DenveR golD FoRUm 2012 SeptembeR 9 - 12, 2012 Hyatt Regency DenveR
monday, September 10, 2012 (continued)
DGF Night at the BallparkCoors Field, Downtown Denver
6:4o p.m.
There is no more enjoyable way to network at the 2012 Denver Gold Forum than to attend the DGF Night at the Ballpark. Enjoy one of Denver’s most popular pastimes, and join your
fellow delegates for dinner and drinks in three Super Suites to watch the San Francisco Giants take on the home team Colorado Rockies.
global Strategist & new york times bestselling authorThomas P.M. Barnett has worked in US national security circles since the end of the Cold War, starting first with the Department of Navy’s premier think tank, the Center for Naval Analyses. From there he moved to serve as a senior researcher and professor at the Naval War College in Newport RI, where he became a top assistant to Vice Admiral Arthur Cebrowksi - the father of “network-centric warfare.” After 9/11, Barnett served in Cebrowski’s Office of Force Transformation in the Office of the Secretary of Defense as the Assistant for Strategic Futures. He developed a famous PowerPoint brief on the subject of globalization and international security, which later morphed into a New York Times-bestseling book, “The Pentagon’s New Map: War and Peace in the Twenty-First Century” (2004). Since leaving government service in 2005, Dr. Barnett has amassed a number of duties in the private sector:
• Running his own consultancy, Barnett Consulting LLP;• Acting as chief analyst for the online strategic community & “massively
multiplayer consultancy” Wikistrat Ltd.;• Writing as contributing editor for Esquire magazine and posting to its The
Politics Blog;• Writing his own blog (“Thomas P.M. Barnett’s Globlogization”) and a
weekly column for World Politics Review (“The New Rules”);• Contributing to Time’s Battleland blog;• Working as senior consultant to the political-risk firm Eurasia Group and as
a part-time analyst at the Center for Naval Analyses; and• Serving as Executive Vice President of the New York- and Beijing-based
Center for America-China Partnership.
Barnett completed his “Pentagon’s New Map” trilogy with the volumes, “Blueprint for Action: A Future Worth Creating” (2005), and “Great Powers: America and the World After Bush” (2009). Dr. Barnett holds a PhD in political science from Harvard University. He is based in Indianapolis, Indiana, and travels the world giving speeches and conducting his strategy work with both private- and public-sector enterprises.
Donald g.m. coxeStrategy advisor, bmo Financial group chairmancoxe advisors llp
Don Coxe has more than 39 years of institutional investment experience in Canada and the US. He is Strategy Advisor to BMO Financial Group. His investment journal, Basic Points, published since 1992, and his conference calls are distributed exclusively for their clients in North America, Europe and Asia.
From his office in Chicago, Mr. Coxe heads up the Global Commodity Strategy investment management team – a collaboration of Coxe Advisors and Harris Investments – to create and market commodity-oriented solutions for investors. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, the Virtus Global Commodity Stock fund in the US and the BMO Global Natural Resources Equity Fund for international investors.
Mr. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and he was ranked number one in the 2007, 2008 and 2009 surveys. Mr. Coxe maintains a highly visible presence in the business community as an advisor to Boards, and speaker for business conferences and industry events.
Mr. Coxe was appointed to the Board of Spanish Mountain Gold (TSX:SPA) in September 2011. He has been an Advisory Board member of Genagro Ltd. (a firm investing in farmland and farming-related businesses) since 2008.
Prior to entering the investment advisor business, Mr. Coxe served as associate editor of National Review magazine in New York; practiced law in Toronto; was general manager of the Ontario Federation of Agriculture; and served as General Counsel of the Canadian Federation of Agriculture.
american business editor & new york bureau chiefThe EconomistMatthew Bishop, the American business editor and New York Bureau chief for The Economist, possesses a breadth of knowledge on financial trends that is second to none. A native of Great Britain, he was previously the magazine’s London-based business editor. With the enviable ability to clearly explain the historical context behind our current fiscal challenges and the steps the country should take to avoid a future collapse, Bishop has been praised as a rising star in the finance world and was named to the Power 100 List of executives who have made a difference in the finance industry. Frequently interviewed on media outlets like NPR, BBC, CNBC, MSNBC, and PBS, Matthew Bishop presents sharp analysis of the state of the global economy and a lucid and rational plan for future change. He is exclusively represented by Leading Authorities speakers bureau.
