THIS EVENT IS BOOKED OUT
Due to COVID-19 social distancing rules, there is limited space and it is unlikely that walk-ins can be accommodated for unregistered attendees.
Plant based, “clean and green label” is all the rave today and it is all over the media. From almond milk to veggie burgers we see an explosion of new products now hitting the market. There is also a movement towards phasing out single use plastic in packaging and finding sustainable alternatives.
- What are driving these trends?
- Who are the winners and losers within the Food and Agri industries?
- What are the risks and opportunities for investors
- How should they position themselves?
Speakers Elad Ben-Am and Coast Sullenger to present the vision of this important revolution in food and discuss what “the Future of Food” will look like. They will draw parallels between today’s food industry and the biopharma sector a few years ago. This presentation will illustrate how the current “Food Revolution” coupled with the large food companies’ lack of innovation and an excellent deal environment may trigger a significant wave of M&A in the food industry – very much like the one observed in the pharmaceutical sector.
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Speakers
Elad Ben-Am
Elad Ben-Am, Head Asset Management at Bank Landolt and member of Landolt’s Management Board. In his function, is also overseeing Landolt’s Swiss Value investment activities. Before joining Landolt, Elad was CEO of VERAISON Capital, a constructivist asset manager with a focus on Swiss Small/Mid-Caps, which Elad co-founded together with other partners and – before that – 8 years at Bank am Bellevue, a Swiss Equity specialist, Elad started his career as a management consultant at Oliver Wyman in London, after graduating at the University of St. Gallen Mr. Mauboussin is the author of three books, including The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing and is co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns. Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He is also the chairman of the board of trustees at the Santa Fe Institute, a research center devoted to the study of complex systems. He earned an A.B. from Georgetown University.
Coast Sullenger
Head Thematic Investing and responsible for the investment strategy on “The Future of Food” at Landolt & Cie SA. Before joining Landolt, Coast founded GAIA Capital Advisors, a prominent investor in emerging markets and in the agricultural industry that he sold in 2016. Creating awareness over an important global issue, he produced the 52” documentary film on the global food crisis “Last Supper for Malthus” that continues to be a key reference work for issues of food security. Coast is a frequent commentator on ESG, FOOD, agriculture and other topics in media like CNBC, Bloomberg TV and industry conferences, as well as the author of numerous articles on these subjects. Earlier in his career he spent 8 years as investment manager for Lombard Odier and he worked in Russia as head of trading and sales of Pioneer Securities brokerage from 1995-1998.
Aymeric Poulain
Aymeric Poulain joined Landolt & Cie SA in December 2019, as a Senior Equity Portfolio manager in charge of the “The Future of Food” thematic strategy. Aymeric started his career some 25 years ago in London as a research analyst, working with leading equity investment banks and brokerage houses such as JP Morgan, Merrill Lynch and Kepler Cheuvreux. Consistently ranked amongst the top ranked sell side research analysts in his respective coverage sectors, Aymeric moved with his family to Switzerland in 2007, leading the small & mid cap Swiss research effort of Merrill Lynch, for which he won the 2008 Finanz & Wirtschaft best stock picker award, adding to a his track record and reputation as a best in class European stock pickers. He then moved to Tell Investments, a thematic long short equity hedge fund where he was responsible for global consumer and services sector themes. In 2012, he co-founded Walter Capital Partners SA and was appointed portfolio manager of the Walter Fund, previously managed by Tell Investments