight – the real roadblock to lithium investment Matterhorn Asset Management What’s next for exploration financing? 12.40 Premium Mining Spotlight opportunities? Rick Rule, President & CEO, Sprott U.S. Holdings Brian Maher, CEO, PPX Mining 14.30 Investment Guru 12.50 Premium Mining Spotlight Rodney Hooper, Consultant, Lithium Rocks 11.20 Investment Thesis: Understanding the supply 09.20 Keynote Address: Driving change through 14.20 Mining Spotlight 15.00 Investment Guru collaboration and innovation in exploration 13.00 Lunch & Exhibition Break demand dynamics of Zinc Jeremy Wrathall, CEO, Cornish Lithium Ensuring that there are shared purposes and mutual The refined market remains tight, with exchange stocks 15.30 Investment Guru benefits when engaging with stakeholders and communities SESSION 3: WORKING WITH STAKEHOLDERS IN AFRICA hovering near decade lows and wide backwardations on the 14.30 Mining Spotlight LME in the first half of this year, although this has not been Driving collaboration and JVs with other mining companies 16.00 Investment Guru reflected in metal premiums to date. Despite a marked slowing Altamira Gold (the Elysis Alcoa / Apple partnership in Quebec) 13.55 Welcoming Address from Session Sponsor Reserved for Session Sponsor of zinc consumption, a return to balance has been stubbornly 16.30 Investment Guru Understand technology as an enabler of innovation at the difficult to achieve so far, providing some support to prices. 14.40 Mining Spotlight exploration level 14.00 Keynote Address: How is a leading On the other hand, the market for zinc concentrates has John Anderson, CEO, Triumph Gold ROUNDTABLES – 10 people, What will the mine of 2050 look like? Africa-based miner responding to eased considerably. Spot TCs bottomed below $20/t conc in Chatham House Rules 14.50 Investment Thesis: Should investors be viewing Stephen McIntosh, Head Growth and Innovation, Rio Tinto the challenge of resource nationalism? H1 2018, and they have since risen to above $260/t for clean concentrate. Indeed, the challenge for new entrants has nickel as the best way to play the EV investment 14.00 Commodity Roundtable: Gold 09.50 Keynote Address: Succeed together or fail apart: The changing nature of resource nationalism in South been placing more complex material into the Chinese market thesis or are there other underlying reasons? Africa and Africa the choice facing the mining industry and its at sensible (<300 $/t) TCs. Jim Lennon, Managing Director, Red Door Research 15.00 Topic Roundtable: Mergers and Acquisitions in stakeholders How does a mining company such as Sibanye-Stillwater While there are clearly bullish and bearish arguments to be Mining engage with governments to mitigate and manage risk? What must change for the mining industry to move from a had, a protracted delay in the flow-through of rising mine to 15.10 Mining Spotlight Is diversification (other jurisdictions) the way forward? mindset of short-term exploitation to long-term profitability? refined supply is keeping both sides of the argument alive Bharat Parashar, CEO, Ceylon Graphite 16.00 Topic Roundtable: Co-investments in mining What can be done to combat the challenge of Neal Froneman, Chief Executive Officer, Sibanye-Stillwater Ryan Cochrane, Zinc, CRU Group Adam Howard, Principal – Natural Resources, EBRD indebtedness – why are miners still putting ‘unprofitable’ 15.30 Mining Spotlight gold on the market and why are banks continuing to 14.20 African Government Address 11.40 Mining Spotlight finance their ventures? Reserved for African Government Sponsor Matt Gill, CEO, White Rock Minerals 15.40 Applying Bottom Up Investing To Junior Mining Reviewing the changes to different mining codes in Africa – Matt Geiger, Managing Partner, MJG Capital how can the industry adapt whilst still delivering dividends 14.40 Africa Mining Spotlight 11.50 Mining Spotlight to shareholders? Mabvuto Chipata, Acting CEO, ZCCM-IH Steve Williams, CEO, Pasinex Resources 16.00 Mining Pitch Battle – Heat 2 – Gold & Precious AFTER DARK SOCIAL AGENDA Is now the right time to be doing M&A, or is M&A the road Contestants: to impairments? 