Acclaimed Authorships. Bishop is the co-author, with Michael Green, of The Road From Ruin: How to Revive Capitalism and Put America Back on Top, which rejects old orthodoxies and conventional wisdoms and sets an agenda for recovery that calls for a new, improved capitalism in the wake of the crash of 2008 and subsequent economic downturn.
Bishop is also the author, again with Green, of Philanthrocapitalism, described as “terrific” by The New York Times and called “the definitive guide to a new generation of philanthropists who understand innovation and risk-taking and who will play a crucial part in solving the biggest problems facing the world,” by New York Mayor Michael Bloomberg.
Bishop also wrote Economics A to Z, the official Economist layperson’s guide to economics and is the author of several of The Economist’s special report supplements, including most recently “The Great Mismatch,” about the future of jobs; “A Bigger World,” which examines the opportunities and challenges of the rise of emerging economies and firms; “The Business of Giving,” which looks at the industrial revolution taking place in philanthropy; “Kings of Capitalism,” an influential analysis of the private-equity industry; and “Capitalism and its Troubles,” an examination of the flaws in the financial system that led to the current crisis.
pierre lassonde c.m., oQchairmanFranco-nevada corporationPierre graduated with a BA. University of Montreal 1967, BSc. Polytechnique 1971, MBA, University of Utah 1973, PEng Ont 1976 and CFA, University of Virginia, 1984.
In l980, he began ten years as president of the gold division of Beutel, Goodman & Company, directing its highly successful gold investment fund. Pierre co-founded Franco-Nevada Mining Corporation with Seymour Schulich in 1982 and over a 20 year period provided shareholders with a 36% annualized rate of return. He became post-merger president of Newmont Mining Corporation in 2002 – the world’s largest gold producer. From January to November 2007 Pierre was vice chairman of Newmont Mining Corporation. In November 2007, Pierre became chairman of Franco-Nevada Corporation. Pierre served as chairman of the World Gold Council, April 2005 – 2009. He is Chairman of the Quebec National Art Museum, 2005- present.
RECOGNITION• Mining Men of the Year, with his business partner, by the Northern Miner (l997).• Mining Developer of the Year, along with his business partner, from the Prospectors
and Developers Association of Canada (l999).• Engineering Medal, Entrepreneurship, PEO (1999).• Hall of Fame, David Eccles School of Business, University of Utah (2001) following an
award as Distinguished Alumnus in 1999.• Canadian Institute of Mining and Metallurgy’s Inco Medal (2001).• Honorary Doctor of Engineering, University of Toronto (2001).• Honorary Doctor of Engineering, University of Montreal (2002).• Order of Canada (2003).• Professional Engineers Ontario Gold Medal (2004).• Inducted into the American Mining Hall of Fame (2005).• Honorary Doctor of Business, University of Utah (2006).• Honorary Doctor of Engineering, University of Ryerson (2006).• Officer of the Order of Quebec in 2008.• CIM Robert Elver Mineral Economics Award (2011).• Award for Outstanding Philanthropist by the Association of Fund Raising Professionals,
Quebec Chapter, Nov 15, 2011. CIM Robert Elver Mineral Economics Award (2011).
Pierre Lassonde is also the author of The Gold Book, The Complete Investment Guide to Precious Metals. His views are widely respected.
thomas p.m. barnett matthew bishop
DenveR golD FoRUm 2012 SeptembeR 9 - 12, 2012 Hyatt Regency DenveR
Keynote Speakers
DenveR golD FoRUm 2012 SeptembeR 9 - 12, 2012 Hyatt Regency DenveR
managing DirectorRbc capital markets
Geoff joined RBC Capital Markets in 2004 and is based in Sydney, Australia. He has been a highly rated gold and base metals mining and steel analyst in several institutional surveys. Geoff has a background in research, corporate finance and practical hands-on mining engineering. He has extensive experience in all aspects of mining finance in Australia and throughout the world, with almost 20 years in the financial industry with JP Morgan (and predecessor company Ord Minnett). Geoff graduated from Otago University in New Zealand with a B.Sc. (honors) in mining and a post-graduate diploma in business studies and mineral economics from Macquarie University in Sydney. He is a Managing Director of RBC Capital Markets.
paul burton barry cooperSenior equities analyst, precious metals managing Directorthomson Reuters gFmS
Paul Burton is Senior Equities Analyst, Precious Metals at Thomson Reuters GFMS and is Mining Consultant to the London-based gold fund, Hinde Capital.
