The Blue Revolution
Investing in the Sustainable Seafood Value Chain
About Iliad Avenues
India-based boutique investment advisory firm
 •Private client services and investment banking firm fo...
Blue is the new Green
Mega-Trends Shaping
Aquaculture Development
• Green Movement
• Rising affluence of the global ‘middl...
Crossing the Chasm

Commercial
Aquaculture
The Blue Revolution
• Commercial aquaculture is in its
 adolescence
• Aquaculture production has been growing
 10% annuall...
The Great Migration Forward
 • Seafood industry remains primitive
    • Fastest growing protein source
    • Primarily hun...
The Seafood Value Chain
Capture Fishing
   $80 bill.       Primary   Secondary
                  Processing Processing    ...
Teach a man to fish...
• Large, fragmented market
   • Globally, seafood volume is 140 mln+ tons
   • 170+ million people ...
World Seafood Production (1951-2008)
Global Opportunity
• In 2008, 143 million tons of seafood were produced, an
  average annual global per capita consumption...
Worldwide Consumption
              Of Seafood
            (kg/capita/year)


                                 ???
       ...
The Sustainable Seafood
Value Chain in Latin America
Teach a region to grow a fish…

 Latin America has massive commercial coastline for
 sustainable production:

 3% annual p...
Global Seafood Trade (2006)
…and it will feed the world
LATAM accounts for 10% of global seafood exports – up
99% since 2000
• More than 15 million to...
Leaders and
       Emerging Countries
Recent efforts by governments across region to
promote commercial Aquaculture:
• Chi...
Global Seafood Trade
Net Exports of Select Commodities
     by Developing Countries
Favorable Tailwinds
• Over the next 20+ years, Aquaculture will expand
  and diversify
• Production of species groups will...
“Aquaculture, not the Internet, represents the
most promising investment opportunity of the
21st century.”
               ...
Contact Us
                  Corporate Headquarters
         India                                   USA

  809, Raheja Ce...
Thank you
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Ia lat am ssvc presentation 100730

  1. 1. The Blue Revolution Investing in the Sustainable Seafood Value Chain
  2. 2. About Iliad Avenues India-based boutique investment advisory firm •Private client services and investment banking firm founded in 2006 •$375 million AUM for HNW and Family Office •I-banking focuses on cross border M&A advisory, capital formation, and strategic relationships/JVs •90 employees in 4 offices in Mumbai, Ahmedabad, Chicago, and Miami •Broad sector focus with specific focus on the Sustainable Seafood Value Chain
  3. 3. Blue is the new Green Mega-Trends Shaping Aquaculture Development • Green Movement • Rising affluence of the global ‘middle class’ • Health and wellness lifestyles • Growing population • Global ‘food shortage’ • Social Awareness
  4. 4. Crossing the Chasm Commercial Aquaculture
  5. 5. The Blue Revolution • Commercial aquaculture is in its adolescence • Aquaculture production has been growing 10% annually since the 90’s • Yet, Aquaculture only produces less than 40% of consumed seafood • Many experts believe it will be the primary supply by 2030
  6. 6. The Great Migration Forward • Seafood industry remains primitive • Fastest growing protein source • Primarily hunter-gatherer • Commercial aquaculture is only 40 years old • Complex protein source • Highly fragmented • Loosely organized • Staggeringly inefficient market • The industry generates $400 bn annually • Sustainable development via Aquaculture will dominate • New technologies, new breeds, growing awareness will drive growth in decades ahead
  7. 7. The Seafood Value Chain Capture Fishing $80 bill. Primary Secondary Processing Processing Distribution $60 bill. $120 bill. $80 bill. Aquaculture $60 bill. Total Annual Value: $400 billion
  8. 8. Teach a man to fish... • Large, fragmented market • Globally, seafood volume is 140 mln+ tons • 170+ million people worldwide work in the seafood industry • 6.5 million people work directly in Aquaculture • 80% of Aquaculture is produced by small scale farmers • Aquaculture growing contribution to supply
  9. 9. World Seafood Production (1951-2008)
  10. 10. Global Opportunity • In 2008, 143 million tons of seafood were produced, an average annual global per capita consumption of 17 kg • For the past 20+ years, production volumes from capture fisheries have flat-lined at 90 million tons annually • By 2050, the world population is expected to reach 8.9 billion from an estimated 6.8 billion • Should per capita consumption of seafood only remain at current levels, the world will require an additional 34 million additional tons • This deficit will only be covered from sustainable practices, predominantly Aquaculture
  11. 11. Worldwide Consumption Of Seafood (kg/capita/year) ??? 17.0 12.5 14.5 11.5 1970s 1980s 1990s 2000s 2050s
  12. 12. The Sustainable Seafood Value Chain in Latin America
  13. 13. Teach a region to grow a fish… Latin America has massive commercial coastline for sustainable production: 3% annual production by volume 8.5% annual production by value 10% of global exports
  14. 14. Global Seafood Trade (2006)
  15. 15. …and it will feed the world LATAM accounts for 10% of global seafood exports – up 99% since 2000 • More than 15 million tons produced in 2008 • Aquaculture accounts for 8.5% of total LatAm production • Wild catch has declined >16% in the past decade • Exports from LatAm account for just 10% of global trade by value • Nearly 2/3 of production is consumed domestically LATAM has conditions, expertise to grow rapidly
  16. 16. Leaders and Emerging Countries Recent efforts by governments across region to promote commercial Aquaculture: • Chile, Brazil, Peru, Mexico, Panama, Belize Plenty of room for growth: • Emerging countries: Colombia, Ecuador, Costa Rica, Honduras
  17. 17. Global Seafood Trade
  18. 18. Net Exports of Select Commodities by Developing Countries
  19. 19. Favorable Tailwinds • Over the next 20+ years, Aquaculture will expand and diversify • Production of species groups will greatly increase and new species will appear at increasing rates • New environments will be increasingly employed • More resources will be required in terms of capital, talent, and technology • More people will be involved in Aquaculture production
  20. 20. “Aquaculture, not the Internet, represents the most promising investment opportunity of the 21st century.” – Peter Drucker
  21. 21. Contact Us Corporate Headquarters India USA 809, Raheja Centre, 200 W. Madison St. Nariman Point Suite 710 Mumbai - 400021 Chicago, IL 60606 Office +9122 3028 7272 Office +1 312 386 7100 India@iliadavenues.com usa@iliadavenues.com Institutional Offices Miami Ahmedabad 175 SW 7th Street Capitol House, 10 Paras - Suite 1911 II, Nr. Prahlad Nagar , Miami, FL 33130 Ahmedabad – 380 051 Office +1 305 407 1014 Office +9179 4024 0000 miami@iliadavenues.com investor@iliadavenues.com
  22. 22. Thank you
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