Investors and fund managers putting capital to work in U.S. agri
The Fifth Annual Agri Investor Chicago Forum will bring together top institutional investors, family offices, fund and asset managers, regulators, advisors and producers for an editorially rich discussion of agriculture as an investment opportunity.
Attendees will network with agribusiness leaders and connect with key decision makers at the only US event exclusively focused on fundraising and investment in global agriculture.
2019 DISCUSSION TOPICS INCLUDE:
- AgTech
- Impact investing
- Farmland investing
- Water investing
- Agri deals of the year
- LP perspectives- the agri investment process & fundamentals
2019 keynote speaker
Jamie Shen
Chief Investment Officer
PGIM Agriculture Investments
In this role, Jamie leads the equity team in managing the portfolio of agricultural properties. Prior to joining Prudential in 2017, Jamie was an Executive Vice President and Practice Leader of Alternative Investments Consulting with Callan Associates where she had overall responsibility for Real Assets Consulting services.
2019 brochure now available
Download the brochure to view:
-
Confirmed speakers
-
Agenda
-
Networking opportunities
-
Event highlights
-
and more!
Special Rate for Agri Producers
The Forum welcomes top agriculture producers* to attend at a special rate to address the most pressing topics in agri across the supply chain. In 2019, meet with investors and fund managers to build powerful relationships and discuss investment opportunities from your unique and expert perspective.
*primary producer, i.e. individual owner/operator ‘behind the farm gate’, across sectors.
2019 agenda
Interested in speaking at the 2019 Forum?
Please contact Joan Moh at joan.m@peimedia.com or call +1 212 796 8322 ext 157
Agenda
Day 1 - Tuesday 12th
Registration and networking breakfast
PEI welcome & chairperson’s introduction
Keynote presentation
Keynote interviewee:
Jamie Shen, Chief Investment Officer, PGIM Agricultural Investments
Agriculture’s place in the GP/LP nexus | Big picture institutional demand
Potential interest rate changes, geopolitical disruption and fears about equity market resilience are all helping drive increasing LP attention to real assets. In this panel, participants will discuss:
- Which other real assets present the clearest competition to agriculture for space in LP portfolios?
- How have investment structures responded to LP demand for collaboration and transparency?
- Will investors entering the market now alter the balance between growth and wealth preservation in various agri strategies?
Moderator:
Amy Hauke, Director – Private Equity, BMO Wealth Management
Speakers:
Atish Babu, Vice President, Agriculture Capital
David Chattleton, Managing Partner, Tiverton Advisors
Eric O’Brien, Co-Founder and Managing Director, Fall Line Capital
Greg Richards, Managing Director, Arable Capital Partners
Where’s the beef? | PE’s role in the plant-based alternatives sector
Burger King’s adoption of the Impossible Burger is just the latest indication that demand for plant-based proteins will continue to see growth inspired by their appeal to a healthy and climate conscious consumers. This panel will further explore this demand and the driving forces behind it.
- How has institutional capital defined its role within a market driven by early-stage ventures?
- What, if any, impact will Beyond Meat’s stock performance or skepticism on health benefits have on institutional demand for exposure to the plant-based protein market?
- Not all meatless alternatives are created equal; which are the burgeoning market’s leaders and laggers?
Moderator:
Greg Bohlen, Managing Partner, Union Grove Venture Partners
Speakers:
Rich Gammill, Managing Partner, Proterra Investment Partners
Danny O’Malley, The Presiplant and Founder, Before the Butcher, Inc.
Networking break
AgTech | Exploring PE’s role in a very broad market
After monitoring progress and investing selectively for much of the past decade, biologicals have emerged among the corners of the vast AgTech market best suited to institutional capital. As consumer demand for sustainability continues to grow, farmers’ need for new and better technologies will only drive demand for this sector further. We will take an in-depth look into:
- What are the current or potential future regulations most likely to create market opportunities for investors exploring biologicals?
- How are firms collaborating with strategic investors and other LPs interested in playing a more direct role?
- Who is financing the research that will drive future rounds of innovation?
Moderator:
Ray Smith, Vice President, Investment and Business Strategy, AgLaunch
Speakers:
Pamela G. Marrone, PhD., Chief Executive Officer, Founder, Marrone Bio Innovations
Dr. David Muth, Senior Vice President, Peoples Company
Anna Rath, PhD., President, Chief Executive Officer, Vestaron
Ivan Saval, Managing Director – Agribusiness & Food Investment Banking, National Securities Corp.