He was previously Managing Director of GFMS World Gold and publisher of World Gold Analyst, a leading independent gold mining investment publication.
Paul has over thirty years experience in various positions within the mining industry. After initially working as a mining engineer he spent much of his career in mineral economics and minerals marketing, in South Africa, before joining the Mining Journal in 1996, where he became Editor of World Gold Analyst.
Paul graduated from the Camborne School of Mines as a mining engineer and subsequently obtained an MSc in Mining Engineering and an MBA, from the University of the Witwatersrand, South Africa.
cIbc World markets Inc.
Barry Cooper joined CIBC World Markets in May 1996 as a mining research analyst responsible for Junior Mining situations primarily for North American based companies.
The Junior Mining sector covers a wide range of commodities, services and products. As the sector became less of interest to institutional investors, he assumed senior coverage of the gold equities and bullion in 1998. His coverage now includes both Canadian listed and internationally listed gold producers with market capitalizations ranging from $400 million to over $40 billion.
Prior to joining CIBC World Markets he was employed by Cameco Corporation, which is the world’s largest producer of uranium. At Cameco, Mr. Cooper was responsible for the company’s gold diversification program primarily in North America, but also other parts of the world. Before joining Cameco, he worked as an exploration geologist in Western Canada and for Inco as a mine geologist at two of their nickel operations in Sudbury.
Senior analystJp morgan chase
John Bridges is the senior analyst at JP Morgan, covering the North American precious metals space. He has been involved in precious metals stock evaluation since 1984 and before that was in mine management.Prior to joining Martin and Co, a heritage JP Morgan Chase company in 1987, Mr. Bridges was the senior analyst at Genbel, the investment arm of Gencor, a company that spun off assets into Billiton and went on to become BHP Billiton. Before Gencor, Mr. Bridges was in senior line management positions at Gold Field’s deep level South African gold mines, primarily Driefontein on the far west Rand. Mr. Bridges holds a B.Sc. and ACSM from the Camborne School of Mines in England, an MBA from the Cape Town Business School, and is a CFA charter holder. He has received a number of awards for his team’s work, most recently being judged the number one earnings estimator in the 2012 Thomson Reuters Starmine poll for the US Metals and Mining sector.
geoff breen John bridges
Session chairs
DenveR golD FoRUm 2012 SeptembeR 9 - 12, 2012 Hyatt Regency DenveR
mining analystHaywood Securities
Tara Hassan is a Mining Research Analyst who covers junior precious metal companies. She is based in Toronto and joined the Haywood Securities research team in 2012.
Tara has worked as a Mining Analyst for more than five years with previous experience at National Bank Financial and prior to that at Toronto-based boutique investment bank, M Partners. In these roles, Tara initiated coverage on junior mining companies, recording a high success rate of identifying takeover targets and substantially undervalued companies. Before entering the financial services industry in 2007, Tara worked in the mining industry for Inco (now Vale) and Placer Dome (now Barrick Gold). At these companies, she held operating, engineering and project-focused roles, working at eight different mines and gaining experience in a wide variety of underground and open pit mining situations. Tara is a Professional Engineer and holds a Bachelor of Science degree in Mining Engineering from Queen’s University in Kingston, Ontario.
paolo lostrittoDirector & equity Research analystnational bank Financial
Paolo Lostritto is a Precious Metals Research Analyst and Director with our Metals and Mining Team. He joined National Bank Financial in 2011 after working in equity research for 14 years at several institutions, including two Canadian bankowned firms.
Paolo has a B.A.Sc. in Geological and Mineral Engineering (Rock Mechanics) from the University of Toronto. He is a registered Professional Engineer in the province of Ontario.
Senior analyst & global coordinator metals and miningbofa merrill lynch global Research
Mike Jalonen is Senior Analyst and Global Coordinator Metals and Mining Global Research with the firm of Bank of America Merrill Lynch.
