Mining Forum Europe 2025

Keynote Speakers

Specialist, McKinsey & Company

Dawid Lipus

Specialist, McKinsey & Company
Gold Industry Opportunities and Challenges

Insights from McKinsey MineSpans

Tuesday, Apr 1 11:30 AM CEST
Ballrooms 2 & 3
About Dawid Lipus

I am a commodity/mining industry analyst having mining education, supporting mining companies, OEMs and financial institutions.
I have strong analytical skills (SQL, Alteryx, basic Python), excellent communication skills and experience in managing team.

Specialist, McKinsey & Company

Michal Polcyn

Specialist, McKinsey & Company
Gold Industry Opportunities and Challenges

Insights from McKinsey MineSpans

Tuesday, Apr 1 11:30 AM CEST
Ballrooms 2 & 3
CIO of Macro Hedge Fund, Palinuro Capital

Alf Peccatiello

CIO of Macro Hedge Fund, Palinuro Capital
To Be Announced
Tuesday, Apr 1 8:35 AM CEST
Ballrooms 2 & 3
About 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.

President & Chief Investment Officer, Sarmaya Partners

Wasif Latif

President & Chief Investment Officer, Sarmaya Partners
Why generalists are buying commodities assets
Tuesday, Apr 1 9:00 AM CEST
Ballrooms 2 & 3
About Wasif Latif

Wasif Latif is the Co-Founder, President, and Chief Investment Officer of Sarmaya Partners, an asset management company focused on a unique style of thematic investing. His career spans over 25 years in the investment industry and includes managing equity, global multi-asset, and multi-manager portfolios across mutual funds, ETFs, wealth management, and institutional portfolios. Before founding Sarmaya Partners, Wasif was Managing Director of Portfolio Strategy at Truist, Head of Investment Solutions at Victory Capital, managing over $50 billion in various funds, and at USAA Asset Management he was Head of Global Multi-Assets, where he managed over $38 billion. Wasif has been a frequent guest on CNBC and Bloomberg TV & Radio, and he has been quoted in industry publications like Reuters, Wall Street Journal, and Fortune. He is well-regarded for his insightful commentary and strategic investment acumen.

Professor, Private

Thorsten Polleit

Professor, Private
The World's Fiat Money Regime Under Pressure. The Value Proposition For Gold

The world’s fiat money regime, particularly the US dollar, is on a collision course with mounting challenges. This is not just about economic and financial crises but also about escalating domestic and international political conflicts. In my presentation, I will delve into the reasons why investors should brace themselves for a significant erosion of the purchasing power of global fiat currencies in the near future. I will also underscore the importance of holding a portion of your portfolio in gold, especially for those with a long-term investment horizon. Key Takeaways: Bullet Points · My talk makes you understand the problems that come with fiat money, … · … how the debasement of fiat monies will affect asset classes, and … · … why you should get hold of gold, mankind’s ultimate means of payment, even at current record prices Latest books (1) https://www.amazon.co.uk/Global-Currency-Plot-Freedom-Prevent-ebook/dp/B0BV329Y4K (2) https://www.amazon.de/Teufels-Geld-faustische-Fiatgeld-Pakt-zur%C3%BCckkehren/dp/3959727437

Wednesday, Apr 2 12:10 PM CEST
Ballrooms 2 & 3
About Thorsten Polleit

Dr. Thorsten Polleit is an Honorary Professor of Economics at the University of Bayreuth and President of the Ludwig von Mises Institute Deutschland. His fields of interest are monetary and capital market economics, the history of economic thought, and epistemology. As an economist, Thorsten worked 15 years in international investment banking, the last 12 years in the precious metals trading business. He is the author of many refereed journal articles and books.