15.00 Keynote Panel Discussion: Rising resource 12.00 Mining Spotlight Peter Ledwidge, Managing Director, Mako Gold 17.00 Mines and Money and Young nationalism and mechanisms for ensuring onwards Are we past peak gold and what can the industry do to Patrick Soares, CEO, Foran Mining Orsu Metals Mining Professionals Networking replenish its pipeline? better wealth distribution – how can the Reception - Exhibition Floor 12.10 Mining Spotlight Altamira Gold John Welborn, Managing Director & CEO, Resolute Mining mining industry work better with governments and local communities? Ricus Grimbeek, CEO, Trevali Mining Judges: Emcee: Jochen Staiger, Chief Editor, Commodity-TV 10.10 Keynote Fireside Chat: What does London’s Why are we seeing an increase in resource nationalism? leading natural resource fund manager think Is it always linked to rising commodity prices or is it 12.20 Mining Spotlight Trevali Mining Amanda Van Dyke, Portfolio Manager, South River Asset about the future of the mining sector? something deeper? Justin Brown, Executive Director, Element 25 Management When, and under what circumstances is resource Torsten Dennin, CEO, Lynkeus Capital BlackRock Gold and General Fund;s has US$1.1bn in gold 12.30 Mining Spotlight stocks, from Barrick to B2Gold. Blackrock also runs the nationalism justified? World Mining Trust, which has US$1bn invested in stocks How should miners best respond to the threat of resource Luquman Shaheen, CEO, Panoro Minerals 16.50 Host’s Closing Summary and Key Takeaways such as Glencore and First Quantum. nationalism? 12.40 Mining Spotlight 17.00 Close of Exploration Theatre Tom’s interviewer is Jamie Strauss, who is one of the best- How can resource nationalism best be factored in to connected brokers in London, and the founder and CEO investment decisions? Roger Jackson, CEO, NQ Minerals of Digbee Ltd, an alternative mining research platform, Identifying future hotspots for government and jurisdictional 17.00 After dark social agenda commences and a NED of Altius Minerals, Gold Standard Ventures and risk in Africa 12.50 Mining Spotlight Bacanora Minerals. Presenter and Panellist: Hamish Bohannan, CEO, Gulf Manganese Always a highlight of Mines and Money, this hard-hitting Peter Leon, Partner – Africa Practice, interview will cover critical issues such as M&A and ESG, Herbert Smith Freehills critical commodities such as gold and battery metals, and Panellists: how the mining investment landscape is changing to adapt Deshnee Naidoo, CEO, Vedanta Zinc International to new challenges. Jon Samuel, Group Head of Social Performance & Thomas Holl, Director and Portfolio Manager, Engagement, Anglo American Natural Resources, BlackRock Dr David Twist, Investment Committee member and Interviewed by: Founding Partner, AMED Funds Jamie Strauss, CEO, Digbee Aime Emmanuel Yoka, Managing Partner, Marys Capital 10.40 Exhibition Break Investments and President, Mining Federation, Congo Brazzaville SESSION 2: (RISK) AND REPUTATION – THE 16.00 Africa Mining Spotlight MISSION-CRITCIAL IMPORTANCE OF ESG 11.10 Welcoming Address from Session Sponsor 16.10 Africa Mining Spotlight 16.20 Panel Discussion: Capitalising on investment opportunities in Africa Panellists: 11.15 Keynote Panel Debate: Is the mining industry doing John Sykes, Strategist, MinEx Consulting enough to implement ESG at the ground level? Mabvuto Chipata, Acting CEO, ZCCM-IH Why has ESG moved towards the top of mining CEOs in-tray? Olebogeng Sentsho, CEO, Simba Mgodi Fund Understanding ESG as a net-contributor to the business bottom line 17.00 Host’s Closing Summary and Key Takeaways Defining the material risks and opportunities that ESG issues present for the mining industry 17.00 After dark social agenda commences What steps can be taken to win back public trust post Brumadinho? It wasn’t the first tailings management disaster (Samarco 2015) and it is unlikely to be the last An update on the ICMM’s Tailings Governance Framework – key findings, recommendations and next steps Guidelines for shaping an effect ESG framework, including process and reporting, aligning interests of shareholders How are investors moving towards adopting a holistic ESG mind-set in their investment process? Panellists: Elaine Dorward-King, Executive Vice President, Sustainability and External Relations, Newmont John Howchin, Secretary General, Council on Ethics, Swedish Pension Funds Tal Lomnitzer, Senior Investment Manager, Natural Resources, Janus Henderson Tom Butler, CEO, ICMM Sharon Flynn, Executive Vice President of External Affairs & london.minesandmoney.com Social Performance, Oceana Gold AGENDA | Tuesday 26th November Main Conference and Exhibition: Monday 25th November to Wednesday 27th November; Post Event Masterclasses: Thursday 28th November

