Join our one-hour webinar discussion where you will hear from senior analysts reporting on the packaging sector. Our panelists will set the stage with a review of the new macro normal before diving into regional market performance, M&A activity and default risk expectations in 2025.
Topics include:
- What will “trend” economic growth look like in 2025 and what will be the impact on the consumer?
- How will consumer-packaged goods (CPG) revenue strategy impact global volume trends?
- How will packaging companies perform in EMEA and North America and what can we take away from a comparative analysis of market performance in these regions?
- Recycling trends and regulation in the packaging industry: how will regional differences continue to increase?
Speakers
Scott Manduca
Vice President – Senior Analyst, Corporate Finance Group
Moody's Ratings
Anastasija Johnson
Vice President - Senior Credit Officer, Corporate Finance Group
Moody's Ratings
Donatella Maso
Vice President - Senior Credit Officer, Corporate Finance
Moody's Ratings
Kathrin Heitmann
Associate Managing Director - Homebuilding, Corporate Finance Group
Moody’s Ratings
Linda Montag
Senior Vice President
Moody's Ratings
Motoki Yanase
VP-Senior Credit Officer, Corporate Finance Group
Moody's Ratings
Mikhil Mahore
Analyst, Corporate Finance
Moody's Ratings
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Scott Manduca is a Vice President – Senior Analyst in Moody’s Corporate Finance Group. Scott joined Moody’s in March 2020 as a lead analyst and is part of the Homebuilding, Building Materials and Packaging team. Scott’s portfolio of companies mainly consists of those in the packaging industry, and also includes some manufacturing and service companies. Previously, Scott spent 16 years on the buyside as a corporate bond analyst in the investments area of Guardian Life Insurance. Scott analyzed companies in the investment grade, speculative grade, and bank loan markets across numerous sectors, including Aerospace & Defense, Automotive, Basic Industries (chemicals, paper & forest products, metals & mining), Diversified Manufacturing, Packaging, Railroads, Transportation Services, and Waste Services. Prior to Guardian Life Insurance, Scott spent 10 years at the high yield arm of Dresdner Kleinwort Wasserstein as a sell-side analyst covering the Metals & Mining, Paper & Forest Products, and Packaging sectors. Scott holds a B.S. in Accounting from Marist College
Anastasija Johnson is Vice President – Senior Credit Officer in Moody’s Corporate Finance Group, covering a portfolio of investment-grade and speculative-grade companies in the chemical, paper and forest product industries. In her non-portfolio responsibility, Anastasija leads Moody’s paper and forest product industry outlook and research efforts. Prior to joining Moody’s in 2008, Anastasija reported on corporate and municipal bond markets for Thomson Reuters and The Bond Buyer. Anastasija holds an MBA from New York University’s Leonard N. Stern School of Business and a BA from the University of Latvia.
Donatella Maso is a Vice President – Senior Credit Officer at Moody’s in the EMEA Corporate Finance Group based in London. Her portfolio covers a diverse range of European high-yield and leveraged finance credits.
Donatella joined Moody’s in December 2013. Donatella has more than 11 years of leveraged finance and credit analysis experience. Before joining Moody’s, she spent seven years at GE Capital structuring and executing Pan European mid market LBOs and investing in secondary and distressed loans. Prior to that, she worked for over four years as senior credit analyst in the Acquisition Finance team at the former Banca Nazionale del Lavoro (BNP Paribas Group), based in London. Donatella holds a degree in Economics from the University of Trieste.
Kathrin Heitmann is an Associate Managing Director in the Corporate Finance Group (CFG) and heads the US Homebuilding Team.
Immediately prior to her current role, Kathrin was a VP-Senior Creditor Officer in the Project and Infrastructure Finance Group, with responsibility for a portfolio of US infrastructure projects across the power, energy, and transportation sectors and the lead of Moody’s Project Finance Bank Loan default research.
Kathrin joined Moody’s in 2007 and has held various roles during her tenure, such as lead analyst for regional and local governments in Canada as well as for European heavy industrial corporations out of the Corporate Finance team in Germany.
Kathrin is a certified Financial Risk Manager and a CFA charterholder. Kathrin is a Country Champion for Moody’s Network of CFA Charterholders (MNCC), a Mentor for Young Women in Finance, and Co-Treasurer of Dance/NYC, a NY non-profit.
She studied business administration at UAM University in Madrid, Spain, and holds a Master’s degree in business administration from Johann Wolfgang Goethe University in Frankfurt, Germany.
Linda Montag is a Senior Vice President in Moody’s Ratings Retail and Consumer Goods Group. Currently, she has responsibility for companies in the consumer goods, beverage, and food industries. Since joining Moody’s, Linda’s responsibilities have also included analysis of retailers, packaging companies, consumer and diversified finance companies, asset management companies and retail broker-dealers as well as German, Austrian and Swiss Banks.
Prior to joining Moody’s, Linda had 12 years commercial banking experience including assignments in domestic retail systems conversions, domestic and international credit departments, international credit liaison function, and foreign financial institutions account relationship officer at Mellon Bank NA. She was also Vice President of loan syndications and corporate lending while at Landesbank-Hessen-Thüringen.
Linda has a BA in Business Administration and German from Grove City College and pursued German language studies at the University of Hamburg, Germany.
Motoki Yanase is a Vice President --- Senior Credit Officer with the Corporate Finance Group of Moody’s Corporation. He is a lead analyst responsible for the U.S. packaging and building product manufacturers.
Before joining Moody’s U.S. team in 2021, Motoki was a lead analyst at Moody’s Japan since 2015, covering various industries including automotive, telecommunications, beverage, electronics and steel industries. Motoki previously held credit positions at Goldman Sachs and Aozora Bank. Prior to these positions, he was an analyst at Moody’s Japan, covering industries including paper, specialty steel and non-ferrous metals.
He holds a Bachelor’s degree from Keio University in Japan and an M.B.A. from University of Chicago.
Mikhil Mahore is a Lead Analyst in Moody's Corporate FinanceGroup based in Toronto. He is responsible for covering a broad portfolio of companies in the Technology, Business and Consumer Services, and Media industries.
During his time at Moody's prior to this role, Mikhil supported the coverage of companies in Telecommunications, Satellite, Paper and Forest Product (PFP), Steel, Homebuilding, and Business and Consumer Services industries across Canada and the US. Mikhil joined Moody's in February 2019 from Toronto Dominion (TD) Bank where he worked in the bank's Enterprise Market Risk Management group.
Mikhil earned a Bachelor of Engineering from Manipal University in India and an MBA from the Rotman School of Management at the University of Toronto. He is also a CFA Charterholder.