AGRO 2010 Conference Schedule - June 10^th, 2010

08.00 Registration & Coffee

08.20 Chairman's Introductory Speech
Welcome and comments on the agenda

08.40 The Macro Picture

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

09.00 Sustainability In Agriculture

• Fair Trade and Agriculture.
• Labelling.
• Sustainable Development and Agriculture.

EXAMINING THE 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.

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?

11.20 Hedging Strategies

• Hedging contracts for agro-investments.
• Counterparty, political and market risks.

11.50 Timber

• Timber as long term investments.
• Forest investment opportunities.

12.15 Wine

• Wine as an asset class

12.30 Networking Lunch

REGION SPECIFIC STRATEGIES

02.00 Australia And New Zealand

• Cattle investments in Australia.
• Diary in New Zealand

02.30 Latin America

• Farm opportunities in Uruguay and Argentina
• Brazil specificities in farmland industry

03.10 USA

• Agro Investment Landscape in the US

03.30 Afternoon Tea Break

04.00 Ukraine

• Specificities of Land and Farm investments in Ukraine

04.40 AFRICA

• Farm investment opportunities in Africa
• Political risk and investment implications

DIVERSIFIED STRATEGIES

05.10 Agriculture Diversified Strategies

• Portfolio diversification in agro-investments
• Absolute return in agriculture

INVESTORS

05.50 Investors And 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.

06.20 Chairman's closing remarks

EVENING EVENT

07.00 Networking Cocktail & Standing Buffet Dinner Reception

At the Riverside café
Ideal for networking in good atmosphere

10.30 End