PLENARY SHOWCASE EXPLORATION THEATRE OTHER EVENTS 08.00 Registration opens SESSION 6: MINISTERIAL SYMPOSIUM – GOVERNMENTS 10.20 Welcome from the organiser 14.20 Mining Spotlight: Australian Mines 10.30- Guru Garden AS DRIVERS OF CHANGE IN THE MINING INDUSTRY 12.30 08.50 Welcome from the organiser 10.25 Introduction from Morning’s Host 14.30 Mining Spotlight: Ximen Mining & Andrew Thake, Global Head of Content and Research, 13.45 Welcoming Address from Session Sponsor 14.00- Mines and Money Reserved for Session Sponsor 10.30 Rick Rule’s Mines and Money exhibition guide – 14.40 Mining Spotlight 17.00 where is he putting his money? Peter Ledwidge, Managing Director, Mako Gold SESSION 4: MINE FINANCING AND M&A 13.50 Panel Discussion: Deposits, growth, investment, 10.30- Roundtables Rick Rule, President & CEO, Sprott U.S. Holdings 12.30 funding, skills and legislation: What are the mining 14.50 What is the outlook for gold equities vs gold equity & 08.55 Welcoming Address from Session Sponsor 10.50 Mining Spotlight ETFs; gold bullion vs commodity ETFs in 2019? challenges and opportunities in Australia that 14.00- Dean McPherson, Head of Business investors should be aware of? Dev Randhawa, Founding Chairman and CEO, Within gold equities where does the greatest value 17.00 Development – Global Mining, Deposits: Australia has the world’s 2nd largest gold Fission Uranium opportunity lie? Juniors, mid-tiers or majors? TSX Group deposits by resource/reserves and perhaps the world most And which factors should you consider when investing in gold? 09.00- Exhibition open 11.00 Mining Spotlight 17.00 impressive iron ore mining operation at Pilbara - how can Panellists: 09.00 The Big Debate: Is equity financing dead? the industry best leverage this to continue to attract both Daniel Major, CEO, Goviex Uranium Robert Crayfourd, Portfolio Manager, CQS 09.00- Mines and Technology London – Exhibition floor What are the key financing trends? financial support and talent migration to ensure long term 17.00 Why has there been a decline in equity financing for exploration? growth and sustainability? 11.10 Mining Spotlight Ian Williams, Chairman, Chief Executive, Charteris Key trends in debt financing Growth: What are the growth strategies for success of the Craig Parry, CEO, ISO Energy Torsten Dennin, Founder and CEO, Lynkeus Capital GURU GARDEN – Book a one on one new generation of Australian miners? Exploration? Buying How are alternative financing solutions (private equity and 11.20 Investment Thesis Where are the next Tier 1 Shayne McGuire, Portfolio Manager, Emerging Markets and meeting with a leading metal guru expert royalty and streaming) evolving? unloved assets? Buying producing assets? Developing Gold Fund, Teacher Retirement System of Texas existing assets? copper deposits? The rise of private transactions and placements are now Alain Corbani, Portfolio Manager, Finance SA 10.30 Investment Guru: Investment: With superannuation funds avoiding or not exceeding public offerings David Wilson, Commodity Strategy, Freepoint Commodities Taiwo Adeniji, Senior Director, Investment Group, being allowed to invest in the junior mining sector what Are Flow Through Share (FTS) funds the saviour for junior 15.30 Mining Spotlight African Finance Group practical funding options are there for Australian junior 11.40 Mining Spotlight financing? Geoff Stanley, CEO, Panthera Resources mining companies? Merdeka Copper Gold 11.00 Investment Guru Panellists: Funding: How well prepared is Australia to compete for Private Equity – Bert Koth, Managing Director, 15.40 Mining Spotlight funding against the more attractive projects in South and 11.50 Mining Spotlight 11.30 Investment Guru Denham Capital Central America, and Pacific Rim and Asia? Andrew Stewart, CEO, Xanadu Mines 15.50 Mining Spotlight NorZinc David Netherway, Chairman, Altus Strategies Royalty Financing – Julian Treger, CEO, Anglo Pacific Skills: How does the global lack of mining skills affect Debt Financing – Hubert Willems, Director, Australia’s ability to advance projects