International Investment Afternoon

IDG Investment Club #4 (Transatlantic Investment Club) 2019

Presentations

Presentation materials and recordings where available
Keynote
Venture Capital
Technology, Latin America
Ozone Ventures | 19/11/19
Ozone Ventures
Ozone Ventures
Caen Contee
Keynote
Listed Company
Commodities, Precious Metals
Lucara Diamonds | 19/11/19
Lucara Diamonds
Lucara Diamonds
Eira Thomas
Keynote
Private Company
Commodities, Precious Metals
Aftermath Silver | 19/11/19
Aftermath Silver
Aftermath Silver
Ralph Rushton, Michael Williams
Keynote
Private Company
Real Estate, North America
PRO Real Estate | 19/11/19
PRO Real Estate
PRO Real Estate
James W. Beckerleg
Keynote
Private Company
Commodities, Graphite
Nouveau Monde Graphite | 19/11/19
Nouveau Monde Graphite
Nouveau Monde Graphite
Eric Desaulniers
Keynote
Private Company
Commodities, Precious Metals
Silver One Resources | 19/11/19
Silver One Resources
Silver One Resources
Greg Crowe
Keynote
Private Company
Commodities, Precious Metals
Sandstorm Gold | 19/11/19
Sandstorm Gold
Sandstorm Gold
David Awram

