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Schedule

08.00 Registration & Coffee

08.20 Chairman's Introductory Speech

  • Welcome and comments on the agenda
  • Macro overview: agricultural sector
Pierre Lavaud, Founder & CEO, JetFin, CH

The Macro Picture

08.30 Agriculture and Sustainability

  • Food and agriculture crises
  • Sustainability approaches
  • Investment implications
Judson O. Berkey, Managing Director, UBS, CH

08.50 Land Markets Overview

  • Analysis of land markets across the globe
  • Global Environment for International Investors
Henry Wilkes, CEO, InvestAg Savills, UK

LIQUID STRATEGIES

09.10 Agro Equity Strategies

  • How to build an equity portfolio in the agro business
  • Where are the opportunities in Global Emerging Markets?
  • Volatility and risks
John Coast Sullenger, Fund Manager, GAIA Capital, CH
Richard Davis, Fund Manager, BlackRock Investment Management, UK

10.00 Coffee break

10.30 Soft Commodities

  • Opportunities and risk in agricultural commodities
  • Specificities of wheat, corn, sojabean, sugar markets. Managing price risk
  • CTAs, speculation or positive contribution?
Renee Haugerud, Founding Partner, Galtere International Fund, USA
Paul Marland, Partner, LCI (Luxembourg) SA, Luxembourg

11.20 Hedging Strategies

  • The agricultural supply chain is subject to volume volatility : hedging strategies
  • Hedging contracts for agro-investments
  • Counterparty, political and market risks
Claudio Busarello, Director, Swiss Reinsurance Company, CH

THEMATIC STRATEGIES

11.50 Timber

  • Timber as long term investments
  • Forest investment opportunities
David Rueckel, Managing Director, Wells GmbH, Germany

12.10 Wine

  • Wine as an asset class
Michel Tamisier, Managing Partner, Elite Advisers, Luxembourg

06.30 Networking Drink

At the Zurich Marriott Hotel
Ideal for networking in good atmosphere

08.00 End




Images


Video

Agro Event 2010 Video