Agribusiness Strategy – Agenda
Agrimoney Live – Millennium Mayfair, London, 23rd – 25th May 2017
The Investors’ Link to the Food Chain
For agribusinesses and institutional investors looking to deploy capital, diversify portfolios and maximise returns
09:00 – Registration and morning refreshments
09:25 – Welcome address
Mike Verdin, Editor, Agrimoney
09:30 – Chairperson’s opening remarks
Emma Penny, Group Head of Content, Briefing Media – Agriculture
Mapping the Agri Investment Landscape
09:35 – Mapping the investment landscape and highlighting end-to-end supply chain opportunities
- Deconstructing investment opportunities through the value chain
- Detailing the global framework of investment and understanding key drivers in the agricultural space
- From venture to private equity, what makes a ‘business’ as distinct from an ‘app’ or ‘product’?
- Strategy and duration risk in formulating exits
- Thinking about valuation, metrics and models
10:10 – Exclusive presentation: What are the investment opportunities in agricultural equities?
- Where are we in the agricultural cycle?
- How to navigate the agricultural value chain through the cycle
- How do agricultural equities perform in inflationary environments?
10:45 – Business Matchmaking
Guided speed-networking for all attendees, giving everyone 60 seconds to swap cards, make new connections and find potential business opportunities
11:00 – Morning Refreshments
11:30 – Special guest address: The challenges and opportunities for agribusinesses in South Africa
- General Overview of the South African Economy
- Growth and Productivity in Agribusiness in the South African context
- Challenges for Agribusinesses in the Western Cape – Risks, Climate Change and Resource Scarcity etc.
- Opportunities for Agribusinesses in the Western Cape – Investment Opportunities, Incentives, Technological Innovation, Population growth and food security demands, etc.
- Role of Government in supporting Agribusiness projects. Way forward for Agribusiness in the Western Cape
12:00 – Case study: A start-ups persepctive on raising capital – alternative sources of finance
- Gaining exposure to food and ag markets though lending
- What is driving alternative financing options and what is the rationale behind it?
- Crowdfunding, debt financing and venture capital
12:30 – Financing the food and agribusiness value chain – why lending to the ag sector is hot?
- The funding gap in global agricultural trade
- Financing rather than owning real assets
- Aspects of deal flow and due diligence
- Regional trends
13:00 – Networking Lunch
14:15 – Panel discussion: Trade finance: capitalising on opportunities and growth in the new world
- Where the growth is coming from? Should agricultural companies be aggressively pursuing the new business opportunities?
- Regulation: latest changes affecting banks and what we should be prepared for
- Can alternative lenders work with banks?
- Latest innovations in trade finance
Moderator: Mark Abrams, Partner, Trade Finance Global
Vincent Mazeli, Deputy Head Agri Traders EMEA, Global Energy and Commodities Trade Finance, Natixis
Mark Stephens, CEO, Blackstar Capital Partners
14:45 – Deal origination: Identifying potential acquisitions and other opportunities
- Where to find acquisitions
- Potential partnerships
- Evaluating the fit – acquisitions and partnerships
- What to consider when doing due diligence processes and taking a longer term view on investments
- Execution – deployment of funds in the context of accretive transactions
15:30 – Afternoon refreshments
16:00 – Panel discussion: Impact investing, sustainability and ESG
Aligning stakeholder interest and creating clarity on investment returns
- Are investments investor led or fund driven?
- Is the movement towards ESG-compliant investment strategies being driven by investors or fund managers?
- What are the ESG opportunities when investing in AgTech?
- Does ESG mean investing in lower return opportunities?
16:45 – How to develop exit strategies that meet expected equity return targets
- What determines a successful exit strategy? Key parameters
- Israel as a case study
- Is agri-tech “exit ready”?