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29th and 30th October 2018, the Westin, Lima
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2018 Agenda

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2018 Agenda

TIMED AGENDA
Icebreaker cocktail reception

Sunday 28th October 2018
18.00 at Terraza Merino Reyna Bar, The Westin Lima

Day One: Monday 29th October 2018
08.00 Registration and coffee

08.55 Chairperson’s opening remarks
Harry Williams, Director, Mining, GFC Media Group

Commodity and Industry Outlook: Conference Room A

09.00 KEYNOTE: Making sense of today’s world: How are metals prices being impacted by a combination of global growth and macro volatility?
• The return of the US economy as a player in the fortunes of the metals sector: Will Trump’s repatriation of US dollars boost the industry?
• How are new industries like blockchain/cryptocurrencies and cannabis developing and what does this mean for mining investment flows globally?
• How accurate is the assessment that the world economy will continue to grow, given ongoing political and macro challenges?
Frank Holmes, Chief Executive Officer and Chief Investment Officer, US Global Investors

09.30 Assessing the political landscape of Latin America and what this means for the mining industry
• Corruption scandals in Peru, Brazil and beyond: Understanding the ramifications and impact on confidence and investment appetite on the local mining sector, on local economies, and industries related to mining.
• What has been the outcome of election results in Chile, Colombia and Mexico?
• What is the path forward for Macri’s government in the mining sector given the current challenges?
• What are the knock-on effects of the changes seen in Ecuador’s mining ministry?
• How relevant are the federal elections to the development of the mining industry in any particular jurisdiction? Are local politics and community activism the real drivers?
Martin Valdes, Managing Director, Head of Latin America, Resource Capital Funds
John Price, Managing Director, Americas Market Intelligence
Alfonso Montero, Chief Investment Officer, Credicorp Capital
Moderated by: Frank Holmes, Chief Executive Officer and Chief Investment Officer, US Global Investors

10.15 Feeding the bulls: How will copper projects in Latin America attract investment and new buyers?
• Sustaining and increasing copper prices: Can this be achieved as new projects come online? Which projects in Latin America will impact this shift?
• Bigger deposits vs. smaller but higher grade: What are the benefits for the two types of projects and what type of financiers will they attract?
• Private debt and equity investors: Where are these funds and what are they looking for when it comes to copper?
• How are the local mid-tier and major miners assessing copper projects and will they continue to seek acquisitions?
• How can copper projects manage costs amid inflationary pressures that often accompany a high copper price environment to provide returns for investors?
• An overview of copper in Peru: Who are the major players and what role does the local stock market play on copper price?
Luis Tondo, Chief Executive Officer, Coro Mining
Miguel Angel Zapatero, Chief Business Development Officer, Bolsa de Valores de Lima (BVL)
Moderated by: Samuel Pelaez, Chief Investment Officer, Galileo Equity Fund Advisors

11.00 Coffee and networking

11.30 PRESENTATION: Mining exploration in Peru: How to hit the ground running
• Legislation and permitting requirements
• How to minimise cost and time
• Case Study: How did a client use this service successfully?
Graham Speirs, Founder, Grupo Kkoya

Conference Room A

Chairperson: Frank Holmes, Chief Executive Officer and Chief Investment Officer, US Global Investors Conference Room B

Chairperson: Samuel Pelaez, Chief Investment Officer, Galileo Equity Fund Advisors
11.30 Investment and Financing Strategies for Mining Companies

KEYNOTE: An overview of the funding options available for exploration projects in South America
• Which jurisdictions have seen positive exploration trends and which are lagging behind?
• Majors vs. mid-tiers vs. Juniors vs. Prospectors: Who has been most active?
• Private vs. public, debt vs. equity: How are different types of capital being accessed by explorers and is this going to evolve?
Joe Mazumdar, Co-Editor, Exploration Insights 11.30 Focus on Battery Metals

