Gold Forum Europe 2023

Keynote Speakers

Managing Partner, Equity Management Associates

Lawrence Lepard

Managing Partner, Equity Management Associates
Gold Stock Selection Techniques

The inimitable Lawrence Lepard will impart his wealth of experience in selecting gold stocks that will earn returns rather than losses.

About Lawrence Lepard

Equity Management Associates, LLC (EMA) is a private investment partnership which pursues investments in gold and silver mining companies that are at all stages: production, development or drill story. Mr. Lepard has focused on this area exclusively since 2008 and has over $60 million of AUM. He has a strong interest in Private Placements and private company transactions as well as larger companies.

Managing Director, Partner and Fund Manager, Incrementum AG

Ronnie Stoeferle

Managing Director, Partner and Fund Manager, Incrementum AG
Where Are We On The Gold Price Curve?

Ronni will unpack his most current research on demand and supply factors pulling and pushing on the suite of precious metals, but with a focus on gold.

About Ronnie Stoeferle

Ronald, born 1980 in Vienna, Austria, is a Chartered Market Technician (CMT) and a Certified Financial Technician (CFTe). During his studies in business administration and finance at the Vienna University of Economics and the University of Illinois at Urbana-Champaign, he worked for Raiffeisen Zentralbank (RZB) in the field of Fixed Income/Credit Investments. After graduation, he participated in various courses in Austrian Economics.

In 2006, he joined Vienna-based Erste Group Bank, covering International Equities, especially Asia. In 2006, he also began writing reports on gold. His six benchmark reports called ‘In GOLD we TRUST’ drew international coverage on CNBC, Bloomberg, the Wall Street Journal and the Financial Times. He was awarded 2nd most accurate gold analyst by Bloomberg in 2011. In 2009, he began writing reports on crude oil. Ronald managed 2 gold-mining baskets as well as 1 silver-mining basket for Erste Group, which outperformed their benchmarks from their inception. In 2014 he published a book on Austrian Investing („Österreichische Schule für Anleger – Investieren zwischen Inflation in Deflation“)

Principal, The Macro Compass

Alf Peccatiello

Principal, The Macro Compass
The Art Of Macro Portfolio Construction in a Chaotic World

Alf explains his framework for building a macro portfolio that can withstand the test of time. Putin vs NATO, Fed Pivots and Soft Landings, King Dollar, Recessions, Rallies, and more!

About Alf Peccatiello

Alfonso Peccatiello is the author of The Macro Compass, the world's fastest-growing financial newsletter. The Macro Compass leverages on Alf's experience running a large pool of institutional money and offers actionable investment ideas and unique macroeconomic insights.

He was the Head of Fixed Income Portfolio Management for ING Deutschland. In his role, he is responsible for the active management of more than 20 billion euros of fixed income in the HQLA portfolio of the firm's Treasury Department.

CEO, Santiago Capital

Brent Johnson

CEO, Santiago Capital
An Inconvenient Truth

Key takeaways to expect:
* How the monetary system is designed
* What this means for fiat vs hard assets
* Conviction vs Certainty

About Brent Johnson

Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital.
Brent enjoyed more than nine years as a Managing Director at BakerAvenue, a $2.5 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms largest clients.

Prior to joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.

Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company’s headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.

Brent regularly gives interviews and speaks at conferences regarding precious metals, currencies & macroeconomic trends. His views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses.