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Mark Weintraub

Managing Director

Seaport Global Holdings LLC

Mark has covered the paper and forest products industry as an equity analyst since 1994, and has covered the homebuilders industry since 2014. He joined Seaport Global in August 2018. He was previously at Buckingham Research, Goldman, Sachs & Co. and First Manhattan Inc. He has garnered the Top-ranking for Paper & Forest Products in Institutional Investor´s “Best of the Boutiques and Regional Firms” as has been named eight times as a Best on the Street analyst by The Wall Street Journal.  Education: BA, Economics, Princeton University ‘86.

Presentation

New Capacity: When, Where, Who and Why with focus on North America

2:15pm
Day One

Thursday, 14 November, 2019

  • Assessing the plans for additional capacity across North America and globally
  • Business logic behind increasing capacity during a time of weak demand
  • How increased capacity and new build mills will impact global supply and demand

Want to speak at the conference?

We are still looking to add the best minds in the industry to the upcoming conference, so contact us if you are interested in presenting. 

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