8
Hosted by: THE WORLD’S PREMIER AGRICULTURE INVESTING CONFERENCE SERIES Sponsored by: www.GlobalAgInvesting.com USA The Waldorf=Astoria ® April 23-25, 2012 New York Asia Marina Bay Sands September 25-27, 2012 Singapore Europe London Marriott Hotel Grosvenor Square December 3-5, 2012 London Jim Rogers Investment Expert and Author KEYNOTE SPEAKER Exclusive Access to Media Partners: What’s In It For You? d For the Investor • Informative sessions making the business case for real assets investments in global markets • Introduction to thought leaders in farm and fund management who are on the forefront of scarcity-driven investment themes • Exposure to deal flow and diversified strategies in the ag space d For the Manager • Access to the world’s largest assembly of investors with an interest in agriculture as an asset class • Insight and opportunity for new ideas and potential partnerships • Success stories and risk studies from colleagues active in the sector d For the Industry • A dedicated meeting where the finance and agribusiness industries can learn from each other how best to approach the challenges of the next 30 years • Educational sessions focused on the growth of the sector and global price predictions • Potential partnership opportunities with private capital institutions as well as major agribusiness players Global AgInvesting 2011 Attendees Represented: • 600 industry stakeholders • $3.5 trillion in aggregated institutional assets • 25 million acres under cultivation • $12.5 billion farmland assets

Global AgInvesting 2012

Embed Size (px)

DESCRIPTION

Global AgInvesting is the world's premier agriculture investing conference series. Get exclusive access to Jim Rogers in New York City on April 24th.

Citation preview

Page 1: Global AgInvesting 2012

Hosted by:

THE WORLD’S PREMIER

AGRICULTURE INVESTING CONFERENCE SERIES

Sponsored by:

www.GlobalAgInvesting.com

USAThe Waldorf=Astoria®

April 23-25, 2012New York

AsiaMarina Bay Sands

September 25-27, 2012Singapore

EuropeLondon Marriott Hotel

Grosvenor SquareDecember 3-5, 2012

London

Jim RogersInvestment Expert

and Author

KEYNOTE SPEAKER

Exclusive Access to

Media Partners:

What’s In It For You?d For the Investor •Informativesessionsmakingthebusinesscaseforrealassets

investmentsinglobalmarkets •Introductiontothoughtleadersinfarmandfundmanagement

whoareontheforefrontofscarcity-driveninvestmentthemes •Exposuretodealflowanddiversifiedstrategiesintheagspace

d For the Manager •Accesstotheworld’slargestassemblyofinvestorswithaninterest

inagricultureasanassetclass •Insightandopportunityfornewideasandpotentialpartnerships •Successstoriesandriskstudiesfromcolleaguesactiveinthesector

d For the Industry •Adedicatedmeetingwherethefinanceandagribusinessindustries

canlearnfromeachotherhowbesttoapproachthechallengesofthenext30years

•Educationalsessionsfocusedonthegrowthofthesectorandglobalpricepredictions

•Potentialpartnershipopportunitieswithprivatecapitalinstitutionsaswellasmajoragribusinessplayers

Global AgInvesting 2011 Attendees Represented: •600industrystakeholders •$3.5trillioninaggregatedinstitutionalassets •25millionacresundercultivation •$12.5billionfarmlandassets

