MasterClassTM

Capital Roundtable

 

Sponsor

 

 

Association Partners

Research Partners

 

mergermarket

Media Partners

The Deal

 

 

Partial List of
Past Attendees

Agathon Capital

AgriCapital Corp.

AgStar Financial Services

AlixPartners LLP

Apollo Global Management LLC

Arlon Group LLC

Avenida Capital LLC

B. Zaitz & Sons LLC

Bank of America Merrill Lynch

Bay Grove Capital LLC

Bertram Capital Management LLC

BMO Capital Markets Corp.

Brokers Edge LLC

Brown Brothers Harriman & Co.

Bunge Ltd.

Business Development Asia

Cary Street Partners

CDK Group LLC

Chadron Capital Markets LLC

Clemens Family Corp.

Commonfund

Context Network LLC

Deloitte & Touche LLP

Deutsche Asset Management

Dolphin Capital Group

Falcon Legacy LLC

Fidelity Investments

Focus Acquisition Partners

Freshfields Bruckhaus Deringer

GenNx360 Capital Partners

George K. Baum Capital Advisors

Goldman Sachs Group Inc.

Granite Creek Partners LLC

Greenbriar Equity Group LLC

Guardian Life Insurance Co. of America

H. J. Baker & Bro. Inc.

Hale Group Ltd.

Hertz Associates Ltd. / Hertz Farm Management Inc.

Highline Capital Management LLC

HighQuest Partners

Humanim

ISTP Canada Inc.

Joele Frank Wilkinson Brimmer Katcher

Kline & Co. Inc.

Kohlberg Kravis Roberts & Co. LP

KPMG LLP

Landmark Partners

Mantucket Capital Corp.

McKinsey & Co. Inc.

Metropolitan Life Insurance Co.

Morgan Stanley & Co.

NCH Capital Inc.

Northwestern Mutual Capital

Norton Rose Canada

Norwest Equity Partners LP

Novacap Investments

OMERS Private Equity

Paine & Partners LLC

Paramount Farms / POM Wonderful

Parthenon Capital Partners

Proskauer Rose LLP

Raymond James Ltd.

Rural American Fund

SFW Capital Partners

Siguler Guff & Co. LLC

Solar Capital Partners

Solera Capital LLC

Solon Group Inc.

Spara Capital Partners Inc.

Stephens Inc.

Stewardship Farm Partners

TA Associates Inc.

TerraNova Capital Partners Inc.

Texana Pecan Co.

Trail Ridge Farms Inc.

Translink Corporate Finance AG

Trendlines

Unique Value

Vector Casa de Bolsa SA de CV

Wells Fargo Bank NA

Wells Fargo Securities LLC

William Blair & Co.

Wood Creek Capital Management LLC

 

 

 

Clear the date June 21 on your calendar!

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

An ENCORE Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Private Equity Investing

In Agribusiness Companies

Finding Ripe Opportunities in the Gigantic

& Ever-Expanding Agriculture Industry

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CO-CHAIRED BY

Michelle S. Brooks, Arlon Group LLC
James B. Wood, Clemens Family Corp.

Featuring 20 Expert Speakers Including --

  • Ben S. Axelrod, Lazard Middle Market LLC
  • Alexander R. Bernstein, Arlon Group LLC
  • Louis J. Biscotti, WeiserMazars LLP
  • David W. Budnick, Clemens Family Corp.
  • H. Glen Clarke, KeyBanc Capital Markets Inc.
  • Alejandro Cola, KeyBanc Capital Markets Inc.
  • Enzo A. D'Angelo, Norwest Equity Partners LP
  • Philippe de Lapérouse, HighQuest Partners LLC
  • Gregory J. Duerksen, Kincannon & Reed Inc.
  • Paul A. Fishbin, Hancock Capital Management LLC
  • Benjamin D. Fishman, Arlon Group LLC
  • William D. Goodbar, INTL Provident Group USA
  • Mark Harvey, Trail Ridge Farms Inc.
  • Joshua T. Hofheimer, Sidley Austin LLP
  • Bruce M. Kahn, Deutsche Asset Management
  • James V. Kenwood, Rabobank International
  • J. Francis Lavelle, Houlihan Lokey
  • David Lehman, CME Group Inc.
  • Hunter E. McCrossin, Arlon Group LLC
  • Adam R. Mullinax, Arlon Group LLC
  • Sebastian Popik, Aqua Capital Partners
  • Mitchell S. Presser, Paine & Partners LLC
  • J. P. Ruiz-Funes, Blue Ridge Partners LLC

