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Schedule

08.00 Registration & Coffee

08.20 Chairman's Introductory Speech
Welcome and comments on the agenda
Pierre Lavaud, JetFin, CH

Pierre Lavaud

Founding Partner and CEO of JetFin.

"Mr. Lavaud is member of Sustainable Finance Geneva".

From 1999 to 2002, Mr. Lavaud was head of sales and marketing for Capital Fund Management (CFM) a fund manager with close to $ 4 Billion under management in Long/Short arbitrage, CTA and volatility arbitrage funds.

From 1996 to 1999, Mr. Lavaud worked as European Sales Manager for UBITRADE. A leader in derivative capital markets (futures and options), UBITRADE provide cutting-edge software for the capital market industry.

From 1992 to 1996, he worked as Sales Engineer in the Industrial Automation department of BOSCH, one of the 10 largest German industrial conglomerates, in Germany, Italy and United Kingdom. Mr. Lavaud is fluent in French, English, Italian and German. He graduated from Grenoble Ecole de Management.

08.40 The Macro Picture

  • Macro Overview : agricultural sector
  • Supply and demand
  • Climate change & weather implication

09.00 Agriculture and Sustainability

  • Food and Agriculture Crises
  • Sustainability approaches
  • Investment Implications
Judson O. Berkey, UBS, CH

LIQUID STRATEGIES

09.30 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

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, Wells GmbH, Germany

12.15 Wine

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

12.30 Networking Lunch


REGION SPECIFIC STRATEGIES

02.00 Australia & New Zealand

  • Cattle investments in Australia
  • Diary in New Zealand
Detlef Schoen, Founder, Aquila Capital Group, Germany

02.30 Latin America

  • Farm opportunities in Uruguay and Argentina
Olivier Combastet, Founder, Pergam Finance, France / Uruguay
  • Agri Financing Strategy in LatAm
Gonzalo Fernandez Castro, Founder, Lumix Capital, CH / Argentina

03.10 Canada & USA

  • Agro Investment Landscape in Canada
Larry Ruud, CEO, One Earth Farms, Canada
  • USA Agriculture investment opportunities and risks
Alberto San Miguel, Optimum Advisors Fund, USA / Argentina

03.30 Afternoon Tea Break

04.00 Ukraine

  • Specificities of Land and Farm investments in Ukraine

04.40 Africa

  • Farm investment opportunities in sub-Saharan Africa
  • Political risk and investment implications
Neil Crowder, Co-Founding Partner, Chayton Capital, UK
  • North Africa Agriculture Investment Opportunities
Othmane Aqallal, Partner, Atlas Olive Oils Fund, Morocco

DIVERSIFIED STRATEGIES

05.10 Agriculture Diversified Strategies

  • Fixed Income and Agro Financing. Special focus: Latin America
Craig Tashjian, Principal, Amerra Capital Management LLC, USA
  • Activist Financing in Soft Commodities : An opportunity for investors and for sustainable development in Emerging Markets. Special focus : Africa
Nabil Marc Abdul-Massih, Inoks Capital, CH

INVESTORS

05.50 Investors & Allocators

  • The point of view of final investors (pension funds, private bankers and HNWIs)
  • Strategies when investing in farming
  • Dedicated exposure or diversified portfolios?
  • Creating the ideal farm and agro portfolio
Christoph Avenarius, Director, Credit Suisse Investment Advisors, CH

06.10 Investors & Food Security

  • Agriculture Investment Strategy and Food Security
  • The point of view of a Middle Eastern Prominent Financial Institution
Karim Senaoui, Abu Dhabi Investment House, CH - Bahrain

06.30 Chairman's closing remarks
Pierre Lavaud, JetFin, CH

Pierre Lavaud

Founding Partner and CEO of JetFin.

"Mr. Lavaud is member of Sustainable Finance Geneva".

From 1999 to 2002, Mr. Lavaud was head of sales and marketing for Capital Fund Management (CFM) a fund manager with close to $ 4 Billion under management in Long/Short arbitrage, CTA and volatility arbitrage funds.

From 1996 to 1999, Mr. Lavaud worked as European Sales Manager for UBITRADE. A leader in derivative capital markets (futures and options), UBITRADE provide cutting-edge software for the capital market industry.

From 1992 to 1996, he worked as Sales Engineer in the Industrial Automation department of BOSCH, one of the 10 largest German industrial conglomerates, in Germany, Italy and United Kingdom. Mr. Lavaud is fluent in French, English, Italian and German. He graduated from Grenoble Ecole de Management.

07.00 Networking Drink

At the Zurich Marriott Hotel
Ideal for networking in good atmosphere

08.30 End




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