Gold Forum Europe 2022

Keynote Speakers

National Security Fellow, Center for the National Interest

Sumantra Maitra

National Security Fellow, Center for the National Interest
Realpolitik 2022: Implications for Global Trade and Precious Metals When Great Powers Collide

* Introduction and the historical American grand strategy and interests in Europe
- Russia and post-Soviet space
- Balance of threat theory
* The war in Ukraine and Western response
- Sanctions
- Effects of sanctions in Russia: general
- Effects on commodities and gold and Russian potential actions to avoid and workaround
- Increasing Russian dependence on China in general, and Renminbi in particular
- Greater strategic significance for the US, Russo-Chinese alignment, and risk analysis

Tuesday, Apr 12 11:20 AM EDT
Quaternary Track
About Sumantra Maitra

Dr. Sumantra Maitra is a National Security Fellow at the Center for the National Interest and an elected Early Career historian member at the Royal Historical Society, UK.

Dr. Maitra is currently a senior contributor to The Federalist and The National Interest, in the US, and a columnist for The Critic Magazine, UK. He completed his PhD in International Relations at the University of Nottingham, UK, with a Vice Chancellor’s Scholarship in Research Excellence. He also holds an MA with distinction grade from SMU, India; as well as a Master of International Studies from the University of Otago, New Zealand, with distinctions in International Politics, and Global Trade, where he was awarded the prestigious Coursework Masters scholarship.

His latest published papers include "Applied realism, American grand strategy, and strategic interests in the European balance" : Working paper presented at the Center for Security Studies, ETH Zürich, 2021,, and
“NATO Enlargement, Russia, and Balance of Threat", Canadian Military Journal, National Defence, Govt. of Canada, Summer, 2021; and forthcoming, “A lost opportunity of a grand bargain: security architecture between NATO and Russia”, International Journal, Canadian International Council, Govt. of Canada, Spring, 2022.

He can be found on twitter @MrMaitra.

Head of Research, Goldmoney®

Alasdair Macleod

Head of Research, Goldmoney®
The Failure of Fiat Currencies and the Implications for Gold and Silver
Wednesday, Apr 13 12:00 PM EDT
Quaternary Track
About Alasdair Macleod

Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy.

Alasdair commenced his career on the London Stock Exchange as a stockbroker in 1970, becoming senior partner of his firm in 1979. Subsequently, he became an executive director in a mutual fund management company. He returned to stockbroking full time in 1984 during the City’s Big Bang. In 1997 he moved to Guernsey, where he was commissioned as a consultant to a number of offshore companies in the Island’s finance industry. He became an executive director of an offshore bank, Ansbacher (CI) Ltd, with responsibility for fund management activities in both Guernsey and Jersey.

In 2011, Alasdair was pleased to join Goldmoney as Head of Research, since when he has written a weekly column on economics, finance, precious metals, and geopolitics. He is a frequent guest on podcasts, radio, TV, and as a conference speaker.

Senior Expert, McKinsey and Company

James Whitecross

Senior Expert, McKinsey and Company
Navigating Mining’s Cash Flow Conundrum: Best Practices on Cash-Flow Management to Maximize Value

This presentation looks at how mining companies (and gold as a sub-sector), generated and utilized cash under different cycles and what learnings can be used for:
1. What has the mining Industry and Gold done in terms of cash flow use over different cycles?
2. What implications does it have for the Industry?
3. What are the learnings for the Industry going forward on growth and capital spending?

Tuesday, Apr 12 8:00 AM EDT
Quaternary Track
About James Whitecross

Worldwide deep connectivity & expertise across basic industry companies, commodity & financial markets.
Recognized for levering & shaping the Firm's Solution platforms.
Proven entrepreneurial record of generating relationships & building partnerships, managing projects (concept to completion).
Skilled in building cross-functional teams, demonstrated communication abilities, along with critical decision-making, creating impact.

Senior Expert, McKinsey and Company

Siddharth Periwal

Senior Expert, McKinsey and Company
Navigating Mining’s Cash Flow Conundrum: Best Practices on Cash-Flow Management to Maximize Value

This presentation looks at how mining companies (and gold as a sub-sector), generated and utilized cash under different cycles and what learnings can be used for:
1. What has the mining Industry and Gold done in terms of cash flow use over different cycles?
2. What implications does it have for the Industry?
3. What are the learnings for the Industry going forward on growth and capital spending?

