Timber Invest

Arena-International, October 2010

The proceedings of the Timber Invest conference, including audio recordings of all presentations and Q&A sessions, as well as presentation slides

Arena International delivered cutting edge conference content for the entire value chain involved with timber and forestry investment. Now you can secure the latest information in this space without venturing outside your office.

This package includes audio and presentation materials from the keynote speeches, industry-leading case studies and insightful Q&A sessions; ensuring you and your colleagues remain at the forefront of this rapidly developing industry.

Scope:

- Gain an overview of the global timber market and the emerging trends in timber investment
- Revealing the global and European market projections for wood fibre and wood products and their implications for the supply and demand dynamics for the timber investor
- European Investment Bank perspective on how to secure timber investment funding:
- Going global with timber, assessing the merits, drawbacks and risks involved in different markets

Reasons to buy:

- Identify the best opportunities to invest in timber to increase your return on investment as demand and prices slowly rise
- Discover the hottest new markets to invest in to diversify your portfolio and reap the significant returns
- Uncover and mitigate the major economic, physical and industry specific risks to ensure you maintain control of your investment
- Reveal innovative ways to optimise your return through renewable energy, carbon credits and other demand dynamics
- Map out a full range of factors to decide which partner can lead to better return and value for money

Mr Clark Binkley
Managing Director, International Forestry Investment Advisors
LLC

Gain an overview of the global timber market and the emerging trends in timber investment

Shedding light on historical trends of international investment by analysing the scale of different investments and the key players
Assessing the new and emerging trends to identify the best jurisdictions and investment tools
Analysing the risks involved in these shifts and how major players are overcoming them
Identifying the current sizzle countries i.e. Brazil, Uruguay and how these areas are influenced by heavy investment

Robert Flynn
Senior Economist & Director International Timber
RISI

Revealing the global and European market projections for wood fibre and wood products and their implications for the supply and demand dynamics for the timber investor

A closer look at the housing markets in Europe, China and other developing countries and their implications for the timber investment market

Examining the paper and pulp industry to identify the factors affecting the European and global level of demand

Predicting the impact of technological shifts on paper and pulp markets to project the future developments

Examining the future drivers of timber for wood fibre and wood products and how they translate into opportunities for the timber market

Otto Reventlow
Managing Director
International Woodland Company

Understanding the key drivers to European investment in timber

Revealing the culture of timber investment for European investors

Uncovering the factors driving European pension funds and endowments to choose timber as an asset class

Addressing the considerations for selecting timber to determine realistic targets and goals for your return

Understanding the expectations of European investors to choose an asset class that matches their expectations

Grasping the challenges involved for European investors such as choosing the right partner, financial and physical risks and identifying the key methods to tackle them effectively

Brian Keefer
Director of Economic Research and Planning
Hancock Timber Resource Group

Comparing timber to other alternative asset classes to make the very best decision and maximise your return on investment

Conducting an in-depth analysis of the timber market to determine how it can outperform hedge funds, arts and commodities
Evaluating the extent to which timber can be considered as the best inflation hedge
Examining the correlation of timber with the broader financial markets to conclude if there is a better vehicle to non-correlation
Revealing historical data to compare timber returns to others on the basis of stability and the level of return

Olli Haltia
Managing Director
Dasos

Building the business case for timber investment and looking at the reasons to add timber to your portfolio

Analysing the recession proof characteristic of timber investment and how this can benefit your investment portfolio in the long run

Comparing portfolios with and without timber and revealing how effective this can be for correlation and non-correlation

Revealing how timber can be an effective asset class that hedges against market shifts

Tracking the returns on timber investment to understand how it outperformed other asset classes

Examining timber investment as a sustainable investment vehicle
Finding out how forestry investment can offer an ideal counter-balance in your portfolio and become an unbeatable volatility hedge

Mads Asprem
Managing Director
Green Resources AS

Forestry Investment in Africa

Relocation of forestry from Northern to Southern Hemisphere

Relative attractiveness of investments in Africa compared to other Southern Hemisphere locations

Exploring the driving factors behind biomass and their implications for the forestry market

Risks and return for investing in Africa

African investment opportunities

Julian Ozanne
Chief Executive Officer
The New Forest Company

Forestry Investment in Africa

Africa's timber market dynamics

Competition and barriers to entry

Exploring the driving factors behind biomass and their implications for the forestry market

