Here you can access a range of live webinars, investor discussion panels, and analyst-led commodity updates from recent events in our 121 Mining Investment global series.
Impact Investing for the Energy Transition – Michel Brutti, Clear Skies Investment Management
We joined Michel Brutti, CEO and Founder Clear Skies Investment Management to hear all about the Clear Skies Climate Action Fund and how Michel ensures impact is at the centre of their investment thesis. We also hear about the true...
Will Gold Rise to the Challenge of Inflation? – Q&A with Fahad Tariq of Credit Suisse
US Federal Reserve Chair Jerome Powell’s recent speech in Jackson Hole sent the stock market crashing as he noted that fighting inflation is the Fed’s top priority, therefore ensuring continued high interest rates and slower growth. This Q&A kicks off...
Investing During a Perfect Storm – Philipp Vorndran, Flossbach von Storch
We spoke with Investment Strategist and regular macro commentator Philipp Vorndran, who heads the Investment Strategy at Flossbach von Storch - one of the leading independent asset managers in Germany.Philipp outlines their approach to portfolio management during a period of...
Supply Deficits, Competing Technologies and Years of Underinvestment
Sector specialists and capital allocators take time during 121 Mining Investment New York 2022 to share where they see the investment opportunity and the pain points in the energy transition away from hydrocarbons.We learn how sustainability focused hedge funds and...
Investment Strategies for a Staggered Post-Pandemic Recovery
We featured an investment panel looking into strategies to invest into precious metals during a period of post-pandemic recovery.Guest moderator Ellis Martin put the panel to the test with regards to where global finance is heading in this period of...
Analysing the True Impacts of Megatrends on Metals and Mining Investing
Following a sharp pull back in equity markets we brough together institutional fund managers and analysts to appraise the near and long term opportunities for metals and mining projects. The panel was resolute that we are in a secular bull...
Analyst Briefing: Outlook for Platinum Group Metals – Suki Cooper, Standard Chartered
Distinguished precious metals and PGMS analyst Suki Cooper presents a deep dive into Platinum Group Metals markets and the supply and demand dynamics shaping their outlook. The slowly recovering demand picture from an autocatalyst industry in transition is examined and...
Complications of the Energy Transition in the USA – Kimberly Berman, BMO Capital Markets
BMO equity and special projects analyst Kimberly Berman looks at the dynamics of the United State’s energy transition. Crucially Kimberly outlines why the U.S, as a first mover in the renewables industry, remains behind many regions in terms of the...
Critical Minerals Panel – ARCH EM Partners, Bennelong VC, TechMet, Westbeck Volta Fund
At 121 Mining Investment London an expert group of investors and analysts focusing on the battery raw materials supplychain shared insights on how global decarbonisation efforts cannot be met without significant ramp up of investment into new projects.We hear how...
Investment Leaders Panel: Outlook for Metals and Mining Investment as the Bull Market Continues
A stellar group of portfolio managers from mining’s larger funds, finance and streaming firms address near term challenges after a sell-off in global equities and the start of a period of high inflation not witnessed in decades.The investors were resolutely...
Investor Panel: Dissecting the Opportunity in Silver and Silver Equities
We hosted a fascinating presentation followed by discussion on the current dynamics of the silver market, it’s scarcity compared with gold, it’s future growth in industrial applications and the attribution value of silver for the institutional investor.The expert panel highlighted...
Nickel Briefing: Outlook and Fallout from Nickel’s Exceptional Year – Macquarie Bank
Globally recognised leading metals analyst Jim Lennon takes us through the supply and demand dynamics and outlook for nickel. After an exceptional year for nickel where a squeeze pushed it over $100,000 at ton leading to the LME ceasing trading,...
Macro Trends & Their Impact on Mining PE Strategy, Deal Making & Capital Raising – Denham Capital
Long term investor and private equity portfolio manager Bert Koth presents How the last two years changed mining private equity – Macro Trends and their impact on mining PE strategy, deal making and capital raising.We hear the the impacts on...
Wood Mackenzie Insight: What the Strategies of the Diversified Miners Mean for the Industry
James Whiteside of Wood Mackenzie presents expert analysis of how commodities markets are evolving within the energy transition thematic, and how the diversified major miners are adapting their strategies for a paradigm shift to meet energy transition demands. We learn...
Discovery Investing Panel: Discovering Africa’s Next World Class Assets
An esteemed panel of investors and analysts provide insights about how crucial exploration stage projects and investment is at this point in the metals bull market. We hear how the new capital is especially connected to the battery materials space,...