Fastmarkets RISI

LATIN AMERICAN CONFERENCE 2019

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

Confirmed speakers:

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:

 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:

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:

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:

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:

5:30pm

Close of Day 2 & End of Conference