danalondon2013

Dana International Timberland Investment Conference, London 10-11 October 2013

The DANA London conference program is now finalised, we have allocated 14/15 panellists to speak in two separate panel sessions on October 11. The panellists and topics can be seen from www.timberlandconference.com/newsletters.html

Program

Conference program correct as of 30 07 2013

Thursday 10 October 2013
Time Topic Speaker
8.30am 8.40am Welcome  
8.40am 9.10am Timberland Investments: An introduction to the asset class and options to invest Sandy LaBaugh, CFA, Senior Director and Portfolio Manager, TIAA-CREF, USA
9.10am 9.40am Historic returns from timberland investments: What do institutional investors expect in 2013 Clive Suckling, Senior Advisor-Investor Relations and Funding, Dasos Capital, Finland
9.40am 10.10am “Corporate governance for timberland investments:
a) “”Responsible investment in timberland?”” —
b) A major UK Fund Manager’s Perspective
– and Forestry Commission issues”
a) Ebba Schmidt, Investment Manager, UK Pension Projection Fund, UK and
b) Sir Henry Studholme, is the independent Chairman of the Phaunos Timber Fund, and acting Forestry Commission Chairman, UK
10.10am 10.40am Morning Break
10.40am 11.10am UK Timberland Investment: Options for investors. Recent returns Edward Daniels, Director, FIM Services Limited, UK
11.10am 11.40am USA Timberland Investment: Is USA still a good place to invest as part or all of a portfolio, and if so why? Bob Izlar, Director, and Jacek Siry,Associate Professor of Forest Economics, Center for Forest Business, Warnell School of Forestry and Natural Resources, The University of Georgia, USA
11.40am 12.10pm Scandinavian – Baltic timberland investment: Historic and future returns Aleksandrs Tralmaks, Catella Corparate Finance, Latvia
12.10pm 12.40pm An experienced appraiser and due diligence expert on Russian investment opportunities Geoff Manners, International Director, CFK Consultants, New Zealand
12.40pm 1:40pm Lunch
1.40pm 2:10pm FDI into China timberlands: The time is right. Bruce Easton, Managing Director for Asia Pacific Investments, Resource Management Service (RMS), New Zealand
2:10pm 2.25pm China’s outward timberland investment: Objectives, major players, and likely impact on the market Bob Flynn, Director- International Timber, RISI Inc, USA
2.25pm 2:55pm Brazilian timberland investment: Challenges and opportunities Fernando Abucham, COPA Investments, Brazil
2:55pm 3:25pm Other Latin American and Central American investment opportunities Peter Mertz, CEO, Global Forest Partners, USA
3:25pm 3.55pm Afternoon break
3.55pm 4:25pm Asian timberland opportunities Paul Speed, Director, New Forests Asia (Singapore) Pte, Singapore
4:25pm 4.55pm Oceania:  Why has it been an institutional investors favourite: Future opportunities Craig Taylor, Principal & Director, The Fifth Estate, Australia
4.55pm 5:25pm Forest investment in Africa : Stagnation or acceleration Marek Guizot, Head of Forestry Consulting Division, Pöyry Management Consulting (UK) Ltd, UK
5:25pm 6:00pm Free time
6:00pm 7.00pm Evening networking reception  
Friday 11 October 2013
Time Topic Speaker
8.50am 9:00am Welcome and housekeeping announcements
9:00am 9.30am Global drivers to 2020: Impact on International softwood log/lumber prices and timberland values Russ Taylor, President, Intertnational WOOD MARKETS Group, Canada
9.30am 10:00am International Hardwood Pulp Demand & Supply balance to 2020, and implications for pulpwood timberland investments: The ballooning USA-Canada Woodpellet trade: Are any impacts on pulpwood crop values in sight? Oliver Lansdell, Director, Hawkins Wright, UK
10:00am 10.45am Panel 1: Timberland Project Managers: Speakers
5-7 minutes selected by DANA based on project merits
View the panellists
10.45am 11.15am Morning Break
11.15am 12.00pm Panel 2: Timberland Project Managers: Speakers
5-10 minutes selected by DANA based on project merits A series of short presentations
View the panellists
12.00pm 12.30pm Valuation methodologies for European, and for International timberland investments a) Robert-Carl van Koppen, Director, Form Valuations, Netherlands and
b) Geoff Manners, International Director, CFK Consultants, New Zealand
12.30pm 1.00pm Dedicated tree biomass crops – Europe, Latin America, USA:  Players and possible returns: From the perspectives of a major global tree biomass fund manager, and from a huge European electrical utility Jeff Nuss, President/CEO, GreenWood Resources, Inc, USA (Fund Manager of short rotation energy crops in Europe, USA and Latin America) and David Sanderson, Senior Biomass Fuel Developer, E.ON Climate & Renewables, UK
1.00pm 2.00pm Lunch
2.00pm 2:30pm How does Agriland compare to Timberland as a real asset investment opportunity? Reid Carter, Managing Partner & Erika Reilly, Brookfield Timberlands Management, Canada
2.30pm 3.00pm UK Agriland investment returns and opportunities Hugh Coghill, Director of International Land Markets, Savills, UK
3.00pm 3:30pm International Agricultural Investment: Historic and recent returns Vs risk in different regions Carl Atkin, Co-founder, KinnAgri Limited, UK
3:30pm 3:50pm Teak: A timberland investment species which has shifted from frontier to mainstream investment categories in the last five years Dennis Neilson, Director, DANA Limited, New Zealand
3:50pm 4:15pm Close and afternoon refreshments
 Pamela RichardsManaging DirectorPR Conference Consultants PO Box 502Kilmore Vic 3764 AustraliaP: +61 3 5781 0069F: +61 3 5781 0082 W: www.prcc.com.au