- Service concludes after 90 min
Tim Wood
Tim Wood has served as the Executive Director of The Denver Gold Group, Inc. since April 2011. Prior to joining DGG, Tim managed retail and institutional investment conferences in the U.S. and South Africa, including Mining Indaba. Tim also has extensive experience in publishing and publishing technology having founded several publications, and as an editor for several media enterprises.
He earned a graduate degree in International Relations, and a Diploma in Business Administration, both from the University of the Witwatersrand. He read for the degrees after completing compulsory military service as a combat artillery officer at the conclusion of the Angolan war.
- Tim Wood
- Executive Director
- Denver Gold Group
Charlie Morris
* Gold is much larger and will always be dominant through the cycles
* Bitcoin plays catch up in a process that will last for decades
* Their combination delivers superior risk-adjusted returns than either can manage alone
Charlie Morris is the founder of ByteTree. He has 25 years’ experience in fund management, where he has built a reputation for actively managed, multi-asset portfolios with strong risk management. He currently manages the Soda and Whisky Portfolios at ByteTree through the Mulli Asset Investor, which is popular with retail investors.
Although an expert in traditional assets, Charlie is better known for his enthusiasm for gold and Bitcoin (BOLD). ByteTree Asset Management has a BOLD ETF listed in Switzerland (BOLD SW), which combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due to their natural low correlation and high dispersion, the results of this combination have been truly spectacular.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management (1998 to 2015) where he managed $3bn of assets.
- Bitcoin and Gold are Key to Surviving an Inflationary Environment
- Charlie Morris, Founder & CIO, ByteTree
Ronnie Stöferle
Ronni will unpack his most current research on demand and supply factors pulling and pushing on the suite of precious metals, but with a focus on gold.
Ronald, born 1980 in Vienna, Austria, is a Chartered Market Technician (CMT) and a Certified Financial Technician (CFTe). During his studies in business administration and finance at the Vienna University of Economics and the University of Illinois at Urbana-Champaign, he worked for Raiffeisen Zentralbank (RZB) in the field of Fixed Income/Credit Investments. After graduation, he participated in various courses in Austrian Economics.
In 2006, he joined Vienna-based Erste Group Bank, covering International Equities, especially Asia. In 2006, he also began writing reports on gold. His six benchmark reports called 'In GOLD we TRUST' drew international coverage on CNBC, Bloomberg, the Wall Street Journal and the Financial Times. He was awarded 2nd most accurate gold analyst by Bloomberg in 2011. In 2009, he began writing reports on crude oil. Ronald managed 2 gold-mining baskets as well as 1 silver-mining basket for Erste Group, which outperformed their benchmarks from their inception. In 2014 he published a book on Austrian Investing ("Österreichische Schule für Anleger – Investieren zwischen Inflation in Deflation")
- Where Are We On The Gold Price Curve?
- Ronnie Stöferle, Managing Director, Partner and Fund Manager, Incrementum AG
Alf Peccatiello
Alf explains his framework for building a macro portfolio that can withstand the test of time. Putin vs NATO, Fed Pivots and Soft Landings, King Dollar, Recessions, Rallies, and more!
Alfonso Peccatiello is the author of The Macro Compass, the world's fastest-growing financial newsletter. The Macro Compass leverages on Alf's experience running a large pool of institutional money and offers actionable investment ideas and unique macroeconomic insights.
He was the Head of Fixed Income Portfolio Management for ING Deutschland. In his role, he is responsible for the active management of more than 20 billion euros of fixed income in the HQLA portfolio of the firm's Treasury Department.
- The Art Of Macro Portfolio Construction in a Chaotic World
- Alf Peccatiello, CIO of Macro Hedge Fund , Palinuro Capital
- Service concludes after 30 min
Raj Ray
Raj joined BMO Capital Markets in October 2019 covering primarily precious metals. Raj has over eight years of sell-side research experience having worked previously at another Canadian broker-dealer covering Metals & Mining, and prior to that a Canadian bank-owned dealer covering Precious Metals. Raj started his career in industry at a natural resources company monitoring process operations in the zinc business. He has also worked at a risk management firm where he developed and reviewed risk evaluation metrics for mining and energy companies, and also integrated ESG factors to screen portfolios.
Raj holds a bachelor in metallurgy and materials engineering from National Institute of Technology (Rourkela), India, and an MBA from the Schulich School of Business. Raj is also a CFA charterholder.
- Raj Ray
- Director, Metals & Mining Research
- BMO Capital Markets
- Presenter: Ammar Al-Joundi
Ammar Al-Joundi
Mr. Al-Joundi was appointed President and Chief Executive Officer (CEO) of Agnico Eagle Mines Limited in February 2022. Prior to this, he was President of Agnico Eagle from 2015 to 2022 and also served as the company’s Senior Vice-President and Chief Financial Officer. Mr. Al-Joundi has over 20 years of experience in finance and business strategy, and has extensive experience in mining, capital markets and banking.
Prior to his return to become Agnico Eagle’s President, Mr. Al-Joundi served as the Chief Financial Officer of Barrick Gold Corporation, as Barrick’s Senior Executive Vice President and as its Executive Vice President. Mr. Al-Joundi has held various senior financial roles including Senior Vice President of Capital Allocation and Business Strategy, Senior Vice President of Finance, Executive Director and Chief Financial Officer of Barrick South America and Vice President, Structured Finance at Citibank, Canada. Mr. Al-Joundi is a Professional Engineer with a degree in Mechanical Engineering (graduating with distinction – University of Toronto) and an MBA (graduating with honours - University of Western Ontario).
- Presenter: Dan Breeze
Dan Breeze
Mr. Breeze has more than 25 years of technical and commercial experience across international markets. In March 2024, Mr. Breeze was promoted to Senior Vice President Corporate Development, RGLD Gold AG. Prior to this, Mr. Breeze served as Vice President Corporate Development, RGLD Gold AG, since January 2019. Mr. Breeze is a member of the Board of Directors of RGLD Gold AG.
Before joining Royal Gold, Mr. Breeze worked for Bank of Montreal from 2010 to December 2018, serving most recently as Managing Director, Equities, for BMO Capital Markets, based in Zurich, Switzerland, where he was focused primarily on the mining sector. Previously, Mr. Breeze was a member of the Equities Group at UBS Investment Bank, where he worked extensively with North American and European mining companies across the commodity spectrum. Prior to his banking career, Mr. Breeze was a member of the geotechnical and mining team at Golder Associates.
