MasterClassTM

Capital Roundtable

Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees

Advantage Capital Partners

AE Agribusiness Advisory

AGR Partners

AgriCapital Corp.

Angelo Gordon & Co. LP

Antarctica Advisors LLC

Arlon Group LLC

Bluewave Marine Ingredients

Brazos Private Equity Partners LLC

Business Development Bank of Canada

Capital Royalty LP

CDK Group LLC

Clifford Chance LLP

CoBank

Colorado Financial Holdings LLC

Context Network LLC

Crestline Investors Inc.

DAG Ventures

Deloitte Financial Advisory Services LLP

Elanco

Equity International

EverWatch Financial Inc.

First Financial Capital

Forsman Farms Inc.

Goodman & Co. Investment Counsel Inc.

Grow View Enterprises Inc.

H. J. Baker & Bro. Inc.

ING Capital LLC

INTL FCStone Inc.

Key & Co. LLC

KeyBanc Capital Markets Inc.

Kincannon & Reed Inc.

Lakeshore Food Advisors LLC

Lazard Middle Market LLC

Linea Capital LLC

M&A Advisor LLC

Mantucket Capital Corp.

Metropolitan Capital Solutions Sp. z o.o. SKA

Morgan Lewis & Bockius LLP

Mulligan Enterprise

Newbury Piret & Co. Inc.

NGP Energy Capital Management LLC

North Sea Partners LLC

Oceanis Partners Ltd.

Olam Americas Inc.

Omega Protein Corp.

Paine & Partners LLC

Paramount Farms / POM Wonderful

Quantitas

Rabo Securities USA Inc.

Rabobank International

Sagent Advisors LLC

Schwartz Heslin Group Inc.

Seaport Group LLC

Sequel Holdings LP

Stephens Inc.

Sundial Group

TBM Consulting Group Inc.

TerraHaven

TIAA-CREF

Tinicum Inc.

Witt Road Organics LLC

 

Clear the date July 17th on your calendar!

CLICK HERE now to register before it's too late!

Attention -- Middle-Market Private Equity

& Mezzanine & BDC Investors & Lenders

ENCORE CONFERENCE

 

Private Equity Investing

In Agribusiness Companies

Abundant Opportunities Are
On the Table for Middle-Market Investors

 

Register Now

 

CHAIRED BY

Ejnar Knudsen, Managing Member
AGR Partners

 

FULL-DAY CONFERENCE

Thursday, July 17, 2014

7:30 am – 4:30 pm

The Yale Club
In Midtown New York City

 

Featuring 20 Expert Speakers

Michelle S. Brooks, Arlon Group LLC

James Carmichael, Deutsche Bank Securities Inc.

Disque D. Deane, Water Asset Management LLC

Richard M. Dosik, Tinicum Inc.

Don Endres, Novita LLC

David Ginzberg, Sundial Group

Joe Hudson, One Earth Capital

David M. Key, Key & Co. LLC

John W. Madden, Sequel Holdings LP

Paul J. Murphy, Maxi Canada Inc.

Martin C. Murrer, Sagent Advisors LLC

John J. Novak, Paine & Partners LLC

Gregory S. Oberholtzer, WP Global Partners LLC

Timothy S. Ramey, TimothyRamey.com

Mark D. Rottmann, Bluewave Marine Ingredients

Robert J. Sarlls, Food Strategies LLC

Douglas G. Sterkel, AgriCapital Corp.

Thor A. Talseth, Neptune Partners AS

Benjamin J. Zaitz, B. Zaitz & Sons LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,& Other Advisors Who Support Them

 

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

It’s time to retire the old joke that you can make a small fortune in agriculture, so long as you start with a large one.

 

Today, with a growing world population, increased worldwide wealth, and changing consumer preferences, the rewards for successful private equity investors in agribusiness companies are nothing to laugh about.

 

According to the World Feed Association, by 2050 the world population will require 100% more food -- much of it produced in new ways that companies in the agribusiness sector will develop.

 

You’ll be better prepared to acquire and grow success from middle-market agribusiness companies after you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Agribusiness Companies” -- being held in New York City on Thursday, July 17th.

 

By many measures, the U.S. agribusiness sector is in its best financial condition in decades. Farm and cash income in real terms are near their 30-year highs, while financial leverage is at 50-year lows. Throughout the decade, the U.S. is expected to remain the world’s preeminent food producer and exporter.

 

And while there are some hurdles for investors, they are not particularly daunting. The multi-year drought continues in the western U.S., yet dealing with such conditions is part of the area’s agricultural heritage and companies are used to managing water supplies.

 

In addition, the reforms present in the 2014 Farm Bill may not have satisfied everyone, but there is wide agreement they are superior to the status quo.