Speakers

Personal bios and useful information
Caen Contee
Ozone Ventures
Caen Contee is Co-Founder, Partner and Head of BD at Ozone Ventures. A serial entrepreneur and scaling expert, he was most recently a founding executive at Lime (the last-mile micromobility company). At Lime, he led the International Expansion, Marketing, Comms & Business Development teams. Under his shared leadership, Lime grew from its seed round to a Series D Valuation of $2.4B. With 15 years of operating experience in high-tech, venture-backed companies, he's helped raise $750M+ in venture capital, grown mobile products to 50M+ users, currently sits on the board or advises 10+ companies, and has angel invested in many others.
Keynote
Venture Capital
Technology, Latin America
Eira Thomas
Lucara Diamonds
Ms. Thomas brings more than 25 years’ experience in the mining industry, including 14 years with Aber Diamond Corporation (now Dominion Diamond), where she served in ever increasing roles from initial discovery as a geologist to Vice President Exploration and ultimately a Director of the Board. She was co-founder of Stornoway Diamond Corp., serving first as CEO and then as Executive Chairman. There she led the acquisition of the Renard diamond deposit which subsequently became Quebec's first diamond mine. In 2007, she founded Lucara with partners Mr. Lukas Lundin and Ms. Catherine McLeod Seltzer. Ms. Thomas most recently served as CEO of Kaminak Gold Corporation which was acquired by Goldcorp in 2016 for $520 Million. Ms. Thomas is also a Director of Suncor Energy.
Keynote
Listed Company
Commodities, Precious Metals
Ralph Rushton, Michael Williams
Aftermath Silver
Ralph Rushton, MSc. President, CEO & Director Mr. Rushton holds a BSc in geology from Portsmouth University in the UK, and an MSc. in economic geology from the University of Alberta in Canada. He has worked in the mining industry for over 30 years, gaining experience in exploration, mining and business development. In 1990s he worked for the major mining company, Anglo American plc, exploring for precious and base metals in Eastern Europe and the Middle East. In 2003, he relocated to Canada and has worked in business development for junior resource companies ever since. He is a director of 4 TSX Venture companies, and an adviser to two other exploration companies. He has helped to raise over $400 million through equity financings to finance exploration and development programs in Latin America, Scandinavia and Eastern Europe. Michael Williams Chairman, Director Mr. Williams has over 20 years of experience as a senior executive within the mining industry. He is experienced in the structuring, administration and marketing of Toronto Stock Exchange listed companies and has raised significant capital funds for advanced exploration and development projects across North and South America and Australia. He has served as Executive Chairman of a number of public companies including Underworld Resources Ltd, which was successfully sold to Kinross Gold Corp for C$138-million. He has an extensive network of international banking and financial contacts and investors -retail and institutional- in all of the major mining centres around the world. He currently serves as a director, President and CEO of Vendetta Mining Corp.
Keynote
Private Company
Commodities, Precious Metals
James W. Beckerleg
PRO Real Estate
James W. Beckerleg is President, Chief Executive Officer, and a Trustee of PROREIT, a publicly-traded real estate investment trust (REIT) he co-founded in 2013. Mr. Beckerleg has decades of executive leadership experience in real estate, corporate finance, mergers and acquisitions, and has served as a director of several publicly-traded companies, including in the real estate sector. Prior to founding PROREIT, Mr. Beckerleg was president and CEO of CANMARC, a Canadian REIT with a national, diversified portfolio of commercial properties, acquired by Cominar for $1.9 billion in 2012. Gordon G. Lawlor, CPA, CA, is Executive Vice President, Chief Financial Office and Secretary of PROREIT, a publicly-traded real estate investment trust (REIT) he co-founded in 2013. Prior to founding PROREIT, Mr. Lawlor was Executive Vice President, Chief Financial Officer and Secretary of CANMARC REIT, acquired by Cominar for $1.9 billion in 2012. During his career, Mr. Lawlor held various senior management positions, including Chief Financial Officer of a private international real estate management company.
Keynote
Private Company
Real Estate, North America
Eric Desaulniers
Nouveau Monde Graphite
Eric Desaulniers is a professional geologist (OGQ #935) with a specialization in geophysics. He holds a bachelor’s degree in geology and a master in geophysics from Laval University in Quebec City. As a project manager for the world-leading geophysical corporation Sander Geophysics, he managed numerous international large scale interpretation and data acquisition projects in the Middle East, in Central and North African countries, and in North America for major clients like the British Geological Survey, Saudi Aramco, the Moroccan government, BRGM (France) and Shell. In 2007, He participated in an expedition to the North Pole in the Canadian Arctic with the Columbia University of New York. Since 2008, he offers geological and geophysical services to the mineral industry. Prior to start his career in the mining sector, M. Desaulniers served as an Infantry Officer in the Canadian Forces where he specialized in leadership instruction, advanced negotiation training and project management.
Keynote
Private Company
Commodities, Graphite
Greg Crowe
Silver One Resources
Mr. Crowe has over 30 years’ experience in the exploration and mining sector. This includes extensive exposure to precious and base metal projects throughout North and South America, Asia and Africa. Mr. Crowe has worked with major mining companies and has served as a Director and Executive of several junior and development stage resource companies. From 2002 until late 2015, Mr. Crowe was President and CEO of Entrée Gold Inc. He was instrumental in transforming Entrée from an early stage exploration play to one with an advanced development-mining project in joint-venture with Rio Tinto and its partner company, Turquoise Hill Resources. Over $12 billion has been slated towards production at Oyu Tolgoi, including Entrée’s JV project. In connection with the development of Entrée, Mr. Crowe played a key role in raising over $200 million, acquiring an Australian junior company for the procurement of a large copper project in Nevada and completing several other acquisitions and transactions. Mr. Crowe’s key role in helping to bring about this highly successful development story attests to his ability to not only build companies, but to successfully navigate political and partnership issues and to strategically maneuver through cyclical variations in commodity markets.
Keynote
Private Company
Commodities, Precious Metals
David Awram
Sandstorm Gold
Mr. Awram is the co-founder and Senior Executive Vice President of Sandstorm Gold Royalties and has been instrumental in growing Sandstorm to a diversified stream and royalty company with over 185 assets, 23 of which are generating cash flow. Mr. Awram oversees the corporate development and technical teams at Sandstorm and has evaluated hundreds of resource projects and completed on-site due diligence on dozens of mines across the globe. Prior to Sandstorm, Mr. Awram was the Director of Investor Relations for Silver Wheaton Corp., where he was responsible for investor relations and corporate development. Mr. Awram graduated from the University of British Columbia with a Bachelor of Science degree in Geology.
Keynote
Private Company
Commodities, Precious Metals

