25 сентября 2009 г.

This month, CFA Association (Russia) organizes a live presentation in Moscow by Joachim Berlenbach, President at Earth Resource Investment Group (Zug, Switzerland). He will deliver his presentation on The Valuation of Natural Resources Companies on September 25, 2009.

"The Valuation of Natural Resources Companies in a Changing World"

The event will take place on Friday, September 25, 2009,
at 9:30am at Bolshaya Molchanovka street, 36/1, Moscow.

The world‘s supply of natural resources has become one of the most important issues of the 21st century. China has drastically changed the global balance of supply and demand with its appetite for resources such as oil, copper, and steel, and investors‘ appetites for this asset class have increased. Mining and oil companies literally have to dig deeper in areas that are increasingly challenging—both technically and politically—to satisfy the growing demand for finite natural resources. As a result, the valuation of natural resources companies has become increasingly complex for asset managers and analysts.

Dr. Berlenbach‘s presentation will cover the following:

• An overview of global demand and supply patterns for natural resources
• Top-down vs. bottom-up aspects in the resources sector
• Valuation techniques
• Risk assessment for natural resources companies
• Small cap companies (explorers) vs. large cap companies (producers)
• An outlook for the resources sector
  

SPEAKER'S BACKGROUND

Joachim Berlenbach
President
Earth Resource Investment Group
Zug, Switzerland

Dr. Berlenbach is the founder of the Earth Resource Investment Group, where he manages the Earth Exploration Fund and the Earth Energy Fund. Previously, he co-founded Craton Capital and held analyst positions with Standard Bank of South Africa, ING Barings, and Schroder Salomon Smith Barney. In addition to his analysis of South African gold and platinum mines, Dr. Berlenbach‘s knowledge and work experience in global fund management and the gold mining industry include work as a lecturer in economic and structural geology at the University of Durban-Westville, as a consultant in the South African mining industry, and as a project manager at the Council for Scientific and Industrial Research. He holds a master‘s degree in geology from the University Cologne, a PhD in geology from Rand Afrikaans University, and an MBA.

The meeting will be hosted at 36/1, Bolshaya Molchanovka street, Moscow, on Friday, September 25, 2009, at 9:30am

You may register for the event by email at info@cfarussia.ru  

Tea/coffee will be served - 100rbls members, 150rbls non-members