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4-Part Series: Resources

Webinar presented by The Perth Mint, Tribeca Investment Partners , Evolution Mining and Cooper Energy & VectorVest

Part 1: Where to next for gold?

Monday 11 May 2020  |  11.00am - 12.00pm AEST

Further details to be advised closer to the date

The price of gold has rallied strongly in 2020, continuing a strong run of gains that dates back to Q4 2018. Demand is rising, with central banks continuing to buy, whilst ETF holdings have hit an all time high.

This webinar will look at the headwinds and tailwinds impacting the gold market and look at the important role the yellow metal can play in a diversified investment portfolio. 

Presenter

Jordan Eliseo, Senior Investment Manager, The Perth Mint

Jordan Eliseo is a financial markets commentator and precious metals expert with more than 20 years industry experience. He has worked at companies including JP Morgan and Deutsche Bank and was head of Investment Analytics at Cazenove Capital in London where he was responsible for building risk and attribution models for hedge funds as well as equity, fixed income and multi-asset portfolios. Jordan also worked as the Head of Investment Analytics for AMP Capital’s Multi-Asset Group in Sydney. Jordan’s precious metals experience dates back to 2003 with his co-founding of Argentaurus Investments, a private investment vehicle set up to invest in precious metals markets.


Part 2: Current perspective on oil & gas

Friday 5 June 2020  |  1.00pm - 2.00pm AEST

Guy Keller, Head of Commodities will be sharing his views on the investment opportunities across the global oil & gas sector and how his team are positioned to profit from the current environment. 


Presenter

Guy Keller, Head of Commodities/Portfolio Manager, Tribeca Investment Partners
Guy has over 20 years of global commodity trading experience having worked in London, Singapore and Sydney. Prior to joining Tribeca, Guy spent 15 years as a Director with Macquarie Bank, most recently in Singapore as Head of the Asia Base Metal Trading.

 

Guy has run trading strategies across base metals, precious metals and iron ore and has built up an extensive network of industry contacts including producers, consumers and physical traders.


Part 3: Why continued development of emerging nations is good news for iron ore demand and even better news for Australia

Tuesday 9 June 2020  |  1.00pm - 2.00pm AEST

Iron ore is the most-used metal by both tonnage and purpose in the world and is the main building block for modern and urban living.  It’s used in the production of iron which is mixed with metallurgical coal to make steel.  Steel is used in a wide range of end uses including construction (for example: buildings, bridges), heavy machinery, cars, railways and locomotives, ships, power distribution as well as smaller everyday items such as furniture, paper clips, tools, reinforcing rods for concrete, bicycles, and thousands of other items.

Despite the inevitable negative impacts of COVID-19 on global economies, one thing that will not change is the desire of emerging nations to continue to build wealth and pull their people out of poverty. This urbanisation will require steel, and iron ore.  This is good news for Australia, as the #2, #3, #4 and #5 iron ore producers by tonnage in the world are all Australian, which produce from the very iron ore rich Pilbara region in NW Western Australia.


Presenter 

Vicky Binns, Non-Executive Director, Evolution Mining and Cooper Energy
Vicky has more than 35 years experience in the global Resources and Financial Markets and is currently a Non-Executive Director of Evolution Mining and Cooper Energy,  ASX Top 50 and Top 200 listed companies respectively.  Vicky is a graduate of the Australian Institute of Company Directors and a Fellow of the Australasian Institute of Mining and Metallurgy.

Prior to October 2019, Vicky was Vice President Marketing Minerals for BHP where she led a high performing, diverse team of Engineering and Marketing professionals. Vicky was responsible for all sales, marketing, logistics, risk, pricing and customer activities for iron ore, metallurgical coal, energy coal, copper, nickel, zinc, molybdenum and uranium across a global portfolio with annual revenue >US$40bn, contributing 86% of BHP’s FY19 EBITDA.  


Part 4: Recap your learnings & insights 

Date TBA 

Russell and John have known each other for a number of years and have exchanged ideas on stocks and stock valuations  and they will run this informal workshop using the Vector Vest technology to examine resource stocks.

They will look at the major sectors (Gold, Iron ore, Oil & Gas, Coal and Rare Earths) investigating share price trends and valuation metrics.

This is an interactive workshop and will respond in real time to questions using both their collective understanding of the sector and the Vector Vest technology.

As an educational and hopefully entertaining session, Russell and John will not be making any recommendations but will examine major resource stocks, consensus views from brokers together with underlying data to see what hidden gems they might find.


Presenters

Russell Markham, Director of Education, Asia Pacific, VectorVest
Russell holds a degree in Management Studies with a double major in Economics and Accounting. He also has a Masters of Financial Planning degree and post grad qualifications in Technology Management and in Marketing.

Russell has more than 20 years commercial experience in financial analysis, marketing, education and training in Energy, Banking, Insurance and Financial Planning in Australia, New Zealand and Hong Kong.  He been with VectorVest for 8 years and is now their Director of Education and Training for Asia Pacific, based in Australia. 

Russell has been instrumental in putting together the model portfolios that VectorVest tracks for Australia. He is a Trustee of his family’s SMSF

 

John Cowling, CEO, ASA
John’s 40 year corporate career has seen him work in Australia, US, UK and across Asia. Originally trained as a chartered accountant John progressed into senior management roles and has held positions as CEO of public & private companies, NSW government transport corporations and more recently, internet companies in Australia and overseas. His business experience in the last 20 years has been largely in strategic planning, restructuring/turn around strategies and change management to improve business performance. He has also served as a director of ASX listed companies and large public and private enterprises. John has been a member of the Australian Accounting Standards Board and the Advisory committee of Australian Institute of Company Directors (AICD) on Accounting issues.


Cost 

Members: $35.00  
Non-members: $70.00

Includes access to presentation paper and recording of the session. 


Links to access the webinar (via GoToWebinar) will be sent to your email address within 24 hours of registration but if you have any other questions about this webinar please contact Mary Calleja or Kristine Nuñez on 1300 368 448. Alternatively, you can see our FAQ below:

Can we get a recording of the webinar?
All of our webinars are recorded and will be sent to your email at the conclusion (within 24 hours) of the webinar session. You must register to receive this webinar recording even if you cannot attend the live session. 

Can we get a copy of the webinar handout?
All registrants receive a pdf handout at the conclusion (within 24 hours) of the webinar. Presentation handouts can also be downloaded during the live webinar sessions on the 'Handouts' panel on the GoToWebinar. 

How long will the recording be available for us to view after the session?
Webinar recordings are available to view for a minimum of 3 years. If you're looking for a past webinar recordings, you can visit our Webinar recordings page under Resource centre of the website.

I  have trouble hearing audio on my computer.
When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended however, if this does not work,close your window and click 'Join Webinar' again and a prompt will ask you to select 'Use Telephone'. Dial the numbers below.

Australia: +61 2 9087 3602 
Access Code: This is found on your GoToWebinar confirmation email.

Can I use GoToWebinar on my mobile device?
You can use the free apps to attend webinars directly from an iPad, iPhone, Android device or Windows mobile device. 

Download the apps free on the App StoreGoogle Play and the Windows Mobile Store.

When
7/20/2020 7:00 PM - 8:00 PM
AUS Eastern Standard Time
Where
Online
 

Cancellation policy: Cancellation of the conference due to COVID-19 regulations will result in full refunds. All other cancellations will incur a $75 administration fee.

Cancellations received less than 7 days before an event will not be eligible for a refund. A substitute delegate is welcome to attend.