Keynotes 2023 Precious Metals Summit Zurich + Energy Transition Day

Marc-Faber-headshot Dr. Marc Faber Editor and Publisher
''The Gloom, Boom & Doom Report''
Marc-Faber-headshot
Fireside Chat: Dr. Marc Faber in Conversation with Grant Williams November 14, 2023

Dr. Marc Faber

Editor and Publisher, ''The Gloom, Boom & Doom Report''

Dr Marc Faber was born in Zurich, Switzerland.  He went to school in Geneva and Zurich and finished high school with the Matura.  He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude.

Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong.

Since 1973, he has lived in Hong Kong.  From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd.

In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities.  He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world.

A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998.

A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach.

Grant-Williams-057V1596 Grant Williams Author & Publisher
"Things That Make You Go Hmmm..."
Grant-Williams-057V1596
Fireside Chat: Dr. Marc Faber in Conversation with Grant Williams November 14, 2023

Grant Williams

Author & Publisher, "Things That Make You Go Hmmm..."

Grant Williams is the Founder and Publisher of Things That Make You Go Hmmm… and The Grant Williams Podcast.

He is also one of the Co-Founders of Real Vision Group.

Grant spent over 35 years in finance in a variety of global financial centres, building the kind of network that many others can only dream about.

Currently, he is a senior advisor to Matterhorn Asset Management AG in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management in Singapore.

Grant’s twin Real Vision interview series, In Conversation With… and On The Road raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success and his new series of video conversations, About Time, continues that legacy.

Julian-Brigden-headshot2 Julian Brigden Co-Founder & President
Macro Intelligence 2 Partners
Julian-Brigden-headshot2
Julian Brigden in Conversation with Trevor Hall November 13, 2023

Julian Brigden

Co-Founder & President , Macro Intelligence 2 Partners

MACRO INTELLIGENCE 2 PARTNERS founded in 2011, is an independent research firm that provides insight into global macroeconomic and policy developments. Our research allows clients to develop a clear, big-picture framework of market fundamentals, resulting movements, and, most importantly, position their portfolios. We use a series of proprietary, predictive models to anchor our views and create the basis for a repetitive process.

Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners brings diverse talents to the research process including an understanding of global markets and politics, as well as a love of history. Julian has over 30 years’ experience in financial markets and has held positions in market and policy focused consulting to hedge funds and banks, as well as in FICC sales. In 1999, he spent five years at Medley Global Advisors as the Managing Director of the G7 Client Team. From 2004 to 2011, Julian served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich and New York at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in both foreign exchange and precious metals. In 2017, Julian partnered with Raoul Paul of GMI, in association with Real Vision TV, to create a lighter macro research letter with focusing on assets available to retail investors called Macro Insiders.

As a global macro strategist, not a journalist or economist by training, Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Julian has been featured on Bloomberg, CNBC, and in the WSJ, New York Times and Barron’s as well as other publications for his recent research on EM, QE, Oil, Bubbles, global FX, and liquidity.

For more details on Julian and MI2’s recent activity, please visit MI2 Partners’ website here, connect with Julian on LinkedIn here, or follow Julian on Twitter here.

Andy Leyland Photo Andy Leyland Co-Founder, Managing Director
Supply Chain Insights
Andy Leyland Photo
Andy Leyland & Mark Selby in Conversation with Anthony Vaccaro November 15, 2023

Andy Leyland

Co-Founder, Managing Director, Supply Chain Insights
Scott Melbye headshot Scott Melbye President & CEO
Uranium Royalty Corp.
Scott Melbye headshot
Energy Transition Investor Panel November 15, 2023

Scott Melbye

President & CEO, Uranium Royalty Corp.

Mr. Melbye has been a director of Uranium Royalty since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 39 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye has served as an Executive Vice President of Uranium Energy Corp. since September of 2014, where he is responsible for uranium marketing and sales and strategic growth objectives. Previously, Mr. Melbye was the Vice President of Commercial at Uranium Participation Corporation (now Sprott Physical Uranium Trust) from 2014 to 2018, and concurrently served as an advisor to the Chairman of Kazatomprom, the national uranium company of Kazakhstan, until March of 2018. Prior to that, Mr. Melbye held the position of Executive Vice President of Marketing at Uranium One Inc. from 2011 to 2014, and, from 1989 to 2010, held various positions at Cameco Corporation, including President of their global marketing subsidiary, Cameco, Inc. Mr. Melbye is currently the President of the Uranium Producers of America and is a past Chair of the Board of Governors of the World Nuclear Fuel Market. He holds a Bachelor of Science Degree in Business Administration from Arizona State University.

