This document provides an agenda for the 2nd Annual Mining Investment and Finance conference to be held from 11-13 September 2012 in Sydney. The conference will examine topics related to optimising mining investment structures and returns, including analysing mining life cycle capital requirements, current investment trends, the impact of tighter banking regimes, and risks and returns of various financing options. It will feature presentations from industry experts on economic outlooks, capital market trends, assessing debt and equity options, and examining emerging investment regions in Latin America, Africa and Asia.

1. 11-13 September 2012, Grace Hotel, Sydney
info@resourcefulevents.com02 9279 247702 9279 2222TO REGISTER
www.mininginvestmentfinance.com
ANALYSIS, RISKS & RETURNS
Optimising mining investment structures and returns
THE 2ND ANNUAL
Investm
ent
spotlightanalysis
Investing
in
em
erging
regions
Assessing
debt/equity
options
Greg Hammond, Partner, KING & WOOD MALLESONS
Nicholas Assef, Executive Chairman, LINCOLN CROWNE & COMPANY
Jonathan Lea, Managing Director, RADAR IRON
Philip Hopkins, Chief Executive Officer,
SOUTH AMERICAN FERROUS METALS
Jordan Li, Chief Executive Officer, ZAMIA METALS
Jose Blanco, Chairman,
AUSTRALIA-LATIN AMERICA BUSINESS COUNCIL
Chris Baker, Investment Manager,
CALEDONIA GLOBAL RESOURCES FUND
Tim Riordan, Partner, DELOITTE
Scott Grimley, Oceania, Mining and Metals Leader, ERNST & YOUNG
David Cardell,
Executive
Director – Natural
Resources, ANZ
INSTITUTIONAL
AND
INTERNATIONAL
BANKING
Matthew
Fusarelli, Senior
Economist,
AUSTRALIAN
MINERAL
ECONOMICS
GROUP
Richard Murphy,
General Manager,
Equity Markets,
AUSTRALIAN
SECURITIES
EXCHANGE
Allan Trench,
Independent
Director
to EMERGING
RESOURCES
COMPANIES
Daniel Hynes,
Director,
Commodity
Research,
CITI
INVESTMENT
RESEARCH
Julian Malnic,
Director, DIRECT
NICKEL
Founder,
NAUTILUS
MINERALS
Chairman,
SYDNEY
MINING CLUB
Paul Rintoule,
Director Corporate
Finance,
ORIGIN CAPITAL
GROUP
Tom Price,
Global
Commodities
Analyst,
UBS
Incorporating company investment spotlights, post
presentation analysis & panel
Analysing mining life cycle capital requirements and
current investment trends
Examining the impact of tighter banking regimes and
risk standards on mining investment
Inflows of sovereign and wealth funds: how they are
changing Australian mining deals
Growth trends in complex Asian financing deals and
their impact on mining
Evaluating trends for debt/equity markets and
unconventional financing packages for mining projects
New ASX equity requirements and the changing trading
landscape for junior miners
Secondary listings for juniors: why juniors are flocking to
Canadian exchanges
Examining emerging investment hotspots - Latin America,
Africa and Asia
Market volatility and its impact on key commodities – gold,
copper, coal and iron ore
Conference highlights
Pre-conference masterclass: Tuesday 11 September 2012
Organised bySilver Sponsors Endorsed by
A Due diligence for mining investments - Evaluation and risk fundamentals
B Examining investor risks & returns of capital raising proposals – evaluating true shareholder & firm value
The only educational investment
event to include Investment
spotlight analysis with the miners

2. info@resourcefulevents.com02 9279 247702 9279 2222TO REGISTER
www.mininginvestmentfinance.com
11-13 September 2012, Grace Hotel, Sydney
MINING INVESTMENT & FINANCE
ANALYSIS, RISKS & RETURNS
8:30 Registration and morning coffee
9.00-12.00 Workshop A:
Due diligence for mining investments - Evaluation and
risk fundamentals
n Analysing the true cost of capital requirements
n Dissecting the due diligence, risk profiling and forensic analysis of
figures presented
n Examining the accuracy of terms of reference, assumptions base and
sensitivity analysis
n Examining and investigating the expert reports for to validate
geological summaries, interpretations and analysis
n Analysing the potential cost estimates for mitigation management,
reclamation and closure plans
n Examining the financial analysis and modeling to ensure for accurate
capital costs and sustaining capital estimates
n Examining independent Engineer reports
n Considering regulatory documentation requirements for the exchanges
n Assessing the impact of short-term and long-term macro-economic
and market risk factors
n Interpreting the accuracy of risk allocation contingencies, analysis and
mitigation estimates
n Considering the differing valuation methodologies used for exploration
and development stage projects and potential differences for financing
n Ensuring appropriate discount rates have been set
n Calculating the difference between technical value and market value
and the impact on capital requirements
Nick Hollens, Partner, SOMESCOOKE
1.00-4.00pm Workshop B:
Examining investor risks and returns of capital raising
proposals – evaluating true shareholder and firm value
n Examining proposed investment requirements, capital raisings,
associated costs and optimal structures from Joint ventures through to
minority shareholdings
n Calculating and analysing the accuracy of company costs for capital
raisings
n Understanding protective mechanisms in joint venture arrangements –
particularly for minority parties
n Conducting an assessment of risk, security and valuation parameters
and required returns
n Measuring capital budgeting, mining investment decisions & paybacks
n Examining potential capital structures and their linkage to corporate
structures
n Examining the proposed vehicles for growth and cash flow, IPO, joint
ventures, divestitures and M & A’s
n Looking at exit – how the capital raising proposal should lay a path for
the future
n What have been the previous shareholder payoffs, what is articulated
and what is really expected?
