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: [email protected] [email protected] 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 [email protected] 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
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