RISI Latin American Pulp & Paper Conference: Program

SUNDAY, NOVEMBER 21

7:00 - 8:30 PM

Pre-registration and Cocktail Reception

MONDAY, NOVEMBER 22

8:00 - 9:00 AM

Registration
Location: Di Cavalcanti

OPENING SESSION

Session Chair: Fernanda Belchior, News Editor, PPI Latin America, RISI

9:00 - 9:05 AM

Welcoming Remarks

~ Fernanda Belchior, News Editor, PPI Latin America, RISI
9:05 - 9:10 AM

Introduction to RISI

~ Mike Coffey, CEO, RISI
9:10 - 9:15 AM

Presentation of the RISI Latin American CEO of the Year Award to Antonio Maciel Neto, CEO of Suzano Papel e Celulose

~ Mike Coffey, CEO, RISI
9:15 - 9:40 AM

KEYNOTE ADDRESS

~ Antonio Maciel Neto, CEO, Suzano Papel e Celulose
9:40 - 9:45 AM

Keynote Questions & Answers

SESSION I:
Feeding the World's Fiber Needs - Latin America's Crucial Role in Fiber and Forestry Markets

Session Chair: Elizabeth Carvalhaes, President, Brazilian Pulp and Paper Producers Association (BRACELPA)

9:45 - 10:00 AM

Brazil: Major Global Fiber Supplier

~ Elizabeth Carvalhaes, President, Brazilian Pulp and Paper Producers Association (BRACELPA)
10:00 - 10:25 AM

Fiber Vision 2020 - A Perspective on How Global Markets Could Develop and the Implications for the Latin American Sector

~ Andreas Mirow, Principal, Mckinsey
10:25 - 10:45 AM

Coffee Break
Location: Outside meeting room
10:45 - 11:10 AM

Financing Mechanisms for Forestry Investment

~ Frederico Benite Filho, Principal Business Developer Officer, International Finance Corporation
11:10 AM - 11:35 PM

Forest Companies and NGOs: initiatives of success for biodiversity conservation in Brazil

• Environmental and NGOs and forest companies – improving behavior
• The Brazilian Forest Dialogue – a success initiative
• The Pact for Atlantic Forest Restoration
• First Practical Results of Partnerships for Biodiversity Conservation

~ Giovana Baggio de Bruns, Private Lands Conservancy Coordinator, The Nature Conservancy
11:35 - 11:45 PM

Questions & Answers

PANEL DISCUSSION: SPECIAL SPOTLIGHT ON THE INDUSTRY'S CUSTOMERS

11:45 - 12:45 PM

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

Panel discussion with some of the leading end-users of pulp, paper and board in Latin America.

Discussion will focus on the following topics:
• What are customers looking for from pulp, paper and board suppliers?
• What are their future expectations?
• How important is the issue of sustainability to customers and end-users?
• How do they view the future of paper?

Moderator:
~ Fabio Mestriner, Member, ABRE's Packaging Strategic Studies Committee

Panelists:
~ Claudio Baronni, Projects Director/ Diretor de Projetos, Editora Abril S/A
~ Eduardo Pavanelli, Senior Development Engineer, Sadia
~ Ruy Ghiotto, Purchasing Director, Colgate-Palmolive
~ Bernardo Testi, Supply Chain Manager, Gomes da Costa
12:45 - 2:15 PM

Networking Lunch
Location: Giorgi and Nery & Milliet rooms

SESSION II:
Challenges and Opportunities for Latin America's Pulp & Paper Producers

Session Chair: Osvaldo Vassallo, Presidente, AFCP

2:15 - 2:40 PM

The Challenge of Producing Graphic Papers in an Electronic Age

~ Jean-Michel Ribieras, CEO, International Paper
2:40 - 3:05 PM

View from Inside Box: Outlook for Regional Boxboard Markets

~ Edgard Avezum, Boxboard Commercial Director, Klabin
3:05 - 3:30 PM

The State of the Industry & Outlook 2010-2012: Containerboard & Corrugated

~ Miguel Rincón, CEO, Bio-PAPPEL
3:30 - 3:40 PM

Questions & Answers
3:40 - 4:00 PM

Coffee Break
Location: Outside meeting room

PANEL DISCUSSION: CEO / EXECUTIVE PANEL

4:00 - 5:00 PM

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 will include:
• Biomass: What are the implications for the pulp and paper industry?
• Key challenges for Latin American producers in the next five years
• And much more

Moderator:
~ Marcelo Aguiar, Vice President, Mining & Steel andPulp & Paper, Goldman, Sachs & Co.

