Example topics from 2022
Prices and Projections: Forest Industry Economics and Forecasts
- Presented by Brooks Mendell
- 10:00am - 10:50am
- This session (1) reviews the performance of industry forecasts from the previous 12 months, (2) summarizes financial issues/key questions related to inflation and underlying assumptions related to wood demand and (3) discusses the current status of forest carbon markets.
Timberland Investments: Performance and Transaction Trends
- Presented by Tyler Reeves
- 10:50am -11:20am
- This session (1) reviews data on recent timberland investment returns over the past year and (2) summarizes timberland investment ownership and deal flow for industrial and institutional transactions by region across the U.S. and in Canada.
Russo-Ukrainian War: Another Wood Pellet Project Announcement Goldrush?
- Presented by Stephen Wright
- 11:20am -11:30am
- This session summarizes how the Russo-Ukranian war has impacted global wood pellet trade, and possible implications for wood pellet projects in North America.
Executive Panel: Wood Demand Revisited: Bioenergy, Building Products, and Carbon Markets
- Moderated by Brooks Mendell
- 12:00pm - 1:00pm
- Facilitated panel of forest industry executives; panelists will discuss how, and if, our fundamental understanding of what drives the demand for wood and forest products have and are changing. What are implications on how timberland investors and owners manage their forest assets? How does this affect the forest industry supply chain?
Forest Operations and Management: Supply Chain Costs and Catalysts
- Presented by Shawn Baker
- 1:00pm - 1:45pm
- This session reviews stress on the forest industry supply chain and addresses efforts to improve and strengthen the sector.
Low Value Fiber Markets Across North America
- Presented by Nick Bolton
- 1:45pm - 2:00pm
- This session summarizes findings from recent Forisk research on fiber markets across the U.S. and Canada, and how these markets vary over time.
Mill Cap Ex Trends and Ranking Wood Baskets for Investment
- Presented by Amanda Lang
- 2:30pm - 3:30pm
- This session (1) reviews current and projected forest industry capacity by sector and geography across North America and (2) summarizes how to use forest supplies and capital investment trends when ranking markets for timberland investments and capital expenditures at wood-using mills. Includes summary market rankings based on attractiveness for timberlands and for adding forest industry capacity. Include key points and implications from the conference. Findings apply to strategic plans, M&A due diligence, and valuation models.
Trends and Context for CLT and Engineered Wood Products
- Presented by Pat Jolley
- 3:30pm - 3:40pm
- This session summarizes the current state of North America’s CLT and engineered wood products sector, with context on sector size relative to tradition wood demand.
Wood Flows & Cash Flows Key Messages and Forest Industry Implications for 2023
- Presented by Brooks Mendell
- 3:40pm - 4:00pm
- Key points and implications from the conference for participants and investors.