『Forest Invest』のカバーアート

Forest Invest

Forest Invest

著者： Shauna Matkovich
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 Meet experts in forest investment from different corners of the forestry asset class. From investors to entrepreneurs, market players to service providers. Tune in to hear stories from the trenches, insights and best practice guidance to build your toolbox for creating profitable and impactful forest investments.

Hosted on Acast. See acast.com/privacy for more information.

Shauna Matkovich 個人ファイナンス 経済学
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  • An Industrial Perspective on Forest Investment in Africa – with Hans Lemm

    An Industrial Perspective on Forest Investment in Africa – with Hans Lemm
    2025/06/30

    Today, I’m joined by Hans Lemm, Director of Acacia Africa Advisors and former CEO of East Africa’s largest forest company. In this conversation, Hans shares lessons from over two decades of leading industrial forestry businesses across the emerging markets of Tanzania, Uganda, Kenya, Mozambique, and South Sudan. We explore what’s changed and what hasn’t in African forestry, from the growing role of smallholder farmers to the influx of Asian processing investment. Hans offers practical insights on managing operational and reputational risks, outlines investor misconceptions, and explains why inclusive value chains and realistic projections are key to successful forest investment. We also talk about the critical (but often misunderstood) role of carbon finance and the job-creation potential of forest industrialization.


    QuoteAfrica is generally a good place to grow trees. Trees grow fast here, and there are appealing fundamentals like a growing middle class and urbanization—but it remains a complex operating environment.
    Despite assumptions, I’ve never seen real problems around political risk or land tenure in my 20+ years of experience across the region. The risks are different than people often think.


    Useful Resources

    The ForestLink newsletter signup

    Hans Lemm on LinkedIn


    Production Team

    Founding Director and Host: Shauna Matkovich - The ForestLink

    Producer and Editor: Magdalena Laas - Unscripted Creatives


    Chapters

    00:00] Introduction – Meet your host, Shauna Matkovich

    [00:19] Guest intro – Hans Lemm of Acacia Africa Advisors

    [01:12] Hans’s journey: 25 years in African forestry

    [03:08] How Africa’s forest sector has changed – and what hasn’t

    [04:12] More than just planting: The need for downstream investment

    [05:14] The role of smallholder tree farmers

    [06:27] What happens when industrial capacity lags behind wood supply?

    [07:16] Rise of Asian investors and local processing

    [08:27] Domestic markets: Still largely informal

    [09:37] What still needs to change: Standards, logistics & regulation

    [11:11] Ingredients for a sustainable forestry business

    [13:01] Real vs. perceived investment risks

    [15:06] Taxation and technical missteps – hidden threats

    [17:06] Local knowledge matters – even within small regions

    [18:02] Forex, investor fatigue & reputational concerns

    [19:09] Aligning operators and investors for long-term success

    [21:52] Reporting pressure in emerging markets

    [24:08] The role of DFIs in African forestry

    [26:32] Key market drivers: Trade with Asia, local manufacturing

    [28:14] Carbon finance: Tool or trap?

    [30:07] Forestry as a job engine and community license to operate

    [33:01] Field story: The cobra in Uganda

    [33:19] Mentorship and career-defining moments

    [34:54] Evacuation in South Sudan – and the best beer ever

    [37:04] What’s next for Hans Lemm

    [38:00] Final advice to investors: Be realistic

    [38:41] Where to find Hans Lemm online

    [39:00] Outro – Thanks from Shauna Matkovich


    Sound Library

    Nature by MaxKoMusic/Soundcloud

    Sopwell Woodlands and Scohaboy Bog SAC, Cloughjordan, Co Tipperary, IRELAND by wild_rumpus/Soundcloud

    Ambient Documentary by Sound Guru (Pixabay)




    Sign up now for the ForestLink’s newsletter, where you’ll receive technical advice, reflections, and best-practice guidance to support you with your forest-linked investment strategy or business straight to your inbox.

    Hosted on Acast. See acast.com/privacy for more information.
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    39 分
  • Securitization in Emerging Market Forest Investment with Alessandro Materni