Page 2: Global AgInvesting 2012

Representation of companies that attended in 2011:AdecoagroAdveqAlaskaPermanentFundCorporationAlbournePartnersAllstateInvestmentManagementAmericanLegacyFoundationAP-Fonden1&2ArizonaPublicSafetyPersonnelRetirementSystemArlonFood&AgriculturePartnersBarclaysCapitalBlackRiverAssetManagementBrookfieldAssetManagementBungeGlobalAgribusinessCaliforniaPublicEmployees’RetirementSystem(CalPERS)CambridgeAssociatesCatholicHealthcareInvestmentManagementCompanyColumbiaUniversityEndowmentCommonfundCapitalCornellUniversityEndowmentCPPInvestmentBoardDallasPoliceandFirePensionSystemDeere&CompanyDowChemicalCompanyPensionFundFarmersNationalCompanyFederalDepositInsuranceCorporation(FDIC)FederalFarmCreditBanksFundingCorporationFranklinTempletonInvestmentsGEAssetManagementGeorgeWashingtonUniversityEndowmentGMORenewableResourcesHancockAgriculturalInvestmentGroup(HAIG)IBMRetirementFundsInsightInvestmentManagementInternationalFinanceCorporation(IFC)J.PaulGettyTrustJohnD.andCatherineT.MacArthurFoundationJohnsHopkinsUniversityFoundationJPMorganPensionMacquarieAgriculturalFundsManagementMayor’sOfficeofPensions&Investments-NYCDepart-mentofFinanceMemorialSloan-KetteringCancerCenterFoundationMercerInvestmentConsultingMerrillLynchWealthManagementMinistryofAgricultureoftheRussianFederationMonsantoNewYorkStateCommonRetirementFundNewYorkUniversityEndowmentNewZealandSuperannuationFundOfficeofTonyBlairOntarioTeachers’PensionPlanPaine&PartnersPassportCapitalPensionskassernesAdministration(PKAA/S)QatarNationalFoodSecurityProgrammeRegentsoftheUniversityofCaliforniaRobertWoodJohnsonFoundationStanfordManagementCompanySwissReinsuranceCompnayTIAA-CREFUSTrust-BankofAmericaVirginiaRetirementSystemVirginiaTechFoundationWakeForestUniversityEndowmentYMCARetirementFundZiffBrothersInvestments(ZBI)

Agenda Highlights and Annual Favorites: •VetInvestmentOpportunitiesinRegionalFarmlandAcrossall MajorGlobalMarkets

•UnderstandtheNuancesofLiquidStrategiesinSoftCommoditiesand AgribusinessPublicEquities

•HearCompellingAgPrivateEquityStrategiesandPinpointSourcesforDealFlow•DiscoverRegionalRiskandReturnProfiles•LearnWhatitMeanstobeaResponsibleAgricultureInvestor

What’s New at Global AgInvesting 2012? For the first time, concurrent track sessions will highlight ag investment and its surrounding themes, including:•VentureCapitalPlaysinAgInnovations•AgricultureBiotechnologyandFundingtheFutureoftheNextGreenRevolution•WaterasanEmergingAssetClass•AgribusinessTransportationandLogisticsInfrastructureInvestments•AquacultureandtheFutureofCommercialFisheryInvestments

•Pensionfunds•Endowments•Foundations•Sovereignwealthfunds•Familyoffices•Highnet-worthindividuals•PrivateEquity/VentureCapitalinvestors

•Commoditiesandfuturestraders•Pensionfundadvisors•Assetmanagers•Farmlandmanagers•Agribusinessindustryexecutives•Serviceproviderstothefinancial andagribusinesscommunities

Why You Should Attend:d IMPRESS THE ALLOCATORS:2011attendeesrepresentedover$3.5 trillion in

aggregatedinstitutionalassetsd VALUABLE NETWORKING OPPORTUNITY: 8+Hoursofdedicatednetworking

withprominentinternationalinvestors,managers,andrealassetsindustryleadersd IMPRESSIVE CALIBER OF ATTENDEES:GlobalAgInvesting2011inNewYork

attractedover600investorsandaginvestmentstakeholdersrepresentingover 25 millionacresundercultivationandover $12.5 billionoffarmlandassets

d UNDERSTAND AG INVESTING FUNDAMENTALS:Half-daycourseprovidingexclusivecontentandnetworkingforinvestorsnewtotheagspace

d EXPLORE DIVERSIFICATION STRATEGIES:Fromliquidstrategiestoprivateequityplays,learnthenuancesofagricultureasanassetclass

d GAIN CRITICAL INSIGHT: 20+Sessionsexploringmyriadrealassets investmentthemes

d NEW CONTENT: Examinethesurroundinginvestmentthemesofagriculture biotechnology,transportation&logisticsinfrastructure,waterasanassetclass,andthefutureofaquaculture

What Sets Global AgInvesting Apart?GlobalAgInvestingconferencesareproducedbyHighQuestPartners,atopstrategyconsultanttocompaniesintheglobalfood,agribusinessandbiofuelssectorforoveradecade,andtheleadingfirmprovidingstrategicinvestmentadvisoryservicestothefinancialcommunity.ThecurriculumfortheconferencesisbasedonHighQuest’sdeepunderstandingoftheeconomicsoftheagriculturespaceanditsextensivenetworkwithinboththeindustryandthefinancialcommunity.

