Land Commodities was established on the premise that the world is in the early stages of a secular bull market in agricultural commodities. The agricultural investment environment will be characterised by fundamentally constrained supply set against a backdrop of step changes in demand from a rising population and the changing diets of an expanding emerging market middle class. Layered on top of this will be a completely new and potentially enormous source of demand from energy markets as second and third generation biofuels and new biomass technologies reach maturity and become commercialised (a process which has barely yet begun).
Add to this the fact that a difficult investing climate is driving increasing numbers of investors to look at the asset class for the first time, and it’s reasonable to expect that over the coming decades the demand for (and return from) agricultural assets is likely to exceed any other period in history.
Class President of the National University of Singapore MBA Program and former FX trader at CIBC (NYSE: CM). Sean holds a Bachelor of Commerce Degree with a Major in Finance and Minor in Economics from the Sauder School of Business at the University of British Columbia.
Most recently, Jeremy held the title of Assistant Vice President at a listed investment bank's asset management group as a buy-side analyst. Previously he worked as a senior valuation analyst for a large international accounting firm. He has also worked in sales for a separate listed investment bank and as a consultant to the insurance brokerage industry. Currently, he manages a long-focused equity and debt portfolio. His financial research interests include capital budgeting, capital markets history, political economy, accounting, speculative patterns in securities prices and firm valuation. He is also interested in military history, modern philosophy and literature. Jeremy is a CFA charter holder.