Tuesday, Apr 12 8:00 AM EDT
Quaternary Track
About Siddharth Periwal

Sid is a Senior Expert with McKinsey’s strategy and corporate finance team. He serves clients globally in Energy and Minerals sectors (Mining, Metals, Oil & gas, Chemicals, Utilities) . Sid works with companies across the globe on several strategy and finance topics e.g., portfolio, valuation, M&A, capital markets, capability building, investor relations and performance review. He co-leads the Energy and minerals team withing the strategy and corporate finance Insights group in McKinsey. Sid has also conducted capability building on finance topics for 500+ mid to senior managers.

Siddharth has obtained B.Com from Delhi University and an MBA in Finance

Managing Director, BMO Nesbitt Burns

Jackie Przybylowski

Managing Director, BMO Nesbitt Burns
Gold and Gold Equities in a Dislocated World

This presentation will cover the fundamental issues for the gold industry in a world of cost inflation and trade disruptions, and how equities are placed to perform in 2022.

Thursday, Apr 14 8:30 AM EDT
Quaternary Track
About Jackie Przybylowski

Jackie joined BMO Capital Markets in 2018 covering primarily Canadian-listed base and precious metals. Jackie has been named a Brendan Wood’s TopGun Equity Research Analyst since 2019 and to the Institutional Investor All-Canada Research team since 2020. Prior to joining BMO, she was Associate Portfolio Manager, Global Metals & Mining at one of Canada’s largest independent mutual fund companies and was named as a Canadian TopGun Investment Mind in 2018/19. Jackie also spent eight years in sell-side research covering the Canadian metals, mining, and bulk commodities sectors. She started her career in industry at Stelco Inc., where she worked as a metallurgist for six and a half years.

Jackie holds a bachelor of applied science and master of engineering, both in metallurgy and materials engineering, from the University of Toronto. She also holds a master of business administration from the Rotman School of Management at the University of Toronto. She is a licensed professional engineer with Professional Engineers Ontario and holds the Chartered Financial Analyst designation.

Managing Director, Commodities Research, BMO Capital Markets

Colin Hamilton

Managing Director, Commodities Research, BMO Capital Markets
Gold and Gold Equities in a Dislocated World

This presentation will cover the fundamental issues for the gold industry in a world of cost inflation and trade disruptions, and how equities are placed to perform in 2022.

Thursday, Apr 14 8:30 AM EDT
Quaternary Track
About Colin Hamilton

Colin Hamilton is a commodities analyst for BMO Capital Markets. Based in London and with over 15 years of experience in commodity markets, he leads BMO’s market intelligence and price forecasting efforts across base metals, bulk commodities, precious metals, and battery raw materials. With a background as a metallurgist, strong focus on China and global trade flows, and deep subject knowledge, Colin’s publications offer value-added insight on industry developments. He is also a regular presenter at leading industry conferences.

Executive Director, Denver Gold Group

Tim Wood

Executive Director, Denver Gold Group
Get Ready for Gold Forum Americas / XPL-DEV 2022!

Gold Forum Americas 2022 is a return to full in-person programming and activities. It's not to be missed with all the senior precious metal companies and most exciting developers and explorers ready to engage investors face-to-face.

Thursday, Apr 14 10:30 AM EDT
Quaternary Track
About Tim Wood

Tim Wood has served as the Executive Director of The Denver Gold Group, Inc. since April 2011. Prior to joining DGG, Tim managed retail and institutional investment conferences in the U.S. and South Africa, including Mining Indaba. Tim also has extensive experience in publishing and publishing technology having founded several publications, and as an editor for several media enterprises.

He earned a graduate degree in International Relations, and a Diploma in Business Administration, both from the University of the Witwatersrand. He read for the degrees after completing compulsory military service as a combat artillery officer at the conclusion of the Angolan war.

Director of Operations, Denver Gold Group

Julie Dill

Director of Operations, Denver Gold Group
Get Ready for Gold Forum Americas / XPL-DEV 2022!

Gold Forum Americas 2022 is a return to unrestricted in-person activities. Don't miss out on the opportunity to engage directly with senior management from the world's leading mining companies.

Tuesday, Apr 12 6:40 AM EDT
Quaternary Track