Who Should Attend: Get Exclusive Access to Jim Rogers: Keynote Speaker and Conference Guest

Register Now! Seating is Limited! • For more information, visit: www.GlobalAgInvesting.com2

The Premier Agr iculture Invest ing Conference Ser ie s

Page 3: Global AgInvesting 2012

Keynote: How I See the World Today and What I am Doing About it

Jim Rogers, Investment Expert and AuthorJimRogers,anativeofDemopolis,Alabama,isanauthor,financialcommentator,adventurer,andsuccessfulinternationalinvestor. HehasbeenfrequentlyfeaturedinTime, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Timesandmanyothermediaoutletsworldwide.Hehasalso appearedasaregularcommentatorandcolumnistinvariousmediaandhasbeenaprofessoratColumbiaUniversity.

AfterattendingYaleandOxfordUniversity,Rogersco-foundedtheQuantumFund,aglobal-investmentpartnership.Duringthenext10years,theportfoliogained4200%,whiletheS&Proselessthan50%.Rogersthendecidedtoretire–atage37.Continuingtomanagehisownportfolio,RogerskeptbusyservingasaprofessoroffinanceattheColumbiaUniversityGraduateSchoolofBusi-ness,and,in1989and1990,asthemoderatorofWCBS’s‘The Dreyfus Roundtable’andFNN’s‘The Profit Motive with Jim Rogers’.

In1990-1992,Rogersfulfilledhislifelongdream:motorcycling100,000milesacrosssixcontinents,afeatthatlandedhimintheGuinnessBookofWorldRecords.Asaprivateinvestor,heconstantlyanalyzedthecountriesthroughwhichhetraveledforinvest-mentideas.Hechronicledhisone-of-a-kindjourneyinInvestmentBiker:OntheRoadwithJimRogers.JimalsoembarkedonaMillenniumAdventurein1999.Hetraveledfor3yearsonhisround-the-world,GuinnessWorldRecordjourney.Itwashis3rd GuinnessRecord.Passingthrough116countries,hecoveredmorethan245,000kilometers,whichherecountedinhisbook Adventure Capitalist: The Ultimate Road Trip.Hisbook,Hot Commodities: How Anyone Can Invest Profitably In The World’s Best Market,waspublishedin2004.HisrecentbookA Bull in ChinadescribeshisexperiencesinChinaaswellasthechangesand opportunitiesthere.HislatestbookisA Gift to My Children.

Pre-Conference Seminar: Short Course in Ag Fundamentals (Additional Registration Required)

Forinvestorsinterestedindevelopingadeeperunderstandingofthecompellingfundamentalsdrivingtheagsector.Hearfromleadinganalysts,academicsandeconomists.

12:00-1:30 Check In for Short Course Attendees1:30-2:15 Agriculture as an Emerging Asset Class 2:15-3:00 Global Fundamentals to 2020

3:00-3:30 Coffee Break3:30-4:15 The Role of Water Resources in Land Valuations4:15-5:00 Short Course Question & Answer Session OurthreeexpertswillholdajointQ&A,whichwillallowfordiscussionamongthelecturersaswellaswiththeaudience.

6:00-7:00 CocktailReception&EarlyCheck-In

About the Conference Host

HighQuestPartnersisagloballyrecognizedstrategyconsultingcompanyservingagricul-ture,agribusiness,grains,oilseed,food,biofuelsandinvestmentsectors.Foundedin2000,HighQuesthasworkedwithhundredsofpublicandprivatesectororganizationsinover100countriesasithelpstosatisfytheworld’sgrowingneedforagriculturally-basedresources

byprovidinginformation,cultivatingrelationshipsandsupportingitsclients.

