Seafood Investor Forum Oct 31, 2014, London Grosvenor House

Transcription

Seafood Investor Forum Oct 31, 2014, London Grosvenor House
Seafood Investor
Forum
Oct 31, 2014, London
Grosvenor House
Sponsored by
Seafood
Investor Forum
Seafood Investment
Forum
November
19,2014
2013
October
31,
For further
information
For further
informationcontact:
contact:
events@intrafish.com
events@intrafish.com
Grosvenor
House,
London, 8:55am – 4:15pm
May Fair Hotel,
London
08:00am – 5:00pm
SPECIAL PRESENTATIONS
SPECIAL
KEYNOTE ADDRESS:
SPECIAL PRESENTATIONS
Øystein Dørum, Chief Economist
OCEAN HARVEST TECHNOLOGY
Wild Fisheries Panel: Harvesting Returns
Patrick Martin, CEO / Co-Founder
SPECIAL KEYNOTE ADDRESS:
DNB
MARKETS
PRESENTATION:
Dr. Fraser
Thompson,
Senior Fellow, McKinsey Global Institute
Stein Alexander Aukner, Analyst
The value of fishing companies: What does it take to get a
re-pricing
of wildcaught fish?
AQUANETIX
LTD
How do investors
valuate and
companies
Diogo Thomaz,
Co-Founder
CEO operating in such a volatile
sector?
What are the best long term positions in the sector?
STINGRAY
MARINE SOLUTIONS
What are the best success stories in wild fish investments?
John A. Breivik, CEO
Is there a future IPO market for fisheries companies?
What are the potential diversification plays for wild fish
DNB MARKETS PRESENTATION:
companies?
Stein Alexander Aukner, Analyst, DNB Markets
Which species and regions hold the most promise?
PANEL: THE SALMON STORY: LESSONS FROM THE INDUSTRY’S LEADERS
How is the sustainable seafood movement impacting potential
returns?
SPECIAL PRESENTATION:
David Kerstens, STEWARDSHIP
Seafood on the Public
Markets:
An Overview of
AQUACULTURE
COUNCIL
(ASC)
Opportunities
Chris
Ninnes, CEO
Salmon is without a doubt the most advanced, financially stable and growth-oriented
TENTATIVE PROGRAM
PANELISTS
Panelists:
aquaculture sector for investors. With several listed companies showingConfirmed
huge returns
and
Bernt Bodal, CEO, AmericanAlf-Helge
Seafoods Aarskog
strong growth in share prices, investors are more interested than ever in exploring the
Arne Mogster, CEO,Austevoll
CEO, Marine Harvest
sector.
Is now the time?
0730-0815
Registration
Olav Holst-Dyrnes, CEO, Havfisk
0815-0820
PK Welcome
0825-0850
Keynote speaker
John Hindar
CEO, Cermaq
Among the questions our panelists will discuss and debate:
What are the primary growth drivers for the industry?
Aquaculture Panel: Investing in the Future of Food
0855-0915
Nutreco
Presentation
What key factors have
led
to the industry’s fiscal and technological success?
John
Binde
Will increased farm gate prices
hamper
demand?
Director,
panel
Are increasing costs a threatOperating
to profitability?
l0920-1000
How can investorsAquaculture
time the “salmon
cycle” for best returns?
& Partners,
LLC
Feed and ingredients lack of Paine
raw materials
as a constraining
factor
l1000-1020
Break sector could be applied to other sectors?
What lessons fromCoffee
the salmon
in growth.
What are hedges against the risk of disease and disaster?
l1020-1035
What are the options
vertical integration in the sector?
DNBfor
Presentation
What potential is there for diversification among aquaculture
l Where do the best opportunities lie for consolidation?
1040-1100
Cermaq Presentation
species?
What return on investment can aquaculture investors expect?
l Where will future growth come from, both in production and markets?
1105-1155
Private Equity Panel
What are potential investments in companies
supplying the aquaculture field?
1155-1325
Lunch
Where does aquaculture fit in to an agriculture investment
1325-1340
Investing in Seafood
strategy?
l
l
PANEL: A WAVE OF RETURNS: THE CASE FOR INVESTING IN SEAFOOD NOW
1345-1405
Marine Harvest Presentation
Confirmed Panelists
1600-1620
Bakkafrost presentation
Private Equity in Seafood Panel: Private Equity groups discuss
recent acquisitions
The seafood industry is no longer a secret among major institutional investors,
PANELISTS
Viggo Halseth, COO, Nutreco Aquaculture
1410-1430
Sponsor Presentation
private equity groups or hedge funds. Several have already reaped the rewards of
Sebastian Eiseler
Henning Beltestad, CEO, Lerøy Seafood Group
1435-1515 the potential
Wild Catch
Panel
identifying
early
on, others are jumping in at what they see
is only Murillo,
the
Capital
Management
Francisco
CBDO &VP,
CIO,Oaktree
Regal Springs
Tilapia
Group
beginning
upward
trajectory of growth. Our panel of expert investors will
1515-1535 of a longCoffee
break
discuss and debate where the next opportunities lie, and some of the risks and rewards
Halvor Meyer Horten
1535-1555
Leroy Presentation
the industry present.
