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Agenda

Monday June 20

3:00 pm	Registration Opens - Location: Grand Ballroom Foyer
4:00	New to the Aluminum Industry? Don't miss our Special Workshop on Aluminum's Key Industry Metrics and How to Read them We know that starting up in the industry may feel overwhelming at first, so we want to help kick-start your way through! Sign up for our 90 minutes special workshop on Aluminum Key Industry Indicators and How to Read Them which will be presented by our own Senior Vice President and Founder Jorge Vazquez prior to the official conference. Its free with your conference registration and will take place on the Swissötel, Chicago (Conference venue) on June 20th, 2011 from 4:00 to 5:30 pm. *Please select this free workshop on your registration form to enroll.
6:00	Welcome Networking-Cocktail & Music! - Location: Edelweiss sponsored by

Tuesday June 21

7:00 am	Breakfast- Location: Alpine Ballroom sponsored by
7:55	Opening Remarks - Location: Grand Ballroom Jorge Vazquez Sr., HARBOR Intelligence, President & Chief Economist
	> SESSION 1 (Special Focus) Aluminum Industry Hot Topics and the Price/Premium Outlook There is increasing street talk that the aluminum industry is undergoing several structural changes that will imply a notable change on aluminum price and regional premium behavior and levels. It is thus important to exploring the odds and details of China turning into a net growing importer of aluminum, the short and long term implications of ETF's and financing deals, Western World possible output restarts, stealth stocks dynamics, expected changes of aluminum trade flows, and the possibility of metal shortages ahead. Expect to receive different perspectives on demand, supply, and price outlook and regional P1020 and Billet premiums for 2011-2012 (Midwest, Europe, Japan).
8:00	The Aluminum Industry Outlook Below the Surface Jorge Vazquez, HARBOR Intelligence, Managing Director Aluminum Unit
8:30	Financing Deals, ETF's and Effects on the Aluminum Outlook Michael Lewis, Deutsche Bank, Head of Commodities Research
8:50	Is the Aluminum Market Expected to Enter into a Period of Shortages? David Wilson, Societe Generale, Senior Base Metals Analyst
9:10	Aluminum Trade Flows Ahead and the Regional Premium Outlook Jesus Villegas, HARBOR Intelligence, Senior Aluminum Analyst
9:35	Cans, Cars and Construction and the Aluminum Outlook Lloyd O´Carroll, Davenport and Co, Senior Vice President and Metals Equity Analyst
9:55	Q&A
10:05	Refreshment Break - Location: Grand Ballroom Foyer sponsored by
	> SESSION 2 Demand Drivers Outlook: Global Macroeconomic Expectations and BRIC's Update Data shows that aluminum demand is the main determinant for output and prices. Knowing what to expect from the demand side of the equation is essential for business and hedging/trade strategy. Our guest speakers will discuss key macroeconomic trends and the outlook for China, North America, Europe, India and Brazil. Will explore macro risks, key sectors that will drive marginal growth for aluminum, and the supply challenges some aluminum producers will face.
10:20	Should we be Optimistic for North America and Europe's Economy for 2012? Jorge Vazquez Sr., HARBOR intelligence, President & Chief Economist
10:45	China's Economic Agenda and Its Expected Effects on Growth, Inflation and "Bubbles" Lilian Luca, The Beijing Axis, Managing Director: Beijing Axis Procurement
11:15	Will India be Able to internally Satisfy it's Double Digit Aluminum Demand Growth? Greg Wittbecker, Alcoa, Vice President Materials Management
11:40	Brazil's Booming Demand and Supply Side Challenges: Shortages ahead? Felix Sanz Yeboles, Yeb Market Intelligence, Managing Director
12:05	Q&A
12:20	Lunch - Location: Alpine Ballroom sponsored by
	> SESSION 3 Aluminum Raw Materials & Output Cost Analysis/Outlook The upward trend in aluminum´s raw material costs continues. Are these output cost pressure expected to accelerate ahead and affect the entire industry supply chain and its prices? Speaker will talk about energy fundamentals and the outlook, alumina structural changes, industry outloo and possible price breakout, and carbon products/ALF3 industry dynamics and global effects.
1:50	The Global Energy Outlook and Probable Effects on Metals Markets Jason Schenker, Prestige Economics, President/ Chief Economist
2:20	Alumina/Bauxite Fundamentals, Structural Changes and Odds of Booming Prices James King, HARBOR Intelligence, Senior Vice President Aluminum Strategies
2:45	Aluminum Industry Costs and Strategic Raw Materials Ahead Jorge Vazquez, HARBOR Intelligence, Managing Director Aluminum Unit
3:05	Q&A
3:15	Break- Location: Grand Ballroom Foyer Sponsored by
	> SESSION 4 (KEYNOTE PANEL) Producers View of Market Dynamics, Outlook and Strategy This conference and the intelligence gathering wouldn't be complete if we don't hear what key aluminum producers and manufacturers (primary, FRP, extrusions and castings) see in their real world and how they are redesigning/focusing their strategy to response to the underlying industry trends they see ahead. We have invited as speakers CEO's and Senior Executives of companies that we believe represent probably the best summary of what is going on in the market and what to expect ahead. Hear their candid views and ask them by yourself.
3:30	How we see the aluminum upstream industry (2011-2012) and what is our strategy Mike Tanchuk, Ormet Corp, CEO
3:55	Strategy and outlook for an integrated aluminum business model Kip Smith, Noranda, CEO & President
4:20	Demand Growth and Supply Challenges in FRP (Can Sheet, Other Sheet/Plate and Foil) Erwin Mayr, Novelis, SVP, Chief Strategy and Commercial Officer
4:45	North America's Extrusion Market Outlook and Segments of Growth Tom Schabel, Alexandria Extrusion Co, CEO and Owner
5:10	Q&A
5:25	End of Day

