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23rd Fastmarkets Forest Products International Containerboard Conference 2023
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Agenda
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MondayNov 06
TuesdayNov 07
WednesdayNov 08
Time in PT
Time
Event
What
Who
17:30 – 19:00
Pre-event registration and drinks reception
08:00 – 18:45
Registration Opens
09:00 – 09:10
Welcome Address
Dan Klein
Dan Klein

Dan Klein

Executive Vice President, Analytics

Fastmarkets
09:10 – 10:00
CEO Panel: Navigating the Changing Containerboard landscape
Global leaders in the containerboard space need to manage capacity and make sound investment decisions in order to maintain profitability amid challenging market conditions. This session will bring feature the perspectives of CEOs in the industry on the challenges and opportunities to be faced over the next 12 months.
Dr Jan Klingele
George Staphos
Laurent Sellier
Sergio Menchaca Flores
Dr Jan Klingele

Dr Jan Klingele

CEO & Managing Partner

Klingele Paper & Packaging Group

George Staphos

George Staphos

Managing Director

Bank of America Securities

Laurent Sellier

Laurent Sellier

CEO – The Americas

Smurfit Kappa

Sergio Menchaca Flores

Sergio Menchaca Flores

Director General

Eko Empaques de Cartón
10:00 – 10:30
Fastmarkets Outlook: Global Macroeconomic Report
  • The global macroeconomic outlook
  •  Risks and opportunities during a downcycle
  • The affect of high interest rates on investment decisions
  • Energy: costs, security, and carbon reduction
Lasse Sinikallas
Lasse Sinikallas

Lasse Sinikallas

Director Macroeconomics

Fastmarkets
10:30 – 11:00
Networking Break
11:00 – 11:45
Containerboard Company Valuations and Challenges: US and European Perspectives
  • How has the valuation landscape changed over last 5-10 years?
  • How do US company valuations compare to European counterparts?
  • How does supply and demand/market shifts impact valuations? Geo-politica/geo-economic factors?
  • What do investors want from the large publicly traded containerboard companies?
  • What do major mergers and bolt-on acquisitions mean for valuations going forwards?
Tjard Westbroek
Gregory Rudder
George Staphos
Tjard Westbroek

Tjard Westbroek

Global Sector Head F&A Packaging and Logistics

Rabobank

Gregory Rudder

Gregory Rudder

Managing Editor, PPI Pulp & Paper Week

Fastmarkets

George Staphos

George Staphos

Managing Director

Bank of America Securities
11:45 – 12:15
Fastmarkets Outlook: North American Containerboard
  • Looking ahead: When is demand predicted to increase?
  • Surviving the post-pandemic hangover
  • Outlook for profitability, costs and supply 
  • Forecast for North American containerboard markets through 2025
Derek Mahlburg
Derek Mahlburg

Derek Mahlburg

Director

Fastmarkets
12:15 – 12:45
Fastmarkets Outlook: Asian containerboard
  • What does demand look like as now COVID restrictions have been lifted?
  • What are the impacts of the slowing in China’s economy?
  • How is new capacity affecting the dynamics of the market?
  • The continuing growth of Southeast Asia as a major player in the market.
  • Forecast for Asian demand and supply through 2025
Beth Lis
Beth Lis

Beth Lis

Vice President of Asian Paper & Packaging

Fastmarkets
12:45 – 14:15
Lunch
14:15 – 14:45
Fastmarkets Outlook: European Containerboard
  • Cost of energy and energy security: the ongoing impacts in Europe.
  • The effect of European sustainability regulations on global markets.
  • Rising cost of living decreasing containerboard demand growth opportunities.
  • Weaker cost competitiveness affecting export opportunities.
Alejandro Mata
Alejandro Mata

Alejandro Mata

Director, Europe Packaging and Graphic Paper

Fastmarkets
14:45 – 15:30
End Users Perspective- How is the Market Affecting Them?
  • Costs and changing consumption patterns?
  • Onshoring – is this still a trend post pandemic?
  • How is plastic substitution impacting changing supply chains? What are its effects on corrugated consumption?
  • How will consumer behaviour patterns change business strategy?
Jim Owen
Jon Rager
Christian Gerdes
Jim Owen

Jim Owen

Senior Analyst – Packaging & Logistics

RaboResearch

Jon Rager

Jon Rager

Senior Vice-President, Analytics

Fastmarkets

Christian Gerdes

Christian Gerdes

Global Procurement Director – Adhesives & Packaging

Kimberly-Clark
15:30 – 16:00
Networking Break
16:00 – 16:45
Fireside Chat: Trends in Containerboard Capacity and Investment
As global economic conditions continue to prove challenging for the containerboard industry, many producers are streamlining and upgrading their assets to reduce inefficiencies and cut costs. Beyond upgrading existing assets, in many cases this has included replacing legacy plants with new facilities. This session will look at the reasons for this shift, from taking advantage of cheaper, more secure energy sources to the need for new buildings to accommodate new machinery.
Michael Roxland
Ken Bowles
Jon Rager
William Studstill
Michael Roxland

