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Bruno Mariani
Founding Partner & CEO
COP 21, Paris
December, 2015
Capturing the Full Potential of the
Forestry Sector in Brazil
Opportunities
Multispecies Plantations
Complex Adaptive Systems
Environmental Services
1
2
3
4
Brazil Competitive Advantage
Furniture
Forestry Sector
Agribusiness
Pulp and Paper
Homebuilding
Architecture and Interior Design
Region 1
90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Brazil’s Global Warming Emissions by Economic Sector
Source: UCUSA; Observatorio do Clima
BILLION METRIC TONS CO₂
1
2
3
Land Use Change
Waste
Industrial Processes
Energy
Agriculture
Annual Amazon Deforestation in Brazil by State
DEFORESTATION IN THOUSANDS OF KM²
Region 1
0
8
15
23
30
96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
Méd
Source: Nepstad, et al., “Slowing Amazon deforestation through public policy and interventions in beef and soy supply chains,” Science 6 June 2014
5
15
25
35 Tocantins
Roraima
Rondônia
Pará
Mato Grosso
Maranhão
Amapá
Amazonas
Nations with Highest Deforestation Rates, 1990 – 2005
Source: FAO
More than 25 Million
5 Million – 25 Million
2.5 Million – 5 Million
Small Loss or Net Gain
DEFORESTED AREA (MILLIONS OF HECTARES)
Wood: an Extraordinary Material
Zero Greenhouse Gas (GHGs) emissions
Residuals become supply material
Produced using Clean Energy
Biodegradable
Environmental friendly
Adding value to the Biodiversidade
Wood: an Extraordinary Material
Wood: an Extraordinary Material
Steel and Cement together represent
Wood: an Extraordinary Material
Production to be more regulated
and controlled will impact prices
10% of GHG total emissions
Wood from certified planted trees
100% sustainable
Wood: an Extraordinary Material
Wood: an Extraordinary Material
Large Scale Reforestation contributes to Brazil’s Climate Change Plan
Regulates Water flow and Availability
Positive Impact on biodiversity
Forest Plantations
Forest Plantations
Multiple uses
and applications
From Monoculture to Multispecies
Commercial Risk
diversification
Generates new
opportunities for local
communities
Residuals
transformed into
new inputsByproducts provide
natural fertilizers
or bioenergy Positive impact in
Biodiversity
and Landscape
Native
adapted
species
Multispecies Systems
are more resilient
From Monoculture to Multispecies
Better water
supply
management
Benefits biodiversity both on
the ground and underground
Better Adaptation to
climate change impacts
Multipurpose and multiple
uses of the products
Solid long
term fixed income
attributes
Provides natural
hedge against
inflation
Low correlation with
most traditional
asset classes
Investment Perspective
Low volatility
Inventory of Wild
Vertebrates from
the Symbiosis Farm
ANGELIM PEDRA
Andira ormosioides
PEROBA ROSA
Aspidosperma polyneuron
GONÇALO ALVES
Astronium concinum
ADERNE
Astronium graveolens
GIBATÃO (TIGER WOOD)
Astronium fraxinifolium
SUCUPIRA
Bowdichia virgilioides
PAU BRASIL (BRAZIL WOOD)
Caesalpinia echinata
JEQUITIBA ROSA
Cariniana legalis
PUTUMUJU
Centrolobium sclerophyllum
LOURO
Cordia trichotoma
JACARANDÁ DA BAHIA (ROSE WOOD)
Dalbergia nigra
JENIPAPO
Genipa americana L.
