Start of Conference (Location: Ballroom)

Welcoming Remarks

~ Nick Chang, Editor, PPI Asia, RISI

Introduction to RISI

~ Dali Zhang, Managing Director, Asia, RISI

RISI 2011 Asian CEO of the Year Award presented to RR Vederah, Managing Director, Ballarpur Industries Limited

~ Presented by: Dali Zhang, Managing Director, Asia, RISI

KEYNOTE ADDRESS

~ RR Vederah, Managing Director, Ballarpur Industries Limited

Keynote Questions & Answers

The Influence of the Earthquake and Tsunami on the Japanese Paper Industry and Challenges to Overcome

• The impact of the disaster
• How did Japanese paper industry cope with?
• The influence on demand and supply of paper and paperboard

~ Masataka Hayama, President, Japan Paper Association

Questions & Answers

Morning Refreshments and Networking Time (Location: Ballroom Foyer)

China Timber Supply Outlook, 2011–2015

Based on a just released RISI study, this presentation will highlight:
• Forecast of China's wood products demand and production
• Increase in China's need for wood fiber for pulp production
• Changes in China's forest area and domestic timber production
• Import volume and price trends
• Investments in China's timber resources

~ Gavin Hao, Forestry Specialist, RISI

Woodchip Imports for China's Pulp Industry

• Japan has been the dominant importer of woodchips in the Pacific markets, but what impact will the March earthquake and tsunami have on short to mid–term demand?
• China's imports of hardwood chips surged in 2009 & 2010 – – what are the factors driving this trend and who are the major suppliers?
• Outlook for hardwood and softwood chip supply trends in the Asia–Pacific markets
• Trends and outlook for woodchip prices in the Asia–Pacific markets.

~ Bob Flynn, Director, International Timber, RISI
~ Gavin Hao, Forestry Specialist, RISI

Questions & Answers

Networking Lunch (Location: Steak House)

Defining a Sustainable Future for the Pulp & Paper Industry in Global Markets: A Canadian Perspective

•The environmental footprint of a product is becoming as important as price and quality these days – especially for organizations that must meet public expectations as well as their own high standards.
• The starting point for responsible buyers and consumers of forest products is to ensure producers embrace and commit to the development of a suite of environmental credentials that includes independent scrutiny of how they manage forests.
• Participants will learn why environmental credentials of forest products they buy are important and will be introduced to what Canada's forest products has done to be recognized as a leader in the development of environmental credentials and of a new collaborative approach with the environmental community to remain competitive in the global marketplace.

~ Pierre Gauthier, Managing Director, Europe, Forest Products Association of Canada (FPAC)

Responsible Sourcing: Working across the Entire Supply Chain to Share Best Practices and Ensure Compliance

• How can producers work better with consumer products companies and buyers?
• Making sure the sustainability message is correctly communicated
• A Role for national, regional and international certifications
• The challenges of sourcing fiber and paper/board in Asia in a global framework

~ Phillip Lawrence, Managing Director, Eco Logical Strategies

Questions &s Answers

Afternoon Refreshments and Networking Time (Location: Ballroom Foyer)

Panel Discussion: What are Customers Looking for from Pulp & Paper Companies?

Panel discussion with some of the leading end–users of pulp, paper and board in Asia. Companies invited will include printers, publishers, consumer products companies, traders and other important customer representatives.

Discussion will focus on the following topics:

• What are customers looking for from pulp, paper and board suppliers?
• How important is the issue of sustainability to customers and end–users? How can the paper industry improve communications on this topic?
• How do customers view the future of paper?
• What are the changing needs in packaging products?
• ROI and cost challenges – the importance of dialog and dealing with increasing demands together.

Moderator: Jessica Zimbalatti, Senior News Editor, PPI Asia, RISI

~ Brad Smith, Procurement Manager – China Sourcing Team, Nestlé
~ Rita Sim, Executive Director, Media Chinese International
~ David Eitemiller, CEO, Hung Hing Printing Group
~ LVM Kishore, Assistant Vice President, Bennett, Coleman & Co. Ltd.
~ Tina Feng, Procurement Asia Pacific–Direct Material, Kraft Foods

Executive Panel – A Round Table Discussion With The Region's Leading Executives

A round table discussion with the region's leading executives. Each panelist will have 2 minutes to introduce themselves and their company and then the moderator will lead the discussion. Questions and answers will be taken from the audience.