 

Click Here to Register >>   Purchase Audio Package >>

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, June 21, 2012

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & 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 |

As competition expands for the world’s limited food supplies, middle-market private equity investors are seeing more and more opportunities in all sectors of the agribusiness industry.

 

Think of it this way -- by 2050, it’s estimated that the world population will reach nearly nine billion -- doubling the current global demand for food.  

 

Companies that are contributors to more efficient, more sustainable production make for promising investments in just about any firm’s portfolio.

 

That’s why in the United States alone, the agribusiness industry accounts for nearly 20% of the U.S. gross national product … and employs close to 25% of the U.S. labor force.

 

          On Thursday, June 21, you’ll be introduced to a breadth of opportunities at The

          Capital Roundtable’s ENCORE conference, with all-NEW content, on “Private Equity

          Investing in Agribusiness Companies” held in New York City

 

           Sponsored by KeyBanc Capital Markets Inc.

           Plus you can even receive special savings by signing up before May 11. As an Early

           Bird, you’ll be entitled to generous savings of $400 on this timely conference.

          

Our inaugural agribusiness investing conference this past January supplied a bounty of information -- so to outdo ourselves for this encore, we’re pleased to have a double dose of wisdom from two knowledgeable co‑chairs.

 

We’re delighted to welcome Michelle Brooks, managing principal of Arlon Group in New York City, the team behind the ACP Funds and the food and agriculture private equity investments of Continental Grain Company. 

 

And Jim Wood, senior vice president and chief strategy officer of The Clemens Family Corp. in Hatfield, PA -- a private agribusiness company with over $750 million in revenue.  

 

This conference will cover the gamut of the agribusiness industry, so you’ll be able to gain a 360˚ view of investing in today’s marketplace.  We’ll focus on such areas as protein production and processing, farm and aquaculture equipment, transportation and logistics, fertilizers and specialty chemicals, vegetable and fruit seeds, and land and crop management.

 

We’ll cover the long-term trends that will shape agribusiness investing over the coming decade.  For example, aquaculture companies are gaining traction as the process leads other protein sources in terms of efficiency -- it takes a pound of feed to make a pound of fish protein compared to a three‑to‑one ratio for chicken and eight‑to‑one for beef.

 

New technologies such as precision agriculture -- using sensors to ensure expensive chemicals, fertilizer, and water are being used in the most efficient ways -- is bringing increasing sophistication to the industry.  And large-scale processes are being brought down in size; hydroponics is a developing solution for getting locally-grown fresh produce into urban areas.

 

Developments like these are driving the bulk of middle-market investment activity.

 

Just some of the most recent middle-market private equity agribusiness deals include --

 

  • Birch Hill Equity Partners’ acquisition of Viterra Inc.’s North American livestock feed operations.
  • Mason Wells, Hancock Capital Management, and Akoya Capital acquiring meat processor Eddy Packing Co. Inc.
  • Norwest Equity Partners’ acquisition of Actagro, a manufacturer of plant nutrient products.
  • Synergia Capital Partners’ acquisition of Oxbo International, a manufacturer of harvesting equipment.
  • Permira Advisers’ acquisition of a majority stake in Netafim Ltd., a manufacturer of drip irrigation equipment.
  • OpenGate Capital’s acquisition of Golden Guernsey Dairy, a dairy processing plant.

