Chris Janiec
Co-founder David Rosenberg says he saw risk in allowing other companies’ technology to define the category for public market investors.
Angus Selby left Macquarie in October 2019 and serves as strategic advisor at Clear Frontier, a firm focused on conversation of US farmland to organic.
The greenhouse grower went public via a SPAC in February and sees an opportunity to capitalize on the widespread demand for ‘high-tech growth investment,’ says president David Lee.
Managing partner Emanuel Citron says ag and water are both of interest to the firm’s strategy of pursuing impact through investments into asset managers and financial services firms.
PGIM chief operating officer Taimur Hyat says other parts of the economy face greater risk of abrupt repricing due to the growing salience of climate risk.
Even amid record exports to the People’s Republic, an imposing backdrop of rivalry with China reminds US agriculture that its long-term growth must rely on more than one market.
Tom Eisenhauer says concerns around volatility, inflation and environmental risk that inspired him to launch the Canadian farmland firm in 2009 are even stronger today.
Board member Geoff Duyk says the company’s use of nutrients from wastewater bacteria and food and ag refuse reflects an evolving approach to waste across sectors of the US economy.
Robert Tichio says the $402.5m vehicle is hunting growth-oriented agriculture opportunities to match the SPAC market’s early focus on mobility, electrification and other carbon-transition subsectors.
The 2021 Responsible Investor Forum heard how the agriculture investing market’s well-developed themes of environmental risk management and stewardship are now at the center of discussions about post-pandemic capitalism.