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
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
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?
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
13:00 – Networking Lunch
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
14:30 – Real asset investing: US v EU outlook and opportunities
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
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