123 Queen Street West Toronto, ON M5H 2M9
Abcourt Mines Inc.
Abcourt Mines Inc.
Aftermath Silver Ltd.
Aftermath Silver Ltd.
Apollo Silver Corp.
Apollo Silver Corp.
Ares Strategic Mining Inc.
Ares Strategic Mining Inc.
Arizona Metals Corp.
Arizona Metals Corp.
ATHA Energy Corp.
ATHA Energy Corp.
Blue Sky Uranium Corp.
Blue Sky Uranium Corp.
Bunker Hill Mining Corp.
Bunker Hill Mining Corp.
Canada Nickel Company Inc.
Canada Nickel Company Inc.
CanAlaska Uranium Ltd.
CanAlaska Uranium Ltd.
Cerrado Gold Inc.
Cerrado Gold Inc.
Copper Giant Resources Corp.
Copper Giant Resources Corp.
Cosa Resources Corp.
Cosa Resources Corp.
Critical Elements Lithium Corp.
Critical Elements Lithium Corp.
Defiance Silver Corp.
Defiance Silver Corp.
Denarius Metals Corp.
Denarius Metals Corp.
Denison Mines Corp.
Denison Mines Corp.
Electra Battery Materials Corp.
Electra Battery Materials Corp.
Eloro Resources Ltd.
Eloro Resources Ltd.
Energy Fuels Inc.
Energy Fuels Inc.
ESGold Corp.
ESGold Corp.
Excellon Resources Inc.
Excellon Resources Inc.
F3 Uranium Corp.
F3 Uranium Corp.
Foremost Clean Energy Ltd.
Foremost Clean Energy Ltd.
Fury Gold Mines Ltd.
Fury Gold Mines Ltd.
Galleon Gold Corp.
Galleon Gold Corp.
Geiger Energy Corp.
Geiger Energy Corp.
Global Atomic Corp.
Global Atomic Corp.
Globex Mining Enterprises Inc.
Globex Mining Enterprises Inc.
Golconda Gold Ltd.
Golconda Gold Ltd.
Gold Mining Inc.
Gold Mining Inc.
Gold Royalty Corp.
Gold Royalty Corp.
Gold Terra Resource Corp.
Gold Terra Resource Corp.
Graphene Manufacturing Group Ltd.
Graphene Manufacturing Group Ltd.
Greenheart Gold Inc.
Greenheart Gold Inc.
Gunnison Copper Corp.
Gunnison Copper Corp.
Independence Gold Corp.
Independence Gold Corp.
IsoEnergy Ltd.
IsoEnergy Ltd.
Jaguar Mining Inc.
Jaguar Mining Inc.
Kenorland Minerals Ltd.
Kenorland Minerals Ltd.
Kootenay Silver Inc.
Kootenay Silver Inc.
Kootenay Silver Inc.
Kootenay Silver Inc.
Lake Victoria Gold Ltd.
Lake Victoria Gold Ltd.
Libra Energy Materials Inc.
Libra Energy Materials Inc.
Luca Mining Corp.
Luca Mining Corp.
Major Drilling Group International Inc.
Major Drilling Group International Inc.
Mayfair Gold Corp.
Mayfair Gold Corp.
McFarlane Lake Mining Ltd.
McFarlane Lake Mining Ltd.
Metallic Minerals Corp.
Metallic Minerals Corp.
Midnight Sun Mining Corp.
Midnight Sun Mining Corp.
Mineros SA
Mineros SA
Mustang Energy Corp.
Mustang Energy Corp.
NeoTech Metals Corp.
NeoTech Metals Corp.
Nevada King Gold Corp.
Nevada King Gold Corp.
New Found Gold Corp.
New Found Gold Corp.
NexGold Mining Corp.
NexGold Mining Corp.
NOA Lithium Brines Inc.
NOA Lithium Brines Inc.
North Arrow Minerals Inc.
North Arrow Minerals Inc.
North Peak Resources Ltd.
North Peak Resources Ltd.
Orosur Mining Inc.
Orosur Mining Inc.
Pacific Ridge Exploration Ltd.
Pacific Ridge Exploration Ltd.
Pasofino Gold Ltd.
Pasofino Gold Ltd.
Premier American Uranium Inc.
Premier American Uranium Inc.
