Forest Investment Conference
May 19-20, 2020
Convene at 730 Third Avenue - New York City, USA
By 2019 the listed Timber REITs owned nearly 19 million acres of forest in North America and have been increasing their ownership year by year. Rayonier is unique amongst T-REITS in having forest ownership both in the USA (in the US South and Pacific Northwest) as well as a significant holding in New Zealand. This talk will highlight Rayonier's expectations for the coming decade, both for the company itself and the Timber REIT sector in general.
Managing Director, Head of Client Account Management,
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 25 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.
In 2019 Swiss scientists claimed that the "best" solution to climate change it to plant one trillion trees, and an increasing number of leading corporations are viewing tree planting as a sustainable way to off-set their greenhouse gas emissions. But how are these companies approaching investment in tree plantation development? Mark Campanale, of Consilium Capital, has put together an interesting panel to discuss this latest trend in Corporate environmental responsibility.
Director of Underwriting
While climate change provides some compelling reasons for the world to invest in more forests, it also presents some very real risks for timberland investors, including most notably forest fires in the western USA and Canada and hurricane damage in the US Southeast. Outdoor Underwriters will provide some key insights into risk mitigation strategies in the face of increasing threats from climate change.
Senior Vice President, Head of Investor Relations
Stora Enso Oyj
Klabin is one of the largest pulp and paper producers in Latin America, and has long had a reputation for sound environmental management of its large forest resources. As the company has expanded production, it has also formed partnerships with some overseas investors represented by TIMOs in order to foster development of more plantation resources to support its industrial production. This talk with explore how Klabin views these partnerships, which represent a potential route for much greater institutional timberland investment in Latin America.
Brazil exported US$13.6 billion in forest products in 2018, up from just $3.1 billion in 1998. The country's planted forest area has also expanded rapidly during this period, but the country has a plan to develop nearly 5 million acres of new planted forest by 2030. What role can timberland investors play in this major expansion of one of the world's largest industrial planted forests? The Brazilian Tree Industry (Ibá) is the association that represents the entire planted forest production chain, from field to final product, and this talk will highlight the new opportunities for investors in Brazil's forestry sector.
One of the most popular highlights of last year's conference was this panel, which will introduce 10 companies involved in forest investment via short, 6-minute company presentations to highlight a wide range of forest investment opportunities from around the world.
Dana Limited, New Zealand
Criterion Africa Partners
Criterion Africa Partners is by far the largest institutional investor in African forestry, with operations in South Africa, Swaziland, Tanzania, Uganda and Gabon. This presentation will explore different options for investing in forestry in Africa, including combining agriculture and timber investments in the same fund.
Chief Investment Officer
Executive VP Operations and Real Estate
Investing in forestry in the UK is markedly different from investing in North American timberland. F&W Forestry has analyzed key metrics of returns to forestry (including with generous government support payments) in the UK, through its subsidiary Fountains Forestry. This talk will summarize some of F&W's findings about the challenges and opportunities in forest investment in this region.
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.
Each year Timberlink conducts a comprehensive survey of the timberland investment sector, and compiles valuable data on institutional investors, including who is investing and regions of focus. Partner Tracy Evens shares the results of Timberlink's latest investor survey.
Technical Design Lead
Chief Operating Officer
China National Forest Group the largest log importers in China, and works with log suppliers and partners in New Zealand, Australia, Russia, USA, Canada, South America and Europe. This talk will focus on the changing strategies of Chinese log buyers to secure resources, China's demand for softwood timber, and the impact of currency fluctuations, the trade war with USA and ocean freight economics, to help investors understand the outlook for softwood timber from different regions.
Senior Economist, Wood Products
Senior Economist, Wood Products
Principal Economist, North American Timber