Mr. Breeze holds Master of Engineering and Master of Business Administration degrees from the University of Toronto and a Bachelor of Science degree in Civil Engineering from the University of Manitoba. Mr. Breeze is also a registered Professional Engineer.
- Presenter: John McCluskey
John McCluskey
John McCluskey is the President and Chief Executive Officer of Alamos Gold Inc. and has held this position since 2003, when he co-founded the Company with mining hall of famer Chester Millar. Mr. McCluskey is currently a Director of Orford Mining Corporation and a Director at the World Gold Council. Mr. McCluskey is the recipient of the 2023 Viola R. MacMillan Award, given by the Prospectors & Developers Association of Canada for showing leadership and a willingness to take risks in the acquisition and development of the Island Gold mine in Northern Ontario. In 2018, he received the Murray Pezim Award for Perseverance and Success in Financing Mineral Exploration by the British Columbia Association for Mineral Exploration, in recognition of his role in the acquisition, financing, and encouragement of successive discoveries at Mulatos, as well as his ongoing success as CEO of Alamos. Mr. McCluskey was also named Ontario’s 2012 Ernst & Young Entrepreneur of The Year, based on a judging panel’s assessment of financial performance, vision, leadership, innovation, personal integrity and influence, social responsibility, and entrepreneurial spirit.
- Service concludes after 60 min
Ovais Habib
Ovais Habib has 14 years of mining equity research experience. He joined Scotiabank gold & precious minerals equity research team in November 2011, expanding coverage of junior and mid-tier gold exploration and producing companies. Ovais honed his knowledge of both small and large cap mining and exploration companies during his seven years of prior equity research experience at mining-focused investment dealers. Mr. Habib was recognized in 2016 and 2015 as part of the number one Gold/Precious Metals & Minerals - Small/Mid-Cap Team by Greenwich Associates.
- Ovais Habib
- Precious Metals Analyst
- Scotiabank
- Presenter: Lon Shaver
Lon Shaver
Lon Shaver has over 25 years of capital markets and corporate finance experience, mainly focused on the mining sector. He held investment banking roles with Raymond James and Merrill Lynch, assisting corporate issuers with numerous financing and M&A transactions. He began his career in equity research with an institutional sell-side firmand his previous corporate experience includes CFO roles with a publicly-listed mining company and a private technology company. Most recently, he acted as a consultant and advisor, providing corporate development and capital markets support to a number of companies in the resource sector. He has a B.Comm. degree, with a major in finance,and is a CFA charterholder.
- Presenter: Tom Whelan
Tom Whelan
Prior to joining Coeur, Mr. Whelan served as CFO of Arizona Mining Inc. from September 2017 to August 2018, when the company was acquired from South32 Limited. Previously, Mr. Whelan served as CFO for Nevsun Resources Ltd. from January 2014 to August 2017.
He is a chartered professional accountant and was previously a partner with the international accounting firm Ernst & Young (“EY”) LLP where he was the EY Global Mining & Metals Assurance sector leader, the leader of the EY Assurance practice in Vancouver and previously EY’s Canadian Mining & Metals sector leader.
Mr. Whelan graduated with a Bachelor of Commerce from Queen’s University.
- Service concludes after 30 min
Thom Calandra
- Thom Calandra
- Editor
- The Calandra Report/TCR
- Presenter: Rick Van Nieuwenhuyse
Rick Van Nieuwenhuyse
Rick has more than 40 years of experience in the natural resource sector. Before joining Contango Ore in January 2020, he was President and Chief Executive Officer of Trilogy Metals, who are currently developing the high- grade Upper Kobuk Mineral Projects located in the Ambler Mining District of Alaska. Trilogy is a company which was created in 2012 as a spin-out from NOVAGOLD, a well-known company he founded over 20 years ago. NOVAGOLD is currently finalizing permits for the 40 million ounce Donlin Gold Project in Southwest Alaska with partner Barrick Gold, the world’s largest gold company. Previous to his role as Founder, President, and CEO of NOVAGOLD, he held the position of Vice President of Exploration for Placer Dome Inc. from 1990 to 1997. In addition to his international exploration perspective, Rick brings years of working experience in and knowledge of Alaska to Contango. Rick has managed projects from grassroots discovery through to advanced feasibility, production and closure. Rick has played a key role in setting up several other corporate entities including: Alexco - where he remains a Director which is rejuvenating the Keno Hill Silver district in the Yukon; Tintina Resource (now Sandfire Resources America) which discovered and is now completing a feasibility and permitting the high grade Black Butte copper project in Montana; and SolidusGold where he is Chairman. Rick holds a Candidature degree in Science from the Université de Louvain, Belgium, and a Master of Science degree in Geology from the University of Arizona. He received the Thayer Lindsley award in 2009 for his role in the Donlin Gold discovery and the Colin Spence Award in 2016 for his role in the Bornite Discovery.
- Presenter: Frederick H. Earnest
Frederick H. Earnest
Frederick Earnest has served as director since 2007 and was appointed CEO of the Company in January 2012. He served as the Company’s President and Chief Operating Officer from 2007-2012 and as Senior Vice President, Project Development from 2006-2007. He served as a director of Midas Gold Corp. from April 2011 – May 2014. Mr. Earnest has over 30 years’ experience in the mining industry, including project evaluation, design and construction, mine operations, project optimization and turn-around, mine closure and senior executive roles. He holds a B.S. in Mining Engineering from Colorado School of Mines.
- Presenter: Mark Child
Mark Child
Mr. Child joined Condor’s Board as Non-Executive Chairman in May 2006 and became CEO in July 2011. He acquired the concessions that comprise the 587 sq km La India Project. He has overseen 85,000 m drilling and all technical studies for a Pre-Feasibility Study and Feasibility Study. He has led the Project to be fully permitted for construction and extraction, purchased all the land and negotiated the purchase of a new SAG Mill, which has arrived in Nicaragua. He has led the financing for the Project over the last 13 years and de-risked the Project to a “construction ready” status.
Mr. Child was commissioned as an officer in the 2nd King Edward VII’s Own Gurkha Rifles and served in the British Army for 4 years. Mr Child has 20 years of equity capital markets experience, as an institutional stockbroker and in corporate finance/private equity, mainly in emerging markets. At board level Mr. Child has been an executive director of Hong Kong listed Regent Pacific Group, an emerging market fund manager and private equity group. He has board level experience of AIM listed and private companies.
