Agenda – Real Assets 2017-05-22T10:39:26+00:00

Real Assets – Agenda

Agrimoney Live – Millennium Mayfair, London, 23rd – 25th May 2017
The Investors’ Link to the Food Chain

Enabling investors to strategically deploy capital in tangible assets globally

THURSDAY 25 MAY 2017 | STREAM A

REAL

ASSETS

08:30 – Registration and morning refreshments
08:50 – Welcome address

Mike Verdin, Editor, Agrimoney

08:55 – Chairpersons opening remarks

Emma Penny, Group Head of Content, Briefing Media Agriculture

 Plenary Session: The Future of Agriculture

09:00 – Keynote address:  Agriculture in 2025

David Jones, Chairman, Plant Impact

09:30 – Increasing yields and upping efficiency levels to deliver sustained production and food security

Mac Marshall, Economist, Monsanto Global Strategy

10:00 – Institutional investor panel discussion
Investment criteria and capital allocation – how are agricultural investments evaluated by institutional investors?
  • An overview of the opportunity set in agricultural investing with a view to efficient portfolio diversification.
  • What are the most attractive investment opportunities and why?
  • What is real risk and return?
  • How is agriculture viewed in the context of the entire portfolio?
  • What are the expected return levels and what’s the typical investment horizon?

Moderator: Vaga Bartalini, International Advisory Board, Banco Finantia

Katrin Burt, Managing Director, Syngenta Ventures

Shankar Athreya, Head of Farmland Investments, Insight Investment

Neil Woods, Portfolio Manager, Direct Investments, NZ Supernnuation Fund

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
10:55 – Morning Refreshments
11:15 – De-risking the innovation environment and attracting investment into agri-tech
  • Driving innovation and growth for the benefit of the UK

Calum Murray, Head of Agriculture and Food, Innovate UK

11:45 – The business case for investing in agri-tech
  • Defining what agri-tech means
  • The investment rationale
  • Identifying good business investments – what are the defining criteria for investors wanting to access the agri-tech space
  • Mid-stream business opportunities

Sarai Kemp, Vice President Business Development, Trendlines Agtech

12:10 – Q&A Analysis:  BREXIT, currency fluctuations and investment
How are  investors navigating the changing terrain?
  • What effect will fluctuating sterling have on land prices in the UK?
  • Attracting foreign investment in light of decreasing farmland values
  • Currency fluctuation and inflationary risks in light of changing policy
  • What it means for investors and returns

Moderator: Stuart MacDonald, Managing Partner, Bride Valley Partners

Michael Aubrey, Partner, Mills & Reeve

Derrick Wilkinson, Consultant Economist, The Policy Group

Ian Bailey, Director of Rural Research, Savills

13:00 – Networking Lunch

 Regional Opportunities

Chairman:  Stuart MacDonald, Managing Partner, Bride Valley Partners
14:00 – Eastern European farmland: unlocking value through consolidation
  • Severe fragmentation of farmland in Eastern European countries presents a regional arbitrage opportunity
  • Unlocking value through consolidation offers significant capital appreciation potential supplemented by attractive current yield
  • Executing on the strategy requires local presence, knowledge, specialised management systems, and a lot of unglorified admin and legal work

Andrey Kruglykhin, CEO, Highgate Capital Management

14:30 – Real asset investing: US v EU outlook and opportunities

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

15:00 – Case study: Organic opportunities in Latin America – an innovative business model! 
  • Unique diversification option allows farmland ownership and turnkey operations
  • An innovative business model to meet the booming demand for organic produce
  • Maximise returns through proprietory crop varieities, permaculture techniques and technology

Lillian O’Sullivan, Vice President, Simply Natural Investments

15:30 – Afternoon refreshments
16:00 – Panel discussion: what are the opportunities available to investors in real assets?
  • Farmland – own/operate
  • Cropping – permanent, perennials
  • Animal protein and livestock
  • Mid-stream business opportunities

Moderator: Henry Wilkes, CEO, InvestAg

James Siggs, Managing Director, Esus Agri

Detlef Schoen, Principal, DS Green Assets

Jason Silm, Partner – Head of Agriculture, ADM Capital

16:40 – Latin America: land investment options and fund’s alternatives in the Southern Cone

Joaquin Benegas-Lynch, Managing Partner, Pampa Partners

17:10 – Chairpersons closing remarks
Commodity Markets Outlook
Agribusiness Strategy Agenda
agri-tech agenda