from juniors to mid- 12.00 Mining Spotlight 16.00 Mining Spotlight Orsu Metals 12.00 Investment Guru Taurus Funds Management tier and senior producers? Bank Financing – Michael White, President & CEO, Legislation: Australia has been demanding environmental 12.10 Fireside Chat Is 2020 the right time to go back 16.10 Panel Debate: Post Brexit will London keep its’ 14.00 Investment Guru legislation for mining companies, not always found in other IBK Capital into silver? position as a major mining finance centre? Michel Labrousse, Managing Partner, Mazarin Capital jurisdictions. Do mining investors take this into account Portfolio Manager, Emerging Markets and Fund Manager - Peter Grosskopf, Chief Executive Officer, in aiming to become “green” investors which could Shayne McGuire, Peter Ruxton, Principal, Tembo Capital Sprott Inc Gold Fund, Teacher Retirement System of Texas 14.30 Investment Guru disadvantage them from returns in other jurisdictions, i.e. Mark Tyler, London Representative, Auramet International Interviewed by: Moderator: do environmental demands outweigh geopolitical instability 15.00 Investment Guru Torys but possibly higher returns) of Africa in particular? Simon Popple, Chief Executive Officer, Brookville Capital Gervais Williams, Senior Executive Director, Miton Richard Lee, Funds Advisor, Metals, 09.40 Mining Spotlight Panellists: 12.30 Mining Spotlight 16.50 Host’s Closing Summary and Key Takeaways Barak Fund Management Pim Kalisvaaert, Portfolio Manager, Hawkes Point Capital Nick Clarke, CEO, Central Asia Metals Richard Shemesian, Director, Bennelong Venture Capital 12.40 Mining Spotlight 17.00 Close of Exploration Theatre 15.30 Investment Guru 10.00 The Big Debate: Is the recent spate of gold Liam Twigger, Managing Director, PCF Capital Group Dr Geoffrey P Cowley, Chief Executive, Vulture Mines M&A mania good for the mining industry? 17.00 After dark social agenda commences 16.00 Investment Guru Clive Donner, Managing Director, LinQ 13.00 Mining Pitch Battle – Heat 3 – Base & Bulks What’s driving M&A in gold? ROUNDTABLES – 10 people, Is M&A good for the companies involved? 14.30 Mining Spotlight Contestants: Luquman Shaheen, CEO, Panoro Minerals Chatham House Rules More importantly is M&A good for shareholders? Bob Vassie, Chief Executive Officer & Director, St Barbara Will the consolidation bring in a new raft of generalist investors? Merdeka Copper Gold 10.30 Topic Roundtable: Silver 14.50 Government Address Should mining companies be paying a premium when Justin Brown, Executive Director, Element 25 Shayne McGuire, Portfolio Manager, Emerging Markets acquiring another mining? Ministry of Mines, Government of India Judges: and Gold Fund, Teacher Retirement System of Texas What about the alternatives to M&A? David Street, Principal, Tembo Capital 15.10 Panel: Does reward outweigh risk when it comes 11.30 Topic Roundtable: Meet the investor How will these new mega-miners change the dynamic of to investing in Latin American mining projects? Christopher Ecclestone, Principal and Mining Strategist, the mining industry? Hallgarten & Company Guy De Freitas, Principal, Appian Capital Advisory Would M&A and the resulting industry consolidation bring Which Latin American jurisdictions do our panellists rate Juan Alvarez, Head of Investments, Anglo Pacific in generalist investors? as having done the most to improve inward investment 14.00 Topic Roundtable: Winning over ESG investors attractiveness over the past year, and why? Does it always have to be M&A? Examining the synergistic James Lesser, Chief Operating Officer, Alexander Schay, Director of Research, Emerging opportunities of JVs …. And which ones have gone down in their estimation? Mineral & Financial Investments Markers Investors Alliance Where next for gold M&A? West Africa? Australia? Elsewhere? What are the key ways to mitigate your investment risk in Richard Lee, Fund Advisor – Metals, Barak Fund Latin America? When a foreign mining company fails, what Management 15.00 Topic Roundtable: How does at ETF Panellists: is one key thing they keep getting wrong? allocate money? Mark Burridge, Managing Partner, Emcee: Jochen Staiger, Chief Editor, Commodity-TV Update on Argentina post the November 2018 elections Deborah Fuhr, Managing Partner, ETFGI Baker Steel Capital Managers and their