RISI Latin American Pulp & Paper Conference: Program

Monday, August 29

6.30 – 8.00 PM

Pre–Registration (Location: Foyer)
Please pick up badge and conference materials before going to the reception.

Cocktail Reception (Location: Foyer)

Tuesday, August 30

Session chair: Renata Mercante, Editor, PPI Latin America and Conference Chair, RISI

8:00 – 9:00 AM

Registration (Location: Foyer)
9:00 AM

Start of Conference (Location: Di Cavalcanti)
9:00 – 9:05 AM

Welcoming Remarks

~ Renata Mercante, Editor, PPI Latin America and Conference Chair, RISI
9.05 – 9.10 AM

Introduction to RISI

~ Mike Coffey, CEO, RISI
9.10 – 9.15 AM

RISI Latin American CEO of the Year Award to Carlos Augusto Lira Aguiar, Former CEO, Fibria

~ Presented by Mike Coffey, CEO, RISI
9.15 – 9.40 AM

KEYNOTE ADDRESS

~ Carlos Augusto Lira Aguiar, Former CEO, Fibria
9:40 – 9:45 AM

Keynote Questions & Answers

SESSION I

Session chair: Renata Mercante, Editor, PPI Latin America and Conference Chair, RISI

9.45 – 10.10 AM

Current and Future Trends in the Brazilian Pulp and Paper Industry

• Analyzing the current performance of the industry
• What are the future trends?
• Challenges and threats - climate change, use of natural resources, and biotechnology

~ Elizabeth de Carvalhaes, CEO and Executive President, Bracelpa
10.10 – 10.40 AM

Investment Strategies for Latin American Forest Products Companies

• Investing for the future while ensuring shareholder value
• Where and how should companies build capacity
• Looking at financial performance across the sector
• New development areas and harnessing growth

~ Marcos Assumpção, CFO, Commodities Business, Itaú
10.40 – 10.45 AM

Questions & Answers
10.45 – 11.05 AM

Morning Refreshments and Networking Time (Location: Foyer)

Session chair: Bob Flynn, Director, International Timber, RISI

11.05 – 11.30 AM

Brazil: Maximizing Returns Through a Diversified Timber Investment Portfolio

• Understanding the country's different regions and their main end-markets from an investment point of view
• What do the main consumers look for in partnerships with institutional investors in the different timber markets?
• How these translate into the definition of a well-balanced portfolio of timber investments in Brazil?
• What is the best method to access such a portfolio?
• Overview of the investment situation in other South American countries (availability of land, pros and cons of timber space etc)

~ Henrique Rodrigues Alves Aretz, Chief Investment Officer, VBI Timberland
11:30 – 11:35 AM

Questions & Answers
11.35 – 12.30 PM

Panel Discussion: Focus on the Future of Bioenergy in Latin America

Panel discussion with some of the leading experts in the field of bio energy, topics to be covered include:

• How should pulp and paper companies embrace this potential opportunity and develop strategies in bio energy?
• Looking at experiences in other regions of the world
• Challenge of efficiently and profitably dealing with biomass collection
• Looking at Brazil's experience in bio fuels
• Investing in bio–refineries and biomass facilities – what's needed and where?

Moderator:
~ Bob Flynn, Director, International Timber, RISI

Panelists:
~ João Fernando Borges, Forestry Director, Stora Enso Latin America
~ Prof. Laércio Couto, Member of the Board, World Bioenergy Association
~ Emilio Rietmann, Executive Director, ERB - Energias Renováveis do Brasil
12.30 – 2.00 PM

Breakout Lunch Session sponsored by HP (Location: Nery & Milliet)
Latest Trends in Office Printing – the New Battlefronts

HP and the ColorLok® paper quality program reveal trends in digital printing, including the rise of low–TCO business inkjets and optimized paper; growth of mobile and Internet cloud printing, deinking and lab research on improving the laser printing user experience through media.

