Lineup đź‘€ CEM Whistler 2026
Selectivity Replaces Speculation as CEM Heads Back to Whistler
January delivered a sharp reminder of how fast sentiment can turn. Speculative money rushed back into pockets of the market, driving outsized moves in small caps and crypto, while broader equities lagged. That surge did not last. Higher margin requirements, a stronger U.S. dollar, and rising policy uncertainty triggered a rapid shakeout that cleared excess leverage and reset expectations.
“With 2025 showing healthy, consistent charts for both gold and silver, we entered 2026 with historic moves and volatility,” said Ryan Iverson, Portfolio Manager at CEM Partner's Fund.
“However, a potential hawkish shift in monetary policy, Trump’s nomination of Kevin Warsh as the next Federal Reserve chair, a stronger U.S. dollar, and structural changes around margin requirements combined to trigger a sharp selloff. That said, the themes that carried gold and silver through 2025 remain intact. Frothy speculative money is simply being shaken out.”
"As commodity prices normalize and confidence begins to rebuild, selectivity has replaced speculation," said Iverson. That shift sits at the core of the 16th Annual Whistler Capital Event this weekend, which has attracted 60 companies and scores of investors.
Companies attending represent a broad cross-section of sectors including precious and base metals, uranium and lithium exploration, oil and gas, energy technology, agriculture, biotechnology, medical technology, ad tech, and blockchain infrastructure.
The average market capitalization of the attending companies is $126 million, with a combined total market value of roughly $12 billion.
This Saturday, following a full day of curated one-on-one meetings, investors will select their Top Picks and Outstanding Performers at the summit’s signature Investor Breakout Exchange from the companies listed below.
| Atlas Salt | Nuvau Minerals |
| Atomic Minerals | Ocumetics Technology |
| Baylin Technologies | Onyx Gold |
| BluEnergies | Pacific Ridge Exploration |
| Camino | Rackla Metals |
| Canadian Metals | Reconnaissance Energy Africa |
| Cassiar Gold | Red Canyon Resources |
| Corcel Exploration | Revival Gold |
| Daura Gold | Roxmore Resources |
| Dryden Gold | RZOLV Technologies |
| Eastport Critical Metals | Sabio Holdings |
| Endurance Gold | Sankamap Exploration |
| Enduro Metals | Scottie Resources |
| FireFly Metals | Secur3D |
| Fortune Bay | Silver One Resources |
| Full Circle Lithium | Silver Viper Minerals |
| Geiger Energy | Skeena Gold + Silver |
| Gold Terra Resource | Skyharbour Resources |
| Gunnison Copper | Spartan Metals |
| IDEX Metals | Stardust Metal |
| iMetal Resources | STLLR Gold |
| Intellistake Technologies | Summit Royalties |
| Intrepid Metals | Syntholene Energy |
| K2 Gold | Talisker Resources |
| Kane Biotech | Telo Genomics |
| Kootenay Silver | TenX Protocols |
| Latin Metals | Thiogenesis Therapeutics |
| Lithium Africa Resources | Tinka Resources |
| Mayfair Gold | ValOre Metals |
| MustGrow Biologics | Visionary Metals |
Performance Check
Here’s how five companies that attended Whistler 2025 have advanced in the market over the past year. (Prices from Feb. 21, 2025, to Jan, 29, 2026)
- Amarc Resources (TSXV: AHR)
$0.67 → $1.40 +109% - Tudor Gold (TSXV: TUD)
$0.67 → $1.33 +99% - Oroco Resource (TSXV: OCO)
$0.27 → $0.81 +200% - Silver47 Exploration (TSXV: AGA)
$0.56 → $0.95 +70% - Aztec Minerals (TSXV: AZT)
$0.22 → $0.41 +86%
We’ll be sharing the Top Picks and Outstanding Performers from the Whistler Event exclusively with IB Newsletter readers on Feb. 12, 2026.
Warm Regards and Happy Investing,
Fabian Dawson
Weekly Insight
Each week, CEM Partner and Portfolio Manager Ryan Iverson spotlights the ideas and companies sparking investor interest from emerging growth stories to the Top Picks featured across CEM’s Capital Events. This series brings real insights from the innovators shaping tomorrow’s markets and reveals where investors are finding the next breakout opportunities.

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