William Thomson, Managing Partner of Massif Capital, led a conversation with business leader Adam Lundin, Chairman of Lundin Mining Corporation. Real asset investors will instantly recognize Adam and his brothers as “outsiders” in the sector, having created enormous shareholder value over time.
Will and Adam joined the MOI Global community at Latticework 2023, held at the Yale Club of New York City on December 12.
This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)
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About the session host:
William Thomson is the Founder and Managing Partner of Massif Capital, LLC. Will has experience in private equity and credit/political risk insurance and has served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Before starting Massif Capital, Will worked in the New York office of Chaucer, a Lloyd’s of London insurance syndicate, serving as the co-portfolio manager for a $750 million portfolio of credit and political risk insurance policies. During this time, Will focused on underwriting the credit risk associated with project finance for businesses within the real asset ecosystem, writing bespoke political risk insurance policies for firms operating in emerging and frontier markets, and supporting physical commodity traders in cross-border trade execution. Will also served as strategic and economic advisor to NATO ISAF in Kabul, Afghanistan. In that role, he advised senior leadership at the one- and two-star general staff level on various issues, including economic development, counter-corruption, and planning for the 2014 presidential election. He also served as the flag writer for General Rick Waddell, commander of a joint interagency counter-corruption task force. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University. Will is a member of the Value Investors Club and has won or been a finalist in several investment contests, including Sohn and the VanBiema Associates Small Cap Challenge hosted by SumZero. He is consistently ranked as one of the top analysts on SumZero, a buyside community of 10,000+ members.
About the guest speaker:
Adam Lundin serves as Chair of the Board of Directors of both Lundin Mining and Filo Corp. He also serves on the Board of Directors of Lucara Diamond Corp., NGEx Minerals Ltd., and the Lundin Foundation. Adam has many years of experience in capital markets and public company management across the natural resources sector. His background includes oil & gas and mining technology, investment advisory, international finance, and executive management. He began his career working for several Lundin Group mining companies in various countries before moving into finance where he specialized in institutional equity sales, ultimately becoming co-head of the London office for an international securities firm. For more than five decades and three generations, the Lundin Group has created meaningful value through responsible resource development at scale. The Lundin Group company portfolio has a strong operating foothold in Chile’s Atacama region, including a controlling interest in an emerging giant copper-gold-silver district located between two established mining belts straddling the Chile/Argentina border.