Category: Global
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…
Major General Tracy King: Future of Global Power, Strategic Resources, & US-China-Russia Relations
Major General (Ret.) Tracy King is a distinguished leader with decades of global military service. From leading U.S. Marine Forces in Europe and Africa to serving as Director of Asia Strategy for the Joint Chiefs of Staff, his career highlights include managing billion-dollar operations, fostering international alliances, and driving innovation in expeditionary warfare capabilities, including…
Nathan Jones: Minerals Security Partnership, Supply Chain, and the Future of Strategic Resources
Nate is a Foreign Service Officer for the United States Department of State, currently serving as an Energy Officer on the Minerals Security Partnership team. He came to the Bureau of Energy Resources (ENR) after two years as the Senior France Desk Officer, and a year on the Germany Desk. He has completed six overseas…
Mark Chandler: National Security, Middle East Deep Dive, China Risk, and Cold War V2
Mark Chandler, Director of Government Relations; Professor of Practice, Department of Intelligence and Security Studies at Coastal Carolina University. Mark has served more than 35-years in DoD senior executive, command and senior leadership positions focused on national security policy, intelligence analysis, application, policy, and operations. Mark retired from the Marine Corps as an intelligence officer…
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…
Professor Richard Stoll: International Relations, Europe, Asia, & The Middle East
Professor Richard Stoll, Albert Thomas Professor of Political Science at Rice University, is a renowned expert in international conflict, utilizing computer simulations and statistical analysis. His research, supported by the National Science Foundation, includes studying arms competitions, comparative foreign policy, and predicting serious international conflicts. Currently, he investigates naval arms races, public support for gender-equal…
Nationalization of Space
Background After a hiatus from our regular schedule, we’re back. Suffice it to say that global events have been busy. In our last note, we published the top 10 themes and events that we believe will have the most significant impact in 2023. Thirty-seven days into the year, the top three on our list have…
