• What has slowed the precious metals bull market this year? How strong is the investment thesis for gold and equities now?
• Are we on the cusp of significant M&A in the mid-caps?
• Portfolio differentiators in a rising price market – gold, silver, platinum, diamonds or other precious metals?
• How attractive are exploration stage companies now?
• What does diversification look like within your respective portfolios?
Panellists:
Adrian Day, Founder, Adrian Day Asset Management
Lawrence Lepard, Partner, Equity Management Associates
Matt Geiger, Managing Partner, MJG Capital Fund
Peter Maletis, President, ASA Gold & Precious Metals Fund, and Vice President, Merk Investments