mallowstreet University Dinner: Natural Resources Companies - to Invest or Not to Invest?

Natural resources companies have a crucial role to play in the world’s transition to a Net Zero by economy. It is a sector fraught with high emitting companies which are formulating drastic transition plans, but also the raw materials which hold the keys to our future of electrification, producing batteries, electric vehicles and renewable-energy installation. Should investors just divest from these companies and sectors or do they have an important (and profitable) role to play in the energy transition?

 

Join us for dinner, where Tom Nelson, Portfolio Manager of Ninety One’s Global Natural Resources strategy will explore why active investors should be rewarded for identifying companies that produce transition enabling materials or the heavy emitters that are successfully evolving their business models.


This evening session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisers.

Speakers

Details of Speakers to be confirmed, please check back for updates.

Program

  1. Guest Arrival and Welcome Drinks

  2. Seated for Dinner

  3. Service begins followed by Presentation and Discussion

    Join us for dinner, where Tom Nelson, Portfolio Manager of Ninety One’s Global Natural Resources strategy will explore why active investors should be rewarded for identifying companies that produce transition enabling materials or the heavy emitters that are successfully evolving their business models.

  4. End