    Securitization in Emerging Market Forest Investment with Alessandro Materni
    2025/06/23
    Alessandro Materni, Managing Partner at FLS Forestry Linked Securities, joins me on The Forest Investment Podcast. Today, we explore how securitization can revolutionize forest investment in the Global South, making it more accessible to institutional investors. Alessandro breaks down the mechanics of forestry-backed securities, the unique advantages of reforestation in Paraguay, and the safeguards needed to mitigate ESG and political risks. We also discuss FLS's mission-driven strategy, seeking long-term investor returns with biodiversity, climate, and social impact goals. If you're interested in learning alternative approaches to structuring finance in a forest investment, this episode offers great lessons.QuoteWe try to shield assets from political risk and local idiosyncrasies as much as possible, to make them securitizable, and ultimately investable.Useful ResourcesThe ForestLink newsletter signupAlessandro Matterni LinkedInFLS Forestry Linked SecuritiesFLS on LinkedInStrawberry tree (Arbutus unedo) & Lapacho (Handroanthus impetiginosus)Production TeamFounding Director and Host: Shauna Matkovich - The ForestLinkProducer and Editor: Magdalena Laas - Unscripted CreativesChapters[00:00] Introduction to Forest Invest with Shauna Matkovich[00:21] Meet the Guest: Alessandro Materni of FLS[00:35] Alessandro’s Favorite Trees: Strawberry Tree & Lapacho[02:05] Introduction to Alessandro and FLS Forestry Linked Securities[04:45] Explaining Securitization in Forestry Terms[07:18] Rating Agencies & Forestry Assets[08:46] Scale of Institutional Forestry Investment[10:06] How FLS Aims to Expand Forestry Markets[12:15] Addressing Political Risk in Emerging Markets[13:49] Why Paraguay? Land, Governance, and Risk Mitigation[17:03] Target Wood Markets in Paraguay[18:35] ESG, Carbon Credits, and Conservation Commitments[21:20] Local Community Engagement and Biodiversity Practices[23:39] Reforestation vs. Mature Asset Strategy[24:39] Life Cycle of Forest Investment and Securitization Timing[27:02] Exit Options and Evergreen Structure[29:39] Investor Profiles and Suitability[32:12] Is This Strategy Right for Forestry Newcomers?[34:12] Non-Negotiable ESG Commitments[36:26] Why Securitization Is Less Common in Developed Markets[38:03] Other Potential Jurisdictions Beyond Paraguay[41:05] Carbon Markets and the Bigger Picture[45:12] Final Advice for New Forest Investors[46:17] Where to Learn More About FLS[47:23] Closing Remarks from ShaunaSound LibraryNature by MaxKoMusic/SoundcloudSopwell Woodlands and Scohaboy Bog SAC, Cloughjordan, Co Tipperary, IRELAND by wild_rumpus/SoundcloudAmbient Documentary by Sound Guru (Pixabay)Sign up now for the ForestLink’s newsletter, where you’ll receive technical advice, reflections, and best-practice guidance to support you with your forest-linked investment strategy or business straight to your inbox. Hosted on Acast. See acast.com/privacy for more information.
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    48 分
  • Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardner

    Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardner
    2025/06/16

    Today, I’m joined by Olly Hughes, Managing Director of Forestry, and David Gardner, Chief Investment Officer for Forestry at Gresham House. In this discussion, we explore how Gresham House builds global forestry portfolios that incorporate both financial and climate-related considerations. Olly explains why timberland offers stable, inflation-linked returns and outlines how it fits into the “natural capital” asset class, where sustainable timber, carbon credits, and biodiversity gains converge. David adds rich insight into long-rotation conifer crops and how afforestation and compliance carbon markets (especially in Australia and New Zealand) can support early cash flow. We delve into the significance of establishing KPIs for biodiversity and why experiencing a forest firsthand can be the most effective education for new investors.



    Quote“We believe global timber demand will nearly triple over the next 30 years, so we must plant trees both for nature-based reasons and for timber supply.” – Olly Hughes“Certification is just the starting point—we manage to global standards and then layer on sustainability objectives to meet Article 9 criteria.” – David Gardner



    Useful Resources

    Gresham House

    Olly Hughes (LinkedIn)

    David Gardner (LinkedIn)

    The ForestLink newsletter signup

    Favorite trees: Walnut (Juglans regia) & Ginkgo Biloba



    Production Team

    Founding Director and Host: Shauna Matkovich - The ForestLink

    Producer and Editor: Magdalena Laas - Unscripted Creatives



    Chapters

    [00:00] Intro & Welcome

    [00:35] Favorite Trees

    [01:19] Introductions & Gresham House Overview

    [04:19] Why Forestry? Key Investment Benefits

    [08:52] Case Study: Forestry Resilience During Recession

    [10:47] Climate Goals & Misconceptions

    [15:37] Policy Regulations & Market Impact

    [18:08] Best Geographies Where Climate and Returns Align

    [22:33] Portfolio Strategy – Mixing New and Mature Assets.

    [24:10] Carbon Markets 101

    [27:02] Timber vs. Carbon Returns

    [29:01] Nature & Biodiversity Investing

    [36:59] Managing Forests & Funds, Sustainability Meets Scalability.

    [39:02] Global Standards for Nature and Carbon

    [39:26] Inspiration & Frustration

    [42:00] Final Advice

    [43:13] Closing & Contact Info



    Sound Library

    Nature by MaxKoMusic/Soundcloud

    Sopwell Woodlands and Scohaboy Bog SAC, Cloughjordan, Co Tipperary, IRELAND by wild_rumpus/Soundcloud

    Ambient Documentary by Sound Guru (Pixabay)








    Sign up now for the ForestLink’s newsletter, where you’ll receive technical advice, reflections, and best-practice guidance to support you with your forest-linked investment strategy or business straight to your inbox.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    44 分

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