Ronald-Peter Stoeferle Ronald-Peter Stöferle Managing Partner
Incrementum AG
Ronald-Peter Stoeferle
Keynote Presentation by Ronald-Peter Stöferle November 13, 2023

Ronald-Peter Stöferle

Managing Partner, 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

Nikki-Adshead-Bell-headshot2-1 Dr. Nicole Adshead-Bell Director
Cupel Advisory Corp.
Nikki-Adshead-Bell-headshot2-1
Dr. Nicole Adshead-Bell & Gerard Bond in Conversation with Jonathan Guy November 13, 2023

Dr. Nicole Adshead-Bell

Director, Cupel Advisory Corp.

Dr Nicole Adshead-Bell is a geologist with over 24 years of capital markets and minerals sector experience, including a dozen years cumulative as an independent director for TSX-, NYSE-, AIM- and ASX-listed companies, and an additional six years for a non-profit. Her career includes CEO of a gold mining company, long-short fund research management, investment banking (>20 M&A transactions and >C$1.8Bn in equity/debt financings), sell-side equity research, specialist geology consulting and geology research. Her diverse background in capital markets, the minerals industry and as a mining executive and independent director has provided insight into the common traits of successful and unsuccessful companies of all sizes. Nicole’s extensive on-site due diligence, on more than 250 mineral projects (including precious/base metals, uranium, lithium and iron ore) and involving the integrated assessment of geological, engineering, metallurgical, financial, social, political and environmental risks, has resulted in a first-hand appreciation of positive attributes and red flags. Nicole has an extensive global network with company management teams/boards, industry professionals, sell and buy-side, and has built a reputation for having a broad understanding of how the dynamic mining sector functions at all points in the cycle.

Feneck headshot John Feneck President
Feneck Consulting, LLC
Feneck headshot
Panel on Global Energy Transition November 15, 2023

John Feneck

President, Feneck Consulting, LLC

John began his career in 1992 as an equity analyst on the Merrill Lynch global allocation fund (MALOX). From 1993-2019, John was a senior executive for Mutual Fund and ETF providers, spending most of his career at Merrill Lynch Funds (now Blackrock) and JP Morgan Chase Funds. He was ranked #1 in the US in both gross and net sales once at Merrill Lynch and three times at JP Morgan Chase. John has conducted over 250 seminars and has been a speaker at 8 global events. He has also been a contributor to Kitco since 2017.

He was a member of the precious metals PM team at Sprott in 2017 and has developed his own compelling track record in mining equities since 1/1/16. John uses a proprietary methodology, which combines technical analysis with public information gathered from direct interaction with senior management of commodities companies. He believes that building a diversified portfolio of 25 to 50 resource stocks is critical to success. John’s “go anywhere” approach allows him greater flexibility than the average PM, who is many times constrained by prospectus language such as holding 5% or less in any one stock, focusing on tax-efficiency at the potential expense of total return, being 80% invested at all times, etc.

In September 2019, John started Feneck Consulting, LLC, based on demand from commodity companies, especially those in the metals and mining sector. He enjoys working with commodities investors, and started the Feneck Commodities Report newsletter in 2021. For more information, please visit http://www.feneckconsulting.com

Grummes Florian Grummes CEO
Midas Touch Consulting
Grummes
Technical Update on Gold November 13, 2023

Florian Grummes

CEO, Midas Touch Consulting

Florian Grummes is an independent financial analyst, advisor, consultant, trader & investor as well as an international speaker with more than 20 years of experience in financial markets. He is specialized in precious metals, cryptocurrencies and technical analysis.  He writes a bi-weekly in-depth gold and silver analysis for one of Europe’s largest gold and silver retailers, the “pro aurum” group. Florian is also publishing a bi-weekly comprehensive gold, silver & mining stocks, as well as cryptocurrency analysis for his numerous international readers. He is well known for combining technical, fundamental and sentiment analysis into one accurate conclusion about the markets.  www.midastouch-consulting.com

Gianni-Profile-360_2 Gianni Kovacevic Investor & Founder
LithiumBank Resources Corp.
Gianni-Profile-360_2
Gianni Kovacevic in Conversation with KITCO November 14, 2023

Gianni Kovacevic

Investor & Founder, LithiumBank Resources Corp.

Gianni is a Croatian-Canadian investor, author and futurist who has enlightened audiences around the world with his unique brand of storytelling. Drawing from over two decades of research, he is frequently interviewed by the media and is known for the colourful way he decodes complicated modern themes. A graduate of electrical studies from The British Columbia Institute of Technology, Gianni is an expert in the analysis of global energy and he is a sought-after keynote speaker who empowers audiences into appreciating the impact technology and renewable energy are having on every aspect of society. His best-selling book, My Electrician Drives a Porsche?, was launched by way of a one-of-a-kind journey across America in an all-electric Tesla, now credited as the world’s first zero emission book tour. Fluent in English, Croatian, German and Italian, he makes his home in Zagreb, Croatia.