 

While some investors think of agribusiness as being risky, in truth there are many stable and scalable business models within the sector that do not bear significant commodity risks. Certainly it’s important to understand commodity and harvest risk and exposure to commodity input pricing -- but we’ll discuss how to spot businesses that are less risky and more sophisticated than seen at first glance.

 

Plus you’ll hear about the status of food safety regulations.  Traceability and trackability all the way back to individual producers is the new FDA norm.  And there is specific legislation for certain individual crops -- often with import and tariff restrictions that affect how the crop can be marketed in the U.S.

 

20 Agribusiness Specialists Will Show You How To Sustain Profits

 

Co-chair Michelle Brooks leads the food and agriculture investment efforts of Arlon Capital Partners, where has been responsible for recent investment in Kettle Cuisine and Wholesome Sweeteners.  Before joining Arlon, Michelle was a principal with Weston Presidio, a middle-market private equity firm with $3.3B in assets, where she led due diligence and investment execution in a variety of sectors.  She graduated from Harvard College with a BA in government and received her MBA from Harvard Business School.

 

Co-chair Jim Wood leads strategy, growth initiatives, and acquisitions at Clemens Family Corp.  He developed its turnaround strategy and corporate restructuring, which is used as a case study at Kellogg School of Management.  He is author of The Next Level: Essential Strategies for Breakthrough Growth published by Perseus Book Group.  Jim was previously with Ernst & Young’s New England consulting practice, and with Inc. Magazine’s growth strategy consulting group.  He has a BS from State University of New York, and an MS from Northeastern University.

 

Along with Jim and Michelle, we’ll have a team of 20 panelists whose agribusiness deal experiences include every aspect of the food supply chain.  You’ll hear from GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more -- all eager to share their specialized knowledge.

 

We’ll look at global issues in agribusiness that affect all middle-market companies competing for business.  For instance, China is emerging as a very large consumer of agricultural foodstuffs, and is seeking to be a major producer.  The upcoming renewal of the Farm Bill in Congress will be explored: what it means for growers and what subsidies and trade policies will be in play.

 

And we’ll examine the impact of biofuels, which continue to trend upwards and drive price inflation in many commodities.  The portion of the U.S. corn crop going to ethanol is increasing dramatically, which takes food out of the system and makes the cost of such products as chicken feed artificially high.  With only so much arable land, the industry needs to balance demand in order to meet everyone’s needs.

 

Register now to get the answers to important questions like these --

 

  • Where should agribusiness investors be looking for the best opportunities of 2012 and 2013?
  • How eager are lenders to finance agribusiness deals?
  • What are the proposed changes to subsidies and favorable trade policies that may affect the sector in the coming year?
  • What do agribusiness products and services companies need to understand about commodity risk?
  • Why is the agribusiness sector more sophisticated than many outsiders believe?  How is it applying technology to maximize yields, costs and sustainability?
  • What is the state of the worldwide demand for high‑quality protein, and which countries are making inroads into production?
  • How are food safety regulations affecting agribusiness companies?
  • What specialized niches, such as wild-catch seafood, are places where middle-market investors can quickly make their mark?
  • What are the best practices of managing agribusiness portfolio companies?
  • And much, much more.

Make Hands-On Connections With Leading Agribusiness Professionals

 

This full-day conference is the best place to grow your network of both peers and industry leaders.  We’ve built ample time into the agenda, including session breaks and an open lunch, where you can meet fellow attendees and featured speakers to exchange ideas and business cards.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in agribusiness companies.
  • New private equity firm considering investing in agribusiness companies.
  • Operating partner or operating executive of an agribusiness company.
  • Hedge fund manager or venture capitalist seeking investments in this area.
  • Lender wishing to participate in agribusiness transactions.
  • Investment banker pursuing deals within the agribusiness industry.
  • Attorney or advisor who focuses on the agribusiness space.
  • Executive search professional recruiting for the private equity industry.

