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08:00 – 08:30
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Registration and Morning Coffee
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08:30 – 08:40
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Welcome Address
David Schwimmer – CEO, London Stock Exchange Group
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08:40 – 08:50
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Welcome Address
Dmitry Gladkov – Acting Global Head of Investment Banking and Global Head of Financing Group, Renaissance Capital
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08:50 – 09:00
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Keynote speech: Spotlight on Mongolian Mining Industry
Nandinjargal Ganbold - State Secretary, Ministry of Mining and Heavy Industry, Mongolia
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09:00 – 10:00
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Panel I
Three priorities for public companies: Efficiency, Efficiency & Efficiency
The paradox of underinvestment signalling investment opportunity; fast growth vis-à-vis better productivity and cost control; does the pressure on commodity prices make the sector ripe for consolidation? Does ESG add value?
Panellists:
- Rt Hon Lord Barker of Battle PC – Executive Chairman of the Board of Directors, EN+
- Natasha Braginsky Mounier – Global ESG Director, Capital Group
- Nicholas Bridgen – CEO, Ferro-Alloy Resources Group
- Johann Pretorius – Head of Research Africa, Renaissance Capital
- Dr Alya Samokhvalova – Deputy CEO, Petropavlovsk
- Niels Wage – CEO, Danakali
Moderator: Gavin Serkin - Managing Editor, New Markets
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10:00 – 10:10
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Coffee Break
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10:10 – 10:30
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Presentation: Why this cyclical slowdown is different
As the global trade war slows economic growth, pressure on commodity prices seems inevitable. Yet, at the same time, lacklustre investment could be supporting prices while undemanding company valuations make the sector ripe for consolidation
Charles Robertson – Global Chief Economist, Renaissance Capital
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10:30 – 10:50
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Presentation on Mongolia’s Petroleum and Heavy Industry
Ayasgalan Molor – Head of Finance Division, Ministry of Mining and Heavy Industry of Mongolia
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10:50 – 11:50
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Panel II
Economy of Alchemy: What scarce capital is looking for in private companies
What are the capital allocation priorities in the current environment? What are the merits of new greenfield projects vs. de-risked producing assets? What do the mines of the future look like and where will they be?
Speakers:
- Nariman Absametov – Head of Investment Department, Tau-Ken Samruk
- Ros Lund – Mining Specialist, Department for International Trade
- Dr Tamara Makarenko – COO, Sibylline
- Manduul Nyamandeleg – Deputy CEO, Erdenes Tavantolgoi Mining
LLC
- Adrian Rimmer – Senior Advisor, Green Finance, LSEG
- Andrea Salvatori – Head of Emerging Markets, ESG Strategies, Amundi
Moderator: Ayuna Nechaeva - Head of Europe, Primary Markets, LSEG
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11:50 – 12:00
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Coffee Break
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12:00 – 13:00
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1:1 Meetings
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13:00 – 14:00
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Buffet Lunch
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14:00 – 17:00
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1:1 Meetings
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17:00 – 18:00
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Drinks Reception
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