Dustin Johnson of Pala Investments presented his in-depth investment thesis on Ivanhoe Mines (Toronto: IVN) at Best Ideas 2018.
Ivanhoe is a Canadian-listed mining company founded by Robert Friedland. The company’s primary assets are based in the Democratic Republic of Congo and South Africa. Ivanhoe is in the process of unlocking one of the world’s greatest copper discoveries in addition to having world-class zinc and PGM (precious group metals) assets.
About the instructor:
Dustin Johnson is a Senior Manager at Pala Investments where he focuses on equity investments within the natural resources sector. Prior to joining Pala, Dustin was a Director at the Brazilian investment bank, BTG Pactual, where he worked in the merchant banking group, managing the bank’s JV investment in Petrobras Oil & Gas B.V. Dustin began his career as an investment banker with BMO Capital Markets, where he advised on various M&A transactions and capital raising processes both in the mining and energy sectors. Dustin holds an MBA from INSEAD and is a CFA charterholder.
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