         Remember, register with our Early Bird Rate by June 1, 2012, and you’ll save $400

         off our standard fee!  Please make your reservation now so you’re not disappointed.

          We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Mara Kane at 212-832-7300 ext. 0 or af@capitalroundtable.com.

 

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.

 

^ Back to Top ^

Faculty

Chaired By

  • Michelle S. Brooks, Managing Principal, Arlon Group LLC
  • James B. Wood, Chief Strategy Officer, Clemens Family Corp.

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • Ben S. Axelrod, Director, Lazard Middle Market LLC
  • Alexander R. Bernstein, Vice President, Arlon Group LLC
  • Louis J. Biscotti, National Dir.--Food & Beverage, WeiserMazars LLP
  • David W. Budnick, Chief Financial Officer, Clemens Family Corp.
  • H. Glen Clarke, Managing Director, KeyBanc Capital Markets Inc.
  • Alejandro Cola, Vice President, KeyBanc Capital Markets Inc.
  • Enzo A. D'Angelo, Director, Norwest Equity Partners LP
  • Philippe de Lapérouse, Managing Director, HighQuest Partners LLC
  • Gregory J. Duerksen, President, Kincannon & Reed Inc.
  • Paul A. Fishbin, Managing Director, Hancock Capital Management LLC
  • Benjamin D. Fishman, Managing Principal, Arlon Group LLC
  • William D. Goodbar, Managing Director, INTL Provident Group USA
  • Mark Harvey, Chief Executive Officer, Trail Ridge Farms Inc.
  • Joshua T. Hofheimer, Counsel, Sidley Austin LLP
  • Bruce M. Kahn, Dir. & Sr. Investment Analyst, Deutsche Asset Management
  • James V. Kenwood, Managing Director, Rabobank International
  • J. Francis Lavelle, Co-Head--Industrials Group, Houlihan Lokey
  • David Lehman, Managing Director, CME Group Inc.
  • Hunter E. McCrossin, Vice President, Arlon Group LLC
  • Adam R. Mullinax, Associate, Arlon Group LLC
  • Sebastian Popik, Managing Partner, Aqua Capital Partners
  • Mitchell S. Presser, Partner, Paine & Partners LLC
  • J. P. Ruiz-Funes, Managing Director, Blue Ridge Partners LLC

^ Back to Top ^

Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:30

09:30 - 10:45

10:45 - 11:30

11:30 - 12:00

12:00 - 01:00


01:00 - 02:00
02:00 - 02:30


02:30 - 03:30



03:30 - 04:30


04:30

  

Thursday, June 21, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

First Chairman's Keynote -- "Investing in Agribusiness: A Private Equity Perspective" -- Michelle Brooks

First Panel -- “From the Trenches -- Five Private Equity Investors Discuss Why They Like Investing In Agribusiness”
Coffee & Networking Break

Featured Keynote -- "Trends, Opportunities & Successes in the Agribusiness Sector" -- H. Glen Clarke

Second Panel -- “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Agribusiness Deals"
Luncheon & Networking

Second Chairman's Keynote -- "What Private Equity Investors Need to Know About Dealing With Family-Owned Agribusiness Companies -- Solutions or Transactions?" -- Jim Wood & David W. Budnick
Third Panel -- “Due Diligence, Deal Structuring, Pricing, & Exits -- Four Top Deal Professionals Explain How They Identify & Navigate the Unique Issues of Agribusiness Deals”

Fourth Panel -- “Working with Agribusiness Companies in Your Portfolio -- How the Experts Manage Commodity Risk & Other Operational Issues”
Networking & Adjournment

^ Back to Top ^

Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 11, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 1, 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 Mara Kane af@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, June 14 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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

^ Back to Top ^

Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

^ Back to Top ^

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.

^ Back to Top ^

Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7300 or by email at ddemattia@capitalroundtable.com.

^ Back to Top ^