Keynotes 2022 Precious Metals Summit Beaver Creek

Hathawayheadshot John Hathaway Senior Portfolio Manager
Sprott Asset Management
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Fireside Chat with John Hathaway and Ronald-Peter Stöferle September 14, 2022

John Hathaway

Senior Portfolio Manager, Sprott Asset Management

John Hathaway is a Portfolio Manager of Sprott Hathaway Special Situations Strategy and Co-Portfolio Manager of the Sprott Gold Equity Fund. Previously, Mr. Hathaway joined Tocqueville Asset Management L.P. in 1997 where he was a Co-Portfolio Manager of the Tocqueville Gold Fund as well as other investment vehicles in the Tocqueville Gold Equity Strategy. He was also the Portfolio Manager of private funds. Prior to joining Tocqueville, Mr. Hathaway co-founded and managed Hudson Capital Advisors followed by seven years with Oak Hall Advisors as the Chief Investment Officer in 1986. In 1976, he joined the investment advisory firm David J. Greene and Company, where he became a Partner. Mr. Hathaway began his career in 1970 as an Equity Analyst with Spencer Trask & Co. Mr. Hathaway earned a B.A. from Harvard College and an MBA from the University of Virginia. Mr. Hathaway was also the Chairman of Tocqueville Management Corporation, the General Partner of Tocqueville. He also holds the CFA® designation.

Ralph Aldis Headshot 2022 Ralph Aldis Portfolio Manager
U.S. Global Investors
Ralph Aldis Headshot 2022
Keynote Panel: Lila Murphy in Discussion with Ralph Aldis & Robert Cohen September 13, 2022

Ralph Aldis

Portfolio Manager, U.S. Global Investors

Ralph Aldis rejoined U.S. Global Investors as senior mining analyst in November 2001. He is responsible for analyzing gold and precious metals stocks in his role as portfolio manager. In 2011, 2015, 2018 and again in 2021, Mr. Aldis was named a U.S. Metals and Mining “TopGun” by Brendan Wood International. In 2016 he and CEO Frank Holmes were named Best Americas Based Fund Manager by the Mining Journal.

Previously, Mr. Aldis worked for Eisner Securities, where he was an investment analyst for its high net worth group and oversaw its mutual fund operations. Before joining Eisner Securities, Mr. Aldis worked for 10 years as director of research for U.S. Global Investors, where he applied quantitative skills towards stocks, portfolio tilting, cash optimization and performance attribution analysis.

Mr. Aldis received a master’s degree in energy and mineral resources from the University of Texas at Austin in 1988 and a Bachelor of Science in geology, from Stephen F. Austin University in 1981, graduating cum laude. Mr. Aldis is a member of the CFA Society of San Antonio.

Lila Manassa Murphy headshot Lila Manassa Murphy Executive Vice President & CFO
Dundee Corporation
Lila Manassa Murphy headshot
Keynote Panel: Lila Murphy in Discussion with Ralph Aldis & Robert Cohen September 13, 2022

Lila Manassa Murphy

Executive Vice President & CFO, Dundee Corporation

Since May 2021, Ms. Lila Manassa Murphy has served as EVP and Chief Financial Officer of Dundee Corporation, a public Canadian independent holding company, listed on the Toronto Stock Exchange, focused on holding and managing investments in the energy, natural resources, agriculture and real estate industries.  She currently sits on the boards of Gold Resource Corporation (NYSE: GORO) and Green Brick Partners (NYSE: GRBK). Ms. Manassa Murphy previously served on the board and audit committee of Dundee Corporation, from August 2018 to March 2021. Ms. Manassa Murphy founded Intrinsic Value Partners, LLC in 2018, a provider of consulting services to asset management firms and family offices. Previously, she was Vice President and Portfolio Manager at Federated Hermes, Inc., a Fortune 500, ESG focused investment firm. Prior, Ms. Manassa Murphy worked as an Analyst at David W. Tice & Associates Inc. with a dedicated focus on natural resources investing. She has more than 25 years of diverse investment management experience. She sits on the board and finance committee of Sustainable Development Strategies Group, a US-based independent non-profit research institute advancing best practices for sustainable management of natural resources.  She is a member of the Latino Corporate Directors Association.

