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Ia lat am ssvc presentation 100730

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  • 1. The Blue Revolution Investing in the Sustainable Seafood Value Chain
  • 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. 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. Crossing the Chasm Commercial Aquaculture
  • 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. 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. 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. 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. World Seafood Production (1951-2008)
  • 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. Worldwide Consumption Of Seafood (kg/capita/year) ??? 17.0 12.5 14.5 11.5 1970s 1980s 1990s 2000s 2050s
  • 12. The Sustainable Seafood Value Chain in Latin America
  • 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. Global Seafood Trade (2006)
  • 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. 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. Global Seafood Trade
  • 18. Net Exports of Select Commodities by Developing Countries
  • 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. “Aquaculture, not the Internet, represents the most promising investment opportunity of the 21st century.” – Peter Drucker
  • 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. Thank you