Investors Day

 

Tuesday, April 30, 2019
8am – 4pm +cocktails
Arta Gallery, 14 Distillery Lane, Toronto, ON

Time Agenda
8:00 AM Registration & Continental Breakfast
8:30 AM Welcome – Bonnefield’s first 10 years & its next 10 years
Tom Eisenhauer, President & CEO, Bonnefield
9:15 AM Emerging Investment Trends in Canadian Agriculture
Marcus Mitchell, CIO, Bonnefield
Jeff McAllister, VP, Corporate Development, Bonnefield
10:15 AM Coffee Break
10:45 AM Trade, Opportunity and Growth in the Agri-Food Sector: a new chapter for Canada
John Cranfield, University of Guelph, Department of Food, Agricultural and Resource Economics (FARE)
11:30 AM Lunch Break
1:00 PM Panel Discussion: The Role of Farmland in an Investment Portfolio
Moderator: Marcus Mitchell, CIO, Bonnefield
Panelists: Andrew Urquhart, NAV Canada
Bernice Miedzinski, StarBridge Capital
Jonathan Braams, Alberta Investment Management Corp.
1:45 PM Panel Discussion: Opportunities in Agri-Food
Moderator: Jeff McAllister, VP, Corporate Development, Bonnefield
Panelists: Andrew Muirhead, Origin Merchant Partners
Aki Georgacacos, Rio Investment Partners
Peter Samson, Ironbridge Equity Partners
2:45 PM Coffee Break
3:00 PM Panel Discussion: Boots on the Ground – Needs Challenges & Opportunities Facing Canadian Farmers
Moderator: Wally Johnston, VP, Business Development, Bonnefield
Panelists: Kevin Martin, Martin’s Family Fruit Farm
Jammie Underhill, CanAm Peppers
Roy Farrer, VP, Asset Management, Bonnefield
4:00 PM Concluding Remarks
Tom Eisenhauer, President & CEO, Bonnefield
Cocktails & Networking

 

 

 

 

 

Key note speaker:

Dr. John Cranfield, Associate Dean for External Relations, Ontario Agricultural College, University of Guelph

Dr. John Cranfield is the Associate Dean for External Relations in the Ontario Agricultural College at the University of Guelph, and a Professor in the Department of Food, Agricultural and Resource Economics (FARE). His research focuses on the economics of consumer behaviour and demand analysis at the individual, household and market level (largely in relation to demand for food and food products). A noted expert on the economics of agri-food markets and policy, John has published widely, served as President of the Canadian Agricultural Economics Society, and appeared on an episode of TVO’s The Agenda on “Feeding the World 2050”.

 

Panelists:

Andrew Urquhart, Manager, Real Assets, NAV CANADA pension plan.

Andrew joined NAV CANADA in March 2017 and is responsible for infrastructure, real estate and agriculture investments at NAV CANADA’s $6.0B pension plan.

Prior to NAV CANADA, Andrew was an Associate at PPP Canada where he worked with municipalities, provinces and federal entities to procure public-private partnerships in transportation, water and wastewater sectors.

 

Jonathan Braams, Associate, Alberta Investment Management Corporation

Jonathan Braams is an Associate in the Infrastructure and Timber group at Alberta Investment Management Corporation (AIMCo), a global institutional investment firm with approximately C$100bn assets under management.  In this capacity, he is involved with the management of current direct and fund investments and the analysis of new opportunities, specifically in the timberland and agriculture sectors.

Before specializing in timberland and agriculture, Jonathan spent time working in AIMCo’s client relations and private equity teams.

Bernice Miedzinski, President, StarBridge Capital Ltd.

Bernice Miedzinski is a veteran investment professional with over 30 years of capital markets experience. Bernice started her career in South Africa in corporate treasury. Upon immigrating to Canada, she spent several years on fixed income and currency trading desks at two leading Canadian and U.S. banks, CIBC World Markets and JP Morgan. Bernice then spent over a decade as an independent investment consultant to Canadian financial institutions, pension funds and family offices. Since 2003, Bernice has focused exclusively on the alternative asset universe.

In 2012, Bernice founded StarBridge as a boutique alternative assets advisory firm. Bernice is a Fellow of the Canadian Securities Institute (FCSI) and is registered as a Portfolio Manager with the Ontario Securities Commission.

Andrew Muirhead, Principal, Head of Agri-business, Origin Merchant Partners

Andrew is a Principal and Co-founder of Origin Merchant Partners, Canada’s largest independent investment banking firm located in Toronto, where he is head of the agri-business practice.  Origin works with a broad range of public and private companies to advise on financing and mergers and acquisitions transactions.  He serves on the advisory board of JGL Commodities, one of Canada’s largest livestock trading businesses.