Robert_2248FINAL-ZanettiV6 Robert Cohen VP & Portfolio Manager
1832 Asset Management LP
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Keynote Panel: Lila Murphy in Discussion with Ralph Aldis & Robert Cohen September 13, 2022

Robert Cohen

VP & Portfolio Manager, 1832 Asset Management LP

Robert Cohen joined Dynamic Funds in 1998 as mining analyst and has been lead portfolio manager on the Dynamic Precious Metals Fund since 2000 and the Dynamic Strategic Gold Class Fund since its inception.  Robert also co-manages the Scotia Resource Fund, Dynamic Resource Fund and the Dynamic Strategic Resource Fund.  Robert has over 30 years of experience in the mining industry and has worked as a Mineral Process Engineer for numerous companies including BHP, Lac Minerals, and Aurex Resources.  Robert has won numerous Thomson Reuters Lipper Awards, Fundata FundGrade Awards, and Brendan Woods International TopGun Awards.  He holds a Bachelor of Applied Science in Mining & Mineral Process Engineering (1992) and a Master of Business Administration (1998) from the University of British Columbia and is a Chartered Financial Analyst (CFA) Charterholder (2003) from the CFA Institute.

Ronald-Peter Stoeferle Ronald-Peter Stöferle Managing Partner and Investment Manager
Incrementum AG
Ronald-Peter Stoeferle
Fireside Chat with John Hathaway and Ronald-Peter Stöferle September 14, 2022

Ronald-Peter Stöferle

Managing Partner and Investment Manager, Incrementum AG

Ronnie is managing partner of Incrementum AG and responsible for Research and Portfolio Management.

He studied business administration and finance in the USA and at the Vienna University of Economics and Business Administration, and also gained work experience at the trading desk of a bank during his studies. Upon graduation he joined the research department of Erste Group, where in 2007 he published his first In Gold We Trust report. Over the years, the In Gold We Trust report has proceeded to become one of the benchmark publications on gold, money, and inflation.

Since 2013 he has held the position as reader at scholarium in Vienna, and he also speaks at Wiener Börse Akademie (i.e. the Vienna Stock Exchange Academy). In 2014, he co-authored the international bestseller “Austrian School for Investors”, and in 2019 “Die Nullzinsfalle” (The Zero Interest Rate Trap). He is a member of the board of directors at Tudor Gold Corp. (TUD), a significant explorer in British Columbia’s Golden Triangle as well as a member of the advisory board of Affinity Metals (AFF). Moreover, he joined as an advisor to Matterhorn Asset Management, a global leader in wealth preservation in the form of physical gold stored outside the banking system.

Ronnie is married and proud father of three daughters. He spends his spare time with his family, watching and playing football, running, and at classical concerts.

Twitter: @RonStoeferle

Webpage: www.incrementum.li & www.ingoldwetrust.report

SRoosen headshot Sean Roosen Chair of the Board of Directors & Chief Executive Officer
Osisko Gold Royalties
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Panel Discussion: How Committed are Mining Capital Providers to Improving Sustainability? September 13, 2022

Sean Roosen

Chair of the Board of Directors & Chief Executive Officer, Osisko Gold Royalties

Mr. Sean Roosen is also the Executive Chair of the Board of Directors of Osisko Gold Royalties. Mr. Roosen was a founding member of Osisko Mining Corporation (2003) and of EurAsia Holding AG, a European venture capital fund.

Mr. Roosen has over 30 years of progressive experience in the mining industry. As founder, President, Chief Executive Officer and Director of Osisko Mining Corporation, he was responsible for developing the strategic plan for the discovery, financing and development of the Canadian Malartic mine. He also led the efforts for the maximization of shareholders’ value in the sale of Osisko Mining Corporation, which resulted in the creation of Osisko Royalties. Mr. Roosen is an active participant in the resource sector and in the formation of new companies to explore for mineral deposits both in Canada and internationally.

