…Let's Talk Agriculture with Jamie Shen

…Let's Talk Agriculture with Jamie Shen

Author: PGIM July 16, 2024 Duration: 21:04

Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate, explores the transforming landscape of agricultural debt and equity, examine the mitigation of climate risk for investors and explore the balance of labor and mechanization in agriculture.

 

This conversation provides the foundational principles at the core of agricultural investing and the challenges and opportunities available of an asset class that institutional investors are increasingly recognising as a long-term income producer with inflation-protected characteristics. Increase your knowledge of how the United States is mitigating climate risk and the income opportunities of renewable energy in the agricultural sector.

 

Subscribe to Speaking of Alternatives on your favourite podcast platform.

 

Key Takeaways:

 

  • How the U.S. Mitigates Climate Risk for Institutional Investors [2:59]

  • Opportunities and Challenges of Agricultural Investing [5:10]

  • Row Crop Versus Permanent Crop Performance [9:02]

  • Balancing Labour and Mechanisation in Agriculture [14:35]

  • Significant Takeaways about Agricultural Investing [18:08]

 

Find Out More About Alternative Investing:

 

PGIM Private Alternatives

realestate.investorservices.emea@pgim.com

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PGIM on LinkedIn

 

Shareables:

 

"Land that can sustainably grow food will become more and more valuable over the long run." — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #investing #alternativeinvesting

 

"Our investment strategy continues to focus on foods that can provide people with a healthier way of life." — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #agriculturalinvesting #alternativeinvesting

 

"A lot of investors think about agriculture for the long term as an inflation hedge and as a really good source of income." — Eric Adler, President & CEO of PGIM Private Alternatives #PGIMalts #alternativeinvesting

 

"When we are investing in properties and assets that require a lot of labour today we are making sure the ones we are investing in are designed today for the future of mechanisation." — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #PGIMalts #institutionalinvesting


PGIM's Speaking of Alternatives offers a clear-eyed conversation about a part of the financial world that often feels shrouded in complexity. This isn't about dry lectures or sales pitches; instead, each episode sits down with seasoned practitioners and thinkers who operate in the trenches of private equity, real assets, hedge funds, and other non-traditional avenues. The dialogue focuses on the practical realities and long-term shifts within these markets, moving far beyond the fleeting news cycle. You'll hear how allocators are actually navigating current economic crosswinds, which structural trends are creating genuine opportunity, and how the very definition of "alternative" continues to evolve. The perspective is intentionally global, acknowledging that compelling strategies and risks can emerge anywhere. By demystifying the jargon and focusing on tangible insights, this podcast serves as a valuable resource for anyone looking to understand the forces shaping portfolio construction today. It’s a monthly dose of nuanced analysis for investors, advisors, and the intellectually curious who recognize that the conventional playbook is rarely sufficient. Tune in for straightforward discussions that respect the sophistication of the topic without losing the listener in unnecessary abstraction.
Author: Language: English Episodes: 26

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