Investing in Regenerative Agriculture and Food

Transition finance is key to help many more farmers and growers start the transition to organic and regenerative. The Perennial Fund is going to experiment with a new concept! ----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. -----------------------------------------------------------  The Perennial Fund invests $75-150 per acre per year into the farm For 3 years to transition to organic In exchange for a 10-25% net profit share after they’re certified organic Until 1.5x the initial investment is returned The per acre investment amount is determined by the overall capital needed to facilitate a successful organic transition. Farmers do not pay back the fund until they are making net profits. The expected IRR is 9% over 10 years, though successful payback is conservatively expected to take 5 years. If the investment is not repaid at 1.5x after 10 years, the remaining amount owed will be forgiven. A key piece is the market access, Pipeline foods (we have interviewed Eric earlier) buys the crops in the 3 year transition and provides a long term off take agreement for the organic crops All links and show notes here:www.investinginregenerativeagriculture.com/2019/07/13/brandon-welch. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Climate Bonds Initiative (CBI) is an international, investor-focused not-for-profit, the only organisation working solely on mobilising the $100 trillion bond market for climate change solutions. A new podcast with Sean Kidney, CEO and co-founder of the Climate Bonds Initiative (CBI).----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- I had the great pleasure to interview Sean Kidney, chief executive and co-founder of the Climate Bonds Initiative (CBI).Climate Bonds InitiativeMain Take aways:We can't afford a niche market here. We have to be able to engage the mainstream portfolio managers around the world. So these bonds walk and talk like an ordinary bond similar yield similar coupon.In Europe agriculture is the largest source of greenhouse gas emissions, for example working with the agricultural sector is a vital thing now.We have to look at the Economic Development of the society around the natural capital assets and how do we make those richer and have a different economic path than destruction of capital assets.Preservation of the national capital is critically important as well as the increase in sequestration of soils and the regrowth of forests and changing of practices to reduce emissions at farm level.We need to work on our global ecosystems to make them more resilient by improving their biodiversity and their ability to be able to respond to extreme climatic shocks or weather shocks.The lending to the green sector will be materially cheaper than lending to non green sectorsFull show notes and links can be found here:www.investinginregenerativeagriculture.com/2019/07/10/sean-kidney. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinThoughts? Ideas? Questions? Send us a message!LinkedInContact page website Find out more about our Generation-Re investment syndicate:https://gen-re.land/ Thank you to our Field Builders Circle for supporting us. Learn more hereSupport the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

After Nicolas Verschuere's panel at Groundswell on "How regenerating soil health can improve farm profitability from year one", we dive a bit deeper into the start of the regenerative transition.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- Nicolas argues there is another more gradual way than diving deep into the J curve. As any farmers don’t have the resources to finance the transition and take cuts in yields and profitability. Links and show notes here:www.investinginregenerativeagriculture.com/2019/07/03/nicolas-verschuere-short. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Food as medicine?! What if we could change agriculture measuring the nutrient density of food on the spot? With Bio Nutrient Meter consumers can test the quality of food in real time.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- In this episode I interview Dan Kittredge, organic farmer and founder of the Bio Nutrient Food, an association working hard to demonstrate the connections between plant health soil, carbon sequestration, crop nutritional value, flavour and human health.Main take aways:Plants have evolved to grow and the more we can manage our soils in a fashion so that the plants are able to do what they do well, the better it is for everybody involved.There is a massive nutritional variation in food which correlates to the health of the plant, correlates to the health of the human that eats it.Research on 600 carrots samples from around the US where the nutritional variation in polyphenols was 20.000%Assessing the actual health of the food we produce and let that be the real marker not the label or the marketing scheme.Bio Nutrient Meter as tool that a consumer can use to test quality in real time, as in flash a light like a smartphone camera, flash at a carrot and then get a reading out which says relatively how good this is.Understanding of variation in food quality, food is not uniform.The full interview and all links and show notes can be found here:www.investinginregenerativeagriculture.com/2019/05/29/dan-kittredge. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