n Analysing the impact of changing regulatory, exchange and sovereign
risk environments on capital requirements
n Examining changing demand for the mineral product, debt exposure
levels, global supply situations and environmental factors
Nicholas Assef, Executive Chairman, LINCOLN CROWNE & COMPANY
* Morning and Afternoon tea breaks provided. 12.00-1.00 Lunch
PRE-CONFERENCE MASTERCLASS
TUESDAY 11 SEPTEMBER 2012
CONFERENCE DAY ONE
WEDNESDAY 12 SEPTEMBER 2012
8:30 Registration and morning coffee
8.50 Opening remarks from the Chair
Matthew Fusarellli, Senior Economist,
AUSTRALIAN MINERAL ECONOMICS GROUP
ECONOMIC OUTLOOK FOR AUSTRALIAN
MINING INVESTMENT
9.00 Assessing the current economic strength of
Australia’s mining investment market
n Examining the current macroeconomic and geopolitical factors afflicting
mining investment
n Analysing capital market trends and outlooks
n Calculating the impact of commodity and currency market volatility on
global finance and investment
n Assessing how infrastructure shortages are impeding mining investment
and developments
n Managing mining investments in a tougher bank credit regime
n Interpreting the new trend in European investors redeploying capital to
Australia to escape European market turmoil
n Considering mining investment appetites post Basel III, carbon tax, MRRT
tax and heightened sovereign risk
Tim Riordan, Director, DELOITTE AUSTRALIA
CAPITAL RESTRICTIONS UNDER BASEL III
9.45 Tighter capital regulations and risk profiling for
miners under the Basel III regime
n Examining Basel III’s higher capital requirements and its impact on mining
investments and risk
n Adopting more rigorous approaches to risk assessment and credit
allocation for mining
n Examining the requirement for higher tier one equity capital and its impact
on junior capital raising
n Calculating the flow on effect of the banking sector’s reduced appetite for
financing mining investments
Greg Hammond, Partner, KING & WOOD MALLESONS
10.30 Morning Tea
CAPITAL MARKET TRENDS AND OUTLOOKS
11.00 Interpreting the impact of current capital market
trends and investment banking update amid European
market turmoil
n Analysing the current activity in the primary and secondary capital
markets and the influence of European markets
n Reviewing types of capital and investment vehicles currently being
developed for junior miners
n Interpreting the new trend in European investors redeploying capital to
Australia to escape European market turmoil
n Evaluating alternative financing capital options such as hybrid capital
n Analysing the trend for reduced debt and equity financing by Australian
investment banks and trading houses

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MINING INVESTMENT & FINANCE
ANALYSIS, RISKS & RETURNS
Optimising mining investment structures and returns
n Analysing the increased overseas investor interest in debt financing
transactions
n Examining the increased use of foreign funds for working capital
requirements
n Examining the investment costs and rewards of the different mining and
capital raising structures
Matthew Fusarelli, Senior Economist,
AUSTRALIAN MINERAL ECONOMICS
A NEW LANDSCAPE FOR DEBT AND EQUITY MARKETS
11.45 A new era in growth for equity markets
n Analysing growth trends in specialised private equity
n Funding working capital requirements through tapping overseas equity
markets
n Thriving Asian equity markets – look at how juniors and midcaps are
increasingly accessing them
n Uncovering trends in unconventional equity/debt financing for mining
projects and investments
n Alternative equity: a new era for gold loans and bullion deals as a form
of secure equity
n Reducing risk exposure through syndicated banking deals
n Structuring equity investments to gain greater control of mining projects
and investments
Paul Rintoule, Director Corporate Finance, ORIGIN CAPITAL GROUP
12.30 Lunch
EMERGING ECONOMIES PROVIDING FUNDS FOR MINING
