Matt Fifield, Managing Partner, Pacific Road Capital
Bert Koth, Managing Director & Partner, Denham Capital
Damian Pearson, Investment Director – Corporate Finance, EMR Capital
Impact on existing portfolio:
• Does managing current portfolio through these difficult times distract from the pursuit of new opportunities?
Impact on deal making:
• How much PE (equity vs debt) for mining is there still in the room?
• Has your strategy changed in response to the recent crisis?
• Have your underwriting criteria changed in response to the recent crisis?
• What obstacles to deal making does the Coronavirus create?
What types of opportunities should people bring to you?