 

Just consider some of these yardsticks --

  • The world’s population reached the seven billion mark last October, and is anticipated to grow to eight billion by 2025.
  • Recent data from Business Monitor International projects 2014 real GDP growth for the agribusiness sector to be 2.8%, up from 1.8% in 2013.
  • Rapid agribusiness innovation has dramatically increased productivity. For example, corn yields have increased from roughly 20 bushels per acre in 1930 to over 160 bushels per acre today.  Over the same period, milk production has increased from 5,000 pounds per cow to approximately 20,000 pounds per cow.

The U.S. Government wants to double seafood consumption for its health benefits -- and with the ocean fish catch static, growth has to come from farm-raised fish.What’s more, private equity investors are eagerly pursuing U.S. farmland itself. An estimated 400 million acres -- just about half of total acreage -- is projected to change hands over the next two decades as older farmers retire and the new generation isn’t eager to go into debt.

 

When you attend this conference, you’ll hear which subsectors hold today’s most promising opportunities, such as --

  • specialty proteins – production of dairy whey powders, canola and soy  isolates, fish protein isolates and concentrates, and other functional ingredients that power up so many popular food products.
  • water management and conservation – new tools that reduce water usage for the same amount of crop production.
  • precision agriculture – systems and technologies that optimize use of water and fertilizer, putting exactly what’s needed exactly where it’s supposed to go.
  • aquaculture – the farming of the now most-consumed meat in the world -- fish -- from tilapia to tuna to salmon.
  • logistics – strategies for moving, handling, processing, and storing agricultural products from producer to consumer.

All the same, you should also be aware that agribusiness has its own timetable vis-à-vis other middle-market sectors. It takes a longer stretch to do things given the vagaries of nature itself.  The typical time horizons for adequate appreciation are closer to 10+ years than 5.

 

Here are 6 important reasons you should Register Now for this encore Capital Roundtable conference, “Private Equity Investing in Agribusiness Companies” --

  • Hear your best opportunities to profit from the agribusiness value chain during 2014.
  • Listen to agribusiness veterans highlight their successes and reveal the strategies they’re using today.
  • Understand how growing consumer wealth in China and India is producing greater demand for proteins overseas.
  • Discover why sustainability may not always be the growth driver some investors automatically assume it is.
  • Recognize how the agribusiness sector is adapting biotechnologies to better meet today’s worldwide food challenges.
  • Learn which social issues present major challenges to the agribusiness sector in the near future.

As chair of this conference, we’re delighted to welcome back Ejnar Knudsen, managing member at AGR Partners in California’s San Joaquin Valley -- a middle-market agribusiness PE firm that cultivates profitable, long-term growth in companies seen as indispensable assets of our food chain.

 

Ejnar has been investing in agriculture for more than 20 years. At AGR, he currently oversees investment in long-term capital focused on partnering in the food and agriculture industries. Ejnar is a member of the board of directors of Ridley Corporation.

 

From 2009 to 2012, he was co-portfolio manager of Passport Capital’s Agriculture Fund. From 2001 to 2007, Ejnar served as executive vice president of Western Milling, a California startup feed milling company that grew to over $1 billion in sales.

 

He has filled several executive roles at companies owned by Western Milling and its shareholders, including-- executive vice president of Cilion (a startup ethanol company with over $200 million of equity funding), executive vice president of Phoenix Bio Industries (a startup ethanol company), and managing member of Cedar Valley Farms (a large Iowa dairy).

 

Ejnar is chair of the Dairy Club (a group of leading producers and innovators), is a director on the California Ag Leadership Foundation Board, and is a member of the Farm Foundation. He was the founder of Materra, a special situations farming company, and currently serves as a director on its board.

 

Ejnar earned a B.S. from Cornell University and is a CFA charter holder.

 

Register Now to Meet 20 Agribusiness Company Experts

 

This conference on July 17th will bring you three panel discussions led by our chair and featuring shared insights from top PE professionals, plus two informative keynote presentations, and two informal conversations. You will hear real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

 

You will also hear about notable middle-market industry deals including --

  • Arlon Group’s and 734 Agriculture’s acquisition of Alico, a Florida agribusiness and land management company.
  • NorthEdge Capital’s investment in Fine Industries, a British manufacturer of chemicals for agricultural markets.
  • Prospect Partners’ recapitalization of Irrigation Components International Inc., an Alabama-based provider of agricultural irrigation equipment components.
  • Paine & Partners portfolio company Verdesian Life Sciences’s acquisition of Northwest Agricultural Products, a Washington–based provider of eco-friendly agricultural products.
  • TVV Capital’s acquisition of Pitonyak Machinery Corp., an Arkansas-based maker of grain carts, seedbed preparation equipment, and land levelers.
  • Shore Points Capital’s and Greyrock Capital Group’s acquisition of Colyar Consulting Group, a Phoenix-based provider of software solutions to state governments in support of U.S. Department of Agriculture Child Nutrition and related food distribution programs.