For more information on syndicated and custom research and consulting projects trusted by Fortune 500 companies, major research institutions

and the media, visit: www.highquestpartners.com or contact us at [email protected], 978-887-8800

Monday,April23|Pre-ConferenceSeminar

Get Exclusive Access to Jim Rogers: Keynote Speaker and Conference Guest

@globalaginvest

Group: Global AgInvesting

Group: Global AgInvesting

Join our network:

Contact Us: +1.207.244.9544 or 800.424.7692 • Register today at: www.GlobalAgInvesting.com 3

The Premier Agr iculture Invest ing Conference Ser ie s

Mr. Rogers will

be on-hand to

speak with

attendees and

answer critical

questions about

investing in ag.

Page 4: Global AgInvesting 2012

Tuesday,April24|MainConferenceDayOne

The Premier Agr iculture Invest ing Conference Ser ie s

Register Now! Seating is Limited! • For more information, visit: www.GlobalAgInvesting.com4

7:00-8:00 ConferenceRegistration

8:00-8:30 Opening Remarks – Agriculture Investment Landscape

8:30-9:30 End Investor Perspectives on Agriculture InvestingHearfromaninternationalpaneloftrailblazinginstitutionalandfamilyofficeinvestorswhowilldiscusstheirexperiencesexploringandallocatingcapitaltothisemergingassetclass.•Whatistheroleofagwithintheirbroaderportfolio?•Whatwastheresearchprocessusedbeforemakingthedecisiontoinvestintheagriculturesector?

•Howmuchweightdotheyputonliquidvs.illiquidvehiclesintheagspace?

•Howdoesfarmlandresembletimber?Howdoesitdiffer?•Howshouldoneidentifyandselectmanagers?Howdoyouperformduediligenceonafarmmanager?

9:30-10:15 Keynote Address: How I See the World Today and What I Am Doing About ItJim Rogers, Investment Expert and Author

10:15-10:45 CoffeeBreak

10:45-11:45 Diversified Ag StrategiesLearnfromagroupofindustryveteranshowanumberofsinglemanagersareprovidingLPswithdiversifiedofferingsinternally.•Howimportantisdiversificationinanagricultureinvestmentportfolio?

•Whatarethedifferentmodelsmanagerspursuetoprovidediversification(globalfarmlandvs.familyoffundsvs.multi-managervs.verticalinvestmentsalongthesupplychain)?

•Whatdegreeofdiversificationdothevariousmodelsprovide?•Whatarethetrade-offsforendinvestorsbetweenasinglediversifiedstrategyandmakingmultiplecommitmentstoachievediversificationwithintheirownallocation?

11:45-12:45 South American FarmlandOverthepastfiveyears,SouthAmericanagriculturehasattractedmorecapitalinflowthananyotherregion.AgribusinessinSouthAmericaoperatesonamassivescale,withindividualfarmscomprisingtensofthousandsofhectares.Thecontinentrepresentsdiverseagriculturalregionofferingawiderangeofinvestmentopportunities.•Whatwillbethemaindriversofreturnsoverthe nextdecade?

•Howdopolitical,currency,andclimacticriskdifferbetweenSouthAmericannations?

•Whatarethechallengesandreturnexpectationsofdifferentstrategiessuchaspastureconversionvs.acquiringdevelopedcroplandvs.mixeddevelopmentoftimberandcropland?

12:45-1:45 NetworkingLunch

1:45-2:45 Ag Private EquityGainalternativeperspectivefromprivateequitymanagerswhosestrategiesfocusonvariousdownstreamactivitiesalongthesupplychain,includingprocessing,storage,transportation/logistics,proteinproductionandmore,representingagexposurewithverydifferentriskandreturnprofiles.

•Whatarethemostcompellingprivateequityplayswithinagricultureanditssurroundingthemes?

•Whatisthetypicaldealsizeandreturnexpectationfor thesestrategies?

•Howdosupplychainstrategiescomparetopureplaysinprimaryproduction?

•Howdoesagprivateequitycomparetodirectinvestments,farmlandfunds,venturecapitalandagpublicequitiesfor theendinvestorintermsofrisksandreturns?

