​[Fractal Ag & Meridian Ag Advisors]

Where We Are In The Ag Cycle: A Window for Returns and Impact

​Join us for a live conversation with Ben Gordon, CEO of Fractal, Wesley Davis, former senior McKinsey agricultural economist and now Partner and Chief Ag Economist at Meridian Ag Advisors as we unpack where we are in the agricultural cycle, what the headlines actually mean for farmers on the ground, and how to still invest in regenerative agriculture.

​Investors and allocators today are hearing a steady drumbeat of farm stress: declining farm income, trade wars, pressure on operators, and more. The reality is more nuanced. It’s not the 1980s, but it’s not exactly comfortable either. We’ll cut through the noise and walk through the key indicators that actually matter.

​Most importantly, we’ll share exactly what we are hearing from farmers on the ground. We’ll examine how this cycle is creating both financial stress and generational opportunity - land purchasing opportunities, the opportunity to expand adoption of regenerative practices and bring more acres under regen management, and widening margin advantages for farmers who have reduced input costs and improved resilience.

​Understanding what’s happening on the ground and in the broader ag cycle is critical to investing through this moment. We’ll break down why some of the most compelling entry points in over a decade may be emerging, how reduced competition is reshaping the deal landscape, and how investors can position for both durable returns and scalable impact. If you’re allocating to real assets, or considering regenerative agriculture, this is a very timely conversation.