Senior Associate, Bain Capital
1625-1645
Company 6 TBD
The
panel will discuss:
Mike Velings
What are the main drivers in Founder
seafood that
are compelling
for the
/ Managing
Partner,
l1645
What factors contributed
to your group’s decision to invest in the sector?
PK Closing
private equity sector?
Aqua-Spark
What are the most interesting sectors and species today and in the
l Which sectors pose the best opportunities for long-term growth?
future?
l What timeline should investors be looking at for ROI in the sector?
What is the process for valuating fisheries and aquaculture groups?
COMPANY PRESENTATIONS:
What are the most likely exits for a seafood investment?
l Which sectors pose the best opportunities for investment: public or privately-held?
What are the typical expected returns on investments in the seafood
Nutreco Presenter: Viggo Halseth, COO
l Which segments of the aquaculture industry pose high-risk, high-return
scenarios?
sector?
Marine Harvest Presenter: Henrik Heiberg, VP Finance & Treasury
l Where are the growth opportunities in supporting services such as equipment and fish health?
Lerøy Seafood Presenter: Henning Beltestad, CEO
Confirmed Panelists
Cermaq Presenter: Dag Sletmo, Investor Relations
Halvor Meyer Horten, Senior Associate, Bain Capital Private Equity
Bakkafrost Presenter: Teitur Samuelsen, CFO
Ejnar Knudsen, Managing Member, AGR Partners
Mitchell Presser, Partner, Paine & Partners, LLC
www.intrafish.no/events
TENTATIVE PROGRAM
0800-0855 Registration, Welcome Coffee
0855-0900 Opening Remarks
Pål Korneliussen, Publisher, IntraFish Media
0900-0920 Special Keynote Address
Øystein Dørum, Chief Economist, DNB Markets
0920-0940 Marine Harvest Presentation
Alf-Helge Aarskog, CEO, Marine Harvest
0940-1030 Panel
The Salmon Story: Lessons from the industry’s leaders
Panelists:
Alf-Helge Aarskog, CEO, Marine Harvest
Jon Hindar, CEO, Cermaq
John Binde, Operating Director, Paine & Partners, LLC
Moderator: Drew Cherry, Editorial Director, IntraFish Media
1030-1055 Networking Coffee Break
1055-1155 Cermaq Presentation
Jon Hindar, CEO, Cermaq
1115-1135 Bakkafrost Presentation
Regin Jacobsen, CEO, Bakkafrost
1135-1145 Special Presentation
Chris Ninnes, CEO, Aquaculture Stewardship Council (ASC)
1145-1200 Special Presentation
Patrick Martin, CEO, Ocean Harvest Technology
1200-1215 Special Presentation
Diogo Thomaz, Co-Founder and CEO, Aquanetix Ltd
1215-1225 Special Presentation
John A. Breivik, CEO, Stingray Marine Solutions
1225-1345 Networking Luncheon
1345-1405 Nutreco Presentation
Knut Nesse, CEO, Nutreco
1405-1450 Panel
A Wave of Returns: The case for investing in seafood now
Panelists:
Sebastian Eiseler, Oaktree Capital Management, VP
Halvor Meyer Horten, Bain Capital, Senior Associate
Mike Velings, Founder / Managing Partner, Aqua-Spark
Moderator: Drew Cherry, Editorial Director, IntraFish Media
1450-1515 Networking Coffee Break
1515-1535 Lerøy Presentation
Henning Beltestad, CEO
1535-1550 DNB Markets Presentation
Stein Alexander Aukner, Analyst, DNB Markets
1550-1610 Austevoll Seafood Presentation
Britt Katherine Drivenes, CFO
1610-1615 Thank You and Close
PARTICIPATING COMPANIES INCLUDE:
For further information contact:
INTRAFISH MEDIAInvestment Forum
Seafood
events@intrafish.com
IntraFish
Media is the world’s
leading seafood news and information provider, with offices across the globe and reporters
November
19, 2013
working around the clock.
IntraFish
Media’s
include our flagship daily websites IntraFish.com and Norwegian-language IntraFish.no;
May Fair
Hotel,titles
London
industry
digest
Seafood International, which serves the seafood processing, retail and foodservice segments; Fish Farming
08:00am
– 5:00pm
International, which covers the aquaculture industry; and Fishing News International, targeted at the global fishing industry.
Other publications serve regional markets in the United Kingdom and Norway.