2:45-3:15 CoffeeBreak

3:15-5:00 CONCURRENT SESSIONS

TRACK A

3:15-4:15 Venture Capital How Can Venture Capitalists Access Agriculture

as an Asset Class? Venturecapitalinvestorsareeyeingagriculturetechnologies asawayforwardfromsomeofthedisappointmentsfromcleantechinthepastdecade.SavvyinvestorsarelookingforIPinprecisiontechnology,soilmonitoring,seedtraitgenetics,irrigationsystems,cropprotectionandmore.•Whataretheneedsoffarmerslookingatnewtechto improveefficienciesandincreaserevenues?

•Withmajoragribusinessesformingtheirownventureinvestmentarms,domainstreamVCsstandachanceofgettinginonthegroundfloorofatrulydisruptiveagtechnology?Whatistheoutlookforagtechdealflow?

•Howdoestheduediligenceprocessdifferbetweenagtechandcleantech?

•Withsofewsuccessstoriestoreference,willtrepidationtrumptemerity?

4:15-5:00 Ag Biotech Finding New Opportunities for Returns and Funding

the Next Green RevolutionAsfoodpriceshavedoubledinthelastthreeyears, internationalpublicperceptionisnowbeginningtoshifttoconsideragriculturalbiotechnology.Therighttechnologycanpositivelyimpactthetrajectoryoftheglobalfoodsystem,butinthebiotechbusinessthatcanbea12-yearproposition.•Whatlessonswerelearnedfromthefirstgeneration ofbiotech?

•Howcanweexpeditetheprocessfrombackcrop tocommercialcrop?

•Howdoesagbiotechresemblelifesciencesfromaninvestmentperspective?

•Whatarethehurdleswhenitcomestopublicperception inEuropeandbeyond?Arethereregulatoryandtradeissues toconsider?

•Whatarethepossibilitiesforcropsspecifictobiofuelproduction?

•Isthepublicreadyforcontinuedgeneticimprovement oflivestock?

•Whatarethedifferentwaysofdoingdealsinthespace?Royalties,FTEpayments,milestonesandmore.

Page 5: Global AgInvesting 2012

Agenda subject to change.

Tuesday,April24|MainConferenceDayOne(continued)

Wednesday,April25|MainConferenceDayTwo

The Premier Agr iculture Invest ing Conference Ser ie s

Contact Us: +1.207.244.9544 or 800.424.7692 • Register today at: www.GlobalAgInvesting.com 5

TRACK B

3:15-4:15 Central & Eastern European/Former Soviet Union FarmlandAfterdecadesofunderinvestment,theimplementationofmodernagriculturalpracticescanoftendoubletheproductivityoftheland.Hearfromapanelofleadingmanagersintheregionwithvaryingapproachesintermsofgeography,structureandexecution.•Whataretheparticularchallengesandopportunitiesinthisregioncomparedtothegloballandscape?

•Whatcaninvestorsexpectwithregardstoriskprofilesin CEE/FSUcountrytocountry,andhowdoactivemanagerstackletheseissuestoensuresuccess?

•Howdothereturnexpectationsintheregioncompare toothergeographies?

4:15-5:00 Transportation & InfrastructureEmergingmarketsworldwidewillrequiremassiveinvestmentsforgreenfieldprojectswhilethedevelopedworldstrugglestomakeimprovementstoinfrastructurethathasbeendeterioratingfordecades.Estimatesindicatingthatover$2trillionisneededintheUSalone,underscorethegreatneedforprivatecapitaltofinanceinfrastructuredevelopmentandrepairsandthepotentialforsteadyreturnsfromalong-terminvestment.

•Withmajoragpotentialinuncultivatedterritory,the2016OlympicGamesandthe2014WorldCup,aswellasasupportivepoliticalclimate,howcaninvestorstakeadvantageofimmediateinfrastructureopportunitiesinBrazil?

•WhatarethechallengesofworkinginP3,PE,BOO,BOT andconcessions?

•Howdoesonefindtherightpartnerforalong-term investment,especiallywhenworkinginternationally?

•Whatkindofrisk-returnprofilescanbeexpectedfrom thedifferentsectorsalongthesupplychain,including shipping,tollroads,rail,storagefacilities,etc.?

•Howdoesonenavigatethroughfederal,municipal, andprovincialgovernments?