IPÊ AMARELO
Handroanthus riodocensis
MAÇARANDUBA
Manilkara salzmannii
PARAJU
Manilkara bela
PEROBA AMARELA
Paratecoma peroba
VINHÁTICO
Plathymenia foliosa
IPÊ OVO DE MACUCO
Tabebuia serratifolia
PELADA
Terminalia kuhlmannii
IPÊ TABACO
Zehyera tuberculosa
Selected Species
25
Bruno Mariani
brunomariani@symbiosisinvestimentos.com
www.symbiosisinvestimentos.com

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Symbiosis cop 21 paris

  • 1. Bruno Mariani Founding Partner & CEO COP 21, Paris December, 2015
  • 2. Capturing the Full Potential of the Forestry Sector in Brazil Opportunities Multispecies Plantations Complex Adaptive Systems Environmental Services 1 2 3 4
  • 3. Brazil Competitive Advantage Furniture Forestry Sector Agribusiness Pulp and Paper Homebuilding Architecture and Interior Design
  • 4. Region 1 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 Brazil’s Global Warming Emissions by Economic Sector Source: UCUSA; Observatorio do Clima BILLION METRIC TONS CO₂ 1 2 3 Land Use Change Waste Industrial Processes Energy Agriculture
  • 5. Annual Amazon Deforestation in Brazil by State DEFORESTATION IN THOUSANDS OF KM² Region 1 0 8 15 23 30 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 Méd Source: Nepstad, et al., “Slowing Amazon deforestation through public policy and interventions in beef and soy supply chains,” Science 6 June 2014 5 15 25 35 Tocantins Roraima Rondônia Pará Mato Grosso Maranhão Amapá Amazonas
  • 6. Nations with Highest Deforestation Rates, 1990 – 2005 Source: FAO More than 25 Million 5 Million – 25 Million 2.5 Million – 5 Million Small Loss or Net Gain DEFORESTED AREA (MILLIONS OF HECTARES)
  • 8. Zero Greenhouse Gas (GHGs) emissions Residuals become supply material Produced using Clean Energy Biodegradable Environmental friendly Adding value to the Biodiversidade Wood: an Extraordinary Material
  • 10. Steel and Cement together represent Wood: an Extraordinary Material Production to be more regulated and controlled will impact prices 10% of GHG total emissions Wood from certified planted trees 100% sustainable
  • 13. Large Scale Reforestation contributes to Brazil’s Climate Change Plan Regulates Water flow and Availability Positive Impact on biodiversity Forest Plantations
  • 15. Multiple uses and applications From Monoculture to Multispecies Commercial Risk diversification Generates new opportunities for local communities Residuals transformed into new inputsByproducts provide natural fertilizers or bioenergy Positive impact in Biodiversity and Landscape
  • 16. Native adapted species Multispecies Systems are more resilient From Monoculture to Multispecies Better water supply management Benefits biodiversity both on the ground and underground Better Adaptation to climate change impacts Multipurpose and multiple uses of the products
  • 17. Solid long term fixed income attributes Provides natural hedge against inflation Low correlation with most traditional asset classes Investment Perspective Low volatility
  • 18. Inventory of Wild Vertebrates from the Symbiosis Farm
  • 19.
  • 20.
  • 21.
  • 22. ANGELIM PEDRA Andira ormosioides PEROBA ROSA Aspidosperma polyneuron GONÇALO ALVES Astronium concinum ADERNE Astronium graveolens GIBATÃO (TIGER WOOD) Astronium fraxinifolium SUCUPIRA Bowdichia virgilioides PAU BRASIL (BRAZIL WOOD) Caesalpinia echinata JEQUITIBA ROSA Cariniana legalis PUTUMUJU Centrolobium sclerophyllum LOURO Cordia trichotoma JACARANDÁ DA BAHIA (ROSE WOOD) Dalbergia nigra JENIPAPO Genipa americana L. IPÊ AMARELO Handroanthus riodocensis MAÇARANDUBA Manilkara salzmannii PARAJU Manilkara bela PEROBA AMARELA Paratecoma peroba VINHÁTICO Plathymenia foliosa IPÊ OVO DE MACUCO Tabebuia serratifolia PELADA Terminalia kuhlmannii IPÊ TABACO Zehyera tuberculosa Selected Species
  • 23.
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