Wednesday 29 October 2008

1830 - 2030: WELCOME RECEPTION
The Chicago Marriott Downtown Magnificent Mile

Thursday 30 October 2008

0800: Registration & Coffee

WELCOME REMARKS
Robert Perlman, Chairman, CRU

KEYNOTE PRESENTATION:
Dr Louis Schorsch, President/CEO Flat Products Americas, ArcelorMittal

SESSION 1 - Global Markets: The Impact on North
America

SESSION CHAIRMAN: 
Paul Scott, Managing Consultant, CRU 

RUSSIA: GLOBAL STEEL AND MINING PERSPECTIVES - THE
SEVERSTAL VIEW
Thomas Veraszto, Senior VP Corporate Strategy & Development,
Severstal Russia

CHINA: THE CHANGING FACE OF THE CHINESE STEEL INDUSTRY
John Johnson, CEO, CRU China

INDIAN STEEL PERSPECTIVE
Jayant Acharya, President, JSW Steel

BRAZILIAN MARKET AND POTENTIAL IMPACT ON THE NORTH AMERICAN STEEL MARKET
Christiano da Cunha Freire, President, INDA - INSTITUTO NACIONAL DOS DISTRIBUIDORES DE AÇO

SESSION 2 - Raw Materials: Can Costs go even higher?

A NORTH AMERICAN PERSPECTIVE ON A GLOBAL MARKET
Donald J Gallagher, President - North American Business Unit,
Cliffs Natural Resources Inc

SUPPLYING THE US AND WORLD WITH SCRAP
William J. Bremner, President, Behr Iron & Steel Corporation

OVERVIEW OF THE US COAL MARKET
Ernie Thrasher, President, Xcoal Energy & Resources

NORTH AMERICAN STEEL - SHELTERED FROM THE RAW MATERIAL STORM?
Colin Hamilton, Senior Consultant - Steel Raw Materials, CRU

SESSION 3 - Logistics: Moving Steel from Makers to
Fabricators to End Users

SESSION CHAIRMAN:
Gordon G. Gustafson, Chief Commercial Officer & VP –
Integrated Solutions, ADS Logistics

TRUCKING - THE NEW REALITIES
William Edwards, President, ADS Logistics

THE RAILROAD ROLE IN TRANSPORTING STEEL PRODUCTS
Denis J. Smith, Vice President Marketing Industrial Products,
BNSF Railway

WATERBORNE TRANSPORTATION*
Bradley S. Hall, Vice President and General
Manager of Sales and Marketing, American Commercial Lines

USING LOGISTICS AS A DIFFERENTIATOR IN THE STEEL INDUSTRY
Dirk Claessens, Global Leader Metals and Mining, IBM 

SESSION 4 - Buyers’ Views: Key Issues Facing
Steel Buyers in Today’s Market

SESSION CHAIRMAN: 
Mark Fraser, Managing Consultant, CRU Strategies

GLOBALISATON OF THE STEEL SUPPLY BASE
Carlos Barajas, Director, Global Commodity Management Steel,
Whirlpool Corporation

BUYING STEEL: THE SERVICE CENTER PERSPECTIVE*
Mike Taylor, President, Cargill Steel Services Centers

CUMMINS’ ISSUES WITH STEEL PRICE INCREASES
Steve B. Davenport, Corporate Manufacturing,
Purchasing Finance Leader, Cummins Inc.

PRESENTATION *
Joe Tarica, Director Supply Chain
Peabody Energy

1800 - 2000: COCKTAIL PARTY
Hosted by: ArcelorMittal
Trump International Hotel & Tower

Friday 31 October 2008

0730 - 0830 Networking Breakfast

KEYNOTE PRESENTATION: 
ISSUES FACING THE STEEL LONG PRODUCTS INDUSTRY IN
NORTH AMERICA
Mario Longhi, President, Gerdau Ameristeel

SESSION 5 - Producers' Views: The Outlook for 
Market Fundamentals

SESSION CHAIRMAN:
Mark Liinamaa, Vice President, Morgan Stanley Research

THE FUTURE OF THE SHEET STEEL MARKET IN
NORTH AMERICA
Roy Platz, Director of Marketing and Analysis, ArcelorMittal

OUTLOOK FOR STRUCTURAL PRODUCTS IN
NORTH AMERICA*
Bill Brown, General Sales Manager - Steel Shapes,
Steel Dynamics

WHAT IN THE WORLD IS GOING ON WITH PLATE? 
Daniel L. Miksta, Vice President & General Sales Manager,
SSAB - North American Division

SESSION 6 - Steel Futures: How Much Closer to Becoming Reality?

SESSION CHAIRMAN:
Jeff Kabel, Vice President, Koch Metals Trading, Ltd

ARE EXCHANGE-TRADED INSTRUMENTS THE ONLY OPTION
FOR STEEL PRICE RISK MANAGEMENT?
Mary Lou Southwood, Director, Financial Risk Assessment,
CRU Price Risk Management

HOW THE INTRODUCTION OF STEEL FUTURES CAN BENEFIT
YOUR BUSINESS
Paul Shellman, Steel Consultant, NYMEX

PRACTICAL RISK MANAGEMENT STRATEGIES FOR STEEL PRODUCERS AND CONSUMERS: A VIEW FROM THE
ENERGY SPACE
Brennan S. Higgins, Associate Director / Head of OTC Energy,
Macquarie Bank Ltd.

STEEL FUTURES - A DISTRIBUTOR'S PERSPECTIVE
Jean-Luc Fiorenzoni, Head of Steel Price Risk Management
Stemcor Risk Management

 * Title to be confirmed
† Speaker to be confirmed

About the organiser:

CRU is the leading international independent consultancy and business
analysis provider specialising in the global steel industry as well as other
global commodity industries such as mining, non-ferrous metals, power,
cable and chemicals.

In recent years, CRU’s assessments of steel prices have emerged as the
most widely used assessments in the global steel industry, in particular
in North America. They are currently entered into the physical contracts
between steel mills/distributors and their customers in addition to being
entered into hundreds, if not thousands of variable cost contracts as
well as being used in the settlement of derivative products, such as
swaps

For more information on this conference, please contact:
Sabine Sebode, CRU Events,
31 Mount Pleasant, London WC1X 0AD, UK
Tel: +44 20 7903 2167
Fax: +44 20 7903 2432
Email: sabine.sebode@crugroup.com