Andrew was previously Senior Vice President of Corporate Development and Strategy for Viterra, Canada’s largest integrated agri-business enterprise, where he oversaw the company’s transformation from a Western Canadian-based grain handling and agri-products business to a global operation with significant businesses spanning North America, Australia, New Zealand, Asia and Europe.

Aki Georgacacos, Managing Partner, Avrio Rio Capital

Aki is a co-founder and Managing Partner of Avrio Rio Capital.  Prior to co-founding Avrio Capital, Aki was a Managing Director of FCC Ventures where he led the majority of the fund’s investments with a focus on various segments of industrial life science, food and agricultural technology sectors.  With over 15 years of experience and as a member of the board of over thirty portfolio companies, he has played an active role in all facets of strategic planning, corporate development, and overall shareholder value optimization.

Before he became a private equity investor, Aki was a Vice-President at Deloitte Corporate Finance. At Deloitte, Aki led numerous domestic and international assignments in the agriculture, food, biotechnology, oil and gas service, and health care sectors.

 

Peter Samson,  Managing Partner, Ironbridge Equity Partners

Peter joined Ironbridge full time in 2010 and has been Chair of Ironbridge’s Investment Committee since 2008. Prior to joining Ironbridge, he spent over 20 years at Bain & Company, where he held several leadership roles including Head of the Canadian Financial Services, the Canadian Private Equity and the Americas Asset Management Practices, and leader in the firm’s Global Merger Integration Practice Area.

During his time at Bain, Peter worked on a number of assignments in: mergers & acquisitions; corporate and business unit strategy; sales force strategy; pricing strategy; strategic cost reduction; and customer retention. Peter worked on over 75 transactions ranging in size from $50 million to $50 billion. He spent the majority of his time focused on post-acquisition.

Peter currently serves as the Chairman of the Board of Back in Motion Rehab Inc., LaFrentz & Christenson Trucking Ltd., Hank’s Maintenance and Service Co. Ltd., and Avena Foods Ltd., and is a member of the Board of Directors of AV Gauge & Fixture Inc., Canada Metal (Pacific) Ltd., M&M Resources Inc., Thermogenics Inc., and Brooklin Concrete Products Ltd.

Kevin Martin, President, Martin’s Family Fruit Farms Ltd.

Martin’s is a leading grower and packer of quality Ontario apples to supermarkets and wholesalers. Martin’s is a family run company with a strong presence in the local community, with the majority of sales in Canada. Under Kevin’s leadership Martin’s has expanded its business beyond fresh apples and has launched Martin’s Crispy Apple Chips.

Kevin has been with Martin’s on a full time basis since 1999. Over the years he has worked with the company in varying management roles. He served as controller for 3 years prior to becoming President in 2007.  He oversees all operational aspects of Martin’s and ensures the execution of the Company’s strategy.

Jammie Underhill, Founder & CEO, Underhill Group of Companies

Jammie’s passion for farming, agriculture and agribusiness can be traced back to his teen years. At age 14, he secured his first contract for pickling cucumbers and peppers with Bicks Pickle. A year later, Strub’s Pickle Company was buying his produce. At 17, he was enjoying the success of growing and selling produce and was able to purchase his first 100-acre farm.

The late 1990’s saw a shift in the farming industry with the fall of tobacco. Jammie saw an opportunity here to market and sell vegetables across all sectors: retail, food service and processing. The US market was receptive to the commodities and he was able to sell 3 million pounds of peppers for the processing sector. By 2009, the demand for the commodities Jammie farmed exceeded capacity so he contracted with other growers in the area to meet the needs of the Canadian and US customers. As a result, he and his brother Chad became business partners and established Can-Am Pepper Company Ltd which has experienced strong growth over the past nine years.

In 2017, Jammie created Can-Am Pepper Company (USA), LP to meet the needs of customers located in Southeastern and Southwestern United States. The growth continues as they plan to sell approximately 500 million pounds in 2019.

Roy Farrer, VP, Asset Management, Bonnefield

ROY FARRER

In his role as Vice President, Asset Management, Roy is responsible for managing and maximizing the value of the assets Bonnefield manages. This includes overseeing the Property Management team and their activities. Having been raised on a farm in Drinkwater, Saskatchewan, Roy brings an abundance of understanding and experience in farm operations to this role. He also garnered further knowledge of the industry working as a summer student for agriculture input dealer Crop Production Services.

 

 

If you have any questions regarding the event, please contact Allison Mitchell, amitchell@bonnefield.com.