•Whichcountriesofferthemostwelcominginvestmentenvironmentforinvestors?

6:00-8:00 NetworkingCocktailReception

7:30-8:30 ContinentalBreakfast

8:30-10:30 CONCURRENT SESSIONS

TRACK A

8:30-9:30 Water Navigating the Waters and Finding Global

Opportunities in a Local ResourceDemandforwaterisexpectedtodoubleinthenexttwentyyearswithsomeanalystsputtingtheneedforworldwidewaterinvestmentatover$800billionwithinthenextdecade.Withoutrapidmarketpenetration,asimpletradingscheme,orevenaclearunderstandingofwaterrightsbetweenstates,letaloneinternationally,waterposesarealchallengetoinvestorswhoviewitclearlyasanopportunitywhilelackinganobviousimplementationstrategy.•Whataretherealeconomicopportunitiesinwaternow?•Wherewillthereturnscomefromtenyearsfromnow?•Whatarethefrictionpointsthatneedtobeaddressedbeforewatercanbeconsideredalegitimate,stand-aloneassetclass?

•Wateraspartoftheagportfolio:Howdoeswateraffectfarmlandvaluationsandhowwillthatchangeastheresourcebecomesmorescarce?

•WillwetwaterassetsfindatradingplatformintheUS?•Howdoeswaterresembleanddifferfromtherestofthenaturalresourcesportfolio?

•Willmajordealsinthenearfuturehappeninurbanorruralwaterinfrastructure?

•Whatarethechallengesandpotentialsuccessesofdifferentwaterstrategies,includingVC,PE,waterETFs,water-for-energy,andwaterutilityequities?

9:30-10:30 Enabling TechnologiesAvarietyofmoderntechnologieswillhelptoenhanceinvestorreturnsinagriculture,includingGISanalysisofpotentiallandacquisitions,GPS-guidedprecisionagriculture,soilmonitoringsystems,animaldiagnostics,andmore.Hearfromsomeoftheleadingprovidersoftheseenablingtechnologiesanddiscover howtheywillhelpfarmmanagersimproveyields,soilhealth andinvestorreturns.

Page 6: Global AgInvesting 2012

Wednesday,April25|MainConferenceDayTwo(continued)

The Premier Agr iculture Invest ing Conference Ser ie s

Register Now! Seating is Limited! • For more information, visit: www.GlobalAgInvesting.com6

TRACK B

8:30-9:30 Beyond Row Crops: Dairy, Livestock and Permanent CropsWhileinvestorshavebeenfinancingpermanentcropsandanimalproteinproductionformanyyears,increasingdemandformorevarieddietsacrossthedevelopedworldandthedramaticshiftfromgrain-baseddietstoanimalproteinconsumptionoccurring indevelopingeconomieshashighlightedopportunitiesforinvestingintheseagsub-sectors,attractingsignificantlevelsofinvestmentcapital.•Whatarethefundamentaldriversthatarecreatingopportunitiesforinvestmentinthesesectors?

•Whyis2012anattractivetimetoallocatecapitaltodairy andlivestock?

•Whydoesanallocationtopermanentcropsmakesenseforadiversifiedportfolio?

•Whatdifferentoperatingmodelshavebeendevelopedinordertorealizeattractivereturnsforinvestors?

•Whichtypesofproductionandregionsoftheworldpresentattractiveopportunitiesfortheseproducts?

•Whatadditionalitemsshouldinvestorsconsiderwhenreviewinginvestmentopportunitiesoutsideofrowcrops?

9:30-10:30 AquacultureDespitethedepletionofwildfishstocksandcommercialoverfishing,globalaquacultureproductionwillhavetoincreasetosatisfythegrowingdemandforanimalprotein,particularlyfishproteininAsia.Fromgeneticallymodifiedsalmontoenvironmentalchallenges,thisnascentindustryfaceshurdlesincludingpublicperceptionrisksaswellassafetyandtraceabilityissues.Butwiththesechallengescomelimitlesspossibilitiesfornewtechnologies,processes,habitatsandfeed.•Howareinvestorslookingatthisspace,andwherearethemostimmediateopportunities?

•Whataretheinvestmentopportunitiesforfishmealreplacement?