Ivan Saval
Managing Director – Agribusiness & Food Investment Banking, National Securities Corp.
Read bioNetworking lunch
Why now? | The real deals of the year
Private mangers’ efforts to exert greater control over food supply chains take place in a content of demographic, technological and political changes that frame their role in agriculture. Our panel of leading agri GPs will swap notes on the key fundraising and deal trends in the market. It will address:
- Where have investors have proved most attractive to PE investors?
- Where they have found the greatest inefficiencies with vertical integration?
- What consumption trends seem most likely to create new opportunities for investors looking to stay ahead of demand?
Moderator:
Aaron Knewtson, Vice President- Food and Agribusiness, Compeer Financial
Speakers:
Cameron Dunn, Managing Partner, Tillridge
John Goodreds, Managing Director, AGR Partners
Jim Schultz, Founder, Chairman, Open Prairie
Track A – Private investor's role in the U.S. hemp supply chain
Legalization of industrial hemp in the 2018 U.S. Farm Bill cleared the way for a flurry of private investor activity. It remains unclear whether investment in industrial hemp could also bring more investors into booming market for CBD, an oil extract with no psychoactive properties. In this session we will explore:
- Has the introduction of crop insurance for hemp made it likely the crop will be planted on institutionally owned farmland?
- Have any institutional investors been tempted into jumping on the hemp/CBD bandwagon?
- Can legal hemp lead to investment opportunities for the cannabis industry?
Moderator:
Viki Radden, Founder, Chief Executive Officer, Honor Harvest
Speakers:
Christopher Chapman, Managing Director, Debt, AMERRA Capital
Sean Doyle, Senior Associate, Salveo Capital
Eric London, Partner, Tress Capital
Chad Rosen, Founder & CEO, Victory Hemp
Shonda K. Warner, Managing Partner, Chess Ag Full Harvest Partners LLC
Track B – Timber | Challenges, opportunities and the market response
A variety of factors have conspired to frustrate timber managers’ efforts to meet return expectations for investment vehicles launched over the last decade. With the savviest mangers already working to redefine an asset class previously market by its tranquility, this session we explore:
- What are the factors that have led to a slowdown in timber fundraising/activity?
- How are managers looking to position timber within a broader societal focus on climate and ecosystem services?
- Which regions and asset types are best positioned to benefit as focus shifts from wealth preservation to environmental preservation?
Moderator:
Jim McBride, Head of Distribution – Timberland Investment Group, BTG Pactual Timberland Investment Group
Speakers:
L. Richard Doeling, Director of Client Relations, Forest Investment Associates
Robert Hagler, Associate Director, Investor Relations, New Forests
Track A – Organics | The active corner of the big market
With conventional wisdom having finally ruled consumers’ move towards organic and healthy offerings as more of a structural change than passing fad, investors have started to position themselves to benefit from this movement. Our experts will investigate:
- How are farmland mangers going about increasing organic acreage under their management?
- How are PE investors / banks / other lenders supporting the 3-year transition to organic?
- How will the role of organic imports change as domestic production continues to rise?
Moderator:
Kellee James, CEO, Mercaris
Speakers:
Eric Jackson, Founder & Chairman, Pipeline Foods
Craig Wichner, Managing Partner, Farmland LP
Track B – Aquaculture | PE’s role in this key emerging protein market
While it is clear farmed fish will play a greater role in meeting future protein demand, outside of regional pockets where the industry draws on a long-history, private equity’s role in the necessary build-out is only now coming into focus. Issues that we will examine include:
- What role can PE play in finding a balance between onshore / offshore approaches?
- Which feed alternatives have attracted the most institutional investments and why?
- What lessons and best practices can aquaculture glean from other livestock sectors?
Moderator:
Chris Janiec, Americas Editor, Agri Investor
Speakers:
Tom Amis, Senior Principal and Management Committee, Controlled Environment Foods, Equilibrium
Howard Tang, Managing Director, Lighthouse Finance
Networking break
The LPs’ perspective | The agri investment process & fundamentals
The development of agriculture as an asset class has occurred alongside broader evolutions in the LP/GP dynamic. In this session, market participants will examine some of the factors influencing LP demand for exposure to ag and strategies that have deployed to manage the variety of risks and opportunities in the sector.
- Has the debate surrounding where within an institutional portfolio agriculture should be housed finally been settled? If so, where?
- What are the biggest internal obstacles for an LP interested in adding agriculture to its portfolio and how can they overcome these challenges?
- What alternatives to closed-end fund structures most effectively ensure alignment on strategy, risk-management and returns?
