JUNE 26, 2012 — Cavallo Point
Investable Solutions for Land & Place, Renewable Energy, Water, Food & Agriculture
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Welcome and Opening Remarks
Session 1:
The Global Economy, Sustainability and the Value in Values: a Conversation Between Dave Chen, Principal at Equilibrium Capital and Tom Steyer, Senior Managing Member of Farallon Capital Management, facilitated by Drummond Pike, Principal at Equilibrium Capital
*Note: the presentation video will be available until August 6, 2013
Subject Focus #1 — Land & Place
Land use and the built environment define both opportunities and limitations in any economy. Hear about two very different and creative initiatives that bring this to life.
Stewardship Development: The why and what of large scale, integrated land management and development.
Why, what, and what’s different about green real estate? Challenges and benefits of LEED developments.
Session 2:
Subject Focus #2 — Energy
Continued use of fossil fuels will have consequences. At the same time, renewables are experiencing a rapid growth curve. What are the challenges and opportunities for investors in this sector?
Sectors and trends of interest to investors, including the shift to distributed production and renewables.
Wastewater management of livestock operations, opportunities for energy production, comparison to the European market, and prospects for expansion in this emerging sector.
The current state of wind power generation, the politics of subsidies for various sectors, and examples of how wind power can be implemented, such as BLC’s wind project in Hawaii.
The state of biomass energy development and their global strategy to produce fuel for biomass.
Session 3:
Subject Focus #3 — Public Markets
What about this “ESG Thing”? In the public markets, there is increasing interest in strategies that incorporate social and environmental concerns. This session will explore some creative, public market approaches.
The implementation of ESG considerations in other parts of the institutional world.
The use of ESG passive indexing strategies in the public markets.
Discussion of risk-adjusted returns resulting in maximum social impact.
Subject Focus #4 — Water
Water is perhaps the least understood resource. Yet, it is quickly becoming a resource that is in increasingly short supply. Despite the expanding need for more, cleaner water, currently few opportunities or vehicles exist for private equity sector engagement. This session will examine some of the new, emerging investment ideas in this area from an investor’s prospective.
In the coming decade water will become one of the most sought after basic commodities. A new approach to invest and profit from several macro trends.
Session 4:
Subject Focus #5 — Food & Agriculture
When examining the interaction between an economy and resources, how a society produces and distributes food is a cornerstone. This session will explore several perspectives and unique ideas that are among the most interesting for the investment community to consider.
The macroeconomic trends creating significant opportunities in the field of agriculture.
An innovative and vertically integrated approach to the management of sustainable agriculture enterprises in California’s Central Valley.
The global changes creating opportunities in the livestock sector for Australian producers altering scale and practice to meet demand.
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Jay Pierrepont
Noel Kullavanijaya