Michael Roxland

Director, Equity Research, Truist Securities

Truist Securities

Ken Bowles

Ken Bowles

Group CFO

Smurfit Kappa

Jon Rager

Jon Rager

Senior Vice-President, Analytics

Fastmarkets

William Studstill

William Studstill

Director, Mill Intelligence

Fastmarkets
16:45 – 17:10
Fireside Chat: Spotlight on the Middle East
  • What’s happening in the Middle East industry generally?
  • Key growth areas and opportunities
  • Challenges particular to this territory?
  • How is the economy in the Middle East (compared to territories like Europe & N.America)?
Atul Kaul
Sami Al Safran
Atul Kaul

Atul Kaul

Chief Commercial Officer

Arab Paper Manufacturing Co (WARAQ)

Sami Al Safran

Sami Al Safran

CEO/Group President

Middle East Paper Co (MEPCO)
17:10 – 17:40
A View From Europe

A look at the key challenges for the European market in the coming year, including: 

  • Macro-economic drivers and current market conditions
  • Update on energy crisis and the ongoing Russia/Ukraine conflict 
  • The changing face of the containerboard supply chain doing business in Europe 
  • European packaging regulation update – what’s coming, how will it play out globally?
Dr Veronica Schey
Dr Veronica Schey

Dr Veronica Schey

Chief Operating Officer

Stepchange Consulting
17:40 – 19:00
Networking Drinks Reception & End of Day 2
08:00 – 12:30
Registration opens
09:10 – 09:15
Chair's welcome
Renata Mercante
Renata Mercante

Renata Mercante

Senior News Editor, PPI Pulp & Paper Week

Fastmarkets
09:15 – 09:45
Mapping the Industry's Next Steps
  • ICCA update- findings from the latest lifecycle assesment report on the corrugated box industry
  • Decaronizing operations – lessons from Europe
  • Recycling in new ways
  • Sustainability at the end of the supply chain
Rachel Kenyon
Rachel Kenyon

Rachel Kenyon

President

International Corrugated Case Association
09:45 – 10:15
Fastmarkets Outlook: Global Recovered Paper
  • Low generation and weak demand: when/how will the “balance” be broken in North America? 
  • Will Asian demand for recycled fiber rebound soon? 
  • Changing dynamics in global trade
Hannah Zhao
Hannah Zhao

Hannah Zhao

Director, Fiber

Fastmarkets
10:15 – 10:45
Networking Break
10:45 – 11:15
Fastmarkets Outlook: Latin America Packaging and Economy
  • What to expect from the Latin American packaging market for 2024-2025?
  • What are the local risks AND opportunities to look out for?
  • Mexico’s near-shoring trend: what next?
Rafael Barisauskas
Rafael Barisauskas

Rafael Barisauskas

Economist, Latin American Pulp, Paper & Packaging, Economic Analysis

Fastmarkets
11:15 – 12:00
Fireside Chat: Automation, Technology and AI – What Does it Mean for Packaging?
  • Where is the packaging industry relative to other sectors?
  • How does North America compare with other territories? 
  • How can automation and technology streamline production, and increase reliability?
  • Weighing up the upfront costs versus the benefits of ongoing efficiencies.
  • Upskilling the workforce to operate new automated systems.
Dr Constantine Goulimis
Matthew Seidner
Renata Mercante
Dr Constantine Goulimis

Dr Constantine Goulimis

Director BD Packaging, Pulp, Paper & Fibre

TietoEvry

Matthew Seidner

Matthew Seidner

Partner

Mckinsey & Company

Renata Mercante

Renata Mercante

Senior News Editor, PPI Pulp & Paper Week

Fastmarkets
12:00 – 13:15
Lunch
13:15 – 14:00
Panel: The Future of Packaging
  • Plastic-paper transition and the role of containerboard
  • Sustainability- how legislation drives change.  
  • Lessons from Europe
  • The impact of design and technology
Jeff Covelli
Greg Arvanigian
Ron Sasine
Gregory Rudder
Jeff Covelli

Jeff Covelli

President

Innovative Fiber

Greg Arvanigian

Greg Arvanigian

CEO

Arvco Container Corporation

Ron Sasine

Ron Sasine

Principal

Hudson Windsor

Gregory Rudder

Gregory Rudder

Managing Editor, PPI Pulp & Paper Week

Fastmarkets
14:00 – 14:30
Closing Keynote: Sustainable Products for a Sustainable Future – Opportunities for Containerboard
As customers become increasingly environmentally conscious and with regulation around the world taking steps to mandate the sustainable disposal of products, carboard packaging has an opportunity to take the lead. This session will explore the opportunities and how containerboard producers can work with customers to deliver on sustainability goals.
Terry Webber
Terry Webber

Terry Webber

Vice President, Industry Affairs

American Forest & Paper Association
14:30 – 14:30
End of conference