By attending this Capital Roundtable conference, you’ll be well poised to act on the very best middle-market deal opportunities of 2014. We’ll answer questions such as --

  • What impact is the Agricultural Act of 2014 making on agribusiness companies, and are other regulations in the hopper?
  • Where are argribusiness investors looking for the best opportunities in 2014 and 2015?
  • What involvement should middle-market investors seek, or avoid, with GMO production?
  • What makes the agribusiness space so attractive for middle-market PE investors today and what factors may impact its future growth?
  • What are the metrics and valuation guidelines that can help you judge a middle-market agribusiness deal?
  • How can first-time investors in the agribusiness space avoid traps and pitfalls?
  • What are the different agribusiness-focused investment strategies that leading firms are using, and which are most successful?
  • With commodity prices stable and demand for ethanol at a mature stage, do grain-based fuels still offer investors opportunity?
  • How are agribusiness companies meeting rising global demands for more high-quality protein?
  • How are lenders approaching agribusiness deals and what factors are behind their decisions?
  • What are the misconceptions about middle-market agribusiness investing -- and what is the reality?
  • What are the best practices of managing agribusiness portfolio companies?

Register Now to Reap Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- meet new potential clients
  • If you work as an executive search professional -- meet potential prospects

Register Now To Receive Our Early Bird Rate

 

You will benefit from a generous discount of $400 off our regular price by making your reservations for this conference before May 23, 2014.

 

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Hallie Watson today to confirm your attendance at 212-832-7300 ext. 0 or hwatson@capitalroundtable.com.

 

We look forward to having you join us on July 17th.

 

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about The Capital Roundtable’s 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Ejnar Knudsen, Managing Member, AGR Partners

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Michelle S. Brooks, Managing Principal, Arlon Group LLC
  • James Carmichael, Dir.--Global Consumer Products, Deutsche Bank Securities Inc.
  • Disque D. Deane, Chief Investment Officer, Water Asset Management LLC
  • Richard M. Dosik, Principal, Tinicum Inc.
  • Don Endres, Chief Executive Officer, Novita LLC
  • David Ginzberg, Director, Sundial Group
  • Joe Hudson, Managing Director, One Earth Capital
  • David M. Key, Managing Member, Key & Co. LLC
  • John W. Madden, Managing Partner, Sequel Holdings LP
  • Paul J. Murphy, Executive Chairman & Director, Maxi Canada Inc.
  • Martin C. Murrer, Managing Director, Sagent Advisors LLC
  • John J. Novak, Principal, Paine & Partners LLC
  • Gregory S. Oberholtzer, Senior Managing Director, WP Global Partners LLC
  • Timothy S. Ramey, Consultant, TimothyRamey.com
  • Mark D. Rottmann, Chief Operating Officer & Board Member, Bluewave Marine Ingredients
  • Robert J. Sarlls, Principal & Owner, Food Strategies LLC
  • Douglas G. Sterkel, President, AgriCapital Corp.
  • Thor A. Talseth, Founding Partner, Neptune Partners AS

  • Benjamin J. Zaitz, Managing Director, B. Zaitz & Sons LLC
  • Additional speakers to be announced

 

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Schedule

 

  
07:30-08:15 Networking & Registration & Breakfast
08:15-09:00 Welcoming Remarks & Audience Introductions
09:00-09:30

Chairman's Keynote

  • Ejnar Knudsen, AGR Partners
09:30-10:30 Panel 1 -- Opportunities in the Middle-Market -- PE Investors & Bankers Discuss the High Growth Subsectors of the Agribusiness Industry
10:30-10:45 Panel 1 Follow Up
10:45-11:30 Networking & Breakfast
11:30-12:15 Morning Chat -- Precision Agriculture & Water Technologies                                 
12:15-01:15 Panel 2 -- Deal Platforms -- Four Prominent PE Investors Describe PlatformsThey're Building -- And Why They Chose Them
01:15-01:30 Panel 2 Follow Up
01:30-02:30 Networking & Luncheon
02:30-03:15 Afternoon Chat -- Specialty Food & Specialty Proteins
03:15-04:15 Panel 3 -- From the Trenches -- War Stories from CEOs & Operating Partners of Agribusiness PE Portfolio Companies
04:15-04:30 Panel 3 Follow Up
04:30 Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 23, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 13, and the fee for the conference is $1195.

 

  • After that, the standard fee is $1395 for the conference.

 

  • At the door, if space is available, the fee is $1495 for the conference.

 

  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Hallie Watson hwatson@capitalroundtable.com or 212-832-7300 ext 0.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

 


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, July 10 at 5:00pm, and we will credit you for a future MasterClass.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Hallie Watson hwatson@capitalroundtable.com or 212-832-7300 ext 0.

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Location

The Yale Club

50 Vanderbilt Ave.

New York, NY 10017
(Business Casual Attire)

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext. 117, or by email at cnotton@capitalroundtable.com.

 

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