Timberland Investments for Professionals
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Join experienced practitioners and instructors of forest finance for this 2-day workshop. Participants will analyze the fundamentals of timberland investing, including: global trends in the asset class, market development in ecological services, risk assessment and management, and more.
Experienced managers of timberland investment management organizations, attorneys, and Duke instructors describe and analyze the global opportunity set of investments, trends, alternative strategies and tactics, timber-market fundamentals, the development of markets in ecological services, financial reporting and tax considerations, risk management, and financial criteria for assessing alternatives—all in a case format. Course will include a topical panel discussion with professionals.
Day 1 – Timberland Investment Fundamentals Classroom Sessions
- Opportunity set of global timberland investment opportunities
- Key forest-products sector trends
- Why include timberland in an investment portfolio?
- Players in the timberland marketplace, with a focus on TIMO’s and Timber REIT’s
- Investment-fund structuring
- Income opportunities beyond timber sales: Ecological services
- Criteria for assessing timberland-investment opportunities
Day 2 – Assessing individual properties and timberland portfolios
Classroom sessions may include:
- Structuring working-forest conservation easements
- How to value timberland
- Undertaking due diligence on a prospective timberland-investment opportunity
- Risks and risk management
- Constructing a timberland portfolio: Strategy and tactics
Who should attend
Timberland-investment professionals in developmental stages of their careers and forestry, accounting, legal, and conservation professionals who interact with them; investment analysts, portfolio managers, financial planners, and trust officers who make decisions regarding timberland assets; and public-policy officials who desire to better understand institutional timberland managers.