Farmland and Water Assets in an Institutional Portfolio

Please note that this session was recorded live at the 2025 Trustee School, and some audio may not have been captured during the recording.
 
Session Summary: This session will provide an overview of the rationale fundamentals of investing in U.S. farmland, along with insights into global water scarcity, quality, and supply-demand trends, highlighting related investment opportunities in water supply, quality, and efficiency.
 
Presenters:
Nick Holmes, CFA
Portfolio Manager
Duff & Phelps Investment Management
 
David Martin
Managing Director
US Agriculture, LLC

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
 

FAQ

In this session, participants will learn to:

  • Identify the growing challenges faced by many cities and industries related to water supply and demand dynamics.
  • Discuss the key areas of investment within the water value chain and some of the key companies offering solutions to water-related challenges.
  • Describe how water could fit into a broader public equity allocation.
  • Discuss the fundamentals of how and why farmland fits within an institutional portfolio.
  • Describe how to invest in United States farmland assets.
  • Discuss why diversification matters when investing in farmland.
© Copyright 2026 | Terms | Privacy | GAPPT