1.20 Examining how the challenging international
banking environment is forcing different approaches to
financing mining projects and investment
n Analysing the rise in commodity secured financing
n A new era in supply lead transactions
n Contrasting the different mining finance approaches desired by South East
Asian and Australian investors
n Examining the new rise of leveraging short-term commodity flows versus
long term mining operating assets by Asian investors
n Examining Asian Trading house balance sheet lending as the new form of
mining investment
n Understanding the rise in complex equity packages including off-take
arrangements
David Cardell, Executive Director – Natural Resources,
ANZ INSTITUTIONAL AND INTERNATIONAL BANKING
AFRICAN INVESTMENTS IN FOCUS
2.25 Examining the African mining renaissance and its
impact on mining investments
n Reviewing copper projects in Zambia and the Congos
n Examining uranium deals in Namibia, Botswana, Zambia and Tanzania
n Assessing iron ore transactions in Sierra Leone, Guinea, Liberia, the
Congos
n Looking at coal investments in Southern Africa
3.10 Afternoon Tea
NEW EQUITY RULES CHANGING JUNIOR MINING
EXCHANGE TRADING
3.30 New ASX equity listing requirements – the changing
trading landscape for junior miners
n Analysing listing rules, liquidity, and the ability to access sufficient funds for
junior miners
n Determining the impact the increasing the ASX placement threshold for
junior miners from 15% to 25% has had on regulatory and equity capital
markets
n Reviewing new disclosure rules for inferred and proven resources
n Understanding new JORC compliance and reporting requirements
Richard Murphy, General Manager, Equity Markets,
AUSTRALIAN SECURITIES EXCHANGE
ACCESSING GREATER CAPITAL THROUGH SECONDARY
LISTINGS
4.15 Examining why juniors and early stage explorers
are flocking to Canadian Capital markets to jointly list
n TSX/TSXV (Toronto Stock Exchange/Toronto Venture Exchange) raisings -
why Australian junior and midcaps raised $940 million there in 2011
n Accessing significant capital, liquidity, trading, visibility, a diverse issuer
base and services for all stages of mining growth
n Listing grounds for issuers of minerals, gold and precious metals
n Using capital pool and special purpose acquisitions - alternative routes to
IPO’s
n Reviewing the complexities of increased financing costs, dual listings,
valuations and reporting
n Reviewing trends behind the $16B growth in market capitalisation of
Australian miners on the exchange TSX and TSXV
Scott Grimley, Oceania, Mining and Metals Leader, ERNST & YOUNG
5.00 Close of day one
CONFERENCE DAY TWO
THURSDAY 13 SEPTEMBER 2012
8:30 Morning coffee
9.00 Opening remarks from the Chair
Allan Trench, Independent Director To Emerging Resource Companies,
EMERGING RESOURCE COMPANIES
9.10
Examining accessing capital through JVs, Project Level
Shareholdings & Off Take Agreements
n Examining some of the potential hurdles in structuring and financing deals
n Trends in deal structures – what are foreign investors looking for ?
n Common deal conditions – relevance and explanation
n Case studies on successful financings in junior mining companies
Nicholas Assef, Executive Chairman, LINCOLN CROWNE & COMPANY

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11-13 September 2012, Grace Hotel, Sydney
MINING INVESTMENT & FINANCE
ANALYSIS, RISKS & RETURNS
SOURCING AUSTRALIAN CAPITAL FOR MINING
PROJECTS
Put the theory in to practice! In the following sessions, mining executives
who are actively pitching for capital will deliver an investment spotlight
session - detailing information which enables you to evaluate them as
investment or financing opportunities. Information includes company and
management backgrounds, structure, projects in development or planned,
capital requirements, current financial situation, and capital requirements.
The mining executives will then join a panel to answer further questions
you may have.