Glacier Law 14.00 Investment Thesis: Vanadium – was its commodity Jeffrey Couch, Co-Head Investment & Corporate Banking, Offtake financing opportunities in Latin America price surge in 2018 just a blip, or is there real 16.00 Topic Roundtable: Can you avoid political risk in Europe, BMO Capital Markets Panellists: underlying growth? the cobalt industry? Karim-Michel Nasr, Chief Financial Officer,La Mancha Eva Trenker, Vice President, Financial Advisory, John Sykes, Strategist, MinEx Consulting Bob Vassie, Chief Executive Officer & Director,St Barbara Auramet Trading Peter Marrone, Executive Chairman, Yamana Gold Christopher Ecclestone, Principal and Mining Strategist, Moderator: Hallgarten & Company Torys Martin Valdes, Partner, Managing Director, Latin America, AFTER DARK SOCIAL AGENDA Resource Capital Funds 10.40 Premium Mining Spotlight Remi Piet, Senior Director Infrastructure, Energy & Natural 16.00- Private networking function for Mining CEOs and Gary Cope, Barsele Minerals / Belcarra Group Resources, Americas Market Intelligence 17.00 Investors – Fredericks 11.00 Exhibition Break 15.40 Exhibition Break 17.00- Networking Reception – Business Design Centre 18.30 SESSION 5: WINNING OVER NEW INVESTORS SESSION 7: PRIVATE EQUITY (AND WINNING BACK OLD ONES) 19.00- Mines and Money Outstanding Achievement 16.00 Welcoming Address from Session Sponsor 00.00 Awards and Gala Dinner 2019 11.20 Welcoming Address from Session Sponsor Reserved for Session Sponsor Reserved for Session Sponsor 16.05 Keynote Address : An untapped opportunity - Why 11.25 Keynote Address: Winning back the generalist junior producers and explorers need to understand investor – is the mining industry doing enough? the impact of ESG investing Identifying the key reasons why generalist investors are leaving What are the material risks and opportunities that ESG the sector – is it just at exploration or is it a wider endemic? issues present for the mining industry? What will it take for generalist investors to come back to What are the key criteria that an ESG investor uses when mining? What would the impact of any of the following be evaluating whether to allocate to a mining company? on inward investment? The top 30 largest mining companies seem to be getting ESG, - More reliable feasibility studies but what about the 31 to 300 next largest mining companies - The mining industry becoming better at completing How are investors moving towards adopting a holistic ESG projects on time and on budget mind-set in their investment process? - Gold going above US$1,350/oz? Matt Fifield, Managing Partner, Pacific Road Capital - Increased diversity - Better brand image 16.25 Keynote Panel Discussion: Where are - Something else? private equity companies making their mining investments? Ross Bhappu, Partner, Head of Private Equity Funds, Resource Capital Funds An overview of PE strategies in the market in the market Determining which PE strategy is suitable for which funding 11.45 Keynote Address: need Peter Marrone, Executive Chairman, Yamana Gold Identifying in which areas (which metals, where on the project life cycle) is there a public market funding void 12.05 Fireside Chat: What can the mining industry And which of these funding gaps can be addressed by do to get more ESG money? private equity and which can’t What are the key criteria that an ESG investor uses when What stages of the life cycle are PE companies looking to invest evaluating whether to allocate to a mining company? in? Are they moving down the risk/reward curve and investing in What are the most common mistakes that miners make later stage companies due to the ongoing downturn? when pitching for ESG money? How much control and influence will a PE company want? Is it possible to define what commodities are ESG Examining the growth of smaller GPs looking for co-investment compliant? Can coal ever be ESG compliant? Can uranium What is our panel’s: ever be ESG compliant? - geographic risk appetite Is it possible to define what countries / regions are ESG - where on the life cycle each fund invests compliant? Can you for example invest in African mining - which metals yes, which metals no and still be ESG compliant? - targeted holding period Adam Matthews, Director of Ethics and Engagement, - economic underwriting criteria Church of England Pensions