meta_pixel
Tapesearch Logo
Log in
Capital Allocators – Inside the Institutional Investment Industry

Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Business, Investing

4.7841 Ratings

🗓️ 9 February 2023

⏱️ 41 minutes

🧾️ Download transcript

Summary

Today's show is a sponsored insight from AgAmerica, the largest independent agricultural loan lender and servicer in the US. I sat down with President and CEO, Brian Philpot. Brian invested for twenty-four years in timberland, agricultural, and real estate before turning to a sole focus on farmers. AgAmerica helps farmers thrive in good times and sleep well in tough times, having originated $2 billion of loans in the past two years.

Our conversation covers Brian's background and path to focusing on the farmer. We discuss the opportunity set in farm lending and investing, inefficiencies in the market, and AgAmerica's investment process across sourcing, diligence, structuring, operations, and risk. We close discussing the future of farming and AgAmerica's business to support the farmers making it happen

 

For full show notes, visit the episode webpage here. 

 

Learn More 

Follow Ted on Twitter at @tseides or LinkedIn 

Subscribe to the mailing list 

Access Transcript with Premium Membership 

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, I'm Ted Sides, and this is Capital Allocators.

0:10.2

This show is an open exploration of the people and process behind capital allocation.

0:16.3

Through conversations with leaders in the money game, we learn how these holders of the keys to the

0:21.7

kingdom allocate their time and their capital. You can join our mailing list and access premium

0:27.8

content at capital allocators.com. My guest on today's sponsor Insight is Brian Philpott

0:36.2

from Ag America. Brian is the Philpott from Ag America.

0:38.4

Brian is the president and CEO of Ag America, the largest independent agriculture loanlender

0:43.7

and servicer in the U.S.

0:46.5

Brian invested for 24 years in Timberland, agriculture, and real estate before turning to a

0:52.7

sole focus on farmers.

0:55.3

Ag America helps farmers thrive in good times and sleep well in tough times,

0:59.9

having originated $2 billion in loans in the past two years.

1:04.7

Our conversation covers Brian's background and path to focusing on the farmer.

1:10.1

We discussed the opportunity set in farm lending and

1:12.8

investing, inefficiencies in the market, and Ag America's investment process across sourcing,

1:19.1

diligence, structuring, operations, and risk. We close by discussing the future of farming

1:26.0

in Ag America's business to support the farmers making it happen.

1:30.7

Please enjoy my conversation with Brian Philpott from Ag America.

1:37.3

Brian, great to see you.

1:38.7

Great to see you, Ted.

1:39.7

Good to be with you today.

1:41.1

How did you get into the farming business from way back when? Well, I'm a sixth

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Ted Seides – Allocator and Asset Management Expert, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ted Seides – Allocator and Asset Management Expert and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.