Global AgInvesting Europe 2012
At 375 attendees, GAI Europe 2012 attracted more investors and industry stakeholders than any agriculture event in Europe.
***Thank you to the 375 attendees of the third annual Global AgInvesting Europe conference. To download the password-protected conference proceedings, click here.***
GAI Europe moves to London in 2012, and will once again bring together leading global end investors, fund managers, academics, policy experts and agribusiness industry executives and representatives of multilateral, governmental agencies and non-governmental organizations to explore the opportunities and challenges of investing in agriculture.
Attending Companies (Partial List):
Aeris Capital AG
Agriworld Fund, Inc.
Al Nouran Holding
Albourne Partners (Asia) Limited
Alder Investment Mangement Limited
Alpha Capital Research, LLC (ACR)
Alta Advisers Ltd
AP Fonden 2
APG Asset Management
Astor Capital Group, Inc.
Australian Farms & Sustainable Agriculture Fund
Australian Farms Fund Management Pty Ltd
Axon Capital Partners
Baring Asset Management
Bioenterprise Capital Ventures
Black River Asset Management
Brown & Co.
BT Pension Scheme
Bunge Asset Management Group
Bunge Global Agribusiness
Capital Generation Partners
CDC Group plc
Central Bank of Nigeria
CLH Capital Partners Ltd.
Climate Change Capital
Close Brothers Asset Management
CMIA Capital Partners Pte Ltd
Continental Farmers Group PLC
Crops Holding JSC
Diapason Commodities Management UK LLP
Duxton Asset Management Pte. Ltd.
East Riding Pension Fund
EBG Capital AG
EDRRIT - R2
Embassy of Brazil
Endeavour Sustainable Investment AG
European Bank for Reconstruction and Development (EBRD)
Federation of Migros Cooperatives
Ferguson Partners Family Office Ltd.
Fieldstone Intellectual Property Ltd.
Forbes & Manhattan Inc.
Global Thematic Partners, LLC
Grimaldi Capital LLC
Halley Invest Limited
Hancock Agricultural Investment Group (HAIG)
Harmsworth Pension Scheme
Hermes Fund Managers
HighQuest Partners LLC
Ignis Asset Management
Impax Asset Management Group plc
IMQ Investment Management B.V.
IndUS Growth Partners
Insight Investment Management
Institute for Agricultural Market Studies (IKAR)
International Farming Corporation
International Woodland Company (IWC)
Global agricultural production and trade, which is a $2.52 trillion industry accounting for approximately 3.5% of the world’s economic activity, represents an emerging asset class for private and institutional investors. After suffering from decades of underinvestment, the sector is attracting the interest of institutional and private capital due to the combination of several factors: exceptionally strong fundamentals, the opportunity that real ag assets provide to hedge investments against inflation, and that returns on agricultural assets have low correlation with other asset classes.
The fundamentals of global agriculture are compelling. A growing world population, improving diets in the developing world due to growing disposable income and new demand for biomass feed stocks used for alternative fuel/industrial applications are expected to continue driving demand for agricultural commodities. To meet this demand, even after taking into account projected productivity improvements, would require the addition of more arable farmland than can be sustainably (from an economic-social-environmental perspective) brought into production globally. This is expected to result in continued increases in volatility in crop prices and provide opportunities for improved profitability and valuations across many sectors of the value chain over the coming decade and beyond.
Developing an agricultural investment program represents a complex and hence challenging undertaking. There are a wide range of investment opportunities that require a deep and nuanced understanding of the industry in order to assure that they are properly evaluated. End investors face a myriad of choices which include where and how to invest, and how to evaluate and select the best managers.
GAI Europe 2012 will build off of the recent success of our flagship event, in New York, which in April 2012 attracted over 700 attendees who represented over:
- $3.5 trillion in aggregated institutional assets managed by attending institutional investors
- 25 million acres under cultivation by attending companies
- $12.5 billion of farmland assets managed by attending fund managers
GAI Europe 2012 will help end investors understand different strategies and different risk/reward exposures that are being pursued by fund managers within the ag space. They will hear from fund managers about the challenges and opportunities presented by different geographies and operating strategies across illiquid investment vehicles (farmland, infrastructure and ag private equity), as well as liquid investment alternatives such as agricultural-focused hedge funds, public equities and commodities. End investors interested in developing a deeper understanding of the compelling fundamentals driving the ag sector can learn from leading analysts, academics and economists who will be presenting at the Short Course in Ag Fundamentals on Monday 03 December from 13:30 to 17:00h.