~ Larry Tracy, Program Director, HP
12.30 – 2.00 PM

Networking Lunch (Location: Giorgi)

SESSION II

Session chair: Renata Mercante, Editor, PPI Latin America and Conference Chair, RISI

2.00 – 2.45 PM

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 Latin America. 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 with customers?
• How do customers view the future of paper?
• What are the changing needs in packaging products? How are quality considerations driving developments in Latin America?
• ROI and cost challenges – the importance of dialog and dealing with increasing demands together
• Looking at the threat of electronic media and assessing the opportunities

Moderator:
~ Fabio Arruda Mortara, President, Abigraf Nacional

Panelists:
~ Priya Patel, Category Director, Family Care, Kimberly Clark Brasil
~ Wilson Troque, Production Manager, Editora Moderna
~ Mário César Martins de Camargo, CEO, Grafica Bandeirantes
~ Pedro Martins da Silva, Executive President (CEO), Instituto Verificador de Circulação (IVC)
~ Sidnei Bueno Vida, Procurement Consultant, Votorantim Cimentos S.A.
2.45 – 3.10 PM

Examining the Evolving Relationship Between Latin America and China

A special presentation given by Kurt Schaefer, Vice President, Fiber, based in RISI's Beijing office.

• An overview of trade between China and Latin America
• How Latin American producers will continue to provide fiber for China
• Where will fiber demand growth come from in China?
• What is the outlook for Chinese demand in paper and board markets?

~ Kurt Schaefer, Vice President, Fiber, RISI
3.10 – 3.35 PM

Overview of the Current and Future Issues in Latin American Packaging Markets

• A look at capacity investments across Latin America
• Key issues facing producers and how to develop market share
• Facing competition from plastics and how to overcome
• Developing new markets and responding to customer needs

~ Patrick Nogueira, Commercial Director, Grupo Orsa
3.35 – 3.40 PM

Questions & Answers
3.40 – 4.05 PM

Afternoon Refreshments and Networking Time (Location: Foyer)

PANEL DISCUSSION: CEO / EXECUTIVE PANEL

4.05 – 5.35 PM

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
• Growth markets for investment: Key business opportunities and niches to exploit
• Role of China in the coming years – major customer and partner or competitor?
• How to develop paper consumption and demand in Latin America markets
• Producing and transporting sustainably
• Electronic media and the threat to the industry – are there opportunities to exploit?
• 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:
~ Juan G. Tavarez, Vice President, Citi Investment Research Latin America Agribusiness, Pulp & Paper

Panelists:
~ Marcelo Strufaldi Castelli, CEO, Fibria
~ Antonio Maciel Neto, President, Suzano
~ Douglas Albrecht, Chairman of the Board, Celulosa Argentina
~ Eduardo Posada, CEO, Grupo Gondi
~ Paulo Eduardo Rocha Brant, CEO, Cenibra
6.00 – 7.30 PM

Cocktail Reception (Location: Foyer)

WEDNESDAY, AUGUST 31
RISI TWO–YEAR ECONOMIC OUTLOOK

Session chair: Rod Young, Chief Economic Advisor, RISI

9.00 AM

Start of Conference (Location: Di Cavalcanti)
9.00 – 9.40 AM

The Global Economy: Slower Growth Ahead

• Global economy slowing, but continues to grow
• Emerging economies continue to lead
• Mature economies continue their slow and below-trend growth

~ David Katsnelson, Senior Economist, Macroeconomics, RISI
9.40 – 10.10 AM

International Woodfiber Market Outlook

• Costs of growing wood in China, cost sof imported woodchips to pulp mills
• Growing role of imported chips in hardwood pulp production in China
• Demand for imports of South American woodchips in Europe

~ Bob Flynn, Director, International Timber, RISI
10.10 – 10.35 AM

Global Tissue Market Outlook

• Positive outlook for long-term market growth
• Brazil's tissue industry in a strong expansion phase
• Will quality developments follow the US or European pattern?
• Many projects emerging, will overcapacity threaten?

