First Mining Gold: A Conversation With Canaccord Genuity’s Jaime Carrasco
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Wed, September 7, 2022 at 4:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting featured a discussion between Dan Milton, CEO of 1st Mining Gold, and Jamie Carrasco, a senior investment advisor at Canaccord Genuity. They explored the current state of the mining sector, the implications of rising inflation, and the geopolitical landscape affecting monetary systems and gold investments. Key Discussion Points - Overview of Jamie Carrasco's background and experience in investment and portfolio management. - Discussion on the current inflation cycle and its implications for investors. - The impact of the Bank of Canada's recent interest rate hike on the economy. - Analysis of global debt levels and the concept of a monetary reset. - The role of gold in the context of a potential financial reset. - Examination of geopolitical factors influencing currency and trade, particularly regarding BRICS nations and energy trading. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Further explore the implica...
Dan Wilton has 25 years of experience in M&A, corporate finance and principal investing in the mining sector, having executed as principal or advised on more than $10 billion of mergers, acquisitions and divestitures and more than $1 billion of financings. Dan was most recently a Partner at Pacific Road Capital Management, a mining-focused private equity investment firm with approximately $800 million under management.
Prior to joining Pacific Road, Dan’s previous roles included Managing Director and Head of the Global Mining and Metals Group at National Bank Financial Inc.; Managing Director in Business Development at General Electric based in London, England; and other corporate finance and M&A roles at global financial institutions based in Toronto and New York.
Dan currently serves as Vice Chair of the Board of Directors and is Chair of the Audit and Finance Committee for Providence Health Care in Vancouver, Canada. Dan holds a B.Comm (First Class Honours) from Queens University and an MBA (with Distinction) from INSEAD in France.
As a Canadian investment professional with over 25 years of experience providing wealth management and investment counsel to individuals, affluent family offices, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a contrarian perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive early from volatility in the global system.
Replay transcript excerpt
Speaker 1: Well, hello, everyone, and welcome to the latest in our webinar series here at 1st Mining Gold. I'm Dan Milton, CEO of 1st Mining Gold. Speaker 1: And we are delighted to have joining us today, Speaker 1: Jamie Carrasco, Speaker 1: who is a senior investment advisor and senior portfolio manager at Canaccord Genuity. Jamie, thanks so much for coming, for joining us today. Thank you for having me in these interesting times that we're living in. Very interesting time. We'll get into that in a minute here. But, Speaker 1: you know, 1st of all, I think it might, you know, I just to set a bit of context, Speaker 1: We get a lot of questions from our shareholders, Speaker 1: many of whom have been invested like you have been in the mining sector for a long, long time. Speaker 1: We occasionally get times where our patience gets tried, as I'm sure you can understand and appreciate. Speaker 1: So I think that's going to be 1 of the themes we'll definitely want to touch on here, as I know you bring a very long-term Speaker 1: view to investing Speaker 1: and preparing, being ready for this market that we're coming into here. Speaker 1: But maybe just by way of introduction, a little bit about your background for the people who are joining us here today. Well, you know, it's funny, my son's been working with me this summer Speaker 2: and I took a picture the other day and realized that in the background, there were 5 buildings that I worked on on Bay Street. Speaker 2: So I've been around for quite a while. Started in the business in 1988, Speaker 2: but I worked on both sides of the fence, on the institutional side as a bond trader, as an actual repo trader for Gordon Capital years ago, before I went to build my practice at Burns Fry Speaker 2: in 1994. Speaker 2: A...