Andrew Breichmanas
Andrew Breichmanas joined Stifel in February 2021 as an analyst covering the Metals & Mining sector after previously holding similar roles at BMO Capital Markets and Desjardins Securities. Since entering capital markets in 2006, he has covered global mining companies from early-stage developers to diversified producers. He was named the best overall stock picker by Thomson Reuters StarMine in its 2015 Canadian Analyst Awards. Before transitioning to research, Andrew worked at an engineering consultant and was responsible for elements of the design, procurement, construction and commissioning of capital projects for mining clients. He remains a member of Professional Engineers Ontario and is licensed to practice engineering in the province. Andrew holds a degree in Applied Mathematics from Queen’s University and an MBA from the University of Michigan.
- Andrew Breichmanas
- Managing Director, Equity Research
- Stifel Financial Corp.
- Presenter: Phillips S. Baker, Jr.
Phillips S. Baker, Jr.
Phillips S. Baker, Jr., a director since 2001, has been our Chief Executive Officer since May 2003 and has served as our President since November 2001. He served as Hecla’s Chief Financial Officer from May 2001 to June 2003; Chief Operating Officer from November 2001 to May 2003; and Vice President from May 2001 to November 2001. He has also served as a Director of QEP Resources, Inc. (a leading independent natural gas and oil exploration and production company), since May 2010, as well as serving as a Director for Questar Corporation (a Western U.S. natural gas-focused exploration and production, interstate pipeline and local distribution company) from February 2004 through June 2010.
- Presenter: Keith Neumeyer
Keith Neumeyer
Mr. Neumeyer has worked in the investment community since 1984. He began his career at a number of Canadian national brokerage firms. Mr. Neumeyer moved on to work with several publicly traded companies in the resource and technology sectors. His roles have included senior management positions and directorships responsible in areas of finance, business development, strategic planning and corporate restructuring. Mr. Neumeyer was the original and founding President of First Quantum Minerals Ltd. (T-FM). Mr. Neumeyer founded First Majestic Silver in 2002 and First Mining Gold in 2015. Mr. Neumeyer has also listed a number of companies on the Toronto Stock Exchange and as such has extensive experience dealing with the financial, regulatory, legal and accounting issues that are relevant in the investment community. Mr. Neumeyer also won the E&Y Entrepreneur of the Year Award in 2011 for the Metals & Mining category.
- Presenter: George Paspalas
George Paspalas
Mr. Paspalas joined MAG in October 2013. Formerly, Mr. Paspalas was the President and Chief Executive Officer of Aurizon Mines, Chief Operating Officer of Silver Standard Resources Inc., and President and Chief Executive Officer of Placer Dome Africa, among many operational and project development roles with Placer Dome. During his career, Mr. Paspalas has been responsible for constructing and operating complex, open pit and underground mines in South Africa, Tanzania, Australia, South America and Canada. Mr. Paspalas earned a Bachelor of Engineering (Chemical) degree with Honours from the University of New South Wales in 1984. Mr. Paspalas is also a CGIC Accredited Director.
- Presenter: Jorge A. Ganoza
Jorge A. Ganoza
Jorge A. Ganoza co-founded Fortuna Mining Corp. in 2004 and currently serves as our President and CEO and as a Director on our Board. Jorge is an experienced geological engineer who has worked on mineral exploration, mining and business development projects throughout Latin America since 1995. Before founding Fortuna, he worked in business development at senior levels for several private and public Canadian junior mining companies operating in Central and South America. He graduated from the New Mexico Institute of Mining and Technology in 1995. Jorge served as director of Ferreycorp from March 2017 to July 2020.
- Service concludes after 30 min
Tim Wood
Tim Wood has served as the Executive Director of The Denver Gold Group, Inc. since April 2011. Prior to joining DGG, Tim managed retail and institutional investment conferences in the U.S. and South Africa, including Mining Indaba. Tim also has extensive experience in publishing and publishing technology having founded several publications, and as an editor for several media enterprises.
He earned a graduate degree in International Relations, and a Diploma in Business Administration, both from the University of the Witwatersrand. He read for the degrees after completing compulsory military service as a combat artillery officer at the conclusion of the Angolan war.
- Tim Wood
- Executive Director
- Denver Gold Group
- Presenter: Oliver Turner
Oliver Turner
Mr. Turner is the Executive Vice President, Corporate Development. He was formerly the Senior Vice President of
Precious Metals Equity Research at GMP Securities for seven years following his experience in industy as a mining
engineer with Wardrop Engineering. Mr. Turner holds a Bachelor of Science in Mining Engineering from Queen's
University and is a CFA charterholder.
- Presenter: Brad Langille
Brad Langille
Mr. Langille was the co-founder of both Gammon Gold Inc. and Mexgold Resources Inc. and served as a Director and Chief Executive Officer of both companies. Mr. Langille successfully developed both company's projects from grass roots to commercial production in Mexico, raising in excess of $500 million for the development and construction of both mines. Mr. Langille was an integral part of the growth and success of Gammon Gold Inc., and Mexgold Resources Inc.. Mr. Langille directed the growth and development of the Ocampo mine and the El Cubo mine from 1999 through 2007. Mr. Langille was Strategic Advisor for Nayarit Gold Inc. from 2007 to 2010 and with his guidance developed the Orion Project from initial stages through scoping study and was instrumental in the company being acquired by Capital Gold in 2010.
- Presenter: Matt Manson
Matt Manson
Matt was appointed President and CEO of Marathon Gold in August 2019. He has over 25 years in mining exploration, project development, construction and operation. The Valentine Gold Project is the third mine development project he has been involved in.
Matt was previously the President and CEO of Stornoway Diamond Corporation where he led the C$947M project financing for the Renard Diamond Mine in north central Quebec and oversaw its successful construction and ramp-up.
Prior to Stornoway (and its predecessor companies), Matt was employed by Aber Diamond Corporation (subsequently Dominion Diamond Corporation) as Vice-President, Marketing, and thereafter Vice-President, Technical Services and Control, during which time he participated in the US$230m project financing for the Diavik Diamond Mine and oversaw Aber’s technical and marketing operations during Diavik’s construction, ramp-up and operation.