What would you tell impact investors who are interested in regenerative agriculture to focus on? Last week at Groundswell I asked this question to Allan Savory, cofounder and president of the Savory Institute.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- Find all links and show notes here:www.investinginregenerativeagriculture.com/2019/07/01/allan-savory. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Thank you to our Field Builders Circle for supporting us. Learn more hereSupport the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Pipeline foods is working with the Rabobank and other funders to design and implement transition finance products to help farmers transitioning to organic and beyond. A new podcast with Eric Jackson, CEO and founder of Pipeline Foods. ----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- I had again the great pleasure to interview Eric Jackson, the CEO and founder of Pipeline Foods.Main take aways:Pipeline Foods kept investing in infrastructure for organic row broad acre cropping- Organic soy beans for export for the Far East, turned out to be a big growth market for Pipeline FoodsCleaner, processing much closer to the farm gate is the goal of Pipeline It's easier to help a current organic grower to expand than a new organic grower going through the transition Transition Finance, Pipeline foods is working with two banks providing operating loans to farmers starting their organic transition. One of those banks is Rabobank who designed a transition finance product specific for farmers to transition to organicPipeline Food provides the long term off take agreements to these farmersSome NGOs/institutions are potentially interested to come alongside the banks and de-risk some of these loans or this money can be pooled and bring down the interest rates for farmersIt is relatively easy to have the discussion today as the conventional agriculture is suffering of low returnsThere is a Regenerative Organic Label, with the USDA organic as a baseThe movement against pesticides and herbicides is getting strongerOne of the great myths is that organic needs to be more expensive. Maybe in the short term but the longer term probably not.We are what we eat, including the environment.If Eric could change one thing overnight he would get away with glysofate and certain classes of herbicides.www.investinginregenerativeagriculture.com/2019/06/25/eric-jackson-2. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website Thoughts? Ideas? Questions? Send us a message!LinkedInContact page website Thank you to our Field Builders Circle for supporting us. Learn more hereSupport the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Working hard to bring more revenue back to the farm gate for farmers who are delivering ecosystem services. A 10 min summary of the interview with Bert Glover, co-founder of Impact AG Partners.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- Main take aways:We're seeing our consumers and our society saying we want ethically produced food and fibre and we have an expectation of you the farmers that you're going to do the right thing.We see more and more opportunity to bring more revenue back to the farm gate for farmers who are delivering ecosystem services.We really believe that we only borrow our natural assets from our children and we believe that you know in the production of food and fibre it shouldn't be at the cost of the environment and it shouldn't be at the cost of the human race globally.And our objective here is to sit between the financial sector and the operating sector which is the farming sector and help both of those participants deliver better than average triple bottom line results.If consumers can recognize that in the past they've bought food and it's been a relatively low financial cost but it's been at the cost of the environment. If we can change their mindset from commodity based food to premium high quality nutrient dense food, clean food, slow food I think that's when we can really start to capture more change.All links and show notes:www.investinginregenerativeagriculture.com/2019/05/17/bert-glover. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

An interview with Paul Chatterton, co-founder of the Landscape Finance Lab an experimental unit inside the World Wildlife Fund (WWF). They incubate sustainable landscapes, structure, launch and fund deals at landscape scale.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- Main take aways:The tools we have at the moment are not up to the get up to the challenge. We need to change the whole way that we're workingThe last year has been a really dramatic learning curve listening to bankers shadowing them understanding what they would invest in and wouldn'tNow running programs to save nature and promote green economy at the scale of a million hectares, one hundred million dollars investment dealing with one million tonnes of traded goods and a million peopleWe need to be able to operate at that scale as a nature conservation organizationAll links and show notes can be found:www.investinginregenerativeagriculture.com/2019/06/20/paul-chatterton. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!LinkedInContact page website Find out more about our Generation-Re investment syndicate:https://gen-re.land/ Thank you to our Field Builders Circle for supporting us. Learn more hereSupport the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

If you want to drive meaningful environmental change you are going to need to make regenerative agriculture more profitable. A summary of the interview with Chuck, co-founder of SoilCapital. ----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- The suit in London and the farmer in Argentina need to start speaking each others language. The first one needs to learn the challenges of farming, the farmer needs to understand the level of reporting and milestones the fund manager needs to raise capital. If Chuck could change one thing: he would come up with a KPI to measure soil carbon and the correlation to financial returns. Chuck’s advice for investors: Meet with regenerative farmers and have meaningful conversationsTalk to investors who have been allocating capital to regenerative agriculture for a couple of yearsPlus learn about the food sector at large and the global challengesThoughts from the episode:When you demonstrate that the right economic choice is regenerative you will completely transform how money is allocated in agriculture. And there are trillion of dollars invested in agricultureIf you want to drive meaningful environmental change you are going to need to make it more profitableCarbon seems to be the best proxy for the (health of the) rest of the agriculture system- Farmers for the most part are still price takers, even if they grow a crop which is better for the planet for probably healthier for usFarmers could come for the regenerative premium and stay for the cost savings- Big buyers could also share in the cost savingsWhen retailers and processors are going to see healthy soil means healthy plants, there will be a very clear way to differentiating between a crop that is grown in a healthy soil and one that is notThe full interview, links and show notes can be found here:www.investinginregenerativeagriculture.com/2018/12/10/chuck-de-liedekerke. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be inThoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Welcome to the Regeneration Newsroom Podcast May 2019 A joint venture between Ethan Soloviev’s Regeneration Newsroom.----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- Did we miss something? Do you have some news? Send us your thoughts!This month we discuss:Climate positive beef? First LCA doneProcess vs. Outcome based standardsGeneral MillsJobs in Regenerative Agriculture Enjoy, Ethan and KoenKey points of this month:www.investinginregenerativeagriculture.com/2019/05/30/regeneration-newsroom-podcast-ft-ethan-soloviev-may-2019. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Thoughts? Ideas? Questions? Send us a message!Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!