PTX Metals Inc.
PTX Metals Inc.
Silver Storm Mining Ltd.
Silver Storm Mining Ltd.
Silver X Mining Corp.
Silver X Mining Corp.
Skyharbour Resources Ltd.
Skyharbour Resources Ltd.
Southern Silver Exploration Corp.
Southern Silver Exploration Corp.
Stillwater Critical Minerals Corp.
Stillwater Critical Minerals Corp.
Strathmore Plus Uranium Corp.
Strathmore Plus Uranium Corp.
Talisker Resources Ltd.
Talisker Resources Ltd.
Troilus Gold Corp.
Troilus Gold Corp.
TRX Gold Corp.
TRX Gold Corp.
U.S. Gold Mining Inc.
U.S. Gold Mining Inc.
UCore Rare Metals Inc.
UCore Rare Metals Inc.
Unigold Inc.
Unigold Inc.
US Copper Corp.
US Copper Corp.
Viszla Copper Corp.
Viszla Copper Corp.
Wallbridge Mining Company Ltd.
Wallbridge Mining Company Ltd.
West Coast Silver Ltd.
West Coast Silver Ltd.
Westhaven Gold Corp.
Westhaven Gold Corp.
Westpoint Gold Corp.
Westpoint Gold Corp.


Portfolio Manager,
Tribeca Investment Partners
Tribeca’s Nuclear Energy Opportunities Strategy invests in the equity and debt of companies involved in the nuclear energy industry with a key focus on the uranium sector. Portfolio Manager Guy Keller runs the only dedicated uranium sector strategy in Australia and is one of only a handful globally. The strategy has been running for 7 years and has generated returns of ~600% net of fee since inception.
Guy has over two decades of global commodity trading experience including 15 years as Head of Asia Base Metals Trading at Macquarie Bank. He holds a Bachelor of Social Science majoring in Economics from UNSW and a Master of Applied Finance from Macquarie University, Sydney.
Consulting Geologist at Commodity Discovery Fund
Neil Adshead graduated with an Honours degree in Earth Sciences from Birmingham University in the United Kingdom, and a PhD in Economic Geology from James Cook University of North Queensland. His ‘gap year’, between the two degrees, was spent working as a geologist on several North Sea oil rigs. Neil’s post-graduate mineral sector career commenced in 1995 at Placer Dome, where he filled exploration, mining and managerial roles in Australia, Papua New Guinea and Canada. After a near decade-long apprenticeship at the major mining company, he jumped over to the buy-side more than twenty years ago, initially working as a Senior Mining Analyst at San Francisco-based Passport Capital LLC, then as an Investment Strategist and Portfolio Manager for various subsidiaries of Sprott Inc. Neil currently fills his working hours with varied part-time roles: assisting a gold-copper mining company with growth initiatives, providing technical reviews for sector equity funds with different investment mandates, and he is Chairman of a private mineral exploration company generating and advancing projects in Idaho.
Commodity Strategist at Red Cloud
Ken Hoffman has been a well known commodities leader for more than 30 years. He has been the head of global battery vale chains for the past 8 years for McKinsey. He looks at the entirety of the battery value chain, from mining, refining, cell components, new cell technology and recycling. He has conducted more than 100 due diligences on a host of battery companies up and down the value chain, and worked on strategic vision. Prior to joining McKinsey in 2017, Mr. Hoffman had 25 years of investing experience including being a Director of Metals & Mining Research and Portfolio Manager.Â
Founder & CEO,Â
PearTree Securities Canada
With an extensive background in law, tax and finance, Ron has blended his proven talent for recognizing, structuring and implementing innovative, yet conservative, financing structures with a sincere, lifelong dedication to supporting philanthropic causes. Â
Amongst his accomplishments, Ron has structured and created an investment fund listed with the Hong Kong Securities and Futures Commission, a REIT listed on the American Stock Exchange, and a family of tax-efficient mutual funds for investment dealers. As early as 2004, Ron presented the use of flow through shares to philanthropists and charities as a way to reduce the after-tax cost of giving. Ron has the ability to productize tax-efficient financial products that meet both the policy and technical requirements of the tax legislation and he was the driving force in the first flow through donation transactions, the first CRA ruling and the first Revenu Quebec ruling.Â
In 2021 Ron was the recipient of the AME 2021 Special Tribute Award for service to the minerals industry in BC. AME acknowledged Ron for his role in creating the Charitable Flow-Through financing mechanism.Â
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Executive Chairman & CEO,Â
McEwen Mining Inc.