Board, Co-Chair, Transition - governance and return requirements Pathway Initiative - execution time of transaction Interviewer: reserved for ESG consultant Panellists: Matt Fifield, Managing Partner, Pacific Road Capital 12.25 Premium Mining Spotlight Owen Hegarty, Chairman, EMR Capital Auryn Resources Ross Bhappu, Partner, Head of Private Equity Funds, Resource Capital Funds 12.45 Address: The ever-evolving role of gold for the next generation Clive Donner, Managing Director, LinQ Roy Sebag, Founder and Chief Executive Officer, Moderator: Goldmoney and Men Jennifer Maxwell, Partner, Blake, Cassels & Graydon LLP 13.05 Lunch & Exhibition Break 17.00 Session Sponsor’s Closing Summary and Key Takeaways london.minesandmoney.com 17.00 After dark social agenda commences AGENDA | Wednesday 27th November Main Conference and Exhibition: Monday 25th November to Wednesday 27th November; Post Event Masterclasses: Thursday 28th November

PLENARY SHOWCASE EXPLORATION THEATRE OTHER EVENTS GURU GARDEN – Book a one on one meeting with a leading metal guru expert 08.00 Registration opens 12.00 Premium Mining Spotlight 10.50 Welcome from the organiser 11.00- Guru Garden 13.00 11.00 Investment Guru 08.50 Welcome from the organiser 12.10 Premium Mining Spotlight 10.55 Introduction from Morning’s Host 11.00- Roundtables Andrew Thake, Global Head of Content and Research, 13.00 11.30 Investment Guru Mines and Money 12.20 Debate: What next for EVs and battery metals? 11.00 Ones to watch for 2020: Which exploration What industry initiatives are being introduced projects should you be focusing on for 2020? 09.00- Exhibition open 12.00 Investment Guru SESSION 8: BRIDGING THE LOGJAM (FROM to drive forward growth in this space from What criteria they apply before deciding to invest in a project? 16.00 EXPLORATION TO DEVELOPMENT TO PRODUCTION) exploration through to production? What is it that they like about these 10 exploration projects? 12.30 Investment Guru What is a battery metal? What isn’t a battery metal? Who 09.00- Mines and Technology London – Exhibition floor 08.55 Welcoming Address from Session Sponsor What share price they predict for the parent companies by 13.00 ROUNDTABLES – 10 people, are the winners and losers in the EV revolution? Mines and Money London 2020? Chatham House Rules Stephen Jones, Senior Project Manager, DMT Consulting When will we have moved over to EVs? What is the role of Panellists: 14.00- Future Leaders Summit – Exhibition Floor hybrid cars? And what does this mean for metals required? Jayant Bhandari, Senior Analyst – Mining & Minerals & 16.00 11.00 Country Roundtable: What are the best mining Taking a closer look at the metals that constitute lithium-ion Institutional Investor Consultant, Anarcho Capital batteries, and NMA and NMC composites– what does this FUTURE LEADERS SUMMIT jurisdictions in and investment opportunities in Central Asia, Russia and former CIS? 09.00 Keynote Panel Discussion: Why is exploration mean for investors and miners alike? John Sykes, Strategist, MinEx Consulting becoming increasingly difficult? What are the Panellists: Moderator: 14.00 Chair’s Opening Remarks Natalia Lacorzana, Associate Director Natural Resources, consequences and is the industry meeting Eric Rasmussen, Director of Natural Resources, EBRD Chris Hinde, Chief Commentator, Mining Beacon Cat Beadel, Mining Executive to CEO E&M, Rio Tinto, Central Asia, EBRD Founder of Young Mining Professionals UK Mukhan Arginbaev, Head of Representative Office in UK, those challenges? What are the solutions? Jacqui Murray, Deputy Director, 11.40 Mining Spotlight Sovereign Wealth Fund of Kazakhstan Faraday Battery Challenge An overview of conversion rates between discovery and 14.05 Keynote Debate: The rise of index investing, JSC Samruk- Kazyna discoveries that become mines Aline Carnizelo, Portfolio Manager, Pala Investments 11.50 Mining Spotlight millennials choosing cannabis over mining Are permitting / government red tape issues getting worse? Will Smith, Chief Investment Officer, stocks, the decline of natural resource fund 12.00 Country Roundtable: Deposits, growth, What are the solutions? Westbeck Capital Management 12.00 Mining Spotlight managers – how can the mining industry appeal investment, funding, skills and legislation: What Why are PEA / PFS solutions so inaccurate – what are the to these critical investment sectors? are the mining challenges and opportunities in solutions? 