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Program

Monday, 12 August, 2019

Pre Event

18:30

Pre- Event Registration & Welcome Cocktail Reception

Tuesday, 13 August, 2019

Day 1

8:00

Registration

9:30

Prosperity, prospects and performance of the major South American economies

  • How the Brazilian economy is expected to perform over the coming 12 months
  • Assessing the likely economic and social progress
  • Exploring the political landscape and how policy will shape future performance
  • Gauging the prosperity and prospects of the major South American economies
10:10

Presentation of the RISI Latin American CEO of the Year Award followed by a fireside chat with winner

10:40

Coffee and Tea Networking Break

11:15

Macroeconomic outlook: When is the next global economic crisis going to hit?

  • Key disruptors and predictions for the global economy
  • A look at the individual performance of the regional Latin American economies
  • How should businesses be preparing for the next 12-18 months in the economic cycle?
11:45

Moderator

Marina Faleiros

Managing Editor, Latin America, Fastmarkets RISI and MB

Fastmarkets RISI

Panelists

Daniel Sasson

LatAm M&M, P&P AND CEMENT EQUITY RESEARCH

ITAÚ BBA

Thiago Lofiego

Director, LatAm M&M and P&P Equity Research

Bradesco BBI

Panel Discussion: The view from the financiers: Should we be prepare for a downturn?

  • Is the slowdown in global commodities indicative of a future economic crisis?
  • How the paper and pulp industry should position itself to combat expected headwinds
  • The impact of consolidation in the market on the balance sheet of producers
12:25

Bringing pulp and paper logistics into the 21st Century - digitalisation is the key

12:45

Networking Lunch

14:10

How to maximize company cash flow, the new capital allocation process

  • The Pulp and Paper industry’s history of allocating capexes
  • Why evaluating capex requests in isolation does not work
  • Why paybacks, NPV, IRR, EVA, etc of capexes are pointless
14:30

Moderator

Renata Mercante

Senior News Editor, PPI Pulp & Paper Week

Fastmarkets RISI

Panelists

Panel Discussion: Innovation and development within pulp production

  • How the major pulp producers are developing products to increase market share
  • Exploring the product developments to capture new customer groups
  • What realistic opportunities are there in textiles?
  • Success stories in commercializing sidestreams
  • How the ‘Backlash against plastic’ is shaping new products:
  • The impacts of consumer digitalisation upon the industry
  • How growing environmentalism concerns are shaping the global industry
15:00

Specialty fibers: dissolving pulp & fluff pulp

  • Overview of the global dissolving pulp and fluff pulp markets
  • Examining key demand drivers: VSF capacity expansion, demographic trends and growth in per capita income
  • Outlook for supply: Ambitious capacity expansion plans have been announced for DP, but much less so for fluff
  • Potential pitfalls: Pricing parity for substitute goods and shifting consumer preferences in crucial emerging markets

 

 

15:40

Coffee and Tea Networking Break

16:10

Global pulp outlook: all eyes in inventories

 

  • A look back on what drove prices from near record highs to approaching cash production costs for the highest cost producers
  • What are the factors that could finally drive an inventory correction?
  • Review of the market pulp outlook for supply and demand over the next two years
16:40

Moderator

Panelists

Rodrigo Libaber

Chief Commercial & Logistics & Investor Relations Officer

Eldorado Brasil Celulose

CEO panel discussion

Sponsored by:

  • Understanding the key influencers of demand over the next 12-18 months?
  • How are the major producers preparing for a potential economic downturn
17:40

Cocktail reception

Wednesday, 14 August, 2019

Day 2

8:00

Registration

9:00

OCC & recovered paper outlook

 

  • With kraftliner prices dropping for the first time in the last 12 months, is there an outlook for recovery or continued downward trend?
  • Exploring the impacts of recovered paper costs in the chain
  • Taking a global look at the impact of China’s import ban and subsequent opportunities
9:30

John North

Economist,International Timber

Fastmarkets RISI

Outlook for woodchips imports into Asia and an overview of agroforestry perspectives

10:05

Coffee and Tea Networking Break

10:45

Outlook on the tissue market

  • What does the next 12 to 18 months hold for pulp and eucalyptus prices?
  • A look at the key factors that have impacted and the market and key future challenges for prices
  • How is consolidation impacting the tissue market and the outlook for future prices?
11:25

M&A in a global packaging industry

12:05

Printing & writing: Is the outlook looking up?

  • Is Latin American demand already in a secular decline, or has the weakness of the past several years been driven by economic conditions?
  • Gauging which Latin American markets are looking the most promising
  • Updates on global uncoated woodfree capacity changes and their implications for Latin American producers
12:45

Networking Lunch

14:00

Evolving costs within international transport and logistics

  • How are increasing freight rates shaping the export market
  • Exploring ways to ensure maximise margins at other points in the supply chain
  • Assessing new and required investments in infrastructure across Latin America
  • Increasing the efficiency of trucking in Brazil
14:40

Moderator

Panelists

A view on the printing markets: The Survivors

  • New model of digital printers are getting market. How to grow on scale and succeed?
  • Will books ever disappear? Doesn’t seem so…
  • The war against greenwashing is working?
15:20

Coffee and Tea Networking Break

15:50

Ken Waghorne

Vice President, Global Packaging and Paper

Fastmarkets RISI

Packaging outlook

  • What does the next 12 to 18 months hold for packaging industry in Latin America?
  • A look at the key factors that have impacted and the market and key future challenges for prices
16:20

Moderator

Panelists

Cynthia Wolgien

Head of Corporate Communications and Sustainability

WestRock

Panel Discussion: How is packaging responding to calls for greater sustainability

  • How packaging firms are embracing sustainability
  • Recent product developments that are harnessing sustainability measures
  • How new products are shaping demand for raw materials
17:30

Close of Conference