Corporates

Company backgrounds and useful links.
Ozone Ventures
Caen Contee
Ozone Ventures is a data-driven venture engine designed to source, evaluate, invest in and blitzscale startups globally. We leverage a collective expert and artificial intelligence platform to run data-driven diligence on series Seed–B tech companies from under-resourced ecosystems across the globe. We back companies with highly scalable models and leverage our Partners’ experience scaling unicorns like Lime, Airbnb, Gympass, Skype and more to increase our likelihood of breakout returns.
Keynote
Venture Capital
Technology, Latin America
Lucara Diamonds
Eira Thomas
Lucara Diamond Corp. owns 100% of the Karowe Diamond Mine (Karowe) in Botswana and Clara Diamond Solutions (Clara). Karowe has been in production since 2012 and is one of world’s foremost producers of large, high quality, Type IIA diamonds in excess of 10.8 carats, including the historic 1,109 carat Lesedi La Rona (second largest gem diamond ever recovered) and the 813 carat Constellation (which sold for a record US$63.1 million). Clara is a secure, digital sales platform that uses proprietary analytics together with cloud and blockchain technologies to modernize the existing diamond supply chain, driving efficiencies, unlocking value and ensuring diamond provenance from mine to finger.
Keynote
Listed Company
Commodities, Precious Metals
Aftermath Silver
Ralph Rushton, Michael Williams
Aftermath Silver Ltd is a Canadian company that has acquired two advanced silver projects with infrastructure, in northern Chile, a pro-mining jurisdiction. We believe that the market will reward companies that hold quality silver resources that can be mined profitably. Hence, our objective is to expand the current resource(s) to a 100-million ounces of mineable silver on our balance sheet. The Company is led by a highly experienced management team with complementary engineering, geological and financial backgrounds. We have sufficient funding to drill our Cachinal and Challocollo projects with the objective of achieving a market re-rating for our investors.
Keynote
Private Company
Commodities, Precious Metals
PRO Real Estate
James W. Beckerleg
Founded in 2013, PROREIT is an unincorporated open-ended real estate investment trust, owning a diversified portfolio of 91 commercial properties across Canada worth over CAN$628 million, representing approximately 4.4 million square feet in gross leasable area. Present in nine provinces, PROREIT is primarily focused on high-quality commercial assets in strong secondary markets in Quebec, Atlantic Canada and Ontario, with selective exposure in Western Canada. Its units are trading on the Toronto Stock Exchange, ticker symbol: PRV.UN
Keynote
Private Company
Real Estate, North America
Nouveau Monde Graphite
Eric Desaulniers
Nouveau Monde Graphite is developing the Matawinie graphite project, located in Saint-Michel-des-Saints, 150 km north of Montréal, QC. At the end of 2018, the Company published a Feasibility Study which revealed strong economics with projected graphite concentrate production of 100,000 tonnes per year over a 26-year period, with the commencement of production expected in 2022. Currently, Nouveau Monde operates a demonstration plant where it expects to produce 2,000 tonnes of concentrated flake graphite to qualify its products among North American and international clients. In a perspective of vertical integration and sustainable development, Nouveau Monde is planning to establish a large-scale secondary graphite transformation facility, catering to the needs of the booming lithium-ion battery, with its demo plant slated to operate in 2020. Dedicated to high standards of sustainability, the Matawinie will operate as an all-electric, zero-carbon mine.
Keynote
Private Company
Commodities, Graphite
Silver One Resources
Greg Crowe
The focus of Silver One is to become a leading silver exploration and development company by building a strong portfolio of silver-rich projects for future growth. Our flagship project is the past-producing Candelaria Silver Mine situated in the mining-friendly state of Nevada, USA. In addition to Candelaria, the company has staked 636 lode claims and entered into a Lease/Purchase Agreement to acquire five patented claims on its Cherokee project located in Nevada. It is host to multiple silver-copper-gold vein systems, traced to date for over 11 km along-strike. The Silver One management team has extensive experience identifying acquisition targets and evaluating resource prospects. The Silver One business plan incorporates an aggressive combination of growth through the development of its existing properties, acquisitions, and partnerships.
Keynote
Private Company
Commodities, Precious Metals
Sandstorm Gold
David Awram
Mining is a tough business, and investing in gold mines can be risky. But with our unique business model, Sandstorm Gold Royalties mitigates many of the common risks. Rather than operate mines, we find viable projects and create custom financing solutions in return for a life-of-mine royalty on production. That means Sandstorm investors gain access to the diversified production and exploration upside of several gold mine assets, but reduce their exposure to the operational risks associated with a traditional mining investment. Our portfolio consists of a stable base of cash-flowing royalties, and it’s growing. That’s why Sandstorm is a golden opportunity for investors.Mining is a tough business, and investing in gold mines can be risky. But with our unique business model, Sandstorm Gold Royalties mitigates many of the common risks. Rather than operate mines, we find viable projects and create custom financing solutions in return for a life-of-mine royalty on production. That means Sandstorm investors gain access to the diversified production and exploration upside of several gold mine assets, but reduce their exposure to the operational risks associated with a traditional mining investment. Our portfolio consists of a stable base of cash-flowing royalties, and it’s growing. That’s why Sandstorm is a golden opportunity for investors.
Keynote
Private Company
Commodities, Precious Metals