13.00 Lunch & Exhibition Break 12.10 Investment Thesis: Deficits in the Iron Ore industry Panellists: Canada that investors should be aware of? Overcoming the growing challenge of mining projects in – what opportunities will this create? Angelos Damaskos, Chief Executive Officer, emerging jurisdictions SESSION 10: FUTURE CHALLENGES AND Max Court, Iron Ore Strategist, S&P Global Sector Investment Managers Are there lower-quality projects in 2019 than there were in OPPORTUNITIES FOR THE MINING INDUSTRY 1959? 12.30 Mining Spotlight: Thunderstruck Resources Deborah Fuhr, Managing Partner, ETFGI What solutions are there at the mine financing end? Is 13.55 Welcoming Address from Session Sponsor Jose Vizquerra, Vice President Strategic Development, equity financing dead? Are private placements the best / Reserved for Session Sponsor 12.40 Mining Spotlight: Thunderstruck Resources Osisko Mining, Peter Munk Award Recipient, AFTER DARK SOCIAL AGENDA only way forward? Young Mining Professionals 17.00 Women in Mining Drinks Reception Will the recent M&A activity discourage investment into 14.00 Address: Is decarbonisation the way 12.50 Mining Spotlight Matt Geiger, Managing Partner, MJG Capital exploration from mid-tiers when they can instead rely upon forward for the mining industry? Roy Sebag, Founder and Chief Executive Officer, picking up major’s divestments? 13.00 Mining Pitch Battle – Heat 4 Battery & Energy How are miners reducing the carbon footprint of their Goldmoney and Men Panellists: mining assets? Metals Moderator: Contestants: Nick Clarke, CEO, Central Asia Metals How are investors reducing the carbon footprint of their Cat Beadel, Mining Executive to CEO E&M, Jonathan Goodman, Executive Chairman, portfolio? Reserved for 3 mining companies Rio Tinto, Founder of Young Mining Professionals UK Dundee Corporation What are practical implications of the Paris agreement for Craig Parry, CEO, ISO Energy investors? 14.45 Alumni Feedback: What could the mining Willem Middelkoop, Founder and CIO, Judges: Commodity Discovery Fund Is the coal industry dead? industry do better to engage skills and Michelle Manook, Chief Executive, World Coal Association Ernie Ortiz, President & Managing Director, talent into its workforces? Marcel De Groot, Founder and President, Pathway Capital Lithium Royalty Corporation Panellists: 14.30 Address: Identifying and capitalising on the 09.40 Address: New approaches towards giving Michael Colligan, CEO, Blue Lakes Advisors Alexander Allen, Vice-President, Hannam and Partners opportunities in the Rare Earths supply chain investors greater assurance over Kate Southwell, Vice President - Senior Legal Counsel, Clara Facy, Strategy and Business Development Analyst, feasibility projects Reviewing the REE supply chain as a whole – where are the Pala Investments De Beers Group bottlenecks? Due diligence – the new gateway to finance? Oliver O’Donnell, Natural Resources Research, VSA Capital Why the re-emergence of interest in Rare Earths? What’s Moderator: Emcee: Jochen Staiger, Chief Editor, Commodity-TV How can we get greater use out of mining economic studies? different this time to the last wave of interest in REE (i.e. Professor Dennis Buchanan, Senior Research Fellow A review of the critical components of feasibility reports: 2010 to 2012)? and Director of the MSc in Metals and Energy Finance, geology, metallurgy and engineering 14.00 Close of Exploration Theatre Department of Earth Science and Engineering, How is the US-China trade war driving the Rare Earths Imperial College How is MifiD2 continuing to change the way investors buy market? research Could and would China cut off rare earth supplies if 15.10 Universities feedback: The Mining Degrees Why are PEA / PFS solutions so inaccurate – what are the tensions between the US and China escalate? How could of the future - what needs to change to ensure solutions? the West respond? they differ from the past and include new and Jamie Strauss, CEO, Digbee Are there other countries that can step in to cover China’s relevant skills? supply? Panellists: 10.00 Panel Discussion: Financing mine development David Merriman, Manager ‑ Battery & Electric Vehicle Professor Phillip Crowson, Centre