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Risk in your Business ,[object Object],[object Object],[object Object]
Who is North American Trading & Logistics? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],Consulting Strategy. Security. Success. ,[object Object],[object Object],[object Object],Risk Management ,[object Object],[object Object],[object Object],[object Object],Sourcing Agent
Consulting Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Risk Management  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Sourcing Agent  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
References and Other Information  ,[object Object],[object Object],[object Object]
Conclusion ,[object Object],[object Object]
Portfolio Example
 
Pizza Flour
Jumbo Chicken Wing Example Month 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 Average Jan $  0.918  $  1.678  $  1.356  $1.129  $  1.168  $  0.928  $  1.189  $  1.148  $  0.699  $  0.961  $  0.976  $  1.104  Feb $  0.771  $  1.501  $  1.430  $1.158  $  1.158  $  0.959  $  1.118  $  1.215  $  0.683  $  0.742  $  0.931  $  1.060  Mar $  0.693  $  1.251  $  1.411  $0.949  $  1.126  $  0.769  $  0.842  $  1.220  $  0.647  $  0.663  $  0.982  $  0.959  Apr $  0.675  $  1.183  $  1.321  $0.811  $  1.160  $  0.658  $  0.769  $  1.218  $  0.582  $  0.591  $  1.029  $  0.909  May $  0.684  $  1.090  $  1.320  $0.807  $  1.160  $  0.647  $  0.750  $  1.011  $  0.664  $  0.550  $  0.994  $  0.880  Jun   $  1.032  $  1.320  $0.800  $  1.160  $  0.653  $  0.749  $  0.940  $  0.693  $  0.546  $  0.910  $  0.880  Jul   $  1.091  $  1.320  $0.829  $  1.163  $  0.807  $  0.712  $  0.964  $  0.628  $  0.546  $  0.911  $  0.897  Aug   $  1.100  $  1.328  $0.829  $  1.195  $  0.920  $  0.752  $  0.980  $  0.688  $  0.544  $  0.983  $  0.932  Sep   $  1.160  $  1.395  $0.859  $  1.219  $  1.006  $  0.919  $  0.986  $  0.798  $  0.608  $  1.096  $  1.005  Oct   $  1.218  $  1.460  $0.957  $  1.072  $  0.807  $  0.819  $  0.948  $  0.872  $  0.498  $  1.041  $  0.969  Nov   $  1.109  $  1.473  $0.981  $  1.052  $  0.792  $  0.765  $  0.847  $  0.961  $  0.426  $  0.893  $  0.930  Dec   $  0.966  $  1.556  $1.091  $  1.063  $  0.916  $  0.765  $  1.005  $  1.003  $  0.458  $  0.895  $  0.972  Nov Buy $  1.109  $  1.473  $  0.981  $1.052  $  0.792  $  0.765  $  0.847  $  0.961  $  0.426  $  0.893  Jan/Feb Sell $  0.844  $  1.589  $  1.393  $1.143  $  1.163  $  0.943  $  1.153  $  1.181  $  0.691  $  0.851  Difference $ (0.264) $  0.116  $  0.412  $0.091  $  0.371  $  0.179  $  0.307  $  0.221  $  0.264  $ (0.042) % Gain/Loss -23.83% 7.88% 41.97% 8.66% 46.89% 23.39% 36.21% 22.98% 62.00% -4.65% Success Rate 80.00% Annualized ROI 66.44%
 
