Join CEOs of precious metals companies and newsletter writer Brien Lundin for a robust conversation on the economic forces driving gold and silver prices right now. With gold pulling back from January's record highs even as conflict in the Middle East threatens oil supply, and markets pricing in Fed rate hikes rather than cuts, the panel digs into why the traditional safe haven playbook seems to have broken down and what that means for investors. Rick Van Nieuwenhuyse of Contango Silver & Gold and Luke Alexander of Newcore Gold bring the operator's perspective on running and building mines through this volatility, while Brien Lundin draws on decades of watching metals cycles to separate the signal from the noise. From central bank buying and ballooning US debt to whether mining equities can finally close the gap with metal prices, this is a candid look at where the precious metals market goes from here.
Luke Alexander brings over 20 years of natural resource sector experience, knowledge and contacts to Newcore Gold, particularly in West Africa. He has raised billions of dollars and structured deals for major mining companies while advising some of the world’s top institutional investment funds. Mr. Alexander began his investment banking career in the private client group at BMO Nesbitt Burns in Toronto, then started up an institutional equity trading desk for Toronto Dominion in London before doing the same for National Bank. In 2008, he became a senior partner at GMP Securities in London focused on advising ASX, TSX and London listed mining companies. Throughout his investment banking career, he has helped fund many major resource projects in West Africa. In 2018, Mr. Alexander founded Park Road Capital, a Vancouver-based, natural resource focused consulting firm where he continued to leverage his extensive capital markets experience.
Mr. Van Nieuwenhuyse was appointed to serve as President, Chief Executive Officer, and director of the Company effective January 6, 2020. He previously served as President and Chief Executive Officer of Trilogy Metals Inc. from January 2012 until December 2019. Between May 1999 and January of 2012, he served as the President and Chief Executive Officer of NOVAGOLD, Inc, a company that he founded. He served as the Vice President of Exploration for Placer Dome from 1990 to 1997. Mr. Van Nieuwenhuyse holds a Candidature degree in Science from Université de Louvain, Belgium and a Master of Science degree in Geology from the University of Arizona. Mr. Van Nieuwenhuyse currently serves on the board of directors of Alexco Resource Corp. He served on the board of directors of Sandfire Resources America, Inc. (formerly, Tintina Resources Inc.) from 2008 until 2016. Mr. Van Nieuwenhuyse has over forty years of experience in the minerals mining industry and brings significant industry and technical knowledge to the Company.
With a career spanning four decades in the investment markets, Brien Lundin serves as President & CEO of Jefferson Financial. He is also the publisher and editor of Gold Newsletter and host of the annual New Orleans Investment Conference.
Replay transcript excerpt
Good morning, good afternoon, or good evening, depending on where in the world you're signing in from. I know it's quite an international audience. So I thank everybody for joining us across the world today. Very excited. I got great panelists on today. I've got Brian London, Chair of the New Orleans Investment Conference, Editor of the Gold Newsletter and General of Mining Industry, Luminary. I've also got Luke Alexander, President, CEO and Director of NewCore Gold and Rick Van Nuenheise, CEO of Contango Silver and Gold. Gentlemen, how are you today? Doing great, Romeo. Awesome. So here's how today's going to work just for the folks in the room. 1st of all, we're going to get to the bottom of everything to do with metals prices, so you can expect that locked in for this hour, guaranteed. But this is also an interactive event. Please feel free to talk amongst yourselves in the chat, to ask questions. It's very likely I won't ask questions about individual securities today, but I still wanna hear them in the chat because I will be passing the transcripts through to the relevant teams. So please do feel free to ask questions at any point during today's event. If it's on topic, I will try and slide into the conversation as best I can, try to get you some answers. But you can also request meetings with anybody who's in the room today. There's a request meeting button at the bottom of your screen. If you are an attendee, you can press that and decide who you'd like to meet with. I'll also be putting into the chat a link to register for Brian's New Orleans Investment Conference. Please do. It has actually personally helped me financially, so I strongly recommend that everybody join in. But I am eager to get into the nuts and bolts. And Brad, I'm going to start with you. I ...