Panelists:
~ Antonio Maciel Neto, CEO, Suzano Papel e Celulose
~ Sergio Colvin, CEO, CMPC Celulosa S.A.
~ Carlos Aguiar, CEO, Fibria
~ Jean-Michel Ribieras, CEO, International Paper
~ Miguel Rincón, CEO, Bio-PAPPEL
~ Mario Valente, President, Cartocor
6:30 - 8:00 PM

Cocktail Reception: Hosted by RISI's PPI América Latina
Location: Level 01 Foyer

Join us for this excellent networking opportunity and celebrate the launch of the Portuguese-language version of RISI's PPI Latin America newsletter!

TUESDAY, NOVEMBER 23
SESSION III: RISI TWO-YEAR ECONOMIC OUTLOOK

Chairperson: Kurt Schaefer, Vice President, Fiber, RISI

9:00 - 9:45 AM

Global Macroeconomic Outlook

~ David Katsnelson, Senior Economist, Macroeconomics, RISI
9:45 - 10:15 AM

Timberland Investment Trends and Their Impact on the South American Forest Products Industry

~ Bob Flynn, Director, International Timber, RISI
10:15 - 10:40 AM

Global Tissue Outlook

~ Esko Uutela, Principal, Tissue, RISI
10:40 - 10:50 AM

Questions & Answers
10:50 - 11:10 AM

Coffee Break
Location: Outside meeting room
11:10 - 11:45 AM

Global Graphic Paper Outlook

~ Patricia Perez, Economist, RISI
11:45 AM - 12:30 PM

Asian Graphic Paper Focus

~ Sandy Lu, Economist, Asian Graphic Paper, RISI
12:30 - 1:05 PM

Global Recovered Paper Outlook

~ Esko Uutela, Principal, Tissue, RISI
1:05 - 1:15 PM

Questions & Answers
1:15 - 2:35 PM

Breakout Lunch Session: Impact of Capital Spending on Profitability
Location: Bonadei Room

The pulp & paper industry is one of the most capital intensive industries in the world. Recent fluctuations in the global market have shown that the economic environment can produce rapid changes in only a few short months. However, the amount of time that passes between making an investment decision to implementing that decision operationally can easily take longer than one year. If the capital charge on an investment can be as high as $120/ADMT in an average modern mill after implementation, how can you guarantee profitable operations in the long-term?

Join members of RISI's cost benchmarking team for a special breakout session to address this issue and many others. You will also learn how to use RISI's Analytical Cornerstone tool to determine:

• The impact of capital costs during the first years of operation
• The relationship between cash cost and capital cost and its significance
• The importance of technical age on operations

~ Jukka Kuntonen, Analyst, Cost Benchmarking, RISI

Space is limited - click here to sign up for this session now!
1:15 - 2:35 PM

Networking Lunch
Location: Giorgi and Nery & Milliet Rooms
2:35 - 3:20 PM

Global Packaging Outlook

~ Ken Waghorne, Vice President, Packaging, RISI
3:20 - 3:45 PM

Competitive Cost Position of Market Pulp Producers and its Impact on Woodfree Producers

~ Jukka Kuntonen, Analyst, Cost Benchmarking, RISI
3:45 - 4:30 PM

Global Pulp Outlook

~ Kurt Schaefer, Vice President, Fiber, RISI
4:30 - 4:40 PM

Questions & Answers
4:40 - 4:45 PM

Summary & Wrap-up
4:45 PM

Close of Conference
To view the legal limitations on discussions at RISI conferences, please click here.

