Browsing All posts tagged under »Real Assets«

Real Assets Junkie Goes Social!

November 22, 2011

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In these straitened times, it’s always exciting to be able to announce a little growth, and Real Assets Junkie is fortunate to be expanding to two great blogs: –Seedstock.  The folks at Seedstock provide a unique platform for sustainable agriculture bloggers; their 20 contributors profile start ups, farms, urban agriculture and university research projects.  They’re […]

Are Boom Era PE Funds a Bust?

May 21, 2011

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There’s been a decent amount of press this week covering Oxford University Professor Tim Jenkinson’s presentation at a recent Duff & Phelps conference.  The comment that has caused the most consternation is that boom era (2006-7 vintage) private equity (PE) funds have an average return (IRR) to date of only 2-3%.  Much of the media […]

Yikes, it’s Already Conference Season!

April 9, 2011

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Suddenly, it’s conference season in agbusiness world, and I’m moderating a panel on the risks and rewards of farmland acquisitions at Monday’s Ag 2.0 conference in San Francisco.  It’s been a fun task pulling together topic ideas with the rest of the panel, who range from a well respected agricultural economist to the CEO of […]

Why Real Assets?

April 3, 2011

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In the mid 90s, I had the coolest boss ever.  He let me disappear to China for three weeks to watch folks farm and meet dour managements at state owned enterprises.  China wasn’t hip back then; it was just drab.  Everything was dark gray or navy and it was alarmingly quiet after the hustle of […]

What’s a Real Asset?

April 3, 2011

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One of the best conversations that I ever had about real assets was with an 83 year old Amish farmer. We were standing in a field observing his neighbor’s cattle at the time. To my mind, a real asset is one of two things: -an irreplaceable resource, a naturally occurring resource or commodity for which […]