Understanding the hype: Why has lithium, cobalt and nickel demand grown and is it set to continue?
• What is the supply/demand outlook for the next investment cycle for EV metals? Any oversupply risk?
• Beyond EV metals: what is the potential impact on copper demand? Is it significant?
• The global driver for electric vehicles: What does the market share for EV look like in the next 30 years?
• Clean and consumer technology: Understanding what other drivers will increase demand and the timeline of this demand.
• What countries are going to take advantage of lithium, cobalt, nickel and copper demand related to EV?
Keith Spence, President and Partner, Global Mining Capital
Daniela Desormeaux, Managing Director, signumBOX
Ken Hoffman, Expert, Basic Materials Practice, McKinsey & Company
Emily Hersh, Managing Partner, DCDB Group
Moderated by: Brian Abraham, Partner, Dentons

12.00 Funds vs. Banks vs. Royalty/vs. new sources of capital: Competitors or partners?
• How are metals and mining teams within banks adapting to a competitive financing landscape? Is there a new offering?
• Why is there a large pipeline at the feasibility level not securing funding?
• Will more mining funds look to offer both debt and equity to companies in Latin America? How much money will new mining funds look to raise?
• Streaming and royalties: How has this helped miners in Latin America so far and how does it compare to other types of finance? What are the success stories? What are the challenges?
• What structures work best to retain shareholder value?
• Are different types of financiers and investors willing to work together or will they go head to head?
Martin Valdes, Managing Director, Head of Latin America, Resource Capital Funds
Eric Kolodner, Principal, Talex Commodities
Keith Spence, President and Partner, Global Mining Capital
Carlos Urquiaga, Managing Director and Americas Head, Metals and Mining Debt Financing, BNP Paribas
Frederick Bell, Managing Director, Elemental Royalties
Moderated by: Rachel Speight, Partner, Mayer Brown

12.15 PRESENTATION: Lithium and Latin America: What is the potential for the exploration, development and production?
• Mapping the assets in Latin America: Where are the deposits and who are the big players?
• What are the expectations for M&A activity in lithium across Latin America? Are the Majors interested?
• Who are the junior miners and where are their projects? Will there be more juniors in this space?
• What interest do international and regional retail investors have in the Latin America battery metals sector?
• A closer look at lithium: What are the pros and cons of hard rock vs. brine assets? What is the potential of the lithium triangle?
• Is the development of lithium projects outside of Latin America likely to have a significant impact on Latin America projects?
• What do investors think about lithium deposits in Latin America that are usually over valued due to the recent high expectations?
Daniela Desormeaux, Managing Director, signumBOX
Emily Hersh, Managing Partner, DCDB Group

13.00 Networking lunch 13.00 Networking lunch
14.00 The Miner Roadshow

Round One

Host: Frank Holmes, Chief Executive Officer and Chief Investment Officer, US Global Investors

Showcase what makes your company and assets a worthwhile investment to the audience

Every year at the Mining & Investment Latin America Summit, Miners with projects across Latin America present to a room full of investors and bankers.

Each presenter is given 8 minutes to identify what makes their asset unique and what level of investment or funding they are looking for.

After each round, our panel of select judges from the investment community will deliver live feedback on what they liked and what they would have wanted to hear more about. Investors want to see:
1. Valuation arguments
2. Differentiation from competitors
3. Technical information or potential of resources
4. Management Story, expertise and track record in country
5. Community relationships
6. The overall goal

If you are looking to take your project to the next stage, the Miner Roadshow is the perfect opportunity to identify new potential investors and partners.