SPECIAL
PRESENTATIONS
Fisheries
Panel:
Harvesting with
Returns
All
our titles
are the leaders in their respective segments, providing theWild
world’s
seafood
community
the most
comprehensive coverage of the industry available.
The value of fishing companies: What does it take to get a
SPECIAL KEYNOTE ADDRESS:
re-pricing
of wildcaught
Our
reporters
and editors
based
in London,
and several
citiesfish?
across Norway.
Dr. Fraser
Thompson,
Seniorare
Fellow,
McKinsey
Global Seattle,
Institute Singapore, Beijing
How
do
investors
valuate
companies operating in such a volatile
IntraFish Media is headquartered in Bergen, Norway.
sector?
What are the best long term positions in the sector?
What are the best success stories in wild fish investments?
Is there a future IPO market for fisheries companies?
What are the potential diversification plays for wild fish
DNB MARKETS PRESENTATION:
companies?
Stein Alexander Aukner, Analyst, DNB Markets
Which species and regions hold the most promise?
DNB
How is the sustainable seafood movement impacting potential
DNB is Norway’s largest financial services group and one of the largestreturns?
in the Nordic region in terms of market capitalisation.
SPECIAL PRESENTATION:
David Kerstens, Seafood on the Public Markets: An Overview of
Opportunities
The
Group PROGRAM
offers a full range of financial services, including loans, savings, advisory services, insurance and pension products
TENTATIVE
Confirmed Panelists:
for retail and corporate customers.
Bernt Bodal, CEO, American Seafoods
DNB has a number of international branches and representative offices,Arne
andMogster,
is one of
the world’s leading shipping banks.
CEO,Austevoll
0730-0815
The
bank is a majorRegistration
international market player within energy and seafood
finance.
Olav Holst-Dyrnes, CEO, Havfisk
0815-0820
PK Welcome
0825-0850
Keynote speaker
0855-0915
Nutreco Presentation
0920-1000
Aquaculture panel
1000-1020
Coffee Break
INTRAFISH FINANCE SECTION
IntraFish Media’s Seafood Stockwatch provides
1020-1035
DNB Presentation
IntraFish subscribers with stock price updates and a
1040-1100
Cermaq Presentation
wide
array of analysis
for over 30 publicly traded
1105-1155
Private
Equity Panel
international seafood companies.
Stock market data
provided
Børs, Interactive Data and Oslo
1155-1325by the Oslo
Lunch
Market Solutions has been used to create the IntraFish
1325-1340
Investing in Seafood
Seafood Index, providing a snapshot of the
1345-1405
Harvest
Presentation
performance
of theMarine
world’s
leading
seafood firms.
Track
each day’s biggest
gainers,
losers and most
1410-1430
Sponsor
Presentation
actively
traded seafood
company stocks. Access real
1435-1515
Wild Catch Panel
time currency exchange rates and stock heat map.
1515-1535
Coffee break
You will find the Seafood Stockwatch on IntraFish.com
1535-1555
Leroy Presentation
and
IntraFish.no’s Finance
sections, which also house the most
current,
updated
results,
analysis
and M&A activity, including in-depth
1600-1620
Bakkafrost presentation
insights on individual shares from our reporters around the globe.
1625-1645
Company 6 TBD
1645
PK Closing
COMPANY PRESENTATIONS:
Nutreco Presenter: Viggo Halseth, COO
Marine Harvest Presenter: Henrik Heiberg, VP Finance & Treasury
Lerøy Seafood Presenter: Henning Beltestad, CEO
Cermaq Presenter: Dag Sletmo, Investor Relations
Bakkafrost Presenter: Teitur Samuelsen, CFO
Aquaculture Panel: Investing in the Future of Food
Will increased farm gate prices hamper demand?
Are increasing costs a threat to profitability?
Feed and ingredients lack of raw materials as a constraining factor
in growth.
What are hedges against the risk of disease and disaster?
What potential is there for diversification among aquaculture
species?
What return on investment can aquaculture investors expect?
What are potential investments in companies
supplying the aquaculture field?
Where does aquaculture fit in to an agriculture investment
strategy?
Confirmed Panelists
Viggo Halseth, COO, Nutreco Aquaculture
Henning Beltestad, CEO, Lerøy Seafood Group
Francisco Murillo, CBDO & CIO, Regal Springs Tilapia Group
Private Equity in www.intrafish.com
Seafood Panel: Private Equity groups discuss
recent acquisitions
www.intrafish.no
What are the main drivers in seafood that are compelling for the
private equity sector?
What are the most interesting sectors and species today and in the
future?
What is the process for valuating fisheries and aquaculture groups?
What are the most likely exits for a seafood investment?
What are the typical expected returns on investments in the seafood
sector?
Confirmed Panelists
Halvor Meyer Horten, Senior Associate, Bain Capital Private Equity
Ejnar Knudsen, Managing Member, AGR Partners
Mitchell Presser, Partner, Paine & Partners, LLC