Appendix
Team and Commodities Traded Tom Christensen Tom brings 35 years of industry experience, including his background as an economist and consultant for industry-leaders Data Resources, Inc and Informa Economics (formerly Sparks Company). Tom spent 30 years in commodity procurement and sales at The Pillsbury Company, Sara Lee Meat Group and Gordon Food Service.  Tom founded NATL with the mission of using a disciplined analytic approach to add value to day-to-day purchasing and sales activities within the food industry. In addition to his General Manager role, Tom oversees all beef market activities. Tom has a Bachelors in Economics and a Masters in Agricultural Economics from Michigan State University. Mike Maddox Mike combines over 20 years of experience in procurement and risk management, including executing private label procurement programs at Hickory Farms and NATL. His career includes experience with beef, dairy products, pork, potatoes, poultry, vegetables and non food restaurant supplies with Bill Knapps.  Mike’s current responsibilities include pork, poultry, and dairy. Mike has a Bachelors in Accounting from Western Michigan University.
Team and Commodities Traded Ellis Stich Ellis earned his Bachelor’s of Science degree in Animal and Dairy Science from Auburn University and his Master’s of Agriculture in Agricultural Economics from Texas A&M University.  Since 1987 he has traded soy and soy products, corn, wheat, oats, canola, rice, chicken, beef, pork, seafood, dairy products, and energy for processors, Central Soya and ADM, and manufacturers, Sara Lee and Gerber Products Company.  At NATL Ellis is responsible for activities in the soft commodity areas.  Ellis is National Association of Securities Dealers Series 3 licensed.  Andy Belen  Andy earned his Bachelor of Arts degree in Supply Chain Management from Michigan State University. In 2006 he worked for Georgia Pacific and in 2007 joined NATL as a Logistics Analyst. He is currently responsible for all of NATL’s supply chain activities as well as trading and risk management responsibilities pertaining to chicken, pork, beef, turkey, dairy and soybean oil.
Team and Commodities Traded Tim Graves Tim has been with NATL since graduating from Western Michigan University with a degree in Business Administration in Integrated Supply Chain Management.  Tim’s  areas of focus are in logistics and inventory control for a large steak cutting customer and collaborating on beef procurement.  Tim has opened new opportunities for NATL by establishing a beef export program to Canada.

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North American Trading & Logistics