Presenters:

Andrew Thomson, President and Chief Executive Officer, Palamina Corp.
Dr. Bill Williams, Chief Operating Officer and Director, Zinc One Resources Inc.
Graham Carman, President, Chief Executive Officer and Director, Tinka Resources
Robert Davies, President and Chief Executive Officer, Aethon Minerals
Dante Conetta, Chief Financial Officer, Cerro Dorado and Masglas Corporation and Chief Executive Officer, Auryn Mining
Luquman Shaheen, Chief Executive Officer and President, Panoro Minerals
John Black, Chief Executive Officer and Director, Regulus Resource

Judges:

Keith Spence, President and Partner, Global Mining Capital
Alexander Tsukernik, Managing Partner, Syntella Partners

14.00 The Miner Roadshow

Round Two

Host: Samuel Pelaez, Chief Investment Officer, Galileo Equity Fund Advisors

Showcase what makes your company and assets a worthwhile investment to the audience

Every year at the Mining & Investment Latin America Summit, Miners with projects across Latin America present to a room full of investors and bankers.

Each presenter is given 8 minutes to identify what makes their asset unique and what level of investment or funding they are looking for.

After each round, our panel of select judges from the investment community will deliver live feedback on what they liked and what they would have wanted to hear more about. Investors want to see:
1. Valuation arguments
2. Differentiation from competitors
3. Technical information or potential of resources
4. Management Story, expertise and track record in country
5. Community relationships
6. The overall goal

If you are looking to take your project to the next stage, the Miner Roadshow is the perfect opportunity to identify new potential investors and partners.

Presenters:

Jose Maria Garcia Jimenez, Founder and Chief Executive Officer, Mining Sense
Jason Ward, Country Manager, Ecuador, SolGold
David Kelley, President and Chief Executive Officer, Chakana Copper Corp.
Joanne Constance Freeze, Chief Executive Officer, Candente Copper Corp
Edward Kelly, Chief Executive Officer and Director, Inca One Gold Corporation
Keith Piggott, Chief Executive Officer, Core Gold
Mark Appleby, Chief Executive Officer, Tartisan Nickel

Judges:

Martin Valdes, Managing Director, Head of Latin America, Resource Capital Funds
Paola Rojas, Managing Director, Synergy Resource Capital
15.30 Coffee and networking 15.30 Coffee and networking
16.00 Investment and Financing Strategies for Mining Companies

Funding Latin America’s mega mining projects: Corporate finance vs. project finance
• What is the pipeline across Latin America for large projects? Where are they located?
• New financing structures offered by lenders and investors – what is appealing to CFO’s?
• Will corporates look to use a combination of project financing with capital markets? What scenario would this make sense in?
• What are mining companies in Latin America wary of when it comes to making investment decisions?
• Developing infrastructure around mines: How does this offer access to new types of financiers?
Tim McGuire, Global Account Director, Mining, Energy and Financial Services, Export Development Canada (EDC)
Claudio Pitchon, Head of Corporate and Investment Banking, Brazil, Mizuho
Antonio Pichardo, Director, Metals and Mining Debt Financing, BNP Paribas
Adam Hendley, Managing Director, Head of Mining and Metals, Americas, HSBC
David Derrez, Global Head of Mining Finance, Natixis
Lilian Coutinho, Managing Director, Head of Metals and Mining, Latin America, MUFG
Moderated by: Jorge Neher, Partner, Dentons 16.00 Investor Perspectives

The changing investment landscape: Which investors are currently active or looking to invest into Latin American mining projects?
• Why has there been a significant exodus of the retail investment away from mining?
• What can be done to return them to the sector? Are institutional investors fully filling the void?
• Which funds are launching into mining and what is driving that? Which assets/commodities are hot? Which countries are interesting?
• How is the view from local pension funds, asset managers and insurance firms towards mining changing?
• High net worth and family offices in South America: How can you identify and attract them to your projects?
• Key mining credit considerations for bond investors: What will attract and interest institutional bond investors into the South America mining industry?
• Understanding reserve life when making investment decisions
Collin Kettell, Partner and Chief Executive Officer, Palisade Global Investments
Jose Martínez, Chief Investment Officer, RIMAC Seguros
Alexander Tsukernik, Managing Partner, Syntella Partners
Evanice Duran Castillo, Head of Portfolio Risk Management, Sura Investment Management
Samuel Pelaez, Chief Investment Officer, Galileo Equity Fund Advisors
Moderated by: Joe Bormann, Managing Director, Latin America Corporate Ratings, Fitch Ratings

