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.
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.
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.
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
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.
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.
Includes access to presentation paper and recording of the session.
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