Fastmarkets RISI

LATIN AMERICAN CONFERENCE 2019

12^th – 14^th August, The Renaissance Hotel, Sao Paulo

Confirmed speakers:

 

Walther Schalka CEO SUZANO	Thiago Lofiego Senior Equity Researcher BRADESCO BBI	Lennart Eberleh President and CEO ROTTNEROS AB	Rodrigo Libaber CFO, CCO Eldorado
Daniel Sasson Equity Analyst ITAÚ BBA	Lasse Sinikallas Director, Macroeconomics FASTMARKETS RISI	Ken Waghorne Vice President, Global Packaging and Paper FASTMARKETS RISI	David Fortin Vice President, Fiber FASTMARKETS RISI
Ilkka Hiirsalmi Chief Marketing Officer PESMEL	Patrick Cavanagh Economist, Pulp FASTMARKETS RISI	Nicholas Mockett Head of Packaging M&A MOORGATE CAPITAL	Sergio Ribas Director President IRANI
Barbara Mattos Senior Vice President MOODY’S LATIN AMERICA	Derek Mahlburg Senior Economist, Graphic Paper FASTMARKETS RISI	Marina Faleiros Managing Editor, Latin America FASTMARKETS RISI	Dayanne Sousa Price Reporter, Latin America FASTMARKETS RISI
Fernando Sandri R&D Director IBEMA	Isabela de Marchi Sustainability Lead SIG COMBIBLOC	Dayanne Sousa Price Reporter, Latin America FASTMARKETS RISI	Renata Mercante Editor, North America FASTMARKETS RISI

12th August

5:30pm

Welcome Drinks Reception

 

Main Conference: Day 1

13^th August

9.00am

Welcome remarks

Dan Klein

CEO

FASTMARKETS RISI

 

9:30am

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 polcy will shape future performance
• Gauging the prosperity and prospects of the major South American economies

 

10:10am

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

10:40am

Networking Coffee Break

11:15am

Global 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?

 

Lasse Sinikallas

Director, Macroeconomics

FASTMARKETS RISI

 

11:45am

The view from the financiers:

Should we be preparing 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

Moderator:

Marina Faleiros

Managing Editor, Latin America

FASTMARKETS RISI

Panellists:

Barbara Mattos Senior Vice President MOODY’S LATIN AMERICA

Thiago Lofiego Senior Equity Researcher BRADESCO BBI

Daniel Sasson Equity Analyst ITAÚ BBA

 12:25pm

Networking Lunch Break

 2:00pm

Global pulp & fiber outlook

• A review of the current market dynamics
• An outline of the outlook for global market pulp
• How can you hedge against the uncertainty and volatility in the market at the moment?

 David Fortin

Vice President, Fiber

FASTMARKETS RISI

 2:30pm

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

Moderator:

Renata Mercante

Editor, North America

FASTMARKETS RISI

Panellists:

Lennart Eberleh President and CEO ROTTNEROS AB

Ilkka Hiirsalmi CMO PESMEL

3:00pm

Speciality fibers: Dissolving pulp & fluff pulp

• Overview of the global fluff pulp and dissolved pulp market and industry trends
• Key demand drivers: demographics, usage rates, and growth in per capita income
• Outlook for fluff consumption and potential sources of new supply
• Case for and against increased use of dissolve pulp

Patrick Cavanagh

Economist, Pulp

FASTMARKETS RISI

3:40pm

Networking Coffee Break

4:10pm

M&A within the paper & pulp industry

• How M&A activity over the past 12 months has shaped the market and market share
• Where we are likely to see increased activity – sectors and geographies
• The factors that are leading to greater consolidation

Nicholas Mockett

Head of Packaging M&A

MOORGATE CAPITAL

4:40pm

CEO panel discussion:
How consumer demands and market trends are shaping corporate strategy

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

Moderator:

Leonardo Correia (TBC)

Associate Partner

BTG PACTUAL

Panellists:

Sergio Ribas Director President IRANI

Walter Schalka CEO SUZANO

Rodrigo Libaber CFO, CCO ELDORADO

5:30pm

Drinks Reception and Close of Day 1

Main Conference: Day 2

14th August

9:00am

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

 

David Fortin

Vice President, Fiber

FASTMARKETS RISI

 

9:30am

How the diapers and absorbents market is growing in Latin America

• Charting the expected demand for hygiene products in South and Central America
• Understanding which trends will affect consumption in Latin America
• How the growth of the sector will impact new fibers and raw materials

Carlos Richer (TBC)

Director

RICHER INVESTMENT

10:05am

Networking Coffee Break

10: 45

Tissue outlook

• 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?

Esko Uutela

Principal, Tissue

FASTMARKETS RISI

11:25

The current health of the Latin American pulp industry

• How much investment is needed to upgrade facilities within the region
• Identifying the areas that are most in need of investment
• Trade and government: What is necessary to boost the sector in the region?
• How political and ecomonic uncertainties are shaping decisions in the boardroom

 

Moderator:

Renata Mercante

Editor, North America

FASTMARKETS RISI

 

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

Derek Mahlburg

Senior Economist, Graphic Paper

FASTMARKETS RISI

 

12:45pm

Networking Lunch Break

 

 

2:10pm

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

2:40pm

A view on the printing market: 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?

 

Panellists:

Fabio Martara (TBC) President, Brazil TWO SIDES

3:20pm

Networking Coffee Break

3:50pm

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

 

Ken Waghorne

Vice President, Global Packaging and Paper

FASTMARKETS RISI

4:35pm

How packaging is 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

 

Moderator:

Dayanne Sousa

Price Reporter, Latin America

FASTMARKETS RISI

 

Panellists:

Fernando Sandri R&D Director IBEMA

Isabela de Marchi Sustainability Lead SUZANO PULP & SIG COMBIBLOC

 

5:30pm

Close of Day 2 & End of Conference