Wednesday June 22

7:00 am	Breakfast – Location: Alpine Ballroom sponsored by
	> SESSION 5 (Special focus) Scrap Aluminum Market Tightness, Shrinking Spreads and Outlook Scrap tightness remains. Hoarding is more frequently seen as holders of scrap wait with conviction for higher prices. The spreads between scrap and alloys, and between alloys and prime are unusually shrinking. Meanwhile China, India, Mexico, and Brazil appetite for scrap continues to grow, although Chinese buyers seem recently to have reduced their demand on perception of "high prices" and government policy uncertainty. Structural changes are occurring with respect to scrap trade and mill localization. Expect really candid talk and views.
8:00	China's Aluminum Secondary Market: Trend Changes, Government Policy & Outlook Xiong Hui, Antaike, Senior Aluminum Scrap and Secondary Aluminum Analyst
8:35	What is Really Driving Scrap Prices: Effects of Demand and Mill Localization Robert David, B David and Co, President
8:55	Aluminum Scrap vs Automotive Alloys Spread Dynamics and Price Outlook 2011-2012 Jesus Villegas, HARBOR Intelligence, Senior Aluminum Analyst
9:20	Q&A
9:30	Refreshment Break Sponsored by
	> SESSION 6 (Strategy focus) Update on Best Aluminum Sourcing and Hedging practices You really don't want to miss this one. This session makes the conference unique and special. Upgrade your sourcing intelligence and practices. Increase your perception of price value. Enhance your hedging toolbox. Polish your hedging strategies. Bring present and future $ value back home. Your company will surely appreciate it and send you back to our 2012 Outlook Conference.
9:45	China Sourcing: Perspectives on why, what and how Lilian Luca, The Beijing Axis, Managing Director: Beijing Axis Procurement
10:20	Innovative Sourcing Strategies for Aluminum Purchases Lisa Reisman, Metal Miner, Managing Director US
10:45	Hedging Strategies that Reduce Risk and Produce Value Paul Smith, Mobius Risk Group LLC, Chief Risk Officer
11:10	Aluminum Price Value Analysis and Suggested Hedging Strategies 2011-2012 Jorge Vazquez, HARBOR Intelligence, Managing Director Aluminum Unit.
11:30	Q&A
11:40	End of Conference