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Webinar | Critical minerals: Unearthing the opportunities and risks
Date: Thursday 10 September
Time: 12:00pm - 1:00pm (AEST)
Venue: Online via Zoom
As the global economy accelerates its transition towards electrification, energy security and advanced technologies, critical minerals have become an increasingly important investment theme. But what makes a mineral "critical", how do these markets operate, and where do the investment opportunities and risks lie?
In this practical session, Stefan Skorut will explore the critical minerals landscape from an investor's perspective, examining the supply chain from the mine to the market, the unique characteristics of these commodity markets, and the range of investment opportunities available. Drawing on real-world examples, Stefan will discuss the macro trends driving demand, supply constraints, portfolio considerations, and the key tailwinds and headwinds shaping the sector.
Key takeaways
- Understand what makes a mineral "critical" and the structural trends driving long-term demand.
- Explore a subset of the critical mineral's investment universe, including portfolio applications, risk considerations and the investment opportunity set.
- Identify the key factors investors should assess when evaluating opportunities and the forces shaping the sector.
Presenter: Stefan Skorut, CFA, Chief Investment Officer, RFC Ambrian Funds Management
Host: Henry Lyons, CFA, Head of Institutional, Channel Capital
Cost:
- Free for CFA Society Australia members and CFA Program candidates
- $15 for non-members / industry professionals
Interested in membership? Explore membership options here.
Stefan Skorut, CFA
The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.
CFA Society Australia has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, PL credit for attending this session will be automatically recorded in your PL tracking tool.
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