Sustainability and risk management

Investment opportunities

Klaus Biskup
Director Sales & Marketing
EccoWood

A real case for the direct investment in Timberland: Revealing the pros and cons for the investor

Understanding the need of your client through thorough discussion and exploring their expectations
Following an in-depth multiple criteria assessment of more than 50 sites globally to discover the best possible option
Revealing the very comprehensive assessment criteria that will outline the pros and cons of the investment site
Uncovering the unparalleled benefits of direct investment including tax stability and the utlisation of biological growth
Revealing how surplus land could be turned into financial surplus
Identifying new business opportunities, new sources of income, ethical investment strategies and public image

Kurtis J. Akers,
CFA, Portfolio Manager & Partner
Global Forest Partners LP

Shedding light on the structure of the timber investment market to apply the most common and successful methods to your needs

Revealing the full range of strategies that could be used by potential investors when going into timber

Outlining the realistic expectations and timeframes to set aside to achieve your goals with your timber investment

Uncovering the advantages of direct investment through timber investment management organisations

Investing in timber stocks - what are the merits and the drawbacks of this strategy and does it offer the same value as a hedge against inflation and market movements?

Direct investment in forestry - can this work for institutional or private investors in Europe or is this strategy purely for smaller investors?

Panelists include:

Mr Clark Binkley
International Forestry Investment Advisors LLC

Brent Keefer
Director of Economic Research & Resource Planning
Hancock Timber Resource Group

Jim Stevens
Manager of Global Business Development
Campbell Group

Hugh Humfrey,
Managing Partner
Timberland Investment Resources Europe

Diversification strategies designed to reduce risk across your timber portfolio
This session will examine how to build an effective strategy within the asset class, because of a general lack of comparative performance data. Achieving diversification within a portfolio is a multi faceted exercise which is too often done by intuition alone. Spreading investments across countries is not enough and this session will show that it can be more effective to diversify within a country, using different species, age classes product types and local markets.

Mr. Kay Wossidlo,
Head of Controlling
First Forest GmbH

Risk management in timber investment: Examining the most effective mitigation strategies to keep risk at an acceptable level

Uncovering the best methods used to asses risks under different conditions such as location of your investment and economic climate

How the risk profile of your investment portfolio is impeded by including timber and how would this affects where timber sits in your profile

Minimising the full range of risks to achieve confident investment in timber

Identifying and managing the general economic and financial risks to stay ahead of the game

Examining industry specific risks such as wrong valuations that you should avoid and the contingency strategies your company should take if you face them

Predicting potential risks involved in managing the forests and which strategies you should put in place for dealing with them before they occur

Understanding the regulatory risks involved and implications of policy development for the forest sector

Clive Suckling,
UK and Global Leader, Forest, Paper and Packaging
PricewaterhouseCoopers

The market and practical challenges for sustainable forestry investors

The session provided by PWC will assess the timberland as a profitable and sustainable resource. The presentation will reveal the most effective strategies to make your sustainable investment a profit story. It will also cover the ways in which you can increase cash flow by minimising tax leakage and by controlling the financial risks around your timber investment

Petteri Pihlajamäki,
Executive Vice President
Pöyry Forest Industry Consulting

Global forest-based industries in turmoil - major implications for timber investors?

Mega-trends in forest-based industries and key developments from the perspective of forest investment

Potential sources of discontinuities in global markets and industries

Implications for timber investors

Bosworth Monck
Head of Sustainable Agriculture and Forestry Investments
Earth Capital Partners LLP

Choosing the right partner: Uncovering the full range of factors to decide which partner can lead to better return and value for money

Identifying the major areas of consideration to distinguish between different fund managers and investment management organisations to ensure a financially viable partnership
Revealing key methods to measure the expertise of you partner
Explore the methods to find the track record of your partner and set realistic goals for your investment

Uncovering the best fee structure that suits your investment and ensure the best value
Assessing the market coverage and the local knowledge of the fund management organisation to determine that it matches your requirements
Ensuring mutual ethical considerations to guard against conflicting interests in the future

Pedro Ochoa
Technical Advisor
European Investment Bank

European Investment Bank perspective on how to secure timber investment funding:

