David Baker
Chief Investment Officer Elemental Royalty
David has over 13 years experience in the mining and mine finance industries. He started his career in Equity Research at BMO Capital Markets before joining Kulczyk Investments, a Polish family investment company. Whilst at KI, David was part of the establishment of QKR Corporation, a private mining investment company, and was seconded to the business development team which acquired the Navachab gold mine from Anglogold Ashanti. Prior to joining Elemental, David was Vice President at Tamesis Partners LLP, specialising in corporate advisory and equity capital markets.
2026 Agenda Sessions
Outlook on mining investment in 2026
As traditional mining finance faces increasing constraints, a diverse range of less conventional sources of capital is emerging to fill the gap. From sovereign wealth funds to strategic offtakers, the mining investment landscape in 2026 is more varied than ever. This panel explores how these alternative types of capital are reshaping project financing and what investors in these segments are looking for, how mining companies can position themselves to attract this funding.
Tuesday 10 February 10:05 - 10:50 River Nile Stage (CTICC1 - Ground Floor - Investment Village)
Investment
As traditional mining finance faces increasing constraints, a diverse range of less conventional sources of capital is emerging to fill the gap. From sovereign wealth funds to strategic offtakers, the mining investment landscape in 2026 is more varied than ever. This panel explores how these alternative types of capital are reshaping project financing and what investors in these segments are looking for, how mining companies can position themselves to attract this funding.
River Nile Stage (CTICC1 - Ground Floor - Investment Village) Africa/Johannesburg
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