The 8th IntraFish Investor Forum

The 8th IntraFish Investor Forum returns again to London on 31-Oct, where we'll be showcasing some of the world's most important seafood companies, and hearing from their top leaders about their outlook for their operations and the industry in general. This year, in the midst of even more deals and M&As than ever before, the industry has a lot of potential investors wanting to hear more about the prospect of investing money into aquaculture, fisheries and seafood.

In addition to individual company presentations from Nutreco, Marine Harvest, Cermaq, Lerøy, Austevoll and Bakkafrost, top executives from several of the companies will take the stage to discuss and debate the industry's most pressing issues.

This year's keynote speaker will be Chief Economist Øystein Dørum of DnB Markets, Norway's largest lender.

Panels will include:

The Salmon Story: Lessons from the industry’s leaders

Salmon is without a doubt the most advanced, financially stable and growth-oriented aquaculture sectors for investors. With several listed companies showing huge returns and strong growth in share prices, investors are more interested than ever in exploring the sector. Is now the time?

Among the questions our panelists will discuss and debate:

•What are the primary growth drivers for the industry?

•What key factors have led to the industry’s fiscal and technological success?

•How can investors time the “salmon cycle” for best returns?

•What lessons from the salmon sector could be applied to other sectors?

•What are the options for vertical integration in the sector?

•Where do the best opportunities lie for consolidation?

•Where will future growth come from, both in production and markets?

Panelists to include: 

  -Alf-Helge Aarskog, CEO, Marine Harvest

  -Jon Hindar, CEO, Cermaq

  -Others TBD

A Wave of Returns: The case for investing in seafood now

The seafood industry is no longer a secret among major institutional investors, private equity groups or hedge funds. Several have already reaped the rewards of identifying the potential early on, others are jumping in at what they see is only the beginning of a long upward trajectory of growth. Our panel of expert investors will discuss and debate where the next opportunities lie, and some of the risks and rewards the industry present.

The panel will discuss:

•What factors contributed to your group’s decision to invest in the sector?

•What sectors pose the best opportunities for long-term growth?

•What timeline should investors be looking at for ROI in the sector?

•Which sectors pose the best opportunities for investment: pubic or privately-held?

•Which segments of the aquaculture industry pose high-risk, high-return scenarios?

•Where are the growth opportunities in supporting services such as equipment and fish health?

•Is there still major consolidation opportunities to be had in the seafood segment? If so, where?

Panelists to include: 

  -Oaktree Capital Management, Sebastian Eiseler, VP 

  -Bain Capital, Halvor Meyer Horten, Senior Associate

  -TBD

Early Bird Registration in now open -- To learn more about the program or to register, click here.