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  • 14. Jumbo Chicken Wing Example Month 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 Average Jan $ 0.918 $ 1.678 $ 1.356 $1.129 $ 1.168 $ 0.928 $ 1.189 $ 1.148 $ 0.699 $ 0.961 $ 0.976 $ 1.104 Feb $ 0.771 $ 1.501 $ 1.430 $1.158 $ 1.158 $ 0.959 $ 1.118 $ 1.215 $ 0.683 $ 0.742 $ 0.931 $ 1.060 Mar $ 0.693 $ 1.251 $ 1.411 $0.949 $ 1.126 $ 0.769 $ 0.842 $ 1.220 $ 0.647 $ 0.663 $ 0.982 $ 0.959 Apr $ 0.675 $ 1.183 $ 1.321 $0.811 $ 1.160 $ 0.658 $ 0.769 $ 1.218 $ 0.582 $ 0.591 $ 1.029 $ 0.909 May $ 0.684 $ 1.090 $ 1.320 $0.807 $ 1.160 $ 0.647 $ 0.750 $ 1.011 $ 0.664 $ 0.550 $ 0.994 $ 0.880 Jun   $ 1.032 $ 1.320 $0.800 $ 1.160 $ 0.653 $ 0.749 $ 0.940 $ 0.693 $ 0.546 $ 0.910 $ 0.880 Jul   $ 1.091 $ 1.320 $0.829 $ 1.163 $ 0.807 $ 0.712 $ 0.964 $ 0.628 $ 0.546 $ 0.911 $ 0.897 Aug   $ 1.100 $ 1.328 $0.829 $ 1.195 $ 0.920 $ 0.752 $ 0.980 $ 0.688 $ 0.544 $ 0.983 $ 0.932 Sep   $ 1.160 $ 1.395 $0.859 $ 1.219 $ 1.006 $ 0.919 $ 0.986 $ 0.798 $ 0.608 $ 1.096 $ 1.005 Oct   $ 1.218 $ 1.460 $0.957 $ 1.072 $ 0.807 $ 0.819 $ 0.948 $ 0.872 $ 0.498 $ 1.041 $ 0.969 Nov   $ 1.109 $ 1.473 $0.981 $ 1.052 $ 0.792 $ 0.765 $ 0.847 $ 0.961 $ 0.426 $ 0.893 $ 0.930 Dec   $ 0.966 $ 1.556 $1.091 $ 1.063 $ 0.916 $ 0.765 $ 1.005 $ 1.003 $ 0.458 $ 0.895 $ 0.972 Nov Buy $ 1.109 $ 1.473 $ 0.981 $1.052 $ 0.792 $ 0.765 $ 0.847 $ 0.961 $ 0.426 $ 0.893 Jan/Feb Sell $ 0.844 $ 1.589 $ 1.393 $1.143 $ 1.163 $ 0.943 $ 1.153 $ 1.181 $ 0.691 $ 0.851 Difference $ (0.264) $ 0.116 $ 0.412 $0.091 $ 0.371 $ 0.179 $ 0.307 $ 0.221 $ 0.264 $ (0.042) % Gain/Loss -23.83% 7.88% 41.97% 8.66% 46.89% 23.39% 36.21% 22.98% 62.00% -4.65% Success Rate 80.00% Annualized ROI 66.44%
  • 15.  
  • 17. Team and Commodities Traded Tom Christensen Tom brings 35 years of industry experience, including his background as an economist and consultant for industry-leaders Data Resources, Inc and Informa Economics (formerly Sparks Company). Tom spent 30 years in commodity procurement and sales at The Pillsbury Company, Sara Lee Meat Group and Gordon Food Service. Tom founded NATL with the mission of using a disciplined analytic approach to add value to day-to-day purchasing and sales activities within the food industry. In addition to his General Manager role, Tom oversees all beef market activities. Tom has a Bachelors in Economics and a Masters in Agricultural Economics from Michigan State University. Mike Maddox Mike combines over 20 years of experience in procurement and risk management, including executing private label procurement programs at Hickory Farms and NATL. His career includes experience with beef, dairy products, pork, potatoes, poultry, vegetables and non food restaurant supplies with Bill Knapps. Mike’s current responsibilities include pork, poultry, and dairy. Mike has a Bachelors in Accounting from Western Michigan University.
  • 18. Team and Commodities Traded Ellis Stich Ellis earned his Bachelor’s of Science degree in Animal and Dairy Science from Auburn University and his Master’s of Agriculture in Agricultural Economics from Texas A&M University. Since 1987 he has traded soy and soy products, corn, wheat, oats, canola, rice, chicken, beef, pork, seafood, dairy products, and energy for processors, Central Soya and ADM, and manufacturers, Sara Lee and Gerber Products Company. At NATL Ellis is responsible for activities in the soft commodity areas. Ellis is National Association of Securities Dealers Series 3 licensed. Andy Belen Andy earned his Bachelor of Arts degree in Supply Chain Management from Michigan State University. In 2006 he worked for Georgia Pacific and in 2007 joined NATL as a Logistics Analyst. He is currently responsible for all of NATL’s supply chain activities as well as trading and risk management responsibilities pertaining to chicken, pork, beef, turkey, dairy and soybean oil.
  • 19. Team and Commodities Traded Tim Graves Tim has been with NATL since graduating from Western Michigan University with a degree in Business Administration in Integrated Supply Chain Management. Tim’s areas of focus are in logistics and inventory control for a large steak cutting customer and collaborating on beef procurement. Tim has opened new opportunities for NATL by establishing a beef export program to Canada.

Notes de l'éditeur

  1. Your company has just purchased a load of soybean oil, french fries, chicken, or any other commodity. When it arrives that load may be worth +/- $5,000 from the agreed upon invoiced purchase price. Are your margins affected by commodity price volatility? Understanding your risk may require your company to try to consciously manage your risk Internal – hire and develop – Tyson, Southwest Airlines, Cargill, Kraft Time share a cash commodity risk management group – immediate impact – NATL
  2. References and customers include GFS, GFS Canada, Limson Trading Canada, Davis Creek Meats, Hawkeye Foodservice, Cole’s Quality Foods.