Rob is the Chairman and Chief Owner of McEwen Mining, which has three producing mines in Nevada, Ontario, and Argentina and holds 48% interest in the large Los Azules copper project in Argentina. Rob has been associated with the gold industry all his career, his first 18 years in the investment industry and since 1990 as CEO of several gold mining companies.Â
Rob is the founder of Goldcorp, where he took the company from a market capitalization of $50 million to over $8 billion. With a cost of investment in McEwen Mining (NYSE, TSX: MUX) and McEwen Copper of US$225 million, he owns 16% of MUX, 13% of McEwen Copper and takes a salary of $1 per year. Â
Rob and his wife, Cheryl, have donated over $60 million to encourage excellence and innovation in healthcare and education.Â
Rob was awarded the Order of Canada in 2007, the Queen Elizabeth’s Diamond Jubilee Award in 2013, was inducted into the Mining Hall of Fame in 2017 and has Honorary Doctor of Law Degrees from York University and Western University.Â
He is also a member of the Dean’s Advisory Board, Schulich School of Business; X Prize Foundation: Vision Circle and Board of Trustees; a member of CEO (Chief Executive Organization) and of WPO (World Presidents’ Organization) and serves on the Advisory Board of the McEwen School of Architecture.Â
Executive Director,
SAFE Centre for Critical Minerals Strategy
Abigail Hunter is the Executive Director of SAFE’s Ambassador Alfred Hoffman Jr. Center for Critical Minerals Strategy (Minerals Center). Previously, Abigail served as Director of International Affairs and Partnerships within the Minerals Center.
Before joining SAFE full time, Hunter headed federal government affairs for Quebec for nearly three years as the senior attachée in Washington, D.C. Her mandate focused on the energy, environment, and trade relationship between the province and United States. Hunter started her career at the National Governors Association, where she led the association’s international work.
Hunter completed her Masters in Sustainable Energy at the Johns Hopkins University School of Advanced International Studies. Her four-part capstone on aluminum’s clean energy paradox was published by the SAFE Center for Strategic Industrial Metals. She received her Bachelor of Commerce from McGill University with a double major inInternational Management and Managing for Sustainability.
Born in Toronto and growing up in New Jersey, Hunter is a proud dual citizen and conflicted hockey fan.
Editor / Analyst and Publisher,
Exploration Insights
Mr. Mazumdar joined Brent Cook as co-editor and analyst of Exploration Insights in December 2015 and transitioned into the sole editor soon after.Â
His previous experience includes six years as Senior Mining Analyst at Haywood Securities and Canaccord Genuity in Vancouver, five years as Director of Strategic Planning, Corporate Development at Newmont Mining (Denver), and over three years as Senior Market Analyst/CommodityTrader at Phelps Dodge (now Freeport McMoRan, Phoenix). Before becoming a mining analyst, he spent over a decade as an exploration geologist in different capacities for IAMGOLD, North Minerals, and RTZ in South America (Argentina, Chile, Peru, and Ecuador), MIM Exploration in Queensland, Australia, and Noranda and others in Western Canada (British Columbia, Yukon) and the Northwest Territories. He holds a BSc in Geology (1988) from the University of Alberta, an MSc in Geology and Mining (1997) from James Cook University (Queensland), and an MSc in Mineral Economics (2003) from the Colorado School of Mines.
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Senior Business Advisor,
Bennett Jones LLP.
John Baird is a Senior Advisor at Bennett Jones LLP and a former Senior Cabinet Minister in the Government of Canada.
An instrumental figure in bilateral trade and investment relationships, Mr. Baird has played a leading role in the Canada-China dialogue and worked to build ties with ASEAN countries. In addition, Mr. Baird has worked closely with international leaders to strengthen security and economic ties with the United States and Middle Eastern countries.
