8:20 Chairman’s Opening Remarks

8:30 Hard And Noble Wood Commercial Reforestation

• Native species with commercial potential
• Estimates of productivity and financial returns
• Genetic improvement and its impacts on productivity

Jarbas Leão Calheiros Magro
CEO
POTHENCIA

9:15 How To Deploy Resources Effectively In Forestry Investment Opportunities

• Local knowledge and experience as crucial factors for the most successful investment strategies
• How to ensure resources are deployed timely and maximize IRR potential
• Understand the key differences in the allocation and utilization of resources in plantation or native forest projects

José Leal
CEO
BRAZIL TIMBER

10:00 Evaluation Of Forestry Projects For Investments

• Evaluation methodologies for native and planted forests
• Identification of complementary factors to deliver value to timberland investment

Marco Curatella
Partner, Corporate Finance
KPMG

11:15 FINANCIAL PANEL DISCUSSION: Consolidating Strong Strategies Of Timberland Investing According To The Main Financial Players

• Aligning portfolio construction techniques with the targets of investment strategy
• Comparing timberland rentability with other alternative investmentproducts

Panelists

Dante Pozzi
Projects Development Manager
RABOBANK

13:30 ROUNDTABLE: Solutions For Risk Mitigation In Timberland Investments The Investors Have Proven An Increasing Interest In Forestry Assets As An Investment Option.

This debate will present financial instrument to mitigate risks through these transactions.

• Structures of risk mitigation in timberland investments
• Escrow structures in forestry transactions: good faith deposits, compensations, governmental approvals (geo-referenciament) and other financial tools

J.P. MORGAN

14:15 NEMUS Presents: Special Timberland Investing Case Study

Rodrigo Derdyk
Director
NEMUS

15:00 Investment Scenario For Pulp And Paper And Its ROI For Investors

João Comério
Forestry Executive Director
SUZANO PULP & PAPER

16:15 Examining The Most Effective Ways Of Combining Revenues From Carbon Credits With Alternative Cash Flows

• How timber concessions in Latin America can take the route to manage their land in a sustainable way and in return receive an income stream from carbon credits
• What are the main challenges of REDD projects
• Why a rigorous carbon accounting process is needed and how this could be pursued

Olivia Fussell
President
CARBON CREDIT CAPITAL

17:00 INDUSTRY PANEL DISCUSSION: Forestry Investment Perspective And Sustainable Initiatives For The Biggest Forestry Products Consumers