Tuesday 29th October 2013

8.30am -10.30am            

Chair: Michael Spicer, Business Leadership SA

Themes: The Macro Economic and Political Picture

1. What is the ANC’s perspective on mining in South Africa?
Proposed speaker:  Gwede Mantashe

2. Is the NDP the catalyst for growth in mining?
Proposed speaker:  Trevor Manuel

3. How important is SA Mining Inc. to GDP?
Proposed speaker:  Pravin Gordhan

4. To what extent are regulations enabling (or inhibiting) the industry?
Proposed speaker:  Susan Shabangu

5. What is being done by the ‘Crisis Committee’?
Proposed speaker: Mohammed Valli Moosa, Chair, Anglo American Platinum

6. The CEO’s Wish List for SA Mining
Proposed speaker:  Mark Cutifani, President of the Chamber of Mines of South Africa

7. What will get investors back into SA?
Proposed speaker:  Robert Friedland, Ivanplats

8. China:  the end game?
Confirmed speaker:  Martyn Davies, Frontier Advisory

 

Ask the Audience:

Which of these issues do you think are key?

10.30am – 11.00am           Morning Coffee

11.00 am – 1.00pm           Session Continues

Chair: Bernard Swanepoel

Keynote Addresses

9. Why do investors shun South Africa?

Proposed speaker:  Nick Holland, Goldfields

10. How did we re-craft a working model for labour relations?  What is the aftermath of the 2013 negotiations?

Proposed speakers: Frans Baleni, NUM

                              Joseph Mathunjwa, AMCU

11. Safety:  How do we measure up against the rest of the world?

Proposed speaker: Chris Griffiths, Amplats

12. What are the cost drivers in the industry and what can be done about them?

Proposed speaker:  Neal Froneman, Sibanye Gold

13. How do you fund mining in South Africa?

Proposed speaker:  Srinivasan Venkatakrishnan (Venkat), AngloGold Ashanti

14. How can South Africa repackage itself as an attractive mining investment destination?

Confirmed speaker:  Roger Baxter, Chamber of Mines of South Africa

15. How can SA mining become more productive and competitive?

 

Ask the Audience:

Out of these issues, what do you want the Minister to fix now?  

What needs to be done to get investors to believe in SA?

1.00pm – 2.30pm              Lunch Break

2.30pm – 3.30 pm             Afternoon Sessions

Chair:          Fiona Perrott-Humphrey, Rothschild London  

Why Gold?    Why Platinum?       Why Coal?    Why Iron Ore?        Other?

Why Gold?

Proposed speaker:  Graham Briggs, Harmony

Richard Duffy, AngloGold Ashanti

Why Platinum?

Proposed speakers:  Terence Goodlace, Implats

                             James Courage, The Platinum Guild

Why Coal?

Proposed speaker:  David Brown, Coal of Africa

Why Iron Ore?

Proposed speaker:  Norman Mbazima, Kumba Iron Ore

JSE

Where is the value outside of the big corporates?

Confirmed speaker:  Richard Linnell

Ask the Audience:

If you were a fund manager with $10m to invest, where would you invest?

3.30pm – 4.00pm              Afternoon Tea

4.00pm – 5.30pm              Afternoon Sessions Continue

 

Chair: Peter Major, Cadiz Corporate Solutions

Proposed speakers:

Rob Still, Pangea Group

Geoffrey Qhena, CEO of the IDC; Mbuyazwe Magagula; Abel Malinga

Fidelis Madavo, Public Investment Corporation

Brenton Saunders

Mick Davis

Lloyd Pengilly Mining Fund

Georges Lequime, RBC Capital Markets

Achim Berlenbach

Katherine Tweedie, Investec (sovereign wealth funds)

Views of private equity, retail, institutional, pension funds, hedge funds, local, international

Sovereign Wealth Funds (Middle East - Qatar (Qatari Sovereign Wealth Fund); Asia – Singapore, China

Ask the Audience:

Which sectors would you invest in now and how?

Kruger Rands, ETFs or Gold Shares?

5.30pm – 7.00pm              Evening Reception