In 2015, Matt was awarded the Viola Macmillan Award by the Prospectors and Developers Association of Canada, and in 2017 he was the Northern Miner Mining Person of the Year and the Ernst & Young Entrepreneur of the Year (Mining and Energy, Quebec). Matt is a graduate of the University of Edinburgh (B.Sc. Geophysics, 1987) and the University of Toronto (Ph.D. Geology, 1996).
- Presenter: Randy Reichert
Randy Reichert
Mr. Reichert has 30 years of experience in the mining industry and prior to joining Skeena, was the Vice President of Operations at B2Gold Corp. where he oversaw their three international gold operations. Before his most recent role at B2Gold Corp, Mr. Reichert was the General Manager at their Fekola Mine in Mali where he was part of the development team and led the transition from development into operations. He started his career with Cominco in Canada working at various operations including the Snip Mine. He then embarked on international work with Bema Gold, Oriel Resources, and other junior companies in executive roles where he was responsible for various development projects and mining operations. Randy has led construction or development projects in Russia, Brazil, Nevada, and Kazakhstan and was General Manager during the development of the Kupol Mine in Russia with Bema Gold and subsequently Kinross. He also has experience as a consultant assisting with due diligence for mine financings for Canadian financial groups. Mr. Reichert has a BASc in Mining and Mineral Processing, an MScEng in Rock Mechanics, a Graduate Diploma in Business Administration and is a Professional Engineer.
- Service concludes after 30 min
- Markets, Money, Metals, and Mines
- Moderator:
- John Reade, Chief Market Strategist, World Gold Council
- Presenters:
- Charlie Morris, Founder & CIO, ByteTree
- Alf Peccatiello, CIO of Macro Hedge Fund , Palinuro Capital
- Ronnie Stöferle, Managing Director, Partner and Fund Manager, Incrementum AG
John Reade
John Reade joined the World Gold Council in February 2017 as Chief Market Strategist. John is responsible for producing strategy and developing insights on the gold market; leading our global dialogue by engaging with leading economists, academics, policy makers, fund managers and investors on gold; and leading our research team.
John has over 30 years’ experience in the gold industry and related fields, most recently as a partner and gold strategist with Paulson & Co for the past seven years. Prior to that, John worked as a precious metals strategist at UBS for 10 years; a gold equity analyst in South Africa for 5 years; and over 8 years held various positions in production and project evaluation in the gold division of Gencor, then a leading South African mining house.
John has a degree in Mining Engineering from the Royal School of Mines, a constituent of Imperial College, London.
Charlie Morris
Charlie Morris is the founder of ByteTree. He has 25 years’ experience in fund management, where he has built a reputation for actively managed, multi-asset portfolios with strong risk management. He currently manages the Soda and Whisky Portfolios at ByteTree through the Mulli Asset Investor, which is popular with retail investors.
Although an expert in traditional assets, Charlie is better known for his enthusiasm for gold and Bitcoin (BOLD). ByteTree Asset Management has a BOLD ETF listed in Switzerland (BOLD SW), which combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due to their natural low correlation and high dispersion, the results of this combination have been truly spectacular.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management (1998 to 2015) where he managed $3bn of assets.
Alf Peccatiello
Alfonso Peccatiello is the author of The Macro Compass, the world's fastest-growing financial newsletter. The Macro Compass leverages on Alf's experience running a large pool of institutional money and offers actionable investment ideas and unique macroeconomic insights.
He was the Head of Fixed Income Portfolio Management for ING Deutschland. In his role, he is responsible for the active management of more than 20 billion euros of fixed income in the HQLA portfolio of the firm's Treasury Department.
Ronnie Stöferle
Ronald, born 1980 in Vienna, Austria, is a Chartered Market Technician (CMT) and a Certified Financial Technician (CFTe). During his studies in business administration and finance at the Vienna University of Economics and the University of Illinois at Urbana-Champaign, he worked for Raiffeisen Zentralbank (RZB) in the field of Fixed Income/Credit Investments. After graduation, he participated in various courses in Austrian Economics.
In 2006, he joined Vienna-based Erste Group Bank, covering International Equities, especially Asia. In 2006, he also began writing reports on gold. His six benchmark reports called 'In GOLD we TRUST' drew international coverage on CNBC, Bloomberg, the Wall Street Journal and the Financial Times. He was awarded 2nd most accurate gold analyst by Bloomberg in 2011. In 2009, he began writing reports on crude oil. Ronald managed 2 gold-mining baskets as well as 1 silver-mining basket for Erste Group, which outperformed their benchmarks from their inception. In 2014 he published a book on Austrian Investing ("Österreichische Schule für Anleger – Investieren zwischen Inflation in Deflation")
- Service concludes after 60 min
Tim Wood
Tim Wood has served as the Executive Director of The Denver Gold Group, Inc. since April 2011. Prior to joining DGG, Tim managed retail and institutional investment conferences in the U.S. and South Africa, including Mining Indaba. Tim also has extensive experience in publishing and publishing technology having founded several publications, and as an editor for several media enterprises.
He earned a graduate degree in International Relations, and a Diploma in Business Administration, both from the University of the Witwatersrand. He read for the degrees after completing compulsory military service as a combat artillery officer at the conclusion of the Angolan war.
- Tim Wood
- Executive Director
- Denver Gold Group
Sean Fieler
1. Agency issues in the space.
2. Capital Allocation principles.
3. Now is the time to improve both.
Sean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P. Over the past two decades, Sean Fieler and his partners have assembled a research team capable of analyzing businesses around the world, a capability that has enabled Equinox Partners and the Kuroto Fund to consistently purchase superior businesses at substantial discounts to their intrinsic value. Mr. Fieler serves as a member of the Dominican Foundation Board and is very active in the Catholic community. He serves as Chairman of the American Principles Project, is Chairman of the Chiaroscuro Foundation and is a board member of the Witherspoon Institute, the Manhattan Institute, the Committee for Monetary Research & Education, the Acton Institute and the Susan B. Anthony List. A graduate of Williams College with a degree in political economy, Mr. Fieler speaks and publishes on the topic of monetary reform. He has given talks on monetary policy at the annual Grant’s Conference, the Atlas Liberty Forum and has written for The Wall Street Journal and The Weekly Standard.
- Gold Miners and Capital Allocation
- Sean Fieler, President and Chief Investment Officer, Equinox Partners
John Reade
John Reade is the Chief Market Strategist for EMEA and APAC at the World Gold Council. He is responsible for producing strategy and developing insights on the gold market. He has worked in the gold industry for more than three decades. Before joining the World Gold Council five years ago, he was as a partner and gold strategist with Paulson & Co for seven years. Prior to that, he worked as a precious metals strategist at UBS for more than a decade and began his career as a mining engineer for Gencor. John can be found regularly tweeting insight on the gold industry here.