•Whataretheenvironmentalconcernswithlarge-scaleaquacultureoperations,andhowarethesebeingaddressed?

•Howcaninstitutionalinvestorsincludeaquacultureintheoverallportfolio?

•Whereintheworldarethebestrisk/returnprofiles foraquaculture?

10:30-11:00 CoffeeBreak

11:00-12:00 Liquid Ag Investing StrategiesPubliclylistedagequities,commodityfutureindexfunds,agfocusedhedgefundsandaglendingstrategiesprovidethoseinvestorswhoarelookingtoincreasetheirexposuretoagriculturewhilemaintainingacertainlevelofliquidity,withamoretraditionalexposuretotheagtheme.Inpresentingtheseopportunities,leadingmanagerswillshowthatliquidinvestmentinagrequiresthesamefocusandspecializationasilliquidinvestmentstrategies.

•Whatarethedifferentliquidstrategiesavailabletoinvestors?•Howdothesestrategiesrelatetotheilliquidportfolio– inparticularfarmland?

•Whataretherightquestionsforinvestorstoaskwhenpursuing aliquidaginvestmentstrategy?

12:00-1:00 North American FarmlandWhileitisthemostmaturemarketforfarmlandinvestmentsanddoesnotofferthereturnpotentialofthedevelopingworld,theU.S.andCanadastillprovideaveryattractiveopportunityforinvestorswithappropriateobjectives.HearfromapanelofmanagerswithdifferentstrategiesforhowtheyapproachtheNorthAmericanmarket.•Wherearetheopportunitiesgeographicallyandbycrop?•Howdomanagersaddvaluetoenhancereturns?•Willtheinflowofinvestmentcapitalmovethemarkets?•Howwillthe2012farmbillaffecttheinvestmentcommunity?•Whataretheriskimplicationsoftheagingfarmingpopulation intheUS?

1:00-2:15 NetworkingLunch

2:15-3:15 African FarmlandThoughithasasizablepercentageoftheglobe’sreservesofpotentialrain-fedcropland,mostofthecontinentofAfricahasneveremployedmoderntechniquesforagriculturalproduction,processingandtransportation,andproducersoftenlackbasicinfrastructure,cropvarietiesoptimizedforlocalconditions,andothertoolscommonlyavailableinmoredevelopedregions.However,forthehandfulofmanagerspioneeringagriculturalproductioninAfrica,returnsoutweighthesechallenges.•WherearethemostattractiveopportunitiesinAfrica?•Whataretheparticularpoliticalchallengesandhowhavethemanagersaddressedthem?

•Howcanmanagersassuretransparencyintheirnegotiationsoflarge-scalelandacquisitionsandlong-termconcessions?

•Howdomanagers’strategiesinAfricaaddresstheissuesofsmallholders?

•Whichorganizationsareprovidinginvestmentguaranteesforforeigninvestors?

3:15-4:15 Responsible Investing in AgricultureAsinstitutionalandcorporateinvestmentinlarge-scaleagricultureexpands,tensionshavearisenoverthepotentialdisplacementofsmallholdersandtheriskofenvironmentaldegradationofundevelopedlands.Whiletherehavebeenabuses,agriculturaloperationsbackedbyinstitutionalinvestorsgenerallyhaveastrongsenseofsocial,economicandenvironmentalstewardship.Hearfromleadingplayersintheglobalagriculturalinvestmentarenaabouthowtheychampionthetriplebottomlineaswellasnewbusinessmodelsthatarebeingdevelopedtosustainablyincreaseagricultureproduction.

4:15-4:30 ClosingRemarks

4:30 ConferenceConcludes

If you are interested in sponsoring or speaking on this program, contact Jared Rose: [email protected], +1.212.945.8494 or Kate Westfall: [email protected], +1.212.920.0738.

Page 7: Global AgInvesting 2012

Qualified End Investors (Pension Funds, Endowments, Foundations, Sovereign Wealth Funds and Family Offices):ContactJaredRoseat+1.212.945.8494or KateWestfallat212.920.0738forregistrationdetails.

Media Inquiries: Contact [email protected] [email protected],+1.978.887.8800.