Moderator:
Chris Morris, CFO, LandFund Partners
Speakers:
Barry Bogseth, Managing Director – Agricultural Strategies Group, MetLife Investment Management
Sarah Gal, Vice President, Callan
Networking reception
Agenda
Day 2 - Wednesday 13th
Registration and networking breakfast
PEI welcome
The state of play in US farmland
The sharp drop in soybean exports to China has been only the most dramatic of a series of challenges facing farmland investors. Our speakers will weigh in on the following questions:
- What risks / opportunities have been created by this spring’s unprecedented rains?
- What role are private investors playing in reconfiguring the geography of crop production in the Americas?
- How has /will the political noise surrounding agricultural trade impact strategy / fundraising prospects for farmland managers?
Moderator:
Daniel Kowalski, Vice President – Knowledge Exchange, CoBank
Speakers:
John Farris, President & Founder, LandFund Partners
Stavros Koutsantonis, Managing Director, Conservation Resources
Perry Vieth, Founder & CEO, Ceres Partners
Ag & impact | Riding the regenerative wave
Agriculture finds itself at the center of a global conversation about climate, inequality and capitalism that is reaching a fever pitch. In this session, we will discuss:
- What are the new sources of capital looking at agriculture as part of their approaches to climate and how best can mangers collaborate with them?
- Which markets / sectors are best positioned to benefit from both traditional and impact-minded interest in agriculture?
- To what degree are managers considering metrics to measure social impact as part of their “secret sauce” and which are most appropriate for ag?
Moderator:
Joshua Humphreys, PhD, President and Senior Fellow, Croatan Institute
Speakers:
Alec Gorynski, Vice President, Community Development and Corporate Philanthropy, First National Bank
David LeZaks, Lead-Regenerative Food Systems, Delta Institute
David Nicola, Founder & CEO, Blackdirt Farms
Mark D. Schindel, Chief Financial and Investment Officer, Iroquois Valley Farmland REIT
Alec Gorynski
Vice President, Community Development and Corporate Philanthropy, First National Bank
Read bioNetworking break
Where to? | The next emerging markets for agri
Farmland investment remains concentrated largely in a handful of mostly developed country markets, though structural realities dictate the asset class’ future is likely more global. Which leads us to ask: where to next? In this session we will explore:
- What are the next markets best-positioned for an increase in real asset-style farmland investments and why?
- What are some of the motivations for the influx of impact and strategic investors and their influence on the market for Agri related business in the developed world?
- What are some of the new avenues of collaboration with DFIs and which ones have been the most successful?
Moderator:
Binyamin Ali, News Editor, Private Equity International
Speakers:
Justin Bruch, President, Clear Frontier Ag Management
Bernardo Guillamon, Manager – Office of Outreach & Partnerships, IDB
Justin Kirchhoff, Managing Director – Head of Private Equity, Summit Agricultural Group
Miljan Ždrale, Associate Director and Regional Head of the Agribusiness, EBRD
Water – case study | Defining’s PE role & how to assess new opportunities
Already integral to any conversation about agriculture anywhere, water is increasingly viewed as its own subsector, albeit one characterized by uniquely potent risk. Key topics that we will address during our case study will include:
- Which investor types are best suited to support forward looking water investments?
- How important is it for private fund executives to engage with quasi-public bodies that adjudicate water issues?
- What have been SGMA’s effects on U.S. farmland markets thus far and how will the regulations shape U.S. agricultural production over the long-term?
Moderator:
Christopher Peacock, Chief Executive Officer, AQUAOSO
Speakers:
Corey Getz, Chief Executive Officer, DIGS Associates
Noah Sabich, Managing Director, Cimbria Capital
Quint Shambaugh, Co-Founder, Chairman of the Board, DIGS Associates
Networking luncheon and end of conference
2019 speakers
Interested in speaking at the 2019 Forum?
Please contact Joan Moh at joan.m@peimedia.com or call +1 212 796 8322 ext 157
Jim McBride
Head of Distribution - Timberland Investment Group, BTG Pactual Timberland Investment Group
Sponsorship opportunities 2019
The Agri Investor Chicago Forum will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of global agriculture capital across two days of sessions.
For exclusive sponsorship packages for 2019, contact Jimmy Kurtovic at jimmy.k@peimedia.com or call +1 646-795-3273.
Event venue
The Agri Investor Chicago 2019 Forum hotel room block is currently sold out at The Renaissance Downtown Chicago Hotel.
To book accommodations at the prevailing rate, please visit the following link here.