Who Will Own the Forest? 14 is a 2.5 day event, beginning with an evening reception on September 25, conference sessions and evening reception on September 26, and conference sessions on September 27.
The 8th Forest Products Forum on September 25, 2018 will precede WWOTF14 at the World Forestry Center in Portland, Oregon.
2018 WORKING AGENDA
(Speakers, Topics, and Times may change. Please check back)
Tuesday, September 25, 2018
5:00 – 8:00 PM: Opening Reception at WFC Discovery Museum
Enjoy cocktails, refreshments and hors d’oeuvres inside one of Portland’s major tourist attractions, the World Forestry Center’s Discovery Museum.
The opening reception has become a must-attend event, a great way to meet up with clients and old friends before the conference session starts the following day.
Reception is open only to those registered for either WWOTF or The Forest Products Forum.
Wednesday, September 26, 2018
Side-event: Women in Timber
7:30 – 8:30 AM Women in Timber Breakfast Social in Mount Hood Room of Museum
Ladies, please join us for a networking event sponsored by hosts Eversheds Sutherland and Schwabe.
Event is free with conference registration.
7:30 – 8:30 AM Registration in Miller Hall
Session 1: The Big Picture: Interest Rates, Housing, Labor Markets
8:30 – 9:00 AM Interest Rates and Implications for Real Asset Valuations
Philip Nash, Independent Consultant
This presentation will discuss shifting interest rates and how changing investor risk expectations have continued to impact global real asset values over time.
9:00 – 9:30 AM Housing and Timber Demand Outlook
Lynn Michaelis, Forest Economic Advisors
For the last 10 years, the forest products industry has seen major structural changes, including the housing collapse, major change in timber ownership, the emergence of China as a major market for softwood lumber and logs, and the shifting source of future supply from Canada to the U.S. South. This presentation will recap these fundamental changes and how they relate to the future prospects for this industry.
9:30 – 10:00 AM Labor Markets and Demographic Changes in the Logging Sector
Brian Bahs, Washington Contract Loggers Association (WCLA) Credit Union
10:00 – 10:30 AM Morning Break
10:30 – 11:00 AM Disruption and Evolution in the Construction Sector
Session 2: Investor Perspectives
11:00 AM – 12:00 PM Panel: Institutional Investor Concerns
12:00 – 1:10 PM Lunch in Plaza
Session 3: Tax and Regulatory Affairs
1:10 – 2:30 PM Panel: Innovative Management and Investment Structures for Improved Investment Outcomes
- Jane Alonso, National Alliance of Forest Owners
- Korey Collins, RSM
Session 4: Investment Performance
2:30 – 3:00 PM Asset Class Evaluation—How has Timberland Fared?
Carter Coe, Stafford Capital Partners
Various aspects of industry performance will be discussed, such as: Does timber risk become even more niche if performance does not improve? What are the consequences of a reset to valuations in regions where cash flows don’t support values? Do incentive fees help or hurt performance in timber?
3:00 – 3:30 PM Afternoon Break
3:30 – 4:00 PM What Does Forward Looking Performance for Timberland Look Like?
Brooks Mendell, FORISK
Given current investment vehicles, asset values and the market outlook, what can we expect from forward-looking timberland investment performance? What is the timberland value trend given the current transaction environment?
4:00 – 4:30 PM Supply & Demand Cycles and the Prospects for Pine Sawtimber Price Recovery in the U.S. South
Robert C. Abt, Department of Forestry and Environmental Resources, North Carolina State University
Planting cycles determine the age distribution and local mix of products over time in the U.S. South. The recent recession and recovery provides a case study on how supply and demand cycles interact and what it means for pine sawtimber recovery across the region.
4:30 – 5:00 PM Mill Capacity Outlook and Effect on Timber Prices
Pete Stewart, Forest2Market
5:00 – 8:00 PM Reception in Plaza
Thursday, September 27, 2018
Session 5: Conservation, Carbon and Biomass
8:30 – 9:00 AM Do Conservation Oriented Forestry Funds Perform Better?
9:00 – 9:30 AM Investing in Carbon Offsets and other Ecosystem Services
Connie Best, Pacific Forest Trust
Even with federal roll-backs in environmental markets, state action has created new and expanding market opportunities for forest owners. California investments for forest-based climate adaptation and mitigation exceed $150 million annually. The Western Climate Initiative linkage is growing to include more Canadian provinces. What is the latest, and what does it mean for your company and investors?
9:30 – 10:00 AM Wood Biomass— A Carbon Neutral Investment?
10:00 – 10:30 AM Break
Session 6: Succession Planning
10:30 – 11:10 AM A conversation with Industry Veterans
Moderator Jeff Siegrist, Jeffrey M. Siegrist & Company
- Clark Binkley, GreenWood Resources, ret.
- Rhonda Hunter, Weyerhaeuser, ret.
- Sam Radcliffe, Prentiss & Carlisle
Session 7: Supply Chain and Transportation Issues
11:10 AM – 12:10 PM Challenges and Advances in the Supply Chain: Harvesting Technology, Transportation Services and Infrastructure
Moderator Jim Hourdequin, The Lyme Timber Company
12:10 – 1:10 PM Lunch in Plaza
Session 8: Innovation and Technology: Impact on Forest Management and Silviculture
1:10 – 1:30 PM The Future for Silviculture
1:30 – 1:50 PM New Inventory and Mapping Technology
Zack Parisa, Silvia Terra
Zack Parisa will discuss how the competitive dynamics of timberland acquisition and divestiture are changing because of advances in remote sensing. With nationwide forest inventory GIS layers available, anyone can instantly acquire detailed information for any property without setting foot in it. In this talk, Zack will connect the dots between data and dollars, helping forest stakeholders take advantage of the remote-sensing revolution.
1:50 – 2:10 PM The Era of Tech: Drones and LIDAR
Michael G. Wing, Oregon State University Aerial Information Systems (AIS) Lab
Session 9: International Markets
2:10 – 2:40 PM India’s Wood Markets Opportunity
Jacob Mannothra, Zindia
2:40 – 3:10 PM Transformation in China – Effects on US Wood Markets
Russ Taylor, FEA-Canada
This presentation will look at the forces that are changing supply and demand drivers impacting China’s demand for imported logs and lumber. There will be an overview of softwood log and lumber imports, the current situation of imported log and lumber supply chain, and trends in supply chain development.
3:10 – 3:40 PM Frontier Markets
3:40 PM Closing
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If you are interested in speaking, please complete this form.
- Trends and Developments in Forestland Investing
- Institutional Investor Perspectives
- Politics and Regulatory Affairs
- Developing the Forest Investment Talent Pool
- Forest Technology
- International Investing and Markets
- Foreign Ownership Challenges
- Forest Carbon Offset Markets
- Other Emerging Markets
Join us a day earlier for the Forest Products Forum and see what they’re talking about:
“Will attend again.”