Agenda – Agribusiness Strategy 2017-05-15T15:37:58+00:00

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

WEDNESDAY 24 MAY 2017

AGRIBUSINESS

STRATEGY

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

David Gray, Senior Advisor, Altima Partners

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?

Skye MacPherson, Director, Natural Resources, BlackRock

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
11:00Morning Refreshments

Capital Deployment

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

Alan Winde, Minister of Economic Opportunities, Ministry of Agriculture, Economic Development and Tourism, South Africa

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

Michael Moore, Member of Advisory Board, Seamore

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

Roberto Vitón, Managing Director, Valoral Advisors

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

Olivier Bahner, Head of International Business, Member of the Management Board, Masterpayment

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

Paul Pittman, CEO, Farmland Partners

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?

Moderator: David Gray, Senior Advisor, Altima Partners

Gordon Ommen, Founder and Principal, BirdDog Capital and BlackFork Farms

Suzanne Gaboury, Director of Agribusiness, FMO

Ben Belldegrun, Managing Partner and Co-founder, Pontifax Agtech

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”?

Sarai Kemp, Vice President Business Development, Trendlines Agtech

17:15 – Chairpersons closing remarks
17:20 – Drinks Reception
Commodity Markets Outlook Agenda
Real Assets Agenda
Agri-tech agenda