OceanaGold. Photo by Sarah Keayes/The Photo Pitch Gerard Bond President & CEO
OceanaGold Corporation
OceanaGold. Photo by Sarah Keayes/The Photo Pitch
Dr. Nicole Adshead-Bell & Gerard Bond in Conversation with Jonathan Guy November 13, 2023

Gerard Bond

President & CEO, OceanaGold Corporation

Gerard Bond has extensive experience in global finance and the resources industry and has held numerous senior executive roles across Europe and Australia. Most recently, he was the Finance Director and Chief Financial Officer at Newcrest Mining Limited from January 2012 to January 2022, a period of considerable operational, financial and growth transformation.

Prior to joining Newcrest, Gerard was with BHP for over 14 years where he held various senior executive roles in Mergers and Acquisitions, Treasury, as Deputy CFO of the Aluminum business, CFO and then Acting President of the Nickel business, and finally as BHP’s Head of Group Human Resources. Prior to joining BHP, he worked in Corporate Finance for Coopers & Lybrand.

Mark Selby_2022 Mark Selby CEO
Canada Nickel Company Inc.
Mark Selby_2022
Andy Leyland & Mark Selby in Conversation with Anthony Vaccaro November 15, 2023

Mark Selby

CEO, Canada Nickel Company Inc.

Mr. Selby is a founder of Canada Nickel Company and was formerly President & CEO of RNC Minerals (Royal Nickel Corporation) where he led a team that successfully raised over $100 million and advanced the Dumont nickel-cobalt project from initial resource to a fully permitted, construction-ready project. He has held several senior management roles with Quadra Mining, Inco, and Purolator Courier, and was a partner at Mercer Management Consulting.

Since 2001, Mr. Selby has been recognized as one of the leading authorities on the nickel market.  He graduated from Queen’s University with a Bachelor of Commerce (Honours) and has also served on the boards of multiple junior mining companies.

Jamie-Strauss-400 Jamie Strauss CEO
Digbee
Jamie-Strauss-400
Energy Transition Investor Panel November 15, 2023

Jamie Strauss

CEO, Digbee
Jamie has a passion for the mining sector and a clear determination to improve its perception in society through positive action and effective communication. With over 30 years experience within mining finance and over a decade leading companies as an independent director, he boldly launched Digbee with the encouragement and endorsement of major financial stakeholders.
Digbee provides a right-sized, standardized and future-looking set of ESG frameworks for the sector. Supported by an independent assessment and communicated through easy-to-understand disclosure, Digbee provides financial and other stakeholders with a means to engage on key topics and credibly track ESG.
Jonathan-Guy_2023 Jonathan Guy Director, Mining Research
Hannam & Partners
Jonathan-Guy_2023
Dr. Nicole Adshead-Bell & Gerard Bond in Conversation with Jonathan Guy November 13, 2023

Jonathan Guy

Director, Mining Research, Hannam & Partners

Jonathan Guy has twenty three years capital markets experience covering the mining sector as an equity analyst. Prior to joining Hannam & Partners he was co-head of mining research at Berenberg and has also worked at a number of other brokers including Numis, RBC and Investec, principally focusing on covering gold and silver mining companies. Jonathan trained as a geologist at the Camborne School of Mines and holds a B.Eng in Industrial Geology.

Anthony Vaccaro Photo SEPT2019 Anthony Vaccaro President
The Northern Miner Group
Anthony Vaccaro Photo SEPT2019
Andy Leyland & Mark Selby in Conversation with Anthony Vaccaro November 15, 2023

Anthony Vaccaro

President, The Northern Miner Group

As President of The Northern Miner Group, Anthony has overall responsibility for some of the mining industry’s most distinguished media brands including: The Northern Miner, Canadian Mining Journal and MINING.com. He also oversees essential industry data and education brands such as Costmine, Mining Intelligence, EduMine and CareerMine. Anthony holds the CFA designation, has an MBA in Investment Management and serves on the Boards of the Resource Innovation Group and The Canadian Mining Hall of Fame.

Trevor Hall Photo Trevor Hall CEO
Clear Commodity Network
Trevor Hall Photo
Julian Brigden in Conversation with Trevor Hall November 14, 2023

Trevor Hall

CEO, Clear Commodity Network

Trevor Hall is the CEO of Clear Commodity Network and the host of the Mining Stock Daily podcast. ClearComm is a media network focused specifically on commodity markets, including battery metals, oil/gas and nuclear energy. As Host of Mining Stock Daily, Trevor dives into the global metals and mining industry, with a keen focus on small-cap exploration and development equities for precious and base metals.