Category: Capital Markets
Tomasz Nadrowski: China’s minerals asymmetry, bifurcated value chains, & solutions to win
Based in New York, Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He is a CFA Charterholder with dual master’s degrees from the University of Geneva. Tomasz is a former Director of the World Economic Forum (WEF), served as Director at Anu Energy OEIC Ltd., and is fluent in seven…
Ashley Zumwalt-Forbes: Critical & Rare Earth Minerals, Global Supply Chains, and How the U.S. Can Succeed in Building Access
Ashley Zumwalt-Forbes is an engineer with thirteen years of experience in acquiring, financing, and developing both greenfield and brownfield natural resources projects around the globe. Ms. Zumwalt-Forbes formerly served as the US’ Deputy Director for Batteries and Critical Materials, overseeing the deployment of ~$6B in non-dilutive equity and ~$10B in tax credits into the US…
Justin Danhof: ESG’s Negative Impact on Shareholder Value, U.S. Competitiveness, and China Risk
Justin Danhof, Executive Vice President, and Head of Corporate Governance at Strive Asset Management. Prior to joining Strive, Justin held numerous positions at the National Center for Public Policy Research, most recently as the Executive Vice President. Justin is one the nation’s leading corporate activists with vast experience in shareholder engagement and proxy voting. Justin’s…
Thomas Pyle: Russia’s War, Energy Markets, U.S. & Global Energy Security, and the Energy Transition
Tom is the president of the Institute for Energy Research (IER) and its advocacy arm, the American Energy Alliance (AEA), where he develops the organization’s free-market policy positions and implements education efforts for key energy stakeholders including lawmakers, agency officials, industry leaders, consumers, and the media. Prior to joining IER, Thomas held numerous positions in…
Multipolarity: Geopolitical Volatility, Black Cygnets & Investment Risk
Background Over the last year and three months, it’s been difficult to break attention from the global centerpiece of foreign affairs that is Russia’s invasion of Ukraine. Against this backdrop, we’ve seen a number of other “black swan” like events playing out on the periphery of the geopolitical stage competing, for societal bandwidth (China brokered…