9.55 Investment spotlight:
Philip Hopkins, Chief Executive Officer,
SOUTH AMERICAN FERROUS METALS
10.15 Investment spotlight:
Jordan Li, Chief Executive Officer, ZAMIA METALS
10.35 Investment spotlight:
Jonathan Lea, Managing Director, RADAR IRON
10.55 Morning tea
11.15 Panel Session:
Examining the challenges of sourcing funding in
Australia from theory to practice and question
panellists following their spotlight presentations
Panel moderator:
Julian Malnic, Director, DIRECT NICKEL, Founder, NAUTILUS
MINERALS, Chairman, SYDNEY MINING CLUB
Panelists:
Richard Murphy, General Manager, Equity Markets,
AUSTRALIAN SECURITIES EXCHANGE
Philip Hopkins, Chief Executive Officer,
SOUTH AMERICAN FERROUS METALS
Jordan Li, Chief Executive Officer, ZAMIA METALS
Jonathan Lea, Managing Director, RADAR IRON
12.10 Lunch
COMMODITIES & MARKET CHAOS AND ITS IMPACT ON
MINING INVESTMENT TRENDS
1.10 Copper & gold trends and transactions
n Examining bidding wars for high grades
n Reviewing growth in vertical integrations
n Examining transactions within the emerging regions Mongolia, China,
DRC, Zambia and Namibia
n Assessing dual listings and complex balance sheet business deals
n Evaluating Chinese investor interest in Australian and African gold
Tom Price, Global Commodities Analyst, UBS
1.55 Coal and iron ore trends and transactions
n Examining coal market consolidations and iron ore diversifications
n Reviewing top buyers and sellers
n Examining iron ore transactions in the growth markets of Afghanistan,
Russia, Cameroon and the Congo
n Examining complex negotiations
n Assessing how much the steel makers of China and India are driving
demand for both commodities
n Analysing structural changes to commodity market trades and future
growth predictions
Daniel Hynes, Director, Commodity Research,
CITI INVESTMENT RESEARCH
2.40 Afternoon Tea
MINING DEAL WRAP FOR GROWTH MARKETS
3.00 Examining the strong mining investment activity for
the Latin region
n Reviewing the hot spots of Colombia, Brazil and Chile
n Understanding why Brazil is a favoured first choice for investors and
buyers of commodities
n Examining the influence of investor sentiment on key commodity
fluctuations
Jose Blanco, Chairman,
AUSTRALIA-LATIN AMERICA BUSINESS COUNCIL
3.45 Examining mining deal trends and risk in emerging
markets
n Examining deals in Sub-Saharan Africa and Asia
n Analysing the impact and influence of the deal makers of the BRIC nations
(Brazil, Russia, India, China)
n Preparing for differing due diligence, environmental management,
corporate responsibility, security, royalties, nationalisation, licensing and
compliance issues
n Working with investors able to navigate local risks
Chris Baker, Investment Manager,
CALEDONIA GLOBAL RESOURCES FUND
4.30 Close of conference
TESTIMONIALS FROM
MINING INVESTMENT & FINANCE FUNDAMENTALS 2011
“Very informative” Lawyer, Holding Redlich
“Good high-level overview of mining/resources and
financial activities involved” Associate, Rothschild
“Adds perspective to existing views”
Analyst, Merrill Lynch
“A very good update on capital markets and
financial issues”
Senior Executive, ABM Resources
“Informative & good mix of professionals to speak”
Senior Executive, Sargent
“Very informative. Good to hear views of industry
experts” Associate Director, Optimum Capital

5. info@resourcefulevents.com02 9279 247702 9279 2222TO REGISTER
www.mininginvestmentfinance.com
MINING INVESTMENT & FINANCE
ANALYSIS, RISKS & RETURNS
Optimising mining investment structures and returns
Who you will meet
The 2nd annual Mining Investment & Finance conference provides
the investor, banking and broker community with a review of all
the key factors that must be taken into account when evaluating
financing alternatives for mining investments. Successfully appraise
equity funding options for the different stages of mining projects as well
as how to access innovative financing methods. Also put theory in to
practice, with the opportunity to hear from and engage with miners about
their current capital raising opportunitites.
Who Will Attend Mining Investment and Finance?
n Financiers
n Brokers & Advisors
n Associates
n Directors
n Accountants
n Mining Lawyers
n Fund Mangers
n Commodities Analysts & Traders
n Investment Analysts
n Investment Bankers
n Investment Advisors
n Private Investors
n Portfolio Managers
n Mining Consultants
n Mining company executives
Why you should attend
MEET leading mining finance experts to discuss effective
analysing and executing mining finance and investment
transactions
NETWORK with investors, bankers, brokers, fund managers, high
net worth individuals, law firms, advisory firms and
mining investors
GAIN leading financiers’ insights on how to meet investment
demand and retain profitable returns
UNDERSTAND how multiple exchange reforms are changing the trading
landscape for miners
LEARN about opportunities to tap into lucractive mining
investment transactions in emerging markets
About Resourceful Events
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As the Australian conference division of Aspermont Limited – publisher
of Australia’s leading print and internet publications for the mining, oil &
gas, and related sectors – we have strong market reach to the resources
industry, resources sector service providers, and the resources investment
sector. We specialise in events for the resources sector, and look forward
to welcoming you soon.
Business Development Opportunities
Event sponsorship provides an excellent opportunity to promote
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6. MINING INVESTMENT & FINANCE
ANALYSIS, RISKS & RETURNS11th - 13th September 2012, Grace Hotel, Sydney,
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