for Energy, Petroleum and construction – where is the money Materials, Roskill and Mineral Law and Policy, University of Dundee coming from? Professor Dennis Buchanan, Senior Research Fellow Identifying the challenges of securing financing during the 15.00 Panel Discussion: How to tap into Chinese and Director of the MSc in Metals and Energy Finance, mine development and construction phase. What are the investors money – where are they investing and Department of Earth Science and Engineering, biggest pitfalls? what are they looking for when they invest? Imperial College What are the current trends in financing that we have seen Getting a true picture of China’s commodity demand and to progress the mine from exploration to development to what opportunities it offers the rest of the mining industry Professor Kip Jeffrey, Head of Camborne School of Mines production? Identifying those metals in China for which there is a demand Examining the pros and cons of alternative finance deficit – what opportunity does this provide foreign miners? 15.35 Industry feedback: How we’ve managed solutions to traditional project finance options Where and in what type of mining investments are Chinese to recruit talent during this war for talent, - Bridge financing investors looking to deploy their capital? and what’s our success rate in keeping - Equipment financing Globally, where have Chinese investors been making their - Agencies offering export credits most recent mining investments and acquisitions? them engaged? - Development finance institutions What sort of mining deals do Chinese investors favour? Do Panellists: Miranda Werstiuk, VP, Corporate Advisory Services, - Offtake agreements Chinese investors differ from other investors in terms of how they approach mining deals, and if so how? Optimize Group Panellists: How are Chinese investors looking to capitalise on the Belt Olebogeng Sentsho, CEO, Simba Mgodi Mining Rick Rule, President & CEO, Sprott U.S. Holdings and Road initiative? How can foreign investors profit? Incubation Fund Mike Barton, Portfolio Manager, Orion Mine Finance Given how much they have lost financially in the past few Sam Pazuki, Vice President, Corporate Development & Namrata Thapar, Global Head of Mining Finance, IFC years, what is their current investment outlook for the Investor Relations, Oceana Gold Australian mining industry? What can the Australian mining Jeremy Wrathall, CEO, Cornish Lithium industry do to win back Chinese investor confidence? Moderator: Cat Beadel, Mining Executive to CEO E&M, Rio Tinto, 10.40 Address Given the recent political tension between Canada and Founder of Young Mining Professionals UK China, what is the outlook for investment into Canadian Denis Laviolette, President and CEO, GoldSpot Discoveries mining assets? 15.50 Chair’s Closing Remarks 11.00 Exhibition Break Panellists: Leo Zhao, Managing Director, Zhaojin Mining Industry SESSION 9: EVs AND THE CONTUING RISE Melissa So, Partner, First Asia Partners OF BATTERY METALS Jeff Dong, Principal Mineral Resources, Heaven-Sent Capital Management Group 11.30 Welcoming Address from Session Sponsor Moderator: Reserved for Session Sponsor Tommy Horton, Co-Chair, Association of Mining Analysts 11.35 Keynote Address How are car manufacturers 15.40 Exhibition Break adapting to the EV revolution? How are car/battery manufacturers supply chains evolving 16.00 Mining Pitch Battle – Grand Final & Closing drinks to adapt to the new EV landscape? Judges: A common prediction is that 30% of vehicles will be electric vehicles by 2030. How are car/battery Ross Allister, Director, Natural Resources, Corporate, manufacturers scenario planning this? Peel Hunt Is there enough supply of battery metals for EVs? George Cheveley, Portfolio Manager, What will be the continuing role of ICEs and hybrids? Investec Asset Management Is the migration to EVs just due to climate change and Tal Lomnitzer, Senior Investment Manager, Natural decarbonisation or are there other additional compelling Resources, Janus Henderson reasons? Emcee: Jochen Staiger, Chief Editor, Commodity-TV What technology innovations or otherwise could derail the EV investment thesis? Catherine Girard, Expert Leader – Energy and Raw Minerals, Strategic Environmental Planning, Renault Nissan Mitsubishi london.minesandmoney.com