Mapping out supranational lenders specificities towards timber investment: the European Investment Bank
Assessing the pioneering European timberland funds; precedents and differences with USA funds
Revealing the expected benefits and main investment drivers: economic development; biodiversity and environment protection; climate change mitigation tapping on carbon economy and renewable energy i.e. biomass for heating, electricity and second generation biofuels
Evaluating the timberland funds; fund manager; proposed projects pipeline; investments due diligence and strategy; investment management and reporting; prospectus; returns and fees
EIB as a cornerstone investor in innovative Timberland propositions
Technical and environmental guidelines for sound transactions

Panellists include:

Hendrik Verest
Managing Director
FourWinds Capital Management

Charles Daniel
Chief Investment Officer
RMK Timberland Group

Mr. Henrique Aretz
Chief Investment Officer
Brazil Timber

Evaluating the liquidity of the timber market and understanding the implications for your portfolio

Timber is an asset class with many advantages for the investors. Due to it is illiquid nature, it is currently used as a supporting vehicle. This expert panel discussion will help you identify the crucial steps that you can take to minimise the negative impacts on your portfolio through diligent active management.

Petri Lehtonen
Deputy Managing Director
Indufor

Popko van der Molen
Sicirec Group

Going global with timber, assessing the merits, drawbacks and risks involved in different markets

These interactive roundtable discussions will give you the opportunity to explore a different territory by discussing region-specific issues related to timber investment in emerging and developed markets.

Areas to discuss are:

Reviewing the requirements and demands of investing overseas
Selecting the very best methods to qualify the risks involved to deal with them effectively in advance
Investigating the cultural differences impact to determine how this can affect your investment process
Analysing the data from these regions to ensure the winning combination of different regions and achieve highest return on your investment
Shedding light on due diligence and political considerations; learning the crucial steps to perform due diligence in different markets

Rountable topics and speakers

Henrique Rodrigues Alves Aretz
Investment Officer
Brazil Timber

Martin Hermansson
Chief Executive Officer
RusForest AB

Paul Speed
Manager, Asian Forestry
New Forests

Julian Ozanne
Chief Executive Officer
The New Forests Company
and
Charles Scott
Director
Green Resources

Dennis Neilson
DANA Limited

Dr Cormac O'Carroll
President
Pöyry Forest Industry Consulting Ltd

Drs. Popko P. van der Molen
Owner
Sicirec Group BV

Investment opportunities in Brazil

Investment opportunities in Russia

Investment opportunities in Asia

Investment opportunities in Africa

International Timberland Investment Opportunities - Old and New: Australia and New Zealand; and Panama and Cambodia

Bioenergy as a value driver in Forest Investment

Family Offices Investment Strategies Roundtable

Companies onboard include: PGGM, AP3 and ABP.

Martin Hermansson
CEO
RusForest AB

Opportunities and Challenges in Russian Forestry

Regional Russian specifics related to the historical developments of the industry
Legal and managerial issues of forest leases and land ownership in Russia
Forest management, and how to succeed and develop the industry further with new investments
Potential opportunities in North Western Russia following increased European bio energy demand
Facing East: Central Asian and Chinese markets increasing imports of Russian forestry products

Marianna Doria
Senior Consultant
Ecosecurities

Carbon Credits – Optimisation of returns from your timber investment by using it as a tool for carbon credits

Assessing potential alternative revenue streams to add value and boost your investment
Exploring the revenue stream generated by carbon credits for European and international timber investment
Implementing effective strategies to generate additional environmental and economic returns from carbon credit initiatives
Managing effectively all complexities involved in carbon credits to turn them into opportunities which will optimise your return
Discussing the prospects for European and global emission trading platforms

Paul Speed
Manager, Asian Forestry
New Forests Sdn Bhd

Looking at the major factors that made timber an appealing diversification tool – case study by an investor

Gaining access to timber investment market in order achieve diversification of your investment portfolio
What percentage of you portfolio is timber and why this mush is allocated?
Examining the risk profile of timber to your portfolio and identify what risks were taken and how they were mitigated when investing in timber
Mapping out the most effective and critical investment models to achieve your diversification targets
Reviewing the major factors for a European pension fund in choosing timber as part of their alternative investment portfolio
Revealing the challenges and hurdles faced by European pension funds when they first entered the timber investment market and the first steps taken to overcome them
Assessing different portfolio construction techniques and aligning them to meet your diversification goals

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