A native of Ottawa, Baird spent three terms as a Member of Parliament and four years as Foreign Minister. He also served as President of the Treasury Board, Minister of the Environment, Minister of Transport and Infrastructure, and Leader of the Government in the House of Commons. In 2010, he was selected by Members of Parliament from all parties as Parliamentarian of the Year. Prior to entering federal politics, Mr. Baird spent ten years in the Ontario Legislature where he served as Minister of Community and Social Services, Minister of Energy, and Government House Leader.
In addition to his work with Bennett Jones, Mr. Baird sits on the advisory board of Barrick Gold Corp., the corporate boards of Canadian Pacific Kansas City Limited (CPKC), Canfor Corporation (as Chair), the FWD Group and PineBridge Investments. He also serves as a Senior Advisor at Eurasia Group, a global political risk consultancy.
Mr. Baird also volunteers his time with Community Living Ontario, an organization that supports individuals with developmental disabilities, the Prince’s Trust Canada, the charitable office of His Majesty King Charles III, and is a board member of the Friends of Israel Initiative. He holds an Honours Bachelor of Arts in Political Studies and an Honourary Doctorate of Law from Queen’s University at Kingston.
Senior Partner,
Nebari Holdings LLC.
Prior to starting Nebari, Roderik spent over 15 years in the metals & mining industry. He started his career in base metals production in Sudbury and held various technical and commercial roles with Xstrata. He later transitioned to Xstrata’s Coal and Iron Ore Division and eventually joined Glencore’s team where he focused on M&A and Business Development.
Roderik attained a master’s degree in extractive metallurgy in the Netherlands at Delft University of Technology and an MBA in Paris at the Collège des Ingénieurs.
VP, Portfolio Manager & Research Lead – Equities,
CI Global Asset Management.
Jon Case, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2011 and is the sector lead for materials. Prior to joining CI GAM, Jon was a portfolio manager at another Canadian asset manager. Before that, he was a research analyst specializing in precious metals and a partner at Paradigm Capital, an independent institutional boutique. Prior to equity research Jon held a position at RBC Dominion Securities as an Investment Advisor. Jon is a CFA charterholder, holds a Bachelor of Commerce (Honors) from McMaster University, and a Master of Finance from the University of Toronto. He is a member of the CFA Toronto Society and loves to golf and kitesurf when not playing dad to his two kids.
VP, Portfolio Manager & Research Lead – Equities,
CI Global Asset Management
Paul Brink is President & CEO and a director of Franco-Nevada. Prior to his
appointment as CEO, Mr. Brink served as President & Chief Operating Officer of
Franco-Nevada from May 2018 to May 2020. He has been with Franco-Nevada since its
IPO in 2007 and successfully led its business development activities as SVP, Business
Development from 2008 until his promotion to President & Chief Operating Officer in
2018. Mr. Brink is active with a number of not-for-profit organizations. He previously
had roles in corporate development at Newmont, investment banking at BMO Nesbitt
Burns and project financing at UBS. Mr. Brink holds a Bachelor’s degree in Mechanical
Engineering from the University of Witwatersrand and a Master’s degree in
Management Studies from Oxford University.
Chief Investment Officer,
Sachem Cove Partners LLC
Michael (Mike) Alkin is a principal of Sachem Cove Partners, LLC, the general partner of Sachem Cove Special Opportunities Fund, LP. He is also the Chief Investment Officer of Public Equities of Lloyd Harbor Capital Management, LLC, the investment manager of the Fund, and in that role is primarily responsible for the Fund’s investment process. He has nearly 30 years of hedge fund experience with experience across many industries. Prior to Sachem Cove and Lloyd Harbor, he was an analyst and partner for 7 years at Knott Partners. Before Knott, among his positions he worked at Walker Smith Capital, Zweig-DiMenna and Windsor Partners.
Non-Executive Chairman, Aurion Resources Ltd.
CEO, LHI Capital
Mr. Lotan is the President of LHI an investment company focused on natural resource opportunities. In his previous career David was the founder and CEO of the structured finance operations of Polar Capital – a Canadian merchant bank and alternative asset manager, acted as a portfolio manager for the Ontario Teachers’ Pension Plan and was a risk management consultant with PricewaterhouseCoopers focused on commodities and rates. Mr. Lotan is a Chartered Accountant and CPA.