Topics covered may include:

• Trade disputes and tariffs – the challenges of managing in a global industry.
• Producing and transporting sustainably.
• Growth markets for demand and investment: Vietnam, India, Australia, etc.
• Challenges of sourcing fiber and where to find it next.
• Electronic media and the threat to the industry – are there opportunities to exploit?
• Forestry–pulp–paper integration – how to successfully implement this strategy?
• How to deliver value to shareholders and deliver message to investors.
• More options in pursuit of sustainability.
• Biomass and the future potential for the P&P sector.

Moderator: Matt Graves, Senior Vice President, Pulp & Paper Division, RISI

~ RR Vederah, Managing Director, Ballarpur Industries Limited
~ Sunil Sood, Director, April Fine Paper Trading Pte Ltd
~ Vince Erasmus, Managing Director, Elders Forestry Pty Ltd.
~ Danny Zheng, President, Xiamen C&D Paper & Pulp
~ Dr. Cheng Shouheng, Vice President, China National Forestry Industry Association

Evening Cocktail Reception (Location: Jazz 37 Lounge)

Start of Day 2 (Location: Ballroom)

The Global Economy: A Three–track World

• China – Leading the emerging economies and global economic growth.
• US economy accelerating, but rising fuel prices are a risk.
• European sovereign debt crisis continues and hampers growth in Europe.

~ David Katsnelson, Senior Economist, Macroeconomics, RISI

Global Recovered Paper Market Outlook

• How massive will Asian demand be in the next two years?
• Will Asia import more? Where the imports will come from?
• How fast will Asian recovered paper collection grow?

~ Hannah Zhao, Economist, Recovered Paper, RISI

Global Pulp Outlook

• Will the surge in pulp supply outpace the increase in demand in 2011?
• With the rebound in the world's financial markets, and sustained high levels of pulp, a large number of pulp expansion projects that were temporarily shelved are now being revived. What will be the implications of these developments on pricing in 2012/2013?
• With dissolving pulp prices soaring in recent months, a chain of unexpected events in the pulp market, especially in China, has occurred. We will review these developments and assess their implications for the papergrade pulp market over the next two years.

~ Kurt Schaefer, Vice President, Fiber, RISI
~ Grace Feng, Fiber Specialist, RISI

Questions & Answers

Morning Refreshments and Networking Time (Location: Ballroom Foyer)

Asian Capacity Expansions for Paperboard Packaging

• Will the Asian cartonboard market become unbalanced in 2011–2012?
• Will the Asian market become unbalanced again in 2011–2012?
• Will China become a major containerboard exporter in 2011–2012?

~ Han Yao, Economist, RISI

Questions & Answers

Networking Lunch (Location: Steak House)

Global Tissue Market Outlook

• China's massive tissue expansion to continue.
• Major structural change ongoing in the Chinese tissue industry.
• Role of wood pulp in tissue fiber furnishes increasing in Asia.
• Indonesia developing into a major export source.

~ Esko Uutela, Principal, Tissue, RISI

Latin American Outlook for Paper and Board and a potential market for Asian Exports

• Trends on demand growth for paper and paperboard motivated by the positive regional economic climate, which is still low when compared to mature markets.
• Is there any potential internal capacity growth in Latin America in the coming years?
• Shifts in sources of supply for key paper grades in Latin American markets.

~ Patricia Perez, Economist, RISI

Questions & Answers

Afternoon Refreshments and Networking Time (Location: Ballroom Foyer)

Global Outlook for Newsprint

• Global and regional demand trends...is world newsprint demand declining?
• Potential for further capacity shuts in North America and Europe.
• Detailed summary of China, India, S. Korea, Japan and other key Asian countries.
• Trends in sources of supply and trade for key consuming/producing regions.
• Outlook for profitability of production by region.

~ John Maine, Vice President, Graphic Paper, RISI

Global Outlook for Printing and Writing Papers

• Sustainability of current global recovery in demand.
• Economic drivers and the disengagement between economic performance and paper demand in developed countries.
• Shift in world demand with declines in North America and Europe, offset by growth in other world regions.
• Oversupply of Asian coated fine papers and its impace on world trade and profitability.
• Impacts of technology on world demand for uncoated freesheet business papers, directory and other publishing papers.
• Shift in advertising and circulation to mobile media such as iPads.

~ John Maine, Vice President, Graphic Paper, RISI

Questions & Answers

Close of Conference

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