In 2017, Mr. Roosen received an award from Mines and Money Americas for best Chief Executive Officer in North America and was, in addition, named in the “Top 20 Most Influential Individuals in Global Mining”. In prior years, he has been recognized by several organizations for his entrepreneurial successes and his leadership in innovative sustainability practices. Mr. Roosen is a graduate of the Haileybury School of Mines.

Mr. Roosen serves on the board of directors of Osisko Mining and Victoria Gold Corp. as a representative of Osisko Royalties.

Jamie-Strauss-400 Jamie Strauss Founder
The Digbee
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Panel Discussion: How Committed are Mining Capital Providers to Improving Sustainability? September 13, 2022

Jamie Strauss

Founder, The Digbee

Jamie Strauss is the founder and CEO of Digbee, a data and research platform for the mining industry.  Having raised over a $1bn for development stage mining companies over the last 20 years, he wanted to find a solution to the complex and longwinded economic studies that contain the capability to mitigate risk but are so often misunderstood or worse, misused. The demand for quality, independent analysis of technical considerations is rapidly increasing with the dominance of private equity and strategic investors, Digbee provides the only efficient and cost effective solution for the industry.

Jamie is also a Non Executive Director of Altius Minerals and Bacanora Lithium. He is also a trustee of The Julian Baring Scholarship which has funded, alongside its co-funding partners, over 100 scholarships to deserving students wanting to study mining related degrees at Southern African Universities.

20220316_Kirsten_Wolf002_cropped Kirsten Wolf Chief Risk Officer
Orion Resource Partners
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Panel Discussion: How Committed are Mining Capital Providers to Improving Sustainability? September 13, 2022

Kirsten Wolf

Chief Risk Officer, Orion Resource Partners

Kirsten Wolf is the Chief Risk Officer of Orion Resource Partners and also chairs their ESG committee. Prior to Orion, Ms. Wolf was Chief Risk Officer for the Red Kite Group’s Mine Finance business. Before joining Red Kite in 2006, Ms. Wolf was a Director in CIBC World Markets’ Market and Credit Risk department managing commodity risk. In that role she oversaw production of risk management metrics such as Value at Risk and stress/scenario testing and also measured and approved credit risk for customer business. She also coordinated expansion of the bank’s commodity market and credit risk management systems. Previously Ms. Wolf was a Risk Manager for RWE Trading GmbH providing market risk management, risk reporting and trading P&L for their pan-European natural gas trading business. Prior to that Ms. Wolf was an analyst at Enron Energy Services; and a Sales Representative at Exxon Chemical Ltd. Ms. Wolf received a BEng in Chemical and Bioprocess Engineering from University of Bath.

WPM_Patrick_Drouin Patrick Drouin Senior Vice President, Investor Relations & Sustainability
Wheaton Precious Metals Corp.
WPM_Patrick_Drouin
Panel Discussion: How Committed are Mining Capital Providers to Improving Sustainability? September 13, 2022

Patrick Drouin

Senior Vice President, Investor Relations & Sustainability, Wheaton Precious Metals Corp.

Mr. Drouin joined the Company in 2012, bringing with him 12 years of experience in the financial industry. He worked for UBS Securities from 2001 to 2012 in institutional equity sales across North America and in Europe, most recently in London as Head of European Sales for UBS Canada. In this role, Mr. Drouin built a sales platform responsible for advising fund managers on Canadian equities. He was also a member of the UBS Canadian Executive Committee, which oversaw strategic decisions for the Canadian business. Prior to this, Mr. Drouin worked in both Toronto and San Francisco for UBS Canada, advising the largest US institutional investors on Canadian equities. Throughout his advisory career, he has focused on the resource sector. Prior to UBS, he served as a Project Geologist in the San Francisco Bay Area for William Lettis & Associates. Mr. Drouin has an MBA from the Rotman School of Management, University of Toronto, and a Masters in Geology from the University of Memphis.