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Forest Investments Virtual Event Program

Monday, June 8, 2020

Session One (all times EST)

10:00am

Start of day one webinar

10:05am

Peter Barynin

Principal Economist, North American Timber

Fastmarkets RISI

North American Timber: Is a sawlog prices recovery in the cards?

10:25am

North American Lumber Outlook: Will unprecedented economic turmoil spark another round of sawmill closures?

 

 
10:45am

Q&A Session with Peter & Dustin

11:05am

Close of day one webinar

Tuesday, June 9, 2020

Session Two (all times EST)

10:00am

Start of day two webinar

10:05am

Tony Cascio

Managing Director and Deputy Chief Investment Officer

Hancock Natural Resource Group

Evergreen Timberland Funds: The Future for TIMO’s in the 2020’s

A number of the leading TIMOs have shifted some of their focus to "evergreen funds" that are not limited to a "Closed Fund" 10 or 12 year life span. Hancock Timber Resource Group launched its intergrated timber and agriculture fund as an evergreen fund, and this presentation will look at how and why the TIMO industry seems to be moving more and more in this new direction.

 

10:25am

Chung-Hong Fu

Managing Director

Timberland Investment Resources

North America: Still the best bet for timberland investors

When Timberland Investment Resources was founded (more than 15 years ago), all but one of the mainstream TIMOs invested only in North America. Over the years, most of the other largest TIMOs have expanded into investments overseas, but TIR has continued to focus on the USA as the best region for timberland investment. This presentation will highlight why TIR continues to believe that US timberland investments offer the best opportunities for long-term investors.

 

10:45am

Investing in Europe: The Baltics

The transition in governments in the Baltics from the Soviet Union to independence beginning in 1991 has provided some excellent opportunities for timberland investors, both domestic and from overseas. Are good returns still possible for overseas investors in forestry in the Baltics, or have the opportunites mostly passed? This talk will discuss key metrics of forestry in the three Baltic countries (Estonia, Latvia and Lithuania), as well as comparing and contrasting the forest resources and industry in each country.

 
11:05am

Q&A Session with Tony, Hong & Peter

11:30am

Close of day two webinar

Wednesday, June 10, 2020

Session Three (all times EST)

9:55am

Start of day three webinar

10:00am

World Pulp Outlook: Disparate Trends from the Pandemic Create Crosscurrents for Pulp Demand

This presentation will review Fastmarkets RISI’s take on the disparate impacts the pandemic has had on pulp end-use markets, demand for pulp, logistics and supply. We will walk through our assumptions on the aggregate impact from the crosscurrents in the global pulp market including demand by end-use, unexpected downtime and inventory levels and share our two year outlook on demand and supply.

 

10:25am

Creating long-term shareholder value through forest assets

10:45am

John North

Economist, International Timber

Fastmarkets RISI

Asian Softwood Log Market Update

11:05am

Q&A Session with David, Jari & John

11:30am

Close of day three webinar