John Reade joined the World Gold Council in February 2017 as Chief Market Strategist. John is responsible for producing strategy and developing insights on the gold market; leading our global dialogue by engaging with leading economists, academics, policy makers, fund managers and investors on gold; and leading our research team.
John has over 30 years’ experience in the gold industry and related fields, most recently as a partner and gold strategist with Paulson & Co for the past seven years. Prior to that, John worked as a precious metals strategist at UBS for 10 years; a gold equity analyst in South Africa for 5 years; and over 8 years held various positions in production and project evaluation in the gold division of Gencor, then a leading South African mining house.
John has a degree in Mining Engineering from the Royal School of Mines, a constituent of Imperial College, London.
- The Case for New Gold Production
- John Reade, Chief Market Strategist, World Gold Council
- Service concludes after 30 min
Lawrence Lepard
The inimitable Lawrence Lepard will impart his wealth of experience in selecting gold stocks that will earn returns rather than losses.
Equity Management Associates, LLC (EMA) is a private investment partnership which pursues investments in gold and silver mining companies that are at all stages: production, development or drill story. Mr. Lepard has focused on this area exclusively since 2008 and has over $60 million of AUM. He has a strong interest in Private Placements and private company transactions as well as larger companies.
- Gold Stock Selection Techniques
- Lawrence Lepard, Managing Partner, Equity Management Associates
Brent Johnson
Key takeaways to expect:
* How the monetary system is designed
* What this means for fiat vs hard assets
* Conviction vs Certainty
Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital.
Brent enjoyed more than nine years as a Managing Director at BakerAvenue, a $2.5 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms largest clients.
Prior to joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.
Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company’s headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.
Brent regularly gives interviews and speaks at conferences regarding precious metals, currencies & macroeconomic trends. His views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses.
- An Inconvenient Truth
- Brent Johnson, CEO, Santiago Capital
- Service concludes after 30 min
Ralph Profiti
Principal, Metals & Mining Equity Research at Eight Capital covering Senior North American Industrial Metals and Precious Metals companies and Commodities. Previous experience includes being a key member of the Global Metals & Mining Equity Research Teams at Credit Suisse and Deutsche Bank, covering North American Industrial Metals & Precious Metals equities in Toronto and New York, as well as Corporate Banking at Royal Bank of Canada.
Bachelor in Engineering degree from Ryerson University's School of Civil Engineering; Masters in Business Administration from the University of Windsor's Odette School of Business; and CFA charterholder.
- Ralph Profiti
- Principal, Equity Research Analyst
- Eight Capital
- Presenter: Patrick Downey
Patrick Downey
Mr. Downey has over 30 years of international experience in the resource industry. Mr. Downey held the position of President, Chief Executive Officer and Director of Elgin Mining Inc., Aura Minerals Inc. and previously Viceroy Exploration Ltd. before its acquisition by Yamana Gold Inc. in 2006. He has held numerous senior engineering positions at several large-scale global gold mining operations and has also held operating positions at several mining projects for Anglo American Corporation in South Africa. Mr. Downey was a member of the boards of Claude Resources and Dalradian Resources before their recent successful acquisitions and he is a member of the board of a number of active resource companies. He holds a Bachelor of Science (Hon.) degree in Engineering from Queen’s University.
- Presenter: Mike Westerlund
Mike Westerlund
Mike Westerlund is a seasoned investor relations executive with 20 years' experience in the North American metals and mining industry. Most recently, Mr. Westerlund was Vice President, Investor Relations with Hecla Mining Company, a US$3 billion NYSE-listed precious metals company with five operating mines in Canada, the U.S. and Mexico, where he directed the investor relations department for eight years. Previously, Mr. Westerlund worked with a series of mineral exploration and mining firms with development stage and operating assets throughout North America.
- Presenter: Matt Badylak
Matt Badylak
Mr. Badylak is a seasoned mining professional with 20 years of operations experience including a number of senior management roles with Eldorado Gold. In his most recent role as General Manager Kisladag Mine, Mr. Badylak was responsible for multiple cost saving initiatives and optimization of the heap leaching operations, allowing the company to avoid construction of a capital-intensive milling facility and extend the operation of the heap leach. Prior to his role at Kisladag, Matt held various corporate and operations management roles in Eldorado Gold, including Managing Director of China Operations and prior to that, General Manager of the Tanjianshan Gold Mine located on the Tibetan Plateau in China’s Qinghai Province. Prior to Eldorado Gold, he worked in various technical roles across Australia and Asia. He holds a Bachelor of Science in Extractive Metallurgy & Chemistry from Murdoch University in Perth and is a member of the Australian Institute of Mining and Metallurgy.
- Presenter: Dan Wilton
Dan Wilton
Dan Wilton has 25 years of experience in M&A, corporate finance and principal investing in the mining sector, having executed as principal or advised on more than $10 billion of mergers, acquisitions and divestitures and more than $1 billion of financings. Dan was most recently a Partner at Pacific Road Capital Management, a mining-focused private equity investment firm with approximately $800 million under management. Prior to joining Pacific Road, Dan’s previous roles included Managing Director and Head of the Global Mining and Metals Group at National Bank Financial Inc., Managing Director in Business Development at General Electric based in London, England, and other corporate finance and M&A roles at global financial institutions based in Toronto and New York. He currently serves as Vice Chair of the Board of Directors and is Chair of the Audit and Finance Committee for Providence Health Care in Vancouver, Canada. Dan holds a B.Comm (First Class Honours) from Queen's University and an MBA (with Distinction) from INSEAD in France.
Ovais Habib
Ovais Habib has 14 years of mining equity research experience. He joined Scotiabank gold & precious minerals equity research team in November 2011, expanding coverage of junior and mid-tier gold exploration and producing companies. Ovais honed his knowledge of both small and large cap mining and exploration companies during his seven years of prior equity research experience at mining-focused investment dealers. Mr. Habib was recognized in 2016 and 2015 as part of the number one Gold/Precious Metals & Minerals - Small/Mid-Cap Team by Greenwich Associates.
