Timber investments from the $139bn Ontario Teachers’ Pension Plan began in 2002, later complemented by an agricultural program launched in 2014. Portfolio manager Stephen McLennan tells Agri Investor about inflation, size requirements and the advantages of a direct investment approach.
Former PSP Investments managing director Antoine Bisson-McLernon says establishing multiple partnerships with local operators is the key to scaling up in a very fragmented global agriculture market.
With assets in the trillions, a healthy penchant for private equity and autonomy over their investment strategy, family offices have a lot to offer fund managers.
Gautier Quéru, investment director at Mirova, talks about the imminent launch of the firm’s $300m fund, in partnership with the UN, to help achieve land degradation neutrality.
Bo Masole and Zee de Gersigny, co-founders of Victus Global Capital, talk to Agri Investor about their vision behind the impact investment firm and the $50m agri fund they’re raising.
Industry Super Australia’s chief economist Stephen Anthony speaks to Agri Investor about its latest discussion paper, ‘Driving Super Fund Investment in Agriculture’.
The Rise Fund’s Joy Basu talks about the sourcing relationship between the fund and the wider TPG platform and where agriculture fits within the fund’s broader impact focus.
The superannuation fund has spun out its impact investment arm to become Brightlight Impact, keeping an 80% equity stake. Former senior portfolio analyst Simba Marekera, head of research at the new entity, talks to Agri Investor.
Paine Schwartz Partners managing director Adam Fless outlines how private equity’s traditional 100-day plan is adjusted for agriculture investments.
Neil Woods, portfolio manager for timber & agri at NZ Super – a significant investor in New Zealand’s agricultural sector – talks about the fund’s plans to diversify by investing outside New Zealand and beyond dairy.