~ Esko Uutela, Principal, Tissue, RISI
10.35 – 10.40 AM

Questions & Answers
10.40 – 11.00 AM

Morning Refreshments and Networking Time (Location: Foyer)
11.00 – 11.15 AM

Global Newsprint Outlook - After Recovery, New Challenges

• Demand trends... will world demand begin sinking again?
• Advertising and circulation continue their decline in North America
• Global shift in capacity? Potential for more shuts in North America and Europe, but new capacity lags expected demand growth in developing regions
• Impact of trade on market balance
• Outlook on profitability for key producing regions

~ Derek Mahlburg, Economist, Graphic Paper, RISI
11.15 – 11.45 AM

Global Printing & Writing Outlook: The Changing Global Paper Market

• Where is demand headed after a meager recovery in 2010?
• Overcapacity in Asia and trade protections in North America have shifted global coated market
• Impact of technology on demand for uncoated freesheet and other publishing papers
• Shift in advertising towards electronic media accelerated by rise of iPad-like devices
• Cost pressures and profitability

~ Derek Mahlburg, Economist, Graphic Paper, RISI
11.45 AM – 12. 15 PM

Latin American Printing & Writing Market Outlook: Special Focus on Region's Role in Global Markets

• Sustainability of current Latin American recovery in demand
• 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
12.15 – 12.20 PM

Questions & Answers
12.20 – 1.45 PM

Breakout Lunch Session: Impact of Increasing Consumable Prices on the Cost Competitiveness of Mills in Latin America (Location: Nery & Milliet)

The cost competitiveness of Latin American pulp and paper mills is dependent on a multitude of factors, including such key cost drivers as OCC, market pulp, and energy prices. We'll analyze these cost drivers and their relationship with cash cost in this special breakout lunch presentation. You'll understand the current state of the Latin American pulp and paper industry as well as how projected price increases could impact the industry.

~ Jesse Neese, Service Technical Manager, Mill Intelligence, RISI
~ Mike Jones, Director, Cost Benchmarking, Packaging and Tissue, RISI
12.20 – 1.45 PM

Networking Lunch (Location: Giorgi)

RISI TWO–YEAR ECONOMIC OUTLOOK Cont'd.

Session chair: Kurt Schaefer, Vice President, Fiber, RISI

1.50 – 2.20 PM

Global Containerboard Market Outlook

• Global and regional demand trends for the next two years
• Latin America role in the global containerboard market
• What are the prospects for Latin American containerboard exports to the rest of the world?

~ Patricia Perez, Economist, RISI
2.20 – 2.45 PM

Competitive Cost Position of Global BSKP and BHKP Market Pulp Producers and their Effect on Global Uncoated Woodfree and Tissue

• Global BHKP and BSKP Competitive Costs
• Global Retail and Commercial Tissue Competitive Costs
• Global WFU Competitive Costs
• Where to now?

~ Mike Jones, Director, Packaging & Tissue, Benchmarking, RISI
2.45 – 3.25 PM

Global Pulp Market Outlook

• Market pulp capacity is on the rise as integrated pulp capacity from shuttered uncoated woodfree mills in the US is converted to market pulp along with planned softwood kraft pulp capacity expansion in Siberia and a handful of large hardwood capacity projects in Latin America.
• Pulp inventories are up and China’s demand remains tepid. Will prices soften substantially through the end of the year?
• How will the correction of demand for papergrade wood pulp for use as an extender in rayon production in China effect the papergrade wood pulp market in the near term?

~ Kurt Schaefer, Vice President, Fiber, RISI
3.25 – 3.30 PM

Questions & Answers
3.30 – 3.50 PM

Afternoon Refreshments and Networking Time (Location: Foyer)
3.50 – 4.10 PM

Special Focus on Dissolving Pulp Market

• Dissolving Pulp Usage in Rayon Expands Rapidly
• Investors Leap Onto the Dissolving Pulp Capacity Expansion Bandwagon

~ Rod Young, Chief Economic Advisor, RISI
4.10 – 4.40 PM

Global Recovered Paper Market

• Strong Demand Continues to Emanate from Asia
• Supply Side Struggles to Meet Demand, Resulting in Upward Pressure on Pricing

~ Rod Young, Chief Economic Advisor, RISI
4.40 – 4.45 PM

Questions & Answers
4.45 PM

Close of Conference
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