Nicolas (Nick) Carter has 31 years of nuclear industry experience and currently holds the position of Executive Vice President, Uranium at UxC, LLC (UxC). He is responsible for managing and coordinating uranium consulting projects and products, including the Ux Weekly, Uranium Market Outlook, Uranium Suppliers Annual, and Uranium Production Cost Study. Mr. Carter has extensive and varied expertise, providing strategic consulting to major commercial companies in the nuclear fuel industry, and advising government and international organizations on uranium market and policy issues. He specializes in economic analysis and forecasting of the uranium market, specifically in the areas of worldwide U3O8 production capability, production costs, and price projections.Â
Andrew Miller holds the position of COO at Benchmark Mineral Intelligence Ltd (Benchmark), a London based research and consultancy firm focusing on critical raw materials and energy storage supply chains. Andrew oversees Benchmark’s supply chain research and analysis, which stretches from downstream assessments of anode, cathode and battery production through to price assessments and forecasting for the key lithium ion battery raw materials – lithium, cobalt, nickel and graphite.
At Benchmark, Andrew regularly delivers industry presentations and travels to active mines and processing plants across the world. He has also advised some of the world’s leading institutional investors, auto OEMs, battery producers and mining companies, and manages a portfolio of subscription services which provide in-depth market data and reference pricing for the lithium ion battery supply chain. Andrew’s previous role was as an Analyst with Industrial Minerals / Metal Bulletin. Prior to this position, Andrew started his career analysing financial markets for UK-based Invesco Perpetual and graduated with a first-class honours degree in Economics from the University of East Anglia, UK.
Co-Founder of Bastion Asset Management
Strategic Investor in the Metals and Mining Sector
Mr. Gentile, CFA is considered one of the leading strategic investors in the junior mining sector, owning significant top five ownership stakes in over 20 small-cap mining companies. Mr. Gentile is currently a strategic advisor to Arianne Phosphate (DAN-V) and Geomeaga Resources (GMA-V) and director of Northern Superior Resources (SUP-V), Roscan Gold (ROS-V), Radisson Mining Resources (RDS-V) and Solstice Gold (SGC-V). Â Michael recently co-founded Bastion Asset Management in January 2022 a rapidly growing money management firm in Montreal with over $250MM in AUM and was previously a Vice President and Senior Portfolio Manager with Formula Growth Limited.
Chief Investment Officer, Managing Partner and co-founder of Capital Wealth Advisors’
As Chief Investment Officer, Managing Partner and co-founder of Capital Wealth Advisors’ asset management business, Lewis leads the firm’s research and management efforts.
Lewis began his career in investment research more than 25 years ago. Prior to co-founding CWA’s asset management business in 2013, Lewis co-founded Fundamental Global Investors in 2012, where he first partnered with Joe Moglia, running the firm’s first private investment partnership. Previously, Lewis was a private investor from 2010-2012 after retiring at age 39 after trading the global financial crisis.
Lewis was recruited by Louis Dreyfus Highbridge Energy (now known as Castleton Commodities International), a commodity trading company that traces its roots to the founding of Louis Dreyfus in 1851, as a Managing Director and Portfolio Manager in an effort to launch a multi-strategy hedge fund from 2008-2010.
Previously, Lewis was recruited to join hedge fund Pequot Capital from 2006-2007 as a Senior Vice President, where the team made a name for itself successfully navigating the global financial crisis.
Prior to joining Pequot Capital, Lewis was a Equity Analyst from 2000-2006 at T. Rowe Price, a company founded in 1937, and manager of nearly $2 Trillion.
While earning his MBA in Finance from the Wharton School of the University of Pennsylvania, Lewis honed the craft of investing first at the multi-trillion dollar Capital Research Company, a member of the Capital Group Companies founded in 1932 and manager of the American Funds.
Lewis resides full-time in Naples, Florida, with his high school sweetheart, Carol, and their three children. As an avid fisherman, Lewis can often be found chasing tarpon in Florida’s untamed waters and backcountry.
Senior Commodity Strategist Bloomberg Intelligence
Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI <GO>. Mr. McGlone specializes in the broad investible commodity and crypto markets, authoring the monthly Bloomberg Commodity Outlook and Bloomberg Crypto Outlook.Â
Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of U.S. research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures.
Mr. McGlone has an MBA from DePaul University in Chicago and bachelor’s of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.