You are invited to the Wednesday, September 28th meeting (at 4:15pm) of the Discussion Group of CIM’s Management and Economics Society, for a presentation by:
Benjamin Cox
CEO & President, Aston Bay Holdings Ltd.
who will deliver a presentation on:
Change in Copper Supply: What Do We Face in 10 Years?
Abstract: Benjamin Cox explores the changes he expects in the copper supply over the next decade, laying out the core market factors stakeholders in the copper space should care about. The presentation focuses on the limited supply growth of copper for reasons ranging from political risk to an inconsistent _ow of capital. The under-supply of copper, combined with the price constraints on copper, gives Mr. Cox a bullish view of copper in the medium to long term.
The presentation looks in detail at the following issues:
- Scarcity or oversupply of water
- Political and nationalization risk
- Dwindling mine grade
- Limited feasible discoveries
- Inconsistent capital flow
BIO: Mr. Cox is the Managing Director of Oren Inc., a quant-focused merchant bank specializing in the qualitative deal analysis of base and ferrous metals projects and companies. Oren Inc.’s core business model is to find a high-quality project every one to three years and either work as an advisor or a principal in developing it to maturity. Oren Inc. also aggressively collect and analyze quantitative data for subscribers and clients. Prior to founding Oren Inc., Mr. Cox served as a Senior Metals & Mining Analyst for the Oculus Fund at the D.E. Shaw Group, where he focused primarily on large-cap metals and mining names, LME-traded commodities and the interaction between them. Currently, in addition to his role with Aston Bay, Mr. Cox serves as the Chief Executive Officer of Roche Bay plc, an iron ore mining company that also has leases in Nunavut, Canada. Mr. Cox holds a B.S. from Brandeis University and an M.B.A. from Portland State University.
Wednesday, 28 September 2016
Refreshments at 4:15pm – Presentation at 4:35 pm
at
Borden Ladner Gervais LLP
Scotia Plaza, 40 King St W, 44th floor, Toronto
All are welcome to this excellent networking and learning opportunity. Please RSVP by email to secretary@cimmes.org if you are interested in attending.
Thank you to our sponsor, Borden Ladner Gervais LLP for again providing the space.
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