Forest Investment Conference
June 8-10, 2020
Principal Economist, North American Timber
Senior Economist, Wood Products
Managing Director and Deputy Chief Investment Officer
Hancock Natural Resource Group
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.
Timberland Investment Resources
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.
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.
Vice President, Fiber
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.
EVP, Forest Division
Stora Enso Oyj
Economist, International Timber