17.00 The future of M&A in Latin America: Who are the buyers and who are the sellers?
• What are larger companies looking for across Latin America? Where do they see value?
• Exit strategies for private equity funds, what role does M&A play?
• What have junior miners done to successfully attract buyers for their assets in Latin America?
• What are juniors looking for? Can juniors successfully seek opportunities in other jurisdictions or are they better to focus on a core jurisdiction or region?
• Joint venture and strategic investors: Understanding the considerations a company needs to take into account and how (and where) to find the right partner.
• What are bankers advising clients on both sides?
Brian Maher, President, Chief Executive Officer, Director, PPX Mining Corp
Mike Silver, Director, Metals and Mining, Americas, HSBC
Paul Scherzer, Managing Director, Head of Metals and Mining Advisory, North America, BNP Paribas
Kay Yoo, Executive Director, Investment Banking, Global Mining Group, Canadian Imperial Bank of Commerce (CIBC)
Moderated by: Alan Hutchinson, Partner, Osler, Hoskin & Harcourt
17.00 Innovation or evolution: How did Fruta del Norte attract both debt and equity financing?
• Putting the pieces together: An overview of the deal from the financial advisor
• How did the finance team at Lundin Gold identify the debt strategy and how were the lenders chosen?
• Bringing together the debt with an ECA guarantee: What were some of the terms, fees and conditions that made this possible?
• How did the private placement help to shape and finalise the capital raising?
Remko van de Water, Head of Metals and Mining Americas, ING Capital
David Kaden, Senior Associate, Blackstone Tactical Opportunities
Ron Hochstein, President and Chief Executive Officer, Lundin Gold
Moderated by: Cynthia Urda Kassis, Partner, Shearman & Sterling
17.45 Chairperson’s closing remarks followed by cocktail reception hosted by BNP Paribas
Frank Holmes, Chief Executive Officer and Chief Investment Officer, US Global Investors 17.45 Chairperson’s closing remarks followed by cocktail reception hosted by BNP Paribas
Samuel Pelaez, Chief Investment Officer, Galileo Equity Fund Advisors

Day Two: Tuesday 30th October 2018

08.00 Registration and coffee

08.55 Chairperson’s opening remarks
Francisco Vasconcelos, Senior Manager, Latin America, GFC Media Group

Country Overviews: Conference Room A

09.00 What is next for the Peruvian mining industry?
• Permitting at the state and federal level: How will this evolve going in 2019?
• An outlook on other aspects of the mining law: What should companies be preparing for?
• How is the Government planning to make Peru the number one copper producer globally?
• Investing into the mining industry: What will be done to ensure projects are developed and expanded?
• How is the fallout from Lava Jato affecting the development of projects and what can the government do to alleviate that fallout?
• How can real progress be made in the formalization of the illegal mining industry?
Guido del Castillo, Director, Aruntani
Alberto Ñecco, Executive Director, ProInversión Perú
Augusto Navarro Coquis, Regulatory Affairs Manager, Compañía Minera Antamina S.A.
Gonzalo Quijandría, Corporate Affairs Manager, Minsur
Moderated by: Xennia Forno, Partner, Rubio Leguia Normand

09.45 New government, new directions, new objectives: An update on the future of Chilean mining
• The mining law: How is this changing to encourage the development of exploration and growth of mid-tier miners?
• How will the approval process for EIA’s change? What is being done to make this easier to secure?
• What other related infrastructure requirements does the mining industry need to be successful in Chile?
• What is the main strategy to maximise on the copper recovery? How will this help the Chilean economy?
• Developing the huge reserves of lithium and cobalt in Chile: What does the government want to achieve? What role, if any, will Codelco have in this development?
Francisco Lecaros, Executive President, Fundación Minera de Chile

