An Overview of the US Farmland Asset Class

We will be discussing the attributes of the US Farmland Asset Class, which provide a compelling thesis for diversification within a Natural Capital/Real Asset Portfolio along with an overall Portfolio for an Institutional Investor.  Topics to be discussed will include property type, crop-type, risk and return, structuring and the agricultural market.
 

Energy transition infrastructure investment – where next in the new world?

Huge political shifts in the US and elsewhere combined with the emergence of AI / Data Centre demands on the grid – where does this leave energy transition infrastructure? What are the companies and asset owners seeing at the local level, how are asset level operations and investment plans being changed? Market reaction vs reality – what is the market getting right and what is the market potentially getting wrong?

Where are the best risk / reward opportunities now?
 

Investing in Real Assets with a Private Equity Approach – How Food and Agribusiness Investments Can Deliver the Best of Both Worlds

We believe that achieving private equity returns with a real asset risk profile is feasible by selecting the right business models and through strategic approaches that combine the strengths of both asset classes. It is not necessary to own the actual real asset to benefit from its attractive characteristics – investing in adjacent companies where there is look-through exposure to real assets may offer higher returns with access to similar dynamics. Investments in food and agribusinesses companies are a good example of this when you can select business models with the right exposures, implement operational efficiencies, explore new markets, and leverage technological advancements.
 

Digital Infrastructure & related Critical Real Assets Strategies

As data centres and related physical & virtual digital infrastructure are increasingly escalated to the ‘Critical National Infrastructure’ status of the 21st century, we will discuss the prevailing strategies, the obstacles and opportunities in the existing key data centre hubs and other prospective locations in Europe as well as selectively thriving cities in other continent. 
 

Topic and speakers to be confirmed