Seventh Annual

Latin American Pulp & Paper Outlook Conference

2010 PROGRAM The beginning of a new cycle of growth for Latin America's pulp & paper industry

SUNDAY, NOVEMBER 21

7:00 - 8:30 PM

Pre-registration and Cocktail Reception

MONDAY, NOVEMBER 22

8:00 - 9:00 AM

Registration Location: Di Cavalcanti

OPENING SESSION

9:00 - 9:05 AM

Welcoming Remarks

9:05 - 9:10 AM

Introduction to RISI

9:10 - 9:15 AM

Presentation of the RISI Latin American CEO of the Year Award to Antonio Maciel Neto, CEO of Suzano Papel e Celulose

9:15 - 9:40 AM

KEYNOTE ADDRESS

9:40 - 9:45 AM

Keynote Questions & Answers

SESSION I: Feeding the World's Fiber Needs - Latin America's Crucial Role in Fiber and Forestry Markets

9:45 - 10:00 AM

Brazil: Major Global Fiber Supplier

10:00 - 10:25 AM

Fiber Vision 2020 - A Perspective on How Global Markets Could Develop and the Implications for the Latin American Sector

10:25 - 10:45 AM

Coffee Break Location: Outside meeting room

10:45 - 11:10 AM

Financing Mechanisms for Forestry Investment

11:10 AM - 11:35 PM

Forest Companies and NGOs: initiatives of success for biodiversity conservation in Brazil

11:35 - 11:45 PM

Questions & Answers

PANEL DISCUSSION: SPECIAL SPOTLIGHT ON THE INDUSTRY'S CUSTOMERS

11:45 - 12:45 PM

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

12:45 - 2:15 PM

Networking Lunch Location: Giorgi and Nery & Milliet rooms

SESSION II: Challenges and Opportunities for Latin America's Pulp & Paper Producers

2:15 - 2:40 PM

The Challenge of Producing Graphic Papers in an Electronic Age

2:40 - 3:05 PM

View from Inside Box: Outlook for Regional Boxboard Markets

3:05 - 3:30 PM

The State of the Industry & Outlook 2010-2012: Containerboard & Corrugated

3:30 - 3:40 PM

Questions & Answers

3:40 - 4:00 PM

Coffee Break Location: Outside meeting room

PANEL DISCUSSION: CEO / EXECUTIVE PANEL

4:00 - 5:00 PM

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.

6:30 - 8:00 PM

Cocktail Reception: Hosted by RISI's PPI América Latina Location: Level 01 Foyer

TUESDAY, NOVEMBER 23 SESSION III: RISI TWO-YEAR ECONOMIC OUTLOOK

9:00 - 9:45 AM

Global Macroeconomic Outlook

9:45 - 10:15 AM

Timberland Investment Trends and Their Impact on the South American Forest Products Industry

10:15 - 10:40 AM

Global Tissue Outlook

10:40 - 10:50 AM

Questions & Answers

10:50 - 11:10 AM

Coffee Break Location: Outside meeting room

11:10 - 11:45 AM

Global Graphic Paper Outlook

11:45 AM - 12:30 PM

Asian Graphic Paper Focus

12:30 - 1:05 PM

Global Recovered Paper Outlook

1:05 - 1:15 PM

Questions & Answers

1:15 - 2:35 PM

Breakout Lunch Session: Impact of Capital Spending on Profitability Location: Bonadei Room

1:15 - 2:35 PM

Networking Lunch Location: Giorgi and Nery & Milliet Rooms

2:35 - 3:20 PM

Global Packaging Outlook

3:20 - 3:45 PM

2010 PROGRAM
The beginning of a new cycle of growth for Latin America's pulp & paper industry

Registration
Location: Di Cavalcanti

SESSION I:
Feeding the World's Fiber Needs - Latin America's Crucial Role in Fiber and Forestry Markets

Coffee Break
Location: Outside meeting room

Networking Lunch
Location: Giorgi and Nery & Milliet rooms

SESSION II:
Challenges and Opportunities for Latin America's Pulp & Paper Producers

Coffee Break
Location: Outside meeting room

Cocktail Reception: Hosted by RISI's PPI América Latina
Location: Level 01 Foyer

TUESDAY, NOVEMBER 23
SESSION III: RISI TWO-YEAR ECONOMIC OUTLOOK

Coffee Break
Location: Outside meeting room

Breakout Lunch Session: Impact of Capital Spending on Profitability
Location: Bonadei Room

Networking Lunch
Location: Giorgi and Nery & Milliet Rooms