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10min with Tony Lovell, how the $ 100M SLM fund handled the six driest years on record

10min with Tony Lovell, how the $ 100M SLM fund handled the six driest years on record

FromInvesting in Regenerative Agriculture and Food


10min with Tony Lovell, how the $ 100M SLM fund handled the six driest years on record

FromInvesting in Regenerative Agriculture and Food

ratings:
Length:
10 minutes
Released:
Oct 22, 2019
Format:
Podcast episode

Description

The short summary of the check-in interview with Tony Lovell, co-founder and CEO of SLM Partners an asset manager that acquires and manages rural land on behalf of institutional investors, to scale up regenerative, ecological farming and forestry systems. ----------------------------------------------------------Welcome to Investing in Regenerative Agriculture and Food.Join our Gumroad community, discover the tiers and benefits here: www.gumroad.com/investinginregenag. Other ways to support our work:- Share the podcast - Give a 5-star rating- Or buy us a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture. ----------------------------------------------------------- I interviewed Tony before in October 2016 as the second interview ever on this podcast, and I'm very happy to check in with him again and see how things have developed in the last almost three years.SLM's fund thesis is to double carrying capacity and half the cost of production, be a large scale, low cost producer of high quality grass fed protein.We talk about:the carbon project of SLMhow they handled the six driest years on recordwhat they did during those yearshow to match stocking rates to carrying capacitywhat you do when the rain finally comeshow SLM was going broke slower than anybody elseIt takes time!Tony: Investors in regen ag need to have an overall picture that's at least a 15 year investment horizon. So when they start there in 15 years and they probably need to look at it in year 5, in year 10 and not worry about in the middle.Full interview, links and show notes:www.investinginregenerativeagriculture.com/2019/08/27/tony-lovell-2. ----------------------------------------------------------- For feedback, ideas, suggestions please contact us through Twitter @KoenvanSeijen, or get in touch through the website www.investinginregenerativeagriculture.com. Join our newsletter on www.eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!
Released:
Oct 22, 2019
Format:
Podcast episode

Titles in the series (100)

We talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return.