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Agenda Overview

Day 1: Wednesday, September 11, 2019

8:00AM Welcome Breakfast, Registration and Coffee
9:00AM Welcome Remarks & Chairman's Welcome
Rodrigo Alexandre Gomes de Oliveira, Chief Trading Officer, Bourbon Brown Trade Management
9:15AM Fundamentals Outlook
  • Global supply and demand data for the 2019/2020 campaign. Including wheat, corn, soy beans and hogs
  • A look forward at the 2020/2021 campaigns: the planting, the acreage and the potential
  • Key data on global flour exports, as well as beef and hog sales in the age of vegetarianism and veganism
  • How are all of these factors going affect future prices?
David Hightower, President, The Hightower Report
10:00AM Trading Update
  • Price margins: have dropped from 6% (between 2010-2014) to 3% (between 2016 – 2019). Is this a trend that can be reversed or simply a fact of the new era of the industry?
  • Storage in age of changing boarders: how do you make long term commitments when there is a lack of security in your investment?
  • Traceability and sustainability: what are traders doing to ensure that the message is passed on to the consumer?
  • How do traders view the value added product?
  • Investments in the supply chain and integration of key assets: With squeezed margins are we going to see an increased level of M&A?
  • Trading with the more informed farmer: In the age of free flow information (emails, whatsapp, twitter) has the trader lost their competitive advantage?
11:00AM Networking Coffee Break
11:30AM Presentation: Political Outlook
  • Global political outlook: An update on the progress of the US elections, Brexit and Changes in the MENA Region
  • The Bolsonaro Government: What impact has it had One Year On?
  • An update on the Argentinian elections after the primaries and the broader impact on business
12:00PM Trading Geopolitics: US-China, New Brazilian Government, Elections in Argentina and Political Changes Further a Field
  • US-China: what is next?
  • Government’s Opening agribusiness opportunities: what impact has the pro-business Bolsonaro government had on agribusiness in Brazil? What influence has this had on other South American countries?
  • Tax legislation more profitable to export beans. Would china take soy meal over beans?
  • The new Brazilian Wheat Quota: is it against WTO rules? Is it the trigger for the end of Mercosur?
Marcelo Fernandes Guimarães, Brazil Representative, Department of Credit and Economic Studies Ministry of Agriculture, Livestock and Food Supply of Brazil, Brazilian Representative to AMIS
Jesus Silveyra, Under-Secretary of Agricultural Markets, Ministry of Agroindustry, Argentina
1:00PM Networking Lunch Break
2:15PM Presentation: Weather Outlook for the Next Growing Season
  • Updates on the forthcoming growing season including the next El Nino/La Nina
  • Global tour of the other major growing areas
2:45PM Grain Producers' Panel Discussion: How can farmers ensure that they get a slice of good time’s pie?
  • With traders feeling pressure on the margins. How can farmers ensure they receive a fair price for the crop?
  • How are farmers taking advantage of the freely available data on the internet, over whatsapp and on twitter?
  • Take or pay contracts, fertilizer barter agreements: when farmers are so reliant on the traders support, how can they negotiate prices?
  • Uncertainty of ownership of lands in Brazil: How are cattle herders and grains farmers ensure the security of their ownership?
  • Debt restructuring and the growing number of farmers filing chapter 11s: What can be done to curb this trend for farmers?
  • What is the potential to actually expand soy bean acreage? How much pasture land can be converted to crop land?
  • How can farmers continue to ensure high quality production and high levels of protein in the soy bean with 2 harvest cycle?
  • The Rizoma project: will they be able to meet the market and provide the organic crop at the right price?
Moderator: Rodrigo Alexandre Gomes de Oliveira, Chief Trading Officer, Bourbon Brown Trade Management
3:30PM Networking Coffee Break
4:00PM Presentation: China & Asia: Future Impacts on the South American Market from the Far East
  • With ever increasing soy bean productions across South America, will there be a long term demand from China?
  • South East Asian wheat imports are at the highest levels they have been in a long time, how does South American wheat compete against Black Sea wheat for more of a share of that market?
  • A look at Vietnamese corn imports: will they continue to grow?
  • The long term changes in population dynamics and eating habits in Asia: how will they effect the global grain market?
4:30PM Panel Discussion: The Future of the Market from the Domestic Buyers and International Exporters Perspective
  • Is the move towards a circular economy a pipedream? What steps can be taken to make it a reality?
  • Can you export value added products to China or are Asian crushing and manufacturing margins simply too difficult to compete with?
  • African swine fever: what impact is ASF going to have on short and long term export of soy beans?
  • How has geopolitics and changes to export regulations made an impact on your business?
  • FOB price discounts means that high-protein beans from Brazil are being sold for the same price as low protein beans from other originations. What can Brazil do to change this and sell at a price reflective of the products quality?
  • Environmentalism: What is the longer term impact of the growth of vegetarianism and veganism on the market and the broader supply chain?
  • How do you see the focus on ‘alternative proteins’ impacting the South America grain and meat industry?
Moderator: Marcos Jank, Ceo, Asia-Brazil Agro Alliance (ABBA)
5:30PM Networking Cocktail Reception
7:30PM Invitation Only CEO Dinner