Venue/Accommodation The Waldorf=Astoria, 301 Park Avenue, New York, NY 10022AblockofroomsatadiscountedratewillbeheldatTheWaldorf=Astoria. You must book by April 2, 2012 to receive the group rate.Keepinmindthatroomsinthededicatedblockdoselloutquickly,sopleasemakeyourreservationearly.Roomsbookedafter thecut-offdatearebaseduponavailabilityat theprevailing rate.Tomake reservationsbyphone,call1-877-GROUP-WA.BesuretomentionGroupCode:GAI.Toreserveyourhotelroomonline,visitthe“Venue”pageatGlobalAginvesting.com.

Substitution Policy:Youmaysubstitutedelegatesatanytime,(anominaladministrativefeewillapply).

Cancellation Policy:Cancellationsreceivedinwritingmorethanseven(7)dayspriortotheconferencestartdatewillreceivea100%credittobeusedatanotherHighQuestPartnersconferencewithin18monthsfromthedateoftheissuance.Forcancellationsreceivedlessthanseven(7)dayspriortotheeventnocreditswillbeissued.Norefundswillbeprovidedforcancellations.

Registration Information

Pricing Options Thru March 2, 2012 March 3 – April 20, 2012 On-site Registration Fee

All-Access PassApril 23 – 25, 2012(Includes Main Conference and Half-Day Course on Ag Fundamentals)

$2,495 $2,995 $3,195

Main Conference OnlyApril 24-25, 2012

$1,995 $2,495 $2,695

All registration rates are inclusive of coffee breaks, meals, and cocktail receptions. All prices are in USD.

o Mr. o Mrs. o Ms. o Dr.

Last Name: ________________________________________________________

First Name: _______________________________________________________

Name on Badge: ___________________________________________________

Title: _____________________________________________________________

Company: _________________________________________________________

Phone: ___________________________________________________________

Fax: _____________________________________________________________

Address: _________________________________________________________

Address 2: ________________________________________________________

_________________________________________________________________

City: _____________________________________________________________

State/Province: ____________________________________________________

ZIP/Postal Code: ______________________ Country: _____________________

E-mail for confimation: ______________________________________________

Enter Promo Code from Mailing Panel: __________________________________

How did you hear about the event? _____________________________________

_________________________________________________________________

_________________________________________________________________

Payment Information (please print clearly):

Check: (All checks must be in U.S. dollars and drawn on a U.S. bank.)

Payment of $ ________________ is enclosed.

Check # ________________ (Make checks payable to HighQuest Partners)

Credit Card:

I authorize my credit card to be charged: $ __________________________

o MasterCard o Visa o Am Ex

Credit Card #: __________________________________________________

Expiration Date: ________________ Security Code: __________________

Name as it appears on card: ______________________________________

_____________________________________________________________

Billing Address: ________________________________________________

_____________________________________________________________

_____________________________________________________________

Authorized Signature:

_____________________________________________________________

By registering for this event you acknowledge that you may be photographed and your photo may be used in future promotional material.

(if different than above)

4 EASY WAYS TO REGISTER:1. WEB: www.globalaginvesting.com/ny

2. PHONE:+1.800.424.7692 or+1.207.244-9544Ext.102

3. FAX:+1.207.244.9543

4. MAIL:Printcompletedregistrationform andmailwithcheckormoneyorderto: HighQuest Partners, 300 Rosewood Drive, Suite 30, Danvers, MA 01923, USA

Conference Registration

Registration Form

Page 8: Global AgInvesting 2012

HighQuestPartners 300RosewoodDrive,Suite30 Danvers,MA01923USA

AddressServiceRequested

The Premier Agriculture Investing

Conference Series

The Premier Agr iculture Invest ing Conference Ser ie s

@globalaginvest

Group: Global AgInvesting

Group: Global AgInvesting

Join our network: Scan for a slideshow of last year’s event!

USAThe Waldorf=Astoria®

April 23-25, 2012New York

AsiaMarina Bay Sands

September 25-27, 2012Singapore

EuropeLondon Marriott Hotel

Grosvenor SquareDecember 3-5, 2012

London

Keynote Speaker & Conference Guest

Jim RogersInvestment Expert and Author