Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
Capital Allocators – Inside the Institutional Investment Industry14 Okt 2019

Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

Jay Girotto is the President of Farmland Opportunity, a $400 million investment manager that provides direct ownership of high quality, consistently productive row crop farmland in the U.S. Like many managers in traditional asset classes, Farmland Opportunity searches for inefficient transactions, value-added improvements, and an aligned structure to maximize the benefits of farmland for the long-term.

Our conversation covers Jay's path from software engineer to farmland investor and discusses the attractive features of the asset class, including macro characteristics of uncorrelated returns and inflation hedging, and micro features of supply-demand imbalances, labor-intensive sourcing, unprofessional operations, and land value appreciation. We then turn to Farmland Opportunity's strategy in the area incorporating a specific regional focus, operational partners, aligned incentives, risk assessment and exit strategies.

Learn More
Read the Transcript
Subscribe to the Capital Allocators Blog or Monthly Mailing List
Don't Subscribe, but Let Us Know Who You Are
Write a review on iTunes
Follow Ted on twitter at @tseides
Review past episodes of the Podcast



Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(823)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's worki...

14 Sep 1h 1min

Best of Habit Formation: James Clear

Best of Habit Formation: James Clear

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves.  We've got two of the ...

7 Sep 1h 11min

Best of Habit Formation: Katy Milkman

Best of Habit Formation: Katy Milkman

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves.  We've got two of the ...

7 Sep 57min

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort of 25 or 30 professi...

3 Sep 15min

Best of Negotiations: Chris Voss

Best of Negotiations: Chris Voss

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of t...

31 Aug 44min

Best of Negotiations: Daylian Cain

Best of Negotiations: Daylian Cain

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of t...

31 Aug 1h 3min

Best of Storytelling: Matthew Dicks

Best of Storytelling: Matthew Dicks

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member...

24 Aug 1h 26min

Best of Storytelling: Donald Miller

Best of Storytelling: Donald Miller

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member...

24 Aug 48min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
lydartikler-fra-aftenposten
finansredaksjonen
utbytte
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-orjasater
stormkast-med-valebrokk-stordalen
lederpodden
pengesnakk
morgenkaffen-med-finansavisen
liberal-halvtime
rss-markedspuls-2