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Schedule

08.00 Registration & Coffee

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


08.30 Sustainability in Agriculture

  • Sustainable Development and Agriculture
  • Sustainable investments in agribusiness
Geoff Burke, Partner, Agro-Ecological Investment Management, UK
Bernd Schanzenbaecher, Managing Partner, EBG Capital AG, CH
Catherine Henry, Product Specialist, SAM Sustainable Asset Mgmt, CH

EXAMINING THE 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, MD & Portfolio Manager, GAIA Capital, CH
James Govan, co-Manager, Baring Asset Management, UK

09.50 Hedging Strategies

  • Hedging contracts for agro-investments
  • Counterparty, political and market risks
Bernard Belk, Director Global Agro Corporate Business, SwissRe, CH

10.15 Coffee break

10.45 Agriculture Diversified Strategies

  • Portfolio diversification in agro-investments
  • Absolute return in agriculture
  • Global agricultural investing
Desmond Sheehy, CIO, Duxton Asset Management Pte Ltd, Singapore
  • Crop Financing, is it different in LatAm (Brazil), Eastern Europe (Ukraine) and West Africa (Burkina Faso)?
Nabil Marc Abdul-Massih, Founder, Inoks Capital, CH
  • Global Ag Opportunities
Mark Zenuk, Managing Director, NGP Global Adaptation Partners, USA

Moderator: Myret Zaki, Vice-Editor in Chief, Bilan, CH

11.30 Soft Commodities

  • Opportunities and risks in agricultural commodities
  • Specificities of wheat, corn, soy beans, sugar markets. Managing price risk
  • CTAs, speculation or positive contribution?
Itay Simkin, CEO, Krom River, CH
André de Gaspar, Director, LCI Suisse SA, Switzerland

12.10 Networking Lunch


REGION SPECIFIC STRATEGIES

01.30 Australia & New Zealand

  • Cattle investments in Australia
  • Dairy in New Zealand
Detlef Schön, Founder, Aquila Capital Group, Germany/ New Zealand

01.50 India

  • India Agriculture Investment Strategies
Rajesh Srivastava, Chairman & MD, Rabo Equity Advisors, India
Moderator: Deepak Lalwani OBE, Director, Lalcap, United Kingdom

02.10 Latin America

  • Farmland opportunities in Uruguay and Argentina
  • Specifities of the farmland industry in Brasil
Olivier Combastet, Founder, Pergam Finance, France / Uruguay

02.30 USA

  • Agro Investment Landscape in the US
Alberto San Miguel, Partner, Optimum Advisors Fund, USA / Argentina

02.40 Europe

  • Farmland Investments in Europe
Prof Joost M.E. Pennings, Chairman, FS-Innovators B.V., Netherlands

03.10 Ukraine

  • Specificities of land and farm investments in Ukraine

03.30 Afternoon Tea Break


THEME SPECIFIC STRATEGIES

04.00 Timber

  • Timber investment strategies
Magnus Weikert, Director, The International Woodland Company A/S, Denmark

04.30 Water

  • Water as an investment proposal
Judson Hill, Managing Director, NGP Global Adaptation Partners, USA

INVESTORS

05.00 Investors & Allocators

  • The point of view of final investors (private bankers and HNWIs)
  • Strategies when investing in farming
  • Dedicated exposure or diversified portfolios?
  • Creating the ideal farm and agro portfolio
Philippe Szokoloczy-Syllaba, Founder, My Global Advisor, CH
Martin Bürki, Partner, MartInvestments, Switzerland

05.40 Pension Funds

  • Pension fund perspectives for investments in soft commodities and agriculture
  • Sustainability and pension criteria for Ag investments
Nicolas Compard, Portfolio Manager Real Assets, CERN Pension Fund, CH

06.00 Chairman's closing remarks
Pierre Lavaud, Founder & CEO, JetFin, CH


EVENING EVENT

06.30 Networking evening party
At the Dolder Grand Hotel.
Ideal for networking in a good atmosphere

08.30 End




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Video

Agro Event 2010 Video