- Ovais Habib
- Precious Metals Analyst
- Scotiabank
- Presenter: Boipelo Lekubo
Boipelo Lekubo
Boipelo was appointed financial director with effect from 3 March 2020, having joined the company as chief financial officer in 2017. A chartered accountant (SA), she has extensive experience in group financial management and reporting within the mining industry. Previous positions include that of chief financial officer of Atlatsa Resources corporation and financial manager of Northam Platinum Limited. She served as an independent non-executive director of Trans Hex Group Limited from 2013 until 2017 and is currently an independent non-executive director of African Rainbow Capital Proprietary Limited and of UBI General Partner Proprietary Limited.
- Presenter: Shaun Usmar
Shaun Usmar
Mr. Usmar is an international mining executive with over 25 years of experience working around the globe in operational, financial and executive leadership roles in some of the world’s largest and fastest growing mining companies. Prior to founding Triple Flag, Mr. Usmar served as Senior Executive Vice President and Chief Financial Officer of Barrick Gold Corporation, from 2014 to 2016, where he helped restructure the company. He joined Xstrata in 2002 as an early senior executive member of the management team that grew the company into one of the world’s largest diversified miners at the time of its acquisition by Glencore in 2013. His roles at Xstrata included General Manager of Business Development in London, Chief Financial Officer of Xstrata’s global Ferro-Alloys business in South Africa, and Chief Financial Officer of Xstrata’s global Nickel business in Canada. Prior to joining Xstrata, Mr. Usmar worked at BHP Billiton in Corporate Finance in London, and started his career in mining in operations in the steel and aluminum industries as a production engineer. Mr. Usmar is the Vice-Chair of Make-A-Wish Canada. He holds a Bachelor of Science Engineering in Metallurgy and Materials from the University of Witwatersrand in South Africa, and an MBA from the Kellogg School of Management at Northwestern University, both with distinction.
- Presenter: Sandeep Singh
Sandeep Singh
Sandeep Singh joined Osisko as President in January 2020. For the fifteen years prior, Mr. Singh was an investment banker in the metals and mining industry where he advised numerous mining companies on growth and financing strategies with Maxit Capital (2014-2020), Dundee Securities (2010–2014) and BMO Capital Markets (2005-2010). As co-founder of Maxit Capital, he was instrumental in building an independent and highly successful advisory firm which acted on some of the most complex and value-enhancing transactions in the mining sector.
Mr. Singh holds a Bachelor of Mechanical Engineering degree from Concordia University and a Masters of Business Administration degree from Oxford University.
- Presenter: Philip Yee
Philip Yee
Philip Yee was previously Executive Vice President and Chief Financial Officer of Eldorado Gold until January 2024. He was responsible for overseeing Eldorado's financial strategy, planning and analysis, accounting and financial reporting, as well as its tax and treasury functions. Phil has extensive experience in the mining industry, financial management and reporting, financial and operational recovery, M&A, international risk management and strategy development. He most recently held the position of EVP & CFO at Kirkland Lake Gold and was SVP & CFO with Lake Shore Gold between 2013 and 2016. Mr. Yee holds a Bachelor of Commerce from the University of Saskatchewan and is a Chartered Professional Accountant. Phil has served on the Board of Directors for Kumtor Operating Company, the Eurasia Foundation Central Asia and the American Chamber of Commerce Bishkek.
- Presenter: David Rae
David Rae
David Rae is a seasoned international mining and smelting executive with extensive experience in Africa, Canada and Europe. He has held senior executive and operational roles in international mining companies including Falconbridge and Xstrata. David is a collaborative leader with a reputation of building high performing teams to optimize current assets allowing the business to focus on growth and business development. He holds a Bachelor of Science in Physical Metallurgy from Leeds University in Yorkshire, England.
Mr. Rae joined DPM in 2012 as Senior Vice President, Operations and was appointed Executive Vice President and Chief Operating Officer in 2014. In May 2020, he assumed the role of President and Chief Executive Officer.
- Service concludes after 60 min
Raj Ray
Raj joined BMO Capital Markets in October 2019 covering primarily precious metals. Raj has over eight years of sell-side research experience having worked previously at another Canadian broker-dealer covering Metals & Mining, and prior to that a Canadian bank-owned dealer covering Precious Metals. Raj started his career in industry at a natural resources company monitoring process operations in the zinc business. He has also worked at a risk management firm where he developed and reviewed risk evaluation metrics for mining and energy companies, and also integrated ESG factors to screen portfolios.
Raj holds a bachelor in metallurgy and materials engineering from National Institute of Technology (Rourkela), India, and an MBA from the Schulich School of Business. Raj is also a CFA charterholder.
- Raj Ray
- Director, Metals & Mining Research
- BMO Capital Markets
- Presenter: Ewan Downie
Ewan Downie
Ewan Downie is an accomplished company builder and entrepreneur with more 25 years experience in the mining sector. Mr. Downie served as founder, President & CEO of Premier and prior to this, founder President & CEO of Wolfden Resources Inc. Both companies enjoyed significant value appreciation following inception resulting in both being acquired with spinout vehicles to the benefit of shareholders. In his extensive career Mr. Downie has participated in several gold and base metal discoveries and has been awarded accolades to reflect this success including the 2003 recipient of the Prospectors and Developers Association of Canada, Bill Dennis Prospector of The Year and several Exploration, and Development acknowledgements from the Northwestern Ontario Prospectors Association.
- Presenter: Joao Kleber Cardoso
Joao Kleber Cardoso
Kleber is an Economist from Unicamp and holds an MBA from the Kellogg School of Management, specializing in Finance, Strategy and International Businesses. He joined Aura in March 2019. Prior to joining Aura, he was CFO of Santista, a large jeans manufacturer with operations in Brazil and Argentina. Previously, he worked at Mover Participações, one of the largest conglomerates in Brazil, and was involved in M&A projects. Kleber has also worked in the management consulting sector for A.T. Kearney and Accenture, in a variety of industries and projects.
- Presenter: Galina Meleger
Galina Meleger
Galina Meleger is an Investor Relations and Corporate Communications professional with over 10 years diverse experience for publicly traded companies in the resource sector. Prior to joining Endeavour Silver, Ms. Meleger worked for Newmarket Gold and subsequently Kirkland Lake Gold, as a result of a business combination to form a mid-tier gold mining company with underground gold mines in Canada & Australia, where she was Director of Corporate Communications. Prior to that, Galina worked for KGHM, a Polish based major mining company, in a communications role overseeing the North and South American division, comprising of six mines and three development projects. From 2010 to 2015, Galina worked for Copper Mountain Mining, responsible for investor relations and corporate communications.