10.30 How will the mining projects in Argentina continue to develop and grow?
• Legislative and regulatory changes: How is the Government looking to encourage investment, both regionally and internationally, into mining?
• An overview of which provinces are looking to develop mining projects: where are they and how do they differ?
• What does the mining project pipeline in Argentina look like? Which provinces are most active?
• The Lithium play: How will this develop and expand? What is the current administration hoping to achieve?
Paola Rojas, Managing Director, Synergy Resource Capital
Emily Hersh, Managing Partner, DCDB Group
Mariano Lamothe, Undersecretary of Mining, Ministry of Production, Argentina
Moderated by: Alan Glass, Partner, Buenos Aires Advisors

11.15 Coffee and networking

11.45 Continuing the evolution of Ecuador’s metal’s sector: Challenges and opportunities ahead
• An update on key changes to the mining law and regulations in 2018, how will the mining industry change?
• How will exploration projects in Ecuador continue to develop and grow? What is being put in place to support this?
• Incorporation of new economic policies and structural modifications to the mining Ministry: an overview
Andrea Balseca, Undersecretary of Industrial Mining, Ministry of Mining, Ecuador

12.15 Attracting investment into Mexico’s mining industry and projects: What are the opportunities?
• Mapping out the country: Where are Mexico’s metal reserves located? Who are the major players?
• What level of investment does the country need to develop the mining industry? Which types of investors are being targeted?
• How has the regulatory environment in mining changed and what developments can be expected in 2019?
César Fragozo López, Head of the Sectorial Development Unit, ProMexico

12.45 An overview of the Colombian mining industry
• Government update: What regulatory changes are being implemented that will motivate the mining and exploration sector?
• Post peace deal: What are the benefits and opportunities for the mining sector with peace in Colombia and how can mining be an active agent for consolidating peace?
• Reviewing the strong pipeline of gold and copper projects advancing towards development
• Moving past talk and into action: What needs to happen to move stalled and delayed projects in Colombia forward?

13.15 Networking Lunch

Community Engagement and Social Responsibility: Conference Room B

14.25 Chairperson’s opening remarks
John Price, Managing Director, Americas Market Intelligence and Wayne E. Mayer, Ph.D., Founder and Chief Executive Officer, When Everything Matters

14.30 Building partnerships that outlast the transaction: A new approach to community relations
• Community Relations in Latin America:
o What has been the general driver of conflicts and disagreements?
o Where have successes been achieved?
• Intelligence gathering and setting the wheels in motion: What are the best practices and processes? Who are the local players you need to identify?
• Building alliances and finding creative solutions: How can all parties benefit? How do you bring in community stakeholders that are non-residents but are connected to the local people?
• Creative ways to de-risking mining projects and increase your social engagement
• Local employment and contracting best practices and risks
• Where are governments lacking in handling and addressing CSR?
• What are the challenges the local populations face in rural areas? Understanding this and what needs to be considered in your CSR strategy and plan.
• The importance of transparency and clear communication: How can this build trust but also manage expectations?
• Best practice guidelines and standards in CSR: Are they adequate or should they be re-imagined?
Nathan Nadramija, Partner, Metis Gaia
Erik Bethel, Alternate Executive Director, United States, World Bank Group
Andres Recalde, Director, Peruvian Canadian Chamber of Commerce
Dario Zegarra, Vice President of Corporate Affairs, Compañía Minera Antamina
Jennifer Horning, International Programme Coordinator, Solidaridad
Wayne E. Mayer, Ph.D., Founder and Chief Executive Officer, When Everything Matters
Moderated by: John Price, Managing Director, Americas Market Intelligence

15.30 Roundtables: Hosted by our CSR experts, each table (running simultaneously) will focus on a particular topic and offer delegates a chance to engage with the debate and discover new ideas and solutions

17.00 Close of conference

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