Agenda
Day 1, Tuesday 21 April 2026
8.00 AM
9.00 AM
Registration Opens & Morning Refreshments
9.00 AM
9.05 AM
Welcome
Lucy Greenleaf, MC, Ignite Partners
9.05 AM
10.00 AM
Investment Leaders Panel: Navigating a Bull Market
The Nature of the Cycle: What’s behind the surge, where are we in the cycle and why is this bull market different?
The Next Breakout: Which overlooked resources are poised for the next re-rating?
Capital Allocation Discipline: As capital surges into the sector, how should investors approach entry points and risk management?
Equity vs Physical: What are the risks and rewards of investing in mining stocks versus physical bullion?
Moderator
With a wealth of experience spanning two decades, he leads Natural Resources advisory at Palm Street Partners. Previously with Deutsche Bank, Pallinghurst, Reuben Brothers and MonGold.
Speakers
Over the last 12 years at Aetas, Richard focused on identifying companies in need of nurturing not only through the provision capital, but also with advice across the various development phases, to allow the Board and Management to achieve their strategic and corporate goals. Richard has worked with numerous board and management teams to identify the optimal financial structure for the company to achieve its strategic objectives.
Previous roles include Head of Regional Sales/ECM for both HSBC and Dresdner Kleinwort Benson where Richard played a pivotal role in their Asian businesses as a member of their ‘Executive Committee’. Richard’s career started in London with De Zoete & Bevan, one of the City of London’s largest stockbrokers. Following the merger with Barclays, Richard transitioned to BZW Investment Management where he gained his experience in portfolio management and, for 10 years, focused on Asian markets. Richard is a ‘Fellow of the Security Institute’ in the UK.
CEO Presentations
10.00 AM
10.10 AM

10.10 AM
10.20 AM

10.20 AM
10.30 AM

10.30 AM
10.40 AM

10.40 AM
10.50 AM

10.50 AM
11.00 AM

11.00 AM
11.20 AM
Coffee Break
11.20 AM
12.00 PM
Keynote Address: Lithium Bull in a China Shop
CEO Presentations
12.00 PM
12.10 PM

12.10 PM
12.20 PM

12.20 PM
12.30 PM

12.30 PM
12.40 PM

12.40 PM
12.50 PM

12.50 PM
1.00 PM

1.00 PM
2.00 PM
Lunch
2.00 PM
2.40 PM
Keynote Address: China, India, and the Global Commodity Landscape
CEO Presentations
2.40 PM
2.50 PM

2.50 PM
3.00 PM

3.00 PM
3.10 PM

3.10 PM
3.20 PM

3.20 PM
3.40 PM
Coffee Break
CEO Presentations
3.40 PM
3.50 PM

3.50 PM
4.00 PM

4.00 PM
4.10 PM

4.10 PM
4.20 PM

5.00 PM
7.00 PM