Ms Meleger studied at the British Columbia Institute of Technology (BCIT), completing a Business Diploma in Financial Management and is a licensed Corporate Social Responsibility practitioner.
- Service concludes after 30 min
Thom Calandra
- Thom Calandra
- Editor
- The Calandra Report/TCR
- Presenter: David Wolfin
David Wolfin
David Wolfin is the President, CEO and Director of Avino Silver and Gold Mines Ltd. He has over 30 years of public company experience in mineral exploration, development, construction, and operations in precious metals in North America.
He currently serves as President, CEO and Director of Avino Silver & Gold Mines Ltd listed on NYSE American and Toronto stock exchanges. He successfully developed the company from a minority owner of the closed Avino mine in 2001 with a market capitalization of $0.8 M, to successfully negotiating a 100% ownership in the Avino mine in 2006, and then into commercial production in 2012. He successfully grew the company to one with 300-500 employees with a market capitalization reaching as high as $250 M.
Mr. Wolfin learned the business from the ground up by working in the field at mines and operations in Mexico, Nevada and in the finance industry by working on the floor of the Vancouver Stock Exchange in the 1980’s, and several years at Pacific International and Continental Carlyle Douglas Securities firms in the 1980’s. He also learned under the mentorship of his late father Mr. Louis Wolfin, legendary mining financier.
He is experienced in M&As, Capital Markets, Brokered & Private Placement financings, and an Offtake agreement with Samsung, At-The-Market offerings, and credit facilities totalling more than $250 M US in aggregate.
Mr. Wolfin has studied business and geology at Colorado State & Simon Fraser Universities.
For the last 15 years, Mr. Wolfin has also managed the Oniva International Services Group which includes Avino Silver & Gold Mines Ltd. (CEO, President & Director); Bralorne Gold Mines Ltd. (Former CEO, President & Director); Coral Gold Resources Ltd. (Former CEO, President & Director); and Levon Resources Ltd. (Former Director).
In addition, he currently serves as Chairman and Director of Silver Wolf Exploration Ltd. (Formerly Gray rock Resources Ltd.).
- Presenter: Chris Herald
Chris Herald
Mr. Herald has been a director of Solitario since August 1992. He has also served as Chief Executive Officer since June 1999 and President since August 1993. Mr. Herald also served as a director of Crown since April 1989, as Chief Executive Officer of Crown since June of 1999, President of Crown since November 1990 and was Executive Vice President of Crown from January 1990 to November 1990. Prior to joining Crown, Mr. Herald was a Senior Geologist with Echo Bay Mines and Anaconda Minerals. Mr. Herald currently serves as non-executive Chairman of Viva Gold Corp. Mr. Herald received a M.S. in Geology from the Colorado School of Mines and a B.S. in Geology from the University of Notre Dame.
- Presenter: Gerald Panneton
Gerald Panneton
Mr. Panneton is a geologist with over 35 years of experience in domestic and international exploration and development in the gold mining industry. During his career, he has played a key role in the discovery and advancement of several gold deposits worldwide. He joined Gold Terra in October 2019.
Mr. Panneton was the founder, President and CEO of Detour Gold Corporation (2006-13), where under his leadership, the Detour Lake project grew over tenfold from 1.5 million ounces in resources to over 16 million ounces in reserves and brought into production in just over six years. Today, the Detour Lake mine ranks as one of the largest gold mines in Canada. Mr. Panneton raised approximately $2.6 billion in capital while at Detour Gold. Mr. Panneton and his Detour Gold team were the recipients of the PDAC 2011 Bill Dennis Award for Canadian mineral discoveries and prospecting success of the year.
- Presenter: Charles Funk
Charles Funk
Charles Funk is the founder, CEO and a director of Heliostar Metals, a company rapidly growing into a mid-tier gold producer. Mr. Funk has eighteen years of experience in company management, exploration and business development for companies including Newcrest Mining, OZ Minerals and Vizsla Silver. He has contributed to over $244.80 M in capital raised over the last 6 years, has been involved in all aspects of multiple project acquisition and disposition and has played leading roles in deposit discoveries in Australia and Mexico. Most recently, the discovery of Vizsla Silvers Panuco district in Sinaloa, Mexico. Mr. Funk has a degree in SpaceScience and a degree with Honours in Earth Science.
Andrew Breichmanas
Andrew Breichmanas joined Stifel in February 2021 as an analyst covering the Metals & Mining sector after previously holding similar roles at BMO Capital Markets and Desjardins Securities. Since entering capital markets in 2006, he has covered global mining companies from early-stage developers to diversified producers. He was named the best overall stock picker by Thomson Reuters StarMine in its 2015 Canadian Analyst Awards. Before transitioning to research, Andrew worked at an engineering consultant and was responsible for elements of the design, procurement, construction and commissioning of capital projects for mining clients. He remains a member of Professional Engineers Ontario and is licensed to practice engineering in the province. Andrew holds a degree in Applied Mathematics from Queen’s University and an MBA from the University of Michigan.
- Andrew Breichmanas
- Managing Director, Equity Research
- Stifel Financial Corp.
- Presenter: Peter Hardie
Peter Hardie
Peter Hardie has been the CFO of Equinox Gold since August 2016. Before joining Equinox Gold, Peter was the CFO of True Gold until it was acquired by Endeavour Mining in April 2016. Peter is a Chartered Professional Accountant with 17 years of finance, accounting, business development, government negotiation, construction and operations experience. Before his time at True Gold, Peter spent 10 years at Nevsun Resources Ltd., where he progressed through various management positions and spent several years as Vice President of Finance and Chief Financial Officer. He was involved in financing, construction and mine start-up, operations, government negotiations, and led all areas of finance, including treasury systems and reporting.
- Service concludes after 30 min
Tim Wood
Tim Wood has served as the Executive Director of The Denver Gold Group, Inc. since April 2011. Prior to joining DGG, Tim managed retail and institutional investment conferences in the U.S. and South Africa, including Mining Indaba. Tim also has extensive experience in publishing and publishing technology having founded several publications, and as an editor for several media enterprises.
He earned a graduate degree in International Relations, and a Diploma in Business Administration, both from the University of the Witwatersrand. He read for the degrees after completing compulsory military service as a combat artillery officer at the conclusion of the Angolan war.
