Wednesday, November 2, 2011

Last Chance to Register for Ag 2.0 and Water 2.0

This is your last chance to register for next week’s groundbreaking Agriculture 2.0 Global Investments and Water 2.0 Investment Summit in Toronto. 

Click here to view the newly updated list of expert speakers.


The investor community is coming out in force for Ag 2.0!

Rub elbows with investment officers and real assets managers from CPPIB, OMERS, IFC, TIAA-CREF, Eastern Illinois University Foundation, University of California Regents, Wake Forest University Endowment, Allstate, Adveq, Farm Credit Canada, and ATB Financial, representing a total of over $928B AUM. At the conference, you will have the opportunity to break bread and have an intimate conversation with some of the great minds in the responsible real assets and sustainable innovations space today.

 Sign up to sit down to lunch with these experts: 


Fred Luckey, EVP Sustainability & Innovation, Bunge North America
Michel Orloff, President, The Ambika Group 
Garth Hodges, Global Head of M&A, Bayer CropScience
Mary Law, Senior Investment Officer, Wake Forest University Endowment
Mark White, Head of Real Assets, Albourne Partners
Jud Hill, Managing Director, NGP Global Adaptation Partners
Lukas Casey, Principal Investment Officer, International Finance Corporation
Nicholas Parker, Founder, Cleantech Group
Steve Yuzpe, CFO, Sprott Resource Corp.
Bruce Kahn, Director, Senior Investment Analyst, Deutsche Bank
Ralf Oberbannscheidt, CEO, Lead Portfolio Manager, Global Thematic Partners
Klaus Deininger, Lead Economist, Development Economics Group, The World Bank
Dominic D’Amours, Director, Sustainable Development, Pineridge Group
Disque Deane, Co-Founder & CIO, Water Asset Management

To see the full list of attendees for Agriculture 2.0 Global Investments and Water 2.0 Investment Summit click here.

Don’t miss your chance to add these seasoned veterans to your network.

Register now for three full days of unrivaled networking, intensive education, and concrete investment opportunities in global natural resources!

Tuesday, November 1, 2011

Ag Chat Spotlights Investing at the Intersection of Agriculture and Technology


Smart, Smaller Scale Plays Land Private Equity Fund Comfortably in the Catbird Seat

By Marc Dresner, IBC Life Sciences

Michael Curry, managing partner at Investeco Capital, has carved out a plum investment niche in Canada’s burgeoning “intelligent agriculture” market for his firm and its clients.

While big private equity funds tend to concentrate on big deals with big companies to the tune of tens of millions, Investeco frequently takes minority stakes ($2-3 million) in early-mid-stage, modest players ($7-10 million rev.) who turn a tidy profit on a promising product with substantial growth potential.

“We don’t have a lot of competition for deal flow,” Curry told Ag Chat. “There is so little capital looking into these areas in Canada that the door is open when we go to see these companies.”

“These entrepreneurs are doing very well; they’re not prepared to sell half the company at this stage,” Curry added. “We like people who think long-term and not in short cycles. These businesses have to have compelling reasons to be around for a long time.”

Investeco’s fund pours expansion capital into agricultural and environmentally sustainable interests in four main areas: water, energy, food and technology.

According to Curry, the sweet spot often rests at the intersection of agriculture and technology: GPS navigation for tractors, variable rate application for seeding and fertilizer, UV water filtration, etc.

“To grow in a sustainable, economical manner going forward, [agribusiness is] going to have to increase yields and crops. We are going to have to use less energy doing so. We are going to have to use less water,” said Curry. “So we see tremendous opportunity in the marriage of technology and agriculture production.”

In this edition of Ag Chat, we’ll also explore:


• The trend toward de-commoditized, value-add food production


• The resurgence of local, resilient supply chains


• Why Wal-Mart is now selling organic milk…

Listen to Part 1.

Listen to Part 2.

Download the transcript.

Editor’s note: Michael Curry will be featured on a distinguished panel titled “Making AG Investments Responsible for a Sustainable Future” at the AG 2.0 Global Investments Conference in Toronto, Canada November 7-8, 2011.

For more information or to register, please visit www.ibclifesciences.com/globalaginvesting

ABOUT AG CHAT
Ag Chat is an executive interview series featuring the business experts, investors and entrepreneurs at the forefront of sustainable agriculture. Each episode explores the trends, technologies and drivers shaping the world of sustainable agriculture today.

ABOUT THE AUTHOR/INTERVIEWER
Marc Dresner works closely with IBC Life Sciences as a communication lead. He is the former executive editor of Research Business Report, a confidential newsletter for the market research industry. He may be reached at mdresner@iirusa.com. Follow him @mdrezz.