Based in Toronto, Mike joined BofA Merrill Lynch Global Research in May 1989 as a gold analyst through the firm’s acquisition of Midland Walwyn. Mike was appointed Global Coordinator for the Metals and Mining group in February 2009.
Prior to joining Bank of America Merrill Lynch, Mike worked as a gold analyst with Dean Witter Canada for 18 months, as a financial analyst with Somicom Mining Management for close to two years and two years as an exploration geologist with Nanisivik Mines in the Northwest Territories.
Mike earned a B.Sc. Honours in Geology from the University of Windsor and earned his MBA from McMaster University. Mike is a highly ranked analyst in the annual Brendan Woods survey of the Canadian precious metals sector. Mike is also a CFA charterholder.
tara Hassan
mike Jalonen
Session chairs
adam grafprecious metals and emerging minersDahlman Rose & co.
Mr. Graf joined Dahlman Rose in September 2008 and focuses on the Precious Metals and Emerging Miners sectors. Mr. Graf started his career as an Exploration Geologist for Phelps Dodge and BHP in the American Southwest. In 2001, he began his Wall Street career as a Research Associate and later as an Analyst for the Bear Stearns Metals and Mining team. In 2005, Mr. Graf joined Federated Investors, a long-only family of funds, as their Global Metals, Mining, and Steel Analyst. Mr. Graf received his Bachelor of Science degree from the University of Michigan, his Masters of Science in Economic Geology and Masters of Business Administration, both from the University of Arizona. Mr. Graf holds a Chartered Financial Analyst designation.
DenveR golD FoRUm 2012 SeptembeR 9 - 12, 2012 Hyatt Regency DenveR
analystgoldman Sachs
Ian is a resources analyst for Global Investment Research in Australia and New Zealand. He joined JBWere in 2000 as a research analyst covering the gold sector and added coverage of mid-cap base metal companies later that year. In 2004, Ian assumed responsibility for covering emerging small and mid-cap mining companies. He was named managing director in 2010.
Prior to joining the firm, Ian was a resource specialist, working on both the buy and sell sides of the financial services industry in Johannesburg and Brisbane. Following graduate school, he spent four years involved in the analysis and implementation of new mining projects in diverse metals. Earlier in his career, Ian worked on copper and gold mines in an operational and management capacity for six years.
Ian earned a degree in mining engineering from the University of the Witwatersrand in Johannesburg in 1974 and an MBA from the University of Cape Town in 1980. He is a registered professional engineer is South Africa and an accredited member of the Securities and Derivatives Industry Association.
Director, gold & precious metals equity ResearchScotia capital Inc.
Trevor Turnbull joined Scotia Capital in 2006 providing coverage of gold producers and developers as well as the silver companies. Mr. Turnbull is a geologist by training and spent nine years in industry both throughout North America in addition to Peru and Tanzania. Prior to starting with Scotia Capital, he covered gold and base metal mining companies with another investment dealer.
Mr. Turnbull was recently named #1 Top Gun, Precious Metals – Small/Mid-Cap Analyst 2010, Brendan Wood International and recognized by the Wall Street Journal in this year’s Best on the Street – Mining and Metals.
Mr. Turnbull has an MSc in Mineral Exploration and an MBA from Queen’s University in addition to a BSc in Geology from the University of New Mexico.
Ian preston
trevor turnbull
Session chairs
mike parkinvp, metals and mining analystbofa merrill lynch global Research
Mike Parkin joined the Metals & Mining team at Bank of America Merrill Lynch in July 2009. He continues to work on expanding his coverage universe.
Prior to joining BofAML, Mike worked for two plus years at another Toronto-based financial institution, as the associate to the Director of gold and precious metal equity research. Previous to his career in capital markets Mike worked for Stelco Inc. as the Senior Engineer for the Lake Erie Works steel making facility.
Mike has a Bachelor of Engineering from McMaster University in Hamilton and a Master of Business Administration from the Schulich School of Business in Toronto, Canada. Mike is a member and license holder of the Professional Engineers of Ontario. Mike received the 2011 Top Stock Picker Award for the metals & mining sector by Starmine.