Day 2: Thursday, September 12, 2019

8:00AM Networking Breakfast and Coffee
9:00AM Presentation: FX and Currency Fluctuations: Predicting the Next Spike
  • The outlook for the Russian ruble, the Argentinian peso the Brazilian real
  • Are we looking at it a global economic crisis in 2020/2021?
  • Changes in transfer pricing: what has been the long term impact on the Brazilian economy?
9:30AM Freight Rates Data Outlook: What are the short term trends in freight rates?
  • An update on the 20/20 sulphur regulations
  • How will the new emission regulations in shipping (Jan 2020) effect the grain trade flow?
  • Are we heading for another price crash in 2020/2021?
10:00AM Transport & Logistics (Rail, Trucking and Shipping): Can Margins Sustain this Continued Increase?
  • Recent developments in the northern arc and the increasing acreage is putting a pressure on infrastructure. What is timeline for infrastructure development to support the agribusiness development?
  • Are we moving to a time where trucks may become obsolete in transporting grain from the farmers to the terminals?
  • What impact will the new fero grao in Brazil have on global trade flows? How will it impact domestic grain flows? How will it impact which ports exporters chose to use?
  • What are the challenges with the privatisation of the rail and roads?
Rene Silva, Chief Operating Officer, HSBA
11:00AM Networking Coffee Break
11:30AM Presentation: GMO and Non-GMO: The Changing Technology of Seeds
  • What are the latest advances in the technology of seeds?
  • With the increase plantings in Brazil diminishing year on year quality, what can technology do to stop this?
  • The revival of the debate: GMO vs. Non-GMO
12:00PM Panel Discussion: The Digitalisation of Exports: Making the Dream a Practical Reality
  • To what extent is big data and digitisation going to be the structural change needed to trigger the recovery of margins?
  • With the loading of cargos now being digitally recorded. With the need for arbitrations be reduced?
  • The chicken or the egg question: standardisation of paperwork and the process at the ports or digitisation: which one will come first?
  • The generational gap: are more seasoned traders willing to adopt more modern and technical strategies? Moreover as a traditional industry, is the industry as a whole willing to accept the digitisation of the trading process?
Alejandro Pernías, International Trade Expert, President & CEO, GlobalShare
1:00PM South American Traders Club Sponsored Lunch
2:15PM Spotlight: The Growing Importance of the West Coast: Colombia, Peru, Chile
  • A look at the key importers from Colombia, Peru and Chile
  • What are the key challenges and opportunities when working with these nations?
2:45PM Panel Discussion: The Bio-Economy: The South American Corn Ethanol Market and the Potential for Exports
  • What opportunities are there for green and sustainable financing for more projects to develop the bio-economy and domestic use of corn?
  • What is the domestic demand for corn in South American nations?
3:30PM Close of Conference

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