Invest Resourcefully: Exploring the Natural Resources Rebound – VanEck – 3.20.18

Summary:

Now On Demand.

Natural resources have undergone dramatic swings over the last several years. Commodity prices were held at bay as producers oversupplied markets and generated high levels of debt. Then in 2016, the sector began to shift. After several rounds of capital expenditure reductions, natural resource equities are now focusing on efficient capital allocation, cash flow generation, and developing the next best-in-class technologies to aid in low-cost extraction.

In this webcast, we will discuss:

  • Macroeconomic factors impacting natural resources and commodities
  • Restructuring in the energy and metal & mining sectors
  • Outlook for metals & mining and energy companies
  • Portfolio allocation and stock selection


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Charl Malan
Senior Analyst, Hard Assets
VanEck

-Senior Analyst for the Global Hard Assets strategy; specializes in Base and Industrial Metals; also serves on the investment team for the Gold Equity strategy

-Investment Management Team member since 2003

-Prior to joining VanEck, an equity research sales analyst specializing in South African mining, natural resources, and financial sectors at JPMorgan Chase; actively involved in the merger of BHP Billiton/SAB Miller and unbundling of Iscor Steel/Kumba Resources as well as capital raisings and NYSE listing of Harmony Gold, Gold Fields, and Telkom SA

-Previously an equity research analyst and junior portfolio manager at Standard Corporate and Merchant Bank, Asset Management (South Africa); developed and applied various fundamental and quantitative models within the natural resources, mining, and consumer sectors; established an equity research department and managed Standard Corporate and Merchant Bank, Asset Management (Namibia)

-Media appearances include ROBTv; quoted in The Wall Street Journal, Barron’s, Forbes, CNBC, and The Financial Times, among others; also featured in mining journals such as miningmx, Mining Journal, and Resource Investor

-MBA, University of Stellenbosch (South Africa); Honours in Business Administration, University of Stellenbosch (South Africa); BA, Arts, University of Pretoria (South Africa)
Roland Morris
Portfolio Manager and Strategist, Commodities
VanEck

-Portfolio Manager for the Commodity Index strategy

-Commodities Strategist for the Hard Assets strategies

-Responsible for macro strategies, commodities trading, and client development for the firm’s Hard Assets strategies and alternative investments

-Investment Management Team member since 2012

-Prior experience includes thirty years in the financial services industry as a macro/commodities trading specialist; manager of futures clearing and execution services; and client relationship management

-BA, Economics, University of Vermont
Moderator: Scott Levin
Director of Active Product Marketing
VanEck

-Joined VanEck in 2014

-Responsibilities include product management, sales support, market research, and content generation

-15 years’ experience in financial services with concentration in mutual fund industry

-Previously Marketing Director at SunAmerica Asset Management

-BS, Industrial/Organizational Psychology, Pennsylvania State University

-MBA, Marketing/Finance, Baruch College

Overview:
Title: Invest Resourcefully: Exploring the Natural Resources Rebound
Date: Tuesday, March 20, 2018
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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