- Tim Wood
- Executive Director
- Denver Gold Group
- Presenter: Frank Hallam
Frank Hallam
Frank R. Hallam has over 27 years of experience in the mining, minerals and petroleum industry as an operator, principal, and founder of several NYSE.American, TSX and TSXV corporations. His experience includes both equity and debt financing and the execution of exploration, discovery and development programs in Canada, the USA, Mexico and in six different countries in Eastern and Southern Africa. Significant business partners have included Anglo American Platinum Limited, Barrick Gold Corporation, Newmont Mining Corporation, Industrias Penoles SAB de CV, Fresnillo Plc, JCI Limited and Impala Platinum Limited. He has been directly involved in friendly and hostile M&A transactions and has been involved in more than USD $2.0 billion in public offerings in the USA, Canada, and Europe.
In his role as CFO and Director with TSX listed gold exploration company Tan Range Exploration Corp. (1995 to 2002) he set up and administered exploration offices in Tanzania, Ethiopia and Eritrea.
Mr. Hallam was the original founder of New Millennium Metals Corp., a predecessor company to Platinum Group Metals Ltd. In addition to co-founding Platinum Group Metals Ltd. Mr. Hallam was a co-founder (2003) and former CFO and director until 2014 of MAG Silver Corp. Mr. Hallam was a co-founder (2005) and director of West Timmins Mining Inc. that was purchased by producing company Lake Shore Gold Corp. in 2009 for over CAD $ 400 million after the discovery of the Thunder Creek gold deposit. He served as a director of Lake Shore until the billion-dollar take-over of Lake Shore by Tahoe Resources Inc. in April 2016. Mr. Hallam currently serves as CFO & Corporate Secretary of West Vault Mining Inc.
Mr. Hallam is a Chartered Professional Accountant, Chartered Accountant (1993), was formerly an auditor in the public Mining Practice of Coopers & Lybrand (now PriceWaterhouseCoopers) and holds a Bachelor of Business Administration from Simon Fraser University (1990).
- Presenter: Hugh Agro
Hugh Agro
Mr. Agro is the President & CEO of Revival Gold Inc., a growth focused gold exploration and development company. Prior to Revival Gold, Mr. Agro co-founded Carbon Arc Capital Investments Inc., a private-equity backed investor in mining and metals, and served as Executive Vice President, Strategic Development with Kinross Gold Corporation. At Kinross, Mr. Agro was a member of the Executive Leadership Team and responsible for strategic and operational leadership of Kinross’ growth initiatives including corporate development, global exploration and commercial activities in Russia. Previously, Mr. Agro held senior executive positions with Placer Dome, Senator Capital Partners and in investment banking with Deutsche Bank’s Global Metals and Mining Group. Mr. Agro has served on the Board and Audit Committees of Victoria Gold Corp., Chantrell Ventures and Americas Silver Corp. Additionally, Mr. Agro has served as a Director, Chairman and Interim CEO of Strata Minerals and currently serves as a Director of Fort Berens Estate Winery Ltd., an award-winning winery located in British Columbia, Canada. Mr. Agro holds a Bachelor of Science in Mining Engineering from Queen’s University (1989) and MBA Finance from UBC & London Business School (1997).
- Presenter: Sam Lee
Sam Lee
Mr. Lee was appointed to the role of President & CEO of Northisle in October 2020. Over the past 20 years Mr. Lee has advised on some of the most prominent M&A, equity, and debt transactions in the international and Canadian global mining industry totalling over $100 billion in value. During this period, he has worked in major resource markets including Toronto, Sydney, and Vancouver where he led various strategic initiatives for CIBC World Markets. Most recently he was Managing Director and head of CIBC’s Vancouver Mining Group. Mr. Lee holds a Bachelor of Applied Science, Faculty of Engineering, from the University of Toronto, was a graduate of the Lassonde Mineral Engineering program, and is a CFA charter holder.
- Service concludes after 30 min
- Fund Managers Go Around the World in 45 Minutes
- Moderator:
- Charlie Morris, Founder & CIO, ByteTree
- Presenters:
- Sean Fieler, President and Chief Investment Officer, Equinox Partners
- Brent Johnson, CEO, Santiago Capital
- Lawrence Lepard, Managing Partner, Equity Management Associates
Charlie Morris
Charlie Morris is the founder of ByteTree. He has 25 years’ experience in fund management, where he has built a reputation for actively managed, multi-asset portfolios with strong risk management. He currently manages the Soda and Whisky Portfolios at ByteTree through the Mulli Asset Investor, which is popular with retail investors.
Although an expert in traditional assets, Charlie is better known for his enthusiasm for gold and Bitcoin (BOLD). ByteTree Asset Management has a BOLD ETF listed in Switzerland (BOLD SW), which combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due to their natural low correlation and high dispersion, the results of this combination have been truly spectacular.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management (1998 to 2015) where he managed $3bn of assets.
Sean Fieler
Sean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P. Over the past two decades, Sean Fieler and his partners have assembled a research team capable of analyzing businesses around the world, a capability that has enabled Equinox Partners and the Kuroto Fund to consistently purchase superior businesses at substantial discounts to their intrinsic value. Mr. Fieler serves as a member of the Dominican Foundation Board and is very active in the Catholic community. He serves as Chairman of the American Principles Project, is Chairman of the Chiaroscuro Foundation and is a board member of the Witherspoon Institute, the Manhattan Institute, the Committee for Monetary Research & Education, the Acton Institute and the Susan B. Anthony List. A graduate of Williams College with a degree in political economy, Mr. Fieler speaks and publishes on the topic of monetary reform. He has given talks on monetary policy at the annual Grant’s Conference, the Atlas Liberty Forum and has written for The Wall Street Journal and The Weekly Standard.
Brent Johnson
Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital.
Brent enjoyed more than nine years as a Managing Director at BakerAvenue, a $2.5 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms largest clients.
Prior to joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.
Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company’s headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.
Brent regularly gives interviews and speaks at conferences regarding precious metals, currencies & macroeconomic trends. His views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses.
Lawrence Lepard
Equity Management Associates, LLC (EMA) is a private investment partnership which pursues investments in gold and silver mining companies that are at all stages: production, development or drill story. Mr. Lepard has focused on this area exclusively since 2008 